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 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
248+ 1.31% |
$22.7K - $24.7K
|
19.1K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
247New |
$22.6K - $24.6K
|
247
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
241+ 12.13% |
$22.1K - $24K
|
2.23K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
238+ 52.89% |
$21.8K - $23.7K
|
688
$66.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
233+ 0.91% |
$21.4K - $23.2K
|
25.8K
$2.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
231+ 3.29% |
$21.2K - $23K
|
7.25K
$703K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
228+ 8.9% |
$20.9K - $22.7K
|
2.79K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
224+ 2.46% |
$20.5K - $22.3K
|
9.33K
$904K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
223+ 8.85% |
$20.4K - $22.2K
|
2.74K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
219+ 8.39% |
$20.1K - $21.8K
|
2.83K
$274K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
218+ 2.36% |
$20K - $21.7K
|
9.47K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
206+ 1.04% |
$18.9K - $20.5K
|
19.9K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
200+ 0.78% |
$18.3K - $19.9K
|
25.8K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 4.44% |
$18.3K - $19.9K
|
4.7K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 7.97% |
$18.3K - $19.9K
|
2.71K
$263K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$18.3K - $19.9K
|
200
$19.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
195+ 3.56% |
$17.9K - $19.4K
|
5.68K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
186+ 1.74% |
$17.1K - $18.5K
|
10.9K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
179+ 2.98% |
$16.4K - $17.8K
|
6.18K
$599K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
178+ 3.1% |
$16.3K - $17.7K
|
5.93K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
173+ 0.43% |
$15.9K - $17.2K
|
40.5K
$3.92M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
172+ 0.44% |
$15.8K - $17.1K
|
39.5K
$3.83M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172New |
$15.8K - $17.1K
|
172
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
171+ 1.19% |
$15.7K - $17K
|
14.5K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
167+ 2.05% |
$15.3K - $16.6K
|
8.31K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
166+ 7.2% |
$15.2K - $16.5K
|
2.47K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
161+ 1.14% |
$14.8K - $16K
|
14.3K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
156+ 0.59% |
$14.3K - $15.5K
|
26.7K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
155+ 0.93% |
$14.2K - $15.4K
|
16.7K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
154New |
$14.1K - $15.3K
|
154
$14.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
151+ 0.88% |
$13.8K - $15K
|
17.3K
$1.67M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
151New |
$13.8K - $15K
|
151
$14.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
150+ 1.14% |
$13.8K - $14.9K
|
13.3K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$12.5K - $13.6K
|
136
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
135+ 6.25% |
$12.4K - $13.5K
|
2.3K
$223K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
129+ 758.82% |
$11.8K - $12.9K
|
146
$14.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
129+ 2.26% |
$11.8K - $12.9K
|
5.84K
$567K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
128New |
$11.7K - $12.8K
|
128
$12.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 1.32% |
$11.6K - $12.7K
|
9.77K
$947K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
120+ 0.85% |
$11K - $12K
|
14.2K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
119+ 2.53% |
$10.9K - $11.9K
|
4.82K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
116+ 1.29% |
$10.6K - $11.6K
|
9.1K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
115+ 23.09% |
$10.5K - $11.5K
|
613
$59.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113+ 0.05% |
$10.4K - $11.3K
|
214K
$20.8M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
112+ 4.37% |
$10.3K - $11.2K
|
2.68K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.52% |
$9.63K - $10.5K
|
20.2K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
105+ 6.6% |
$9.63K - $10.5K
|
1.7K
$165K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 177.97% |
$9.63K - $10.5K
|
164
$15.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
101+ 17.35% |
$9.26K - $10.1K
|
683
$66.2K
|