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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.6K- 35.1% |
$1.37M - $1.43M
|
26.9K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-14.9K- 45.05% |
$1.4M - $1.47M
|
18.2K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15K- 30.52% |
$1.4M - $1.47M
|
34.1K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16K- 26.25% |
$1.5M - $1.58M
|
45K
$4.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-16.2K- 6.71% |
$1.52M - $1.59M
|
225K
$22.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16.2K- 19.05% |
$1.52M - $1.6M
|
69K
$6.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-16.3K- 26.49% |
$1.53M - $1.6M
|
45.2K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16.3K- 3.59% |
$1.53M - $1.61M
|
438K
$44.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-16.3K- 6.09% |
$1.53M - $1.61M
|
252K
$25.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-16.8K- 11.21% |
$1.57M - $1.65M
|
133K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-17K- 25.4% |
$1.6M - $1.68M
|
50K
$5.04M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.2K- 32.12% |
$1.61M - $1.69M
|
36.3K
$3.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-17.4K- 9.42% |
$1.63M - $1.71M
|
167K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17.8K- 56.34% |
$1.67M - $1.75M
|
13.8K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.8K- 82.49% |
$1.67M - $1.75M
|
3.78K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-17.9K- 51.21% |
$1.68M - $1.76M
|
17K
$1.71M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-18K- 21.52% |
$1.69M - $1.77M
|
65.7K
$6.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.2K- 18.58% |
$1.71M - $1.79M
|
79.6K
$8.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-18.3K- 36.46% |
$1.71M - $1.8M
|
31.8K
$3.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.5K- 85.75% |
$1.73M - $1.82M
|
3.07K
$309K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-19.3K- 65.97% |
$1.81M - $1.9M
|
9.93K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19.5K- 51.26% |
$1.83M - $1.92M
|
18.5K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-19.5K- 14.01% |
$1.83M - $1.92M
|
120K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-20.3K- 6.91% |
$1.9M - $2M
|
273K
$27.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-20.4K- 37.53% |
$1.92M - $2.01M
|
34K
$3.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20.5K- 95.64% |
$1.92M - $2.01M
|
932
$93.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.5K- 21.67% |
$1.93M - $2.02M
|
74.2K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.8K- 7.58% |
$1.95M - $2.04M
|
253K
$25.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-21.2K- 8.82% |
$1.99M - $2.08M
|
219K
$22M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-21.9K- 56.38% |
$2.05M - $2.15M
|
16.9K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-22.4K- 4.16% |
$2.1M - $2.21M
|
516K
$52M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-23K- 65.49% |
$2.16M - $2.27M
|
12.1K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-23.1K- 48.83% |
$2.16M - $2.27M
|
24.2K
$2.43M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.5K- 5.14% |
$2.21M - $2.31M
|
434K
$43.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-24K- 88.48% |
$2.25M - $2.36M
|
3.12K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24.1K- 44.84% |
$2.26M - $2.37M
|
29.7K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 66.08% |
$2.29M - $2.4M
|
12.5K
$1.26M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 66.08% |
$2.29M - $2.4M
|
12.5K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.7K- 16.89% |
$2.32M - $2.43M
|
121K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-25.1K- 7.24% |
$2.35M - $2.47M
|
321K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-25.1K- 1.83% |
$2.35M - $2.47M
|
1.35M
$136M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-25.2K- 14.29% |
$2.36M - $2.48M
|
151K
$15.2M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-25.2K- 14.29% |
$2.36M - $2.48M
|
151K
$15.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.3K- 7.72% |
$2.38M - $2.49M
|
303K
$30.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-26.2K- 26.71% |
$2.46M - $2.58M
|
72K
$7.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-26.8K- 8.54% |
$2.52M - $2.64M
|
288K
$29M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26.9K- 11.94% |
$2.52M - $2.65M
|
198K
$20M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 57.68% |
$2.52M - $2.65M
|
19.7K
$1.99M
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-27.4K- 56.62% |
$2.57M - $2.7M
|
21K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-27.7K- 3.3% |
$2.6M - $2.73M
|
813K
$81.9M
|