Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.07M+ 11.84% |
$282M - $306M
|
29M
$2.81B
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.96M+ 66.2% |
$271M - $295M
|
7.43M
$721M
|
|
|
Jan 11, 2024
Q4 2023
|
P/E Global LLC
|
BUY
|
- |
2.94M+ 77.16% |
$269M - $293M
|
6.75M
$654M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.82M+ 11.26% |
$259M - $281M
|
27.9M
$2.7B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69M+ 43.03% |
$246M - $268M
|
8.93M
$866M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.44M+ 9.59% |
$224M - $243M
|
27.9M
$2.7B
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.23M+ 31.88% |
$205M - $222M
|
9.23M
$895M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.21M+ 5.73% |
$203M - $220M
|
40.8M
$3.95B
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.91M+ 88.41% |
$176M - $191M
|
4.08M
$396M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.76MNew |
$162M - $176M
|
1.76M
$171M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.66M+ 12.39% |
$152M - $166M
|
15.1M
$1.46B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59M+ 3.93% |
$146M - $159M
|
42.1M
$4.09B
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.58M+ 81.04% |
$144M - $157M
|
3.52M
$341M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.43M+ 2780.6% |
$131M - $142M
|
1.48M
$143M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.34M+ 9554.66% |
$122M - $133M
|
1.35M
$131M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.28M+ 927.57% |
$118M - $128M
|
1.42M
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.08M+ 15.34% |
$99.5M - $108M
|
8.16M
$791M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.07M+ 1.73% |
$98.3M - $107M
|
63.1M
$6.11B
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.06M+ 144.86% |
$97.5M - $106M
|
1.8M
$174M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.04M+ 138.42% |
$95.1M - $103M
|
1.79M
$173M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03MNew |
$94.8M - $103M
|
1.03M
$100M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
944K+ 3489.72% |
$86.5M - $94.1M
|
971K
$94.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
870K+ 4.73% |
$79.7M - $86.7M
|
19.3M
$1.87B
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
840K+ 15.16% |
$77M - $83.7M
|
6.38M
$619M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
753K+ 6.38% |
$69M - $75M
|
12.6M
$1.22B
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
728KNew |
$66.7M - $72.5M
|
728K
$70.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
718K+ 7994.18% |
$65.8M - $71.6M
|
727K
$70.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
663K+ 93.28% |
$60.8M - $66.1M
|
1.37M
$133M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
617K+ 26.34% |
$56.6M - $61.5M
|
2.96M
$287M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
600K+ 8.58% |
$55M - $59.8M
|
7.6M
$736M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
575K+ 1319.72% |
$52.7M - $57.3M
|
619K
$60M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
568K+ 758.28% |
$52M - $56.6M
|
643K
$62.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
562K+ 753.85% |
$51.5M - $56M
|
637K
$61.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
537K+ 513.72% |
$49.2M - $53.5M
|
641K
$62.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
536K+ 141.1% |
$49.1M - $53.4M
|
916K
$88.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
518K+ 1843.38% |
$47.5M - $51.6M
|
546K
$53M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
510K+ 109.09% |
$46.8M - $50.8M
|
978K
$94.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
464K+ 7665.34% |
$42.6M - $46.3M
|
470K
$45.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
462K+ 1745.3% |
$42.4M - $46.1M
|
489K
$47.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
439K+ 7.39% |
$40.2M - $43.7M
|
6.38M
$619M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
432K+ 1132.93% |
$39.6M - $43.1M
|
470K
$45.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
427K+ 4.63% |
$39.2M - $42.6M
|
9.66M
$937M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
410K+ 112.61% |
$37.6M - $40.9M
|
775K
$75.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
405K+ 4.68% |
$37.2M - $40.4M
|
9.07M
$879M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
401K+ 199.98% |
$36.7M - $40M
|
601K
$58.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
400K+ 334.8% |
$36.7M - $39.9M
|
520K
$50.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
395K+ 12.38% |
$36.3M - $39.4M
|
3.59M
$348M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
387K+ 4.19% |
$35.4M - $38.5M
|
9.62M
$932M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
385K+ 37.0% |
$35.3M - $38.4M
|
1.43M
$138M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
384K+ 28.53% |
$35.2M - $38.3M
|
1.73M
$168M
|