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 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
22.4K+ 4.82% |
$2.1M - $2.2M
|
486K
$47.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.3K+ 78.88% |
$2.1M - $2.2M
|
50.7K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21.9KNew |
$2.05M - $2.15M
|
21.9K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21K+ 32.86% |
$1.97M - $2.07M
|
85.1K
$8.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21K+ 1654.57% |
$1.97M - $2.07M
|
22.2K
$2.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
20.9K+ 5.77% |
$1.96M - $2.06M
|
383K
$37.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
20.6K+ 59.07% |
$1.93M - $2.03M
|
55.4K
$5.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
20.4K+ 47.1% |
$1.92M - $2.01M
|
63.8K
$6.24M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20.3K+ 10.1% |
$1.9M - $2M
|
221K
$21.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
19.3K+ 2.59% |
$1.81M - $1.9M
|
766K
$74.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
19K+ 28.74% |
$1.78M - $1.87M
|
84.9K
$8.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
18.8K+ 50.47% |
$1.77M - $1.85M
|
56.2K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18.7K+ 4.67% |
$1.75M - $1.84M
|
418K
$40.9M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.7K+ 4.67% |
$1.75M - $1.84M
|
418K
$40.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.6K+ 8.74% |
$1.75M - $1.83M
|
231K
$22.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.6K+ 231.98% |
$1.74M - $1.83M
|
26.6K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18.5K+ 19.67% |
$1.74M - $1.82M
|
113K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 4.84% |
$1.73M - $1.82M
|
400K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
18.1K+ 44.57% |
$1.7M - $1.79M
|
58.8K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 12.85% |
$1.66M - $1.74M
|
156K
$15.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.7K+ 28.14% |
$1.66M - $1.74M
|
80.5K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.4KNew |
$1.63M - $1.71M
|
17.4K
$1.7M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.3K+ 46832.43% |
$1.63M - $1.71M
|
17.4K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.2K+ 12.04% |
$1.61M - $1.69M
|
160K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17K+ 10.78% |
$1.6M - $1.68M
|
175K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 29.75% |
$1.59M - $1.66M
|
73.7K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16.8KNew |
$1.57M - $1.65M
|
16.8K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
16.5KNew |
$1.55M - $1.63M
|
16.5K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5K+ 77.69% |
$1.55M - $1.62M
|
37.7K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.4K+ 40.03% |
$1.54M - $1.61M
|
57.4K
$5.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16.1K+ 5.52% |
$1.51M - $1.58M
|
307K
$30M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16K+ 1.24% |
$1.5M - $1.57M
|
1.3M
$127M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
15.9K+ 8.1% |
$1.49M - $1.57M
|
212K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 30.58% |
$1.49M - $1.56M
|
67.7K
$6.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15.7K+ 3.85% |
$1.47M - $1.55M
|
424K
$41.4M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15.7K+ 3.85% |
$1.47M - $1.55M
|
424K
$41.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
15.5K+ 31.74% |
$1.45M - $1.53M
|
64.3K
$6.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
15.2K+ 6.91% |
$1.42M - $1.49M
|
235K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
15.1K+ 9.05% |
$1.42M - $1.48M
|
182K
$17.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
14.9K+ 38.02% |
$1.4M - $1.47M
|
54.1K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
14.9K+ 45.85% |
$1.4M - $1.47M
|
47.4K
$4.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
14.8K+ 42.55% |
$1.39M - $1.45M
|
49.5K
$4.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14.7K+ 4.9% |
$1.38M - $1.44M
|
314K
$30.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
14.6KNew |
$1.37M - $1.44M
|
14.6K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
14.6K+ 10.67% |
$1.37M - $1.44M
|
152K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.5K+ 6.12% |
$1.36M - $1.43M
|
252K
$24.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
14.2K+ 5.65% |
$1.33M - $1.4M
|
265K
$25.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Geisinger Health
Danville, PA |
BUY
|
- |
14K+ 0.81% |
$1.31M - $1.38M
|
1.74M
$170M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14K+ 21.59% |
$1.31M - $1.38M
|
78.8K
$7.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
13.9K+ 4.44% |
$1.3M - $1.36M
|
326K
$31.9M
|