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 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
38.9K+ 40.73% |
$3.65M - $3.83M
|
134K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
37.9K+ 12.63% |
$3.55M - $3.73M
|
338K
$33M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
37.7K+ 23.7% |
$3.53M - $3.71M
|
197K
$19.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.4KNew |
$3.51M - $3.68M
|
37.4K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.2K+ 23.98% |
$3.39M - $3.56M
|
187K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.4K+ 7.32% |
$3.33M - $3.49M
|
520K
$50.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34.6KNew |
$3.24M - $3.4M
|
34.6K
$3.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
34.1K+ 24.65% |
$3.2M - $3.35M
|
172K
$16.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34K+ 14.16% |
$3.19M - $3.35M
|
274K
$26.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
33.9K+ 6.97% |
$3.18M - $3.33M
|
520K
$50.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
33.7K+ 17.0% |
$3.16M - $3.31M
|
232K
$22.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
33.4K+ 7.41% |
$3.14M - $3.29M
|
485K
$47.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
33.2K+ 9.32% |
$3.12M - $3.27M
|
390K
$38M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
32.2K+ 51.61% |
$3.02M - $3.17M
|
94.6K
$9.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.8K+ 2.63% |
$2.98M - $3.13M
|
1.24M
$121M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.3K+ 445.13% |
$2.94M - $3.08M
|
38.3K
$3.74M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
31.2K+ 9.09% |
$2.93M - $3.07M
|
374K
$36.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.5K+ 2.02% |
$2.86M - $3M
|
1.54M
$151M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
29.6K+ 44.99% |
$2.77M - $2.91M
|
95.2K
$9.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
29.1K+ 240.12% |
$2.74M - $2.87M
|
41.3K
$4.03M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.8K+ 88.74% |
$2.7M - $2.84M
|
61.3K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
28.5K+ 6.42% |
$2.67M - $2.8M
|
471K
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
28.4K+ 3.57% |
$2.67M - $2.8M
|
825K
$80.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
28.2K+ 178.58% |
$2.65M - $2.78M
|
44K
$4.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
28.2K+ 19.6% |
$2.64M - $2.77M
|
172K
$16.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
27.8KNew |
$2.61M - $2.73M
|
27.8K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
27.4K+ 34.88% |
$2.57M - $2.7M
|
106K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
27.2K+ 338.33% |
$2.55M - $2.68M
|
35.2K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27K+ 22.21% |
$2.54M - $2.66M
|
149K
$14.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26.1K+ 7.29% |
$2.45M - $2.57M
|
385K
$37.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26K+ 14.02% |
$2.44M - $2.56M
|
212K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
25.6K+ 12.19% |
$2.4M - $2.52M
|
235K
$23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 14.63% |
$2.4M - $2.51M
|
200K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
24.6K+ 5.17% |
$2.31M - $2.42M
|
501K
$48.9M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 67.66% |
$2.29M - $2.4M
|
60.5K
$5.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
24.4K+ 11.65% |
$2.29M - $2.4M
|
234K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
24.3KNew |
$2.28M - $2.39M
|
24.3K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
24.1K+ 1.81% |
$2.26M - $2.37M
|
1.35M
$132M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24K+ 5.82% |
$2.25M - $2.36M
|
437K
$42.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
23.9K+ 138.61% |
$2.25M - $2.36M
|
41.2K
$4.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 20.44% |
$2.23M - $2.34M
|
140K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
23.7K+ 51.19% |
$2.23M - $2.34M
|
70.1K
$6.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
23.5K+ 95.94% |
$2.2M - $2.31M
|
47.9K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
23.4K+ 17.14% |
$2.19M - $2.3M
|
160K
$15.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
23.3K+ 30.19% |
$2.18M - $2.29M
|
100K
$9.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.3K+ 34.22% |
$2.18M - $2.29M
|
91.2K
$8.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
23.2K+ 101.39% |
$2.18M - $2.28M
|
46.1K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
22.7K+ 139.48% |
$2.13M - $2.24M
|
39.1K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
22.7K+ 27.92% |
$2.13M - $2.23M
|
104K
$10.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
22.4K+ 4.82% |
$2.1M - $2.2M
|
486K
$47.4M
|