Purchases and Sales Made in Q3 2023 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.82K- 3.47% |
$171K - $179K
|
50.7K
$4.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.85K- 1.11% |
$174K - $182K
|
165K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.86K- 0.63% |
$174K - $183K
|
295K
$28.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.87K- 21.53% |
$176K - $184K
|
6.82K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.88K- 44.09% |
$177K - $185K
|
2.39K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.91K- 58.48% |
$179K - $188K
|
1.36K
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 63.5% |
$181K - $189K
|
1.11K
$108K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.94K- 11.12% |
$182K - $191K
|
15.5K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.94K- 1.7% |
$182K - $191K
|
112K
$11M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 16.81% |
$185K - $194K
|
9.78K
$956K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-2K- 45.28% |
$187K - $196K
|
2.41K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.01K- 10.18% |
$189K - $198K
|
17.8K
$1.74M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.03K- 33.73% |
$190K - $200K
|
3.99K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.05K- 9.73% |
$193K - $202K
|
19K
$1.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.09K- 14.24% |
$196K - $206K
|
12.6K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11K- 9.55% |
$198K - $207K
|
20K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.12K- 13.92% |
$198K - $208K
|
13.1K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.12K- 1.42% |
$198K - $208K
|
147K
$14.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.15K- 0.39% |
$202K - $211K
|
543K
$53.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.31K- 9.09% |
$217K - $227K
|
23.1K
$2.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.31K- 20.49% |
$217K - $227K
|
8.96K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.32K- 1.22% |
$218K - $228K
|
188K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.35K- 5.19% |
$221K - $231K
|
42.9K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 59.77% |
$225K - $236K
|
1.61K
$158K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.4K- 2.46% |
$225K - $236K
|
95.1K
$9.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 35.49% |
$227K - $238K
|
4.4K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.44K- 3.58% |
$229K - $240K
|
65.8K
$6.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.46K- 38.27% |
$231K - $242K
|
3.96K
$388K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.49K- 2.15% |
$234K - $245K
|
113K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.5K- 2.6% |
$235K - $246K
|
93.7K
$9.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.51K- 29.18% |
$236K - $247K
|
6.09K
$596K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.52K- 65.95% |
$236K - $248K
|
1.3K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.53K- 9.6% |
$237K - $249K
|
23.8K
$2.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.54K- 3.94% |
$238K - $250K
|
61.9K
$6.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 15.6% |
$240K - $251K
|
13.8K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.6K- 1.24% |
$244K - $256K
|
206K
$20.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.64K- 47.9% |
$248K - $260K
|
2.87K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2.65K- 3.85% |
$249K - $261K
|
66.2K
$6.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.68K- 6.54% |
$252K - $264K
|
38.3K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.7K- 37.5% |
$253K - $266K
|
4.5K
$440K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.71K- 13.34% |
$254K - $266K
|
17.6K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.76K- 4.76% |
$259K - $272K
|
55.3K
$5.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.79K- 4.16% |
$262K - $275K
|
64.4K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.83K- 29.77% |
$265K - $278K
|
6.67K
$652K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.87K- 15.67% |
$269K - $282K
|
15.4K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.87K- 13.13% |
$270K - $283K
|
19K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.9K- 19.22% |
$273K - $286K
|
12.2K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.92K- 5.46% |
$274K - $288K
|
50.6K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.95K- 16.55% |
$277K - $291K
|
14.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.98K- 3.72% |
$280K - $293K
|
77.1K
$7.54M
|