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 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.2K+ 11.28% |
$110K - $119K
|
11.8K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2KNew |
$110K - $119K
|
1.2K
$121K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2K+ 0.74% |
$110K - $119K
|
164K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.19K+ 0.43% |
$109K - $119K
|
278K
$28M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
1.19K+ 0.1% |
$109K - $119K
|
1.19M
$120M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.18K+ 29.7% |
$109K - $118K
|
5.17K
$521K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.11K+ 6.87% |
$102K - $111K
|
17.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.1K+ 28.36% |
$100K - $109K
|
4.96K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.08KNew |
$98.8K - $107K
|
1.08K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.08K+ 15.57% |
$98.7K - $107K
|
7.99K
$805K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 0.63% |
$97.9K - $106K
|
170K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.07K+ 28.56% |
$97.7K - $106K
|
4.8K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.06K+ 24.36% |
$97.4K - $106K
|
5.43K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.06K+ 26.06% |
$96.8K - $105K
|
5.11K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.05K+ 14.39% |
$95.8K - $104K
|
8.31K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.04K+ 1.62% |
$95.2K - $103K
|
65.2K
$6.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 3.74% |
$93.5K - $102K
|
28.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1.01K+ 20.88% |
$92.2K - $100K
|
5.82K
$586K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1K+ 0.65% |
$92K - $100K
|
155K
$15.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
998+ 25.24% |
$91.5K - $99.5K
|
4.95K
$499K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
993+ 49.53% |
$91K - $99K
|
3K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
984+ 14.1% |
$90.2K - $98.1K
|
7.97K
$802K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
978New |
$89.7K - $97.5K
|
978
$98.5K
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
967+ 1.94% |
$88.6K - $96.4K
|
50.8K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
962+ 0.77% |
$88.2K - $95.9K
|
126K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
958+ 1.95% |
$87.8K - $95.5K
|
50.2K
$5.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
931+ 4.46% |
$85.3K - $92.8K
|
21.8K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
921+ 10.1% |
$84.4K - $91.8K
|
10K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
909+ 1.95% |
$83.3K - $90.6K
|
47.6K
$4.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
885+ 24.96% |
$81.1K - $88.2K
|
4.43K
$446K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
885New |
$81.1K - $88.2K
|
885
$89.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
877+ 24.91% |
$80.4K - $87.4K
|
4.4K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
863+ 15.18% |
$79.1K - $86K
|
6.55K
$659K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
856+ 2.25% |
$78.5K - $85.3K
|
38.9K
$3.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
825+ 28.97% |
$75.6K - $82.2K
|
3.67K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
822+ 16.25% |
$75.4K - $81.9K
|
5.88K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
816+ 25.0% |
$74.8K - $81.3K
|
4.08K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
806+ 6.48% |
$73.9K - $80.3K
|
13.2K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
805+ 7.8% |
$73.8K - $80.2K
|
11.1K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
800+ 13.1% |
$73.3K - $79.7K
|
6.91K
$695K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
799+ 222.56% |
$73.2K - $79.6K
|
1.16K
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
778+ 9.19% |
$71.3K - $77.5K
|
9.25K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
769+ 2.68% |
$70.5K - $76.6K
|
29.5K
$2.97M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
768+ 20.27% |
$70.4K - $76.5K
|
4.56K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
745+ 1.65% |
$68.3K - $74.2K
|
45.9K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
734+ 0.92% |
$67.3K - $73.2K
|
80.3K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
718+ 1.13% |
$65.8K - $71.6K
|
64.1K
$6.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
715+ 4.08% |
$65.5K - $71.3K
|
18.3K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
710+ 7.74% |
$65.1K - $70.8K
|
9.89K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
706+ 5.43% |
$64.7K - $70.4K
|
13.7K
$1.38M
|