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 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
325+ 110.54% |
$29.8K - $32.4K
|
619
$62.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
317+ 9.15% |
$29.1K - $31.6K
|
3.78K
$381K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
315+ 3.05% |
$28.9K - $31.4K
|
10.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$28.2K - $30.7K
|
308
$31K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
295+ 0.58% |
$27K - $29.4K
|
50.8K
$5.11M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
288+ 1309.09% |
$26.4K - $28.7K
|
310
$31.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
285New |
$26.1K - $28.4K
|
285
$28.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
284+ 1.41% |
$26K - $28.3K
|
20.4K
$2.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
282+ 12.67% |
$25.9K - $28.1K
|
2.51K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
280+ 4.92% |
$25.7K - $27.9K
|
5.98K
$602K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
275+ 4.33% |
$25.2K - $27.4K
|
6.62K
$666K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
268+ 0.61% |
$24.6K - $26.7K
|
44.2K
$4.45M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
266+ 13300.0% |
$24.4K - $26.5K
|
268
$27K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
258+ 1.83% |
$23.7K - $25.7K
|
14.4K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
257+ 5.25% |
$23.6K - $25.6K
|
5.15K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
252New |
$23.1K - $25.1K
|
252
$25.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
248+ 1.31% |
$22.7K - $24.7K
|
19.1K
$1.92M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
247New |
$22.6K - $24.6K
|
247
$24.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
241+ 12.13% |
$22.1K - $24K
|
2.23K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
238+ 52.89% |
$21.8K - $23.7K
|
688
$69.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
233+ 0.91% |
$21.4K - $23.2K
|
25.8K
$2.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
231+ 3.29% |
$21.2K - $23K
|
7.25K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
228+ 8.9% |
$20.9K - $22.7K
|
2.79K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
224+ 2.46% |
$20.5K - $22.3K
|
9.33K
$939K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
223+ 8.85% |
$20.4K - $22.2K
|
2.74K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
219+ 8.39% |
$20.1K - $21.8K
|
2.83K
$285K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
218+ 2.36% |
$20K - $21.7K
|
9.47K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
206+ 1.04% |
$18.9K - $20.5K
|
19.9K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
200+ 0.78% |
$18.3K - $19.9K
|
25.8K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 4.44% |
$18.3K - $19.9K
|
4.7K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 7.97% |
$18.3K - $19.9K
|
2.71K
$273K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$18.3K - $19.9K
|
200
$20.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
195+ 3.56% |
$17.9K - $19.4K
|
5.68K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
186+ 1.74% |
$17.1K - $18.5K
|
10.9K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
179+ 2.98% |
$16.4K - $17.8K
|
6.18K
$622K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
178+ 3.1% |
$16.3K - $17.7K
|
5.93K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
173+ 0.43% |
$15.9K - $17.2K
|
40.5K
$4.08M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
172+ 0.44% |
$15.8K - $17.1K
|
39.5K
$3.97M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172New |
$15.8K - $17.1K
|
172
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
171+ 1.19% |
$15.7K - $17K
|
14.5K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
167+ 2.05% |
$15.3K - $16.6K
|
8.31K
$837K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
166+ 7.2% |
$15.2K - $16.5K
|
2.47K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
161+ 1.14% |
$14.8K - $16K
|
14.3K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
156+ 0.59% |
$14.3K - $15.5K
|
26.7K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
155+ 0.93% |
$14.2K - $15.4K
|
16.7K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
154New |
$14.1K - $15.3K
|
154
$15.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
151+ 0.88% |
$13.8K - $15K
|
17.3K
$1.74M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
151New |
$13.8K - $15K
|
151
$15.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
150+ 1.14% |
$13.8K - $14.9K
|
13.3K
$1.34M
|