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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
559New |
$51.2K - $55.7K
|
559
$54.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
550New |
$50.4K - $54.8K
|
550
$53.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
549+ 2.07% |
$50.3K - $54.7K
|
27.1K
$2.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
530+ 1.01% |
$48.6K - $52.8K
|
53.2K
$5.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
511+ 0.27% |
$46.8K - $50.9K
|
192K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
502+ 38.79% |
$46K - $50K
|
1.8K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
492+ 218.67% |
$45.1K - $49K
|
717
$69.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
472+ 12.55% |
$43.3K - $47K
|
4.23K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
459+ 8.03% |
$42.1K - $45.7K
|
6.17K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
455+ 9.83% |
$41.7K - $45.3K
|
5.09K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
442+ 1.02% |
$40.5K - $44K
|
44K
$4.26M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
442+ 12.66% |
$40.5K - $44K
|
3.93K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
433+ 17.4% |
$39.7K - $43.2K
|
2.92K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
432+ 13.32% |
$39.6K - $43.1K
|
3.68K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
428+ 15.86% |
$39.2K - $42.7K
|
3.13K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
427+ 2.06% |
$39.1K - $42.6K
|
21.1K
$2.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
424New |
$38.9K - $42.3K
|
424
$41.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
414+ 39.43% |
$38K - $41.3K
|
1.46K
$142K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
413+ 44.55% |
$37.9K - $41.2K
|
1.34K
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
399+ 5.01% |
$36.6K - $39.8K
|
8.36K
$811K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
395+ 0.64% |
$36.2K - $39.4K
|
62.3K
$6.04M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
392+ 86.34% |
$35.9K - $39.1K
|
846
$82K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
390+ 3.34% |
$35.8K - $38.9K
|
12.1K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
388+ 6.74% |
$35.6K - $38.7K
|
6.14K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
385+ 6.07% |
$35.3K - $38.4K
|
6.72K
$652K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
378+ 3780.0% |
$34.7K - $37.7K
|
388
$37.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
368+ 0.8% |
$33.7K - $36.7K
|
46.2K
$4.48M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
360+ 2.95% |
$33K - $35.9K
|
12.6K
$1.22M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
360+ 2.95% |
$33K - $35.9K
|
12.6K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
355New |
$32.5K - $35.4K
|
355
$34.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
352New |
$32.3K - $35.1K
|
352
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
343+ 0.33% |
$31.4K - $34.2K
|
104K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
333+ 2.77% |
$30.5K - $33.2K
|
12.4K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
329New |
$30.2K - $32.8K
|
329
$31.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
327+ 2.04% |
$30K - $32.6K
|
16.4K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
325+ 110.54% |
$29.8K - $32.4K
|
619
$60K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
317+ 9.15% |
$29.1K - $31.6K
|
3.78K
$367K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
315+ 3.05% |
$28.9K - $31.4K
|
10.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$28.2K - $30.7K
|
308
$29.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
295+ 0.58% |
$27K - $29.4K
|
50.8K
$4.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
285New |
$26.1K - $28.4K
|
285
$27.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
284+ 1.41% |
$26K - $28.3K
|
20.4K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
282+ 12.67% |
$25.9K - $28.1K
|
2.51K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
280+ 4.92% |
$25.7K - $27.9K
|
5.98K
$579K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
275+ 4.33% |
$25.2K - $27.4K
|
6.62K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
268+ 0.61% |
$24.6K - $26.7K
|
44.2K
$4.28M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
266+ 13300.0% |
$24.4K - $26.5K
|
268
$26K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
258+ 1.83% |
$23.7K - $25.7K
|
14.4K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
257+ 5.25% |
$23.6K - $25.6K
|
5.15K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
252New |
$23.1K - $25.1K
|
252
$24.4K
|