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 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
2.16KNew |
$198K - $215K
|
2.16K
$209K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.15K+ 3.8% |
$197K - $214K
|
58.8K
$5.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.14K+ 12.29% |
$196K - $214K
|
19.6K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.14K+ 25.92% |
$196K - $214K
|
10.4K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2.14K+ 0.88% |
$196K - $213K
|
245K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.14K+ 2.02% |
$196K - $213K
|
108K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.14KNew |
$196K - $213K
|
2.14K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.14KNew |
$196K - $213K
|
2.14K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.13K+ 65.65% |
$195K - $212K
|
5.37K
$521K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.12K+ 2.55% |
$194K - $211K
|
85.4K
$8.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.11KNew |
$194K - $211K
|
2.11K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.11K+ 44.24% |
$194K - $211K
|
6.89K
$668K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.11KNew |
$193K - $210K
|
2.11K
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.1KNew |
$193K - $210K
|
2.1K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.1K+ 2.23% |
$193K - $210K
|
96.5K
$9.35M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.1K+ 2.5% |
$193K - $209K
|
86.1K
$8.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.09K+ 66.93% |
$192K - $208K
|
5.22K
$506K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$191K - $208K
|
2.09K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.05KNew |
$188K - $204K
|
2.05K
$198K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.02K+ 3.62% |
$185K - $202K
|
57.8K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.02KNew |
$185K - $202K
|
2.02K
$196K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.02KNew |
$185K - $201K
|
2.02K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.02KNew |
$185K - $201K
|
2.02K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2KNew |
$183K - $199K
|
2K
$194K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.96K+ 3.53% |
$180K - $195K
|
57.4K
$5.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.96K+ 0.46% |
$179K - $195K
|
427K
$41.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 4.33% |
$179K - $194K
|
47K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.95K+ 0.99% |
$178K - $194K
|
198K
$19.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.94K+ 0.8% |
$178K - $194K
|
245K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.94K+ 28.83% |
$178K - $194K
|
8.68K
$842K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.94K+ 3.35% |
$178K - $193K
|
59.8K
$5.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.93K+ 62.54% |
$177K - $192K
|
5.01K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.91K+ 1.24% |
$175K - $191K
|
156K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.91K+ 6.44% |
$175K - $190K
|
31.6K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.86K+ 10.99% |
$171K - $186K
|
18.8K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.86K+ 33.04% |
$171K - $185K
|
7.49K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.85K+ 12.68% |
$169K - $184K
|
16.4K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 45.03% |
$165K - $179K
|
5.8K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.8K+ 22.05% |
$165K - $179K
|
9.97K
$967K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.79K+ 11.47% |
$164K - $178K
|
17.4K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.75K+ 78.25% |
$160K - $174K
|
3.98K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.71K+ 0.44% |
$157K - $170K
|
386K
$37.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.69K+ 8.49% |
$155K - $169K
|
21.6K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.68K+ 9.54% |
$154K - $168K
|
19.3K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.68K+ 15.41% |
$154K - $167K
|
12.6K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
1.67K+ 7.32% |
$153K - $166K
|
24.4K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 1.03% |
$152K - $165K
|
163K
$15.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.66K+ 48.21% |
$152K - $165K
|
5.09K
$493K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.65K+ 15.11% |
$151K - $164K
|
12.6K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 23.86% |
$150K - $163K
|
8.48K
$822K
|