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 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
82.6K+ 43.07% |
$7.75M - $8.13M
|
274K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.4K+ 5.38% |
$7.08M - $7.42M
|
1.48M
$144M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.2K+ 2.84% |
$7.06M - $7.4M
|
2.72M
$266M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
74.3K+ 830.19% |
$6.97M - $7.32M
|
83.3K
$8.14M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
73.3KNew |
$6.88M - $7.22M
|
73.3K
$7.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
73KNew |
$6.85M - $7.18M
|
73K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
72.1K+ 118.14% |
$6.77M - $7.1M
|
133K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
72K+ 434.14% |
$6.75M - $7.08M
|
88.5K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
69KNew |
$6.47M - $6.79M
|
69K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 1.31% |
$6.45M - $6.76M
|
5.32M
$520M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
68.1K+ 1920.82% |
$6.39M - $6.7M
|
71.6K
$7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
66.8K+ 3.3% |
$6.27M - $6.58M
|
2.09M
$204M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
66.5K+ 2.85% |
$6.24M - $6.54M
|
2.4M
$235M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
66.4K+ 18863.35% |
$6.23M - $6.54M
|
66.8K
$6.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.3K+ 43.75% |
$6.22M - $6.52M
|
218K
$21.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
66.2K+ 159.49% |
$6.21M - $6.52M
|
108K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
65.5K+ 253.85% |
$6.15M - $6.45M
|
91.3K
$8.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
65.1K+ 99.42% |
$6.11M - $6.41M
|
131K
$12.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
63.9K+ 10.19% |
$6M - $6.29M
|
691K
$67.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
62.4K+ 15.06% |
$5.86M - $6.14M
|
477K
$46.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62.1K+ 4.65% |
$5.83M - $6.11M
|
1.4M
$137M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
59.8K+ 4766.93% |
$5.61M - $5.89M
|
61.1K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
59.3K+ 615.1% |
$5.56M - $5.83M
|
68.9K
$6.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58.5K+ 235.98% |
$5.49M - $5.76M
|
83.3K
$8.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
58.3K+ 16.36% |
$5.48M - $5.74M
|
415K
$40.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
55.8K+ 18.35% |
$5.24M - $5.49M
|
360K
$35.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
54.5K+ 10.49% |
$5.11M - $5.36M
|
574K
$56.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
54.2K+ 4.57% |
$5.09M - $5.33M
|
1.24M
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54.2K+ 37.02% |
$5.08M - $5.33M
|
200K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.6K+ 2.87% |
$5.03M - $5.27M
|
1.92M
$188M
|
|
|
Oct 18, 2023
Q3 2023
|
P/E Global LLC
|
BUY
|
- |
51.8K+ 1.38% |
$4.86M - $5.1M
|
3.81M
$372M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
51.5K+ 10.1% |
$4.83M - $5.07M
|
561K
$54.8M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
49.3K+ 56.66% |
$4.62M - $4.85M
|
136K
$13.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
49.1K+ 1854.38% |
$4.61M - $4.83M
|
51.8K
$5.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49K+ 41.64% |
$4.6M - $4.83M
|
167K
$16.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48.7K+ 9235.48% |
$4.57M - $4.79M
|
49.2K
$4.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48.3K+ 3.39% |
$4.53M - $4.75M
|
1.47M
$144M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
47.1K+ 1.54% |
$4.42M - $4.64M
|
3.1M
$303M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
47K+ 6.74% |
$4.41M - $4.62M
|
743K
$72.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
46.5K+ 8.97% |
$4.37M - $4.58M
|
565K
$55.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.1K+ 6.37% |
$4.33M - $4.54M
|
770K
$75.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.5K+ 2.39% |
$4.27M - $4.47M
|
1.94M
$190M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.3K+ 12.63% |
$4.06M - $4.26M
|
386K
$37.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
43.2K+ 10.86% |
$4.05M - $4.25M
|
441K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
43K+ 60.72% |
$4.04M - $4.23M
|
114K
$11.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41.5K+ 4.42% |
$3.89M - $4.08M
|
980K
$95.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41.4K+ 16.21% |
$3.88M - $4.07M
|
297K
$29M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41.4K+ 16.21% |
$3.88M - $4.07M
|
297K
$29M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
41.3K+ 9.12% |
$3.88M - $4.07M
|
495K
$48.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
41.2K+ 53.66% |
$3.86M - $4.05M
|
118K
$11.5M
|