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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.53K+ 13.03% |
$323K - $351K
|
30.6K
$2.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.52K+ 89.94% |
$323K - $351K
|
7.44K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$321K - $349K
|
3.5K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.49K+ 22.81% |
$320K - $348K
|
18.8K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.49KNew |
$320K - $348K
|
3.49K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
3.49K+ 1.06% |
$320K - $348K
|
334K
$32.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.47KNew |
$318K - $345K
|
3.47K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.46K+ 8.65% |
$318K - $345K
|
43.5K
$4.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.39K+ 1.45% |
$310K - $337K
|
237K
$23M
|
|
|
Jan 09, 2024
Q4 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
3.35K+ 2.29% |
$307K - $334K
|
150K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.34K+ 21.07% |
$306K - $333K
|
19.2K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.33KNew |
$305K - $331K
|
3.33K
$322K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.32K+ 71.73% |
$304K - $331K
|
7.95K
$771K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.31KNew |
$303K - $330K
|
3.31K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.3K+ 3.16% |
$303K - $329K
|
108K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
3.27K+ 9.21% |
$300K - $326K
|
38.7K
$3.76M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.25K+ 55.09% |
$298K - $324K
|
9.16K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.24K+ 23.22% |
$297K - $322K
|
17.2K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.16K+ 2.93% |
$290K - $315K
|
111K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 71.52% |
$288K - $314K
|
7.55K
$732K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.13KNew |
$287K - $312K
|
3.13K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.13KNew |
$287K - $312K
|
3.13K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.11K+ 105.06% |
$285K - $310K
|
6.08K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.09K+ 7.37% |
$283K - $308K
|
45.1K
$4.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.09KNew |
$283K - $308K
|
3.09K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.07KNew |
$282K - $306K
|
3.07K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 1.97% |
$281K - $305K
|
159K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.06KNew |
$281K - $305K
|
3.06K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.05KNew |
$280K - $304K
|
3.05K
$296K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.05K+ 9.51% |
$280K - $304K
|
35.1K
$3.4M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.05KNew |
$279K - $303K
|
3.05K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.99K+ 10.47% |
$274K - $298K
|
31.5K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.98KNew |
$273K - $297K
|
2.98K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.96K+ 40.64% |
$271K - $295K
|
10.2K
$992K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.94KNew |
$269K - $293K
|
2.94K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.93K+ 25.59% |
$269K - $292K
|
14.4K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.93K+ 0.86% |
$269K - $292K
|
346K
$33.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.93KNew |
$268K - $292K
|
2.93K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.92K+ 120.39% |
$267K - $291K
|
5.34K
$518K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.9KNew |
$266K - $289K
|
2.9K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.89K+ 22.79% |
$265K - $288K
|
15.6K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.89K+ 30.4% |
$265K - $288K
|
12.4K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
2.88K+ 6.39% |
$264K - $287K
|
48K
$4.66M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
2.86KNew |
$262K - $285K
|
2.86K
$277K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.86K+ 9.2% |
$262K - $285K
|
33.9K
$3.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.86KNew |
$262K - $285K
|
2.86K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.82K+ 72.55% |
$258K - $281K
|
6.7K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 0.6% |
$258K - $281K
|
472K
$45.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.81KNew |
$257K - $280K
|
2.81K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.8K+ 22.34% |
$256K - $279K
|
15.3K
$1.48M
|