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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.24K- 5.57% |
$492K - $516K
|
88.9K
$8.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.45K- 8.16% |
$511K - $536K
|
61.3K
$6.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.49K- 2.95% |
$516K - $541K
|
181K
$17.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.59K- 28.24% |
$525K - $550K
|
14.2K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.61K- 9.54% |
$526K - $552K
|
53.2K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.65K- 12.02% |
$530K - $556K
|
41.4K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-5.69K- 44.76% |
$534K - $560K
|
7.02K
$691K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.8K- 8.0% |
$544K - $571K
|
66.6K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.82K- 18.87% |
$546K - $572K
|
25K
$2.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-5.88K- 28.66% |
$552K - $579K
|
14.6K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 68.83% |
$555K - $582K
|
2.68K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.97K- 68.08% |
$560K - $588K
|
2.8K
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.03K- 5.27% |
$566K - $594K
|
108K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-6.2K- 13.35% |
$582K - $610K
|
40.3K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6.2K- 10.73% |
$582K - $610K
|
51.6K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.22K- 27.69% |
$584K - $612K
|
16.2K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.36K- 39.76% |
$597K - $626K
|
9.64K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.37K- 16.8% |
$598K - $627K
|
31.6K
$3.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.44K- 36.09% |
$605K - $634K
|
11.4K
$1.12M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.44K- 36.09% |
$605K - $634K
|
11.4K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6.47K- 72.17% |
$607K - $636K
|
2.49K
$246K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.64K- 38.27% |
$623K - $654K
|
10.7K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.65K- 30.84% |
$624K - $655K
|
14.9K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 27.42% |
$632K - $663K
|
17.8K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-6.8K- 53.7% |
$638K - $669K
|
5.86K
$578K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.82K- 17.92% |
$640K - $671K
|
31.2K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.9K- 75.73% |
$647K - $679K
|
2.21K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.95K- 27.12% |
$652K - $684K
|
18.7K
$1.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.01K- 20.18% |
$657K - $690K
|
27.7K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.05K- 6.73% |
$662K - $694K
|
97.8K
$9.64M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-7.08K- 10.81% |
$664K - $696K
|
58.4K
$5.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.08K- 49.3% |
$664K - $697K
|
7.28K
$717K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-7.14K- 4.91% |
$670K - $703K
|
138K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.24K- 9.18% |
$679K - $713K
|
71.6K
$7.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.32K- 18.6% |
$687K - $721K
|
32.1K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.55K- 9.77% |
$709K - $743K
|
69.8K
$6.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.85K- 1.69% |
$737K - $773K
|
457K
$45.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-7.85K- 55.89% |
$737K - $773K
|
6.2K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.92K- 42.0% |
$744K - $780K
|
10.9K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.93K- 32.75% |
$744K - $780K
|
16.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-8.19K- 1.79% |
$768K - $806K
|
450K
$44.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.22K- 2.19% |
$771K - $809K
|
367K
$36.1M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8.51K- 91.89% |
$799K - $838K
|
751
$74K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-8.52K- 4.8% |
$800K - $839K
|
169K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.17% |
$806K - $846K
|
198K
$19.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.65K- 30.24% |
$812K - $851K
|
19.9K
$1.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.88K- 48.34% |
$834K - $874K
|
9.49K
$935K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.16K- 27.19% |
$860K - $902K
|
24.5K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.52K- 74.99% |
$893K - $937K
|
3.17K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.55K- 16.16% |
$896K - $940K
|
49.5K
$4.88M
|