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 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
13.8K+ 116.15% |
$1.29M - $1.36M
|
25.6K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.7K+ 24.28% |
$1.29M - $1.35M
|
70.4K
$6.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.7K+ 0.68% |
$1.29M - $1.35M
|
2.03M
$198M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
13.6K+ 16.46% |
$1.28M - $1.34M
|
96.4K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 11.19% |
$1.26M - $1.33M
|
134K
$13.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
13.3K+ 362.93% |
$1.25M - $1.31M
|
17K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.3KNew |
$1.25M - $1.31M
|
13.3K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
13.1K+ 12.41% |
$1.23M - $1.29M
|
119K
$11.6M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.1K+ 49.06% |
$1.23M - $1.29M
|
39.7K
$3.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1K+ 9.19% |
$1.23M - $1.29M
|
155K
$15.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
13K+ 8.91% |
$1.22M - $1.28M
|
159K
$15.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12.8K+ 18.55% |
$1.2M - $1.26M
|
81.8K
$7.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.8K+ 9.84% |
$1.2M - $1.26M
|
143K
$13.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12.8K+ 80.92% |
$1.2M - $1.26M
|
28.5K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.7K+ 13.81% |
$1.19M - $1.25M
|
105K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
12.7K+ 33.43% |
$1.19M - $1.25M
|
50.6K
$4.94M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 23.63% |
$1.17M - $1.23M
|
65.5K
$6.39M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
12.5K+ 2.1% |
$1.17M - $1.23M
|
608K
$59.3M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
12.4K+ 214.35% |
$1.17M - $1.22M
|
18.2K
$1.78M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
12.4K+ 2.76% |
$1.16M - $1.22M
|
462K
$45.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
12.4K+ 9.5% |
$1.16M - $1.22M
|
143K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
12.4K+ 15.78% |
$1.16M - $1.22M
|
91K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.4K+ 10.37% |
$1.16M - $1.22M
|
132K
$12.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12.3K+ 11.89% |
$1.16M - $1.21M
|
116K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.2KNew |
$1.15M - $1.2M
|
12.2K
$1.19M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 5.67% |
$1.14M - $1.2M
|
227K
$22.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12K+ 3.42% |
$1.13M - $1.19M
|
364K
$35.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.9K+ 87.72% |
$1.12M - $1.18M
|
25.6K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.8K+ 15.55% |
$1.11M - $1.16M
|
87.8K
$8.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.6KNew |
$1.09M - $1.14M
|
11.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.5K+ 3.97% |
$1.07M - $1.13M
|
300K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4K+ 7.14% |
$1.07M - $1.12M
|
171K
$16.7M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11K+ 35.32% |
$1.03M - $1.08M
|
42K
$4.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
10.9K+ 7.09% |
$1.02M - $1.07M
|
165K
$16.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.9K+ 66.82% |
$1.02M - $1.07M
|
27.1K
$2.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.8K+ 3.69% |
$1.02M - $1.07M
|
304K
$29.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
10.8K+ 22.82% |
$1.01M - $1.06M
|
57.9K
$5.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 1.16% |
$997K - $1.05M
|
926K
$90.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 169.71% |
$986K - $1.03M
|
16.7K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
10.4K+ 1.49% |
$980K - $1.03M
|
711K
$69.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
10.4K+ 63.23% |
$976K - $1.02M
|
26.9K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.2K+ 61.97% |
$960K - $1.01M
|
26.7K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.2K+ 37.06% |
$956K - $1M
|
37.7K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.1K+ 3.42% |
$952K - $999K
|
307K
$30M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.97K+ 10.28% |
$935K - $981K
|
107K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9.96K+ 15.35% |
$935K - $981K
|
74.9K
$7.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
9.94KNew |
$933K - $979K
|
9.94K
$970K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.93K+ 22.35% |
$932K - $978K
|
54.4K
$5.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.88K+ 2.2% |
$928K - $973K
|
460K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
9.85K+ 21.04% |
$925K - $970K
|
56.7K
$5.53M
|