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
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
377KNew |
$34.5M - $37.5M
|
377K
$36.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
377KNew |
$34.5M - $37.5M
|
377K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
363K+ 23.44% |
$33.3M - $36.2M
|
1.91M
$185M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
362K+ 339.42% |
$33.2M - $36.1M
|
469K
$45.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
358K+ 1319.63% |
$32.8M - $35.7M
|
385K
$37.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
357K+ 141.07% |
$32.8M - $35.6M
|
611K
$59.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
350KNew |
$32.1M - $34.9M
|
350K
$33.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
341K+ 7.19% |
$31.3M - $34M
|
5.09M
$493M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
339K+ 3.99% |
$31.1M - $33.8M
|
8.84M
$857M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
327KNew |
$30M - $32.6M
|
327K
$31.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
326K+ 35.31% |
$29.9M - $32.5M
|
1.25M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 4.62% |
$28.6M - $31.1M
|
7.07M
$686M
|
|
|
Feb 02, 2024
Q4 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
302K+ 21.66% |
$27.7M - $30.1M
|
1.7M
$165M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
295K+ 5.58% |
$27M - $29.4M
|
5.58M
$541M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
294KNew |
$27M - $29.3M
|
294K
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
288KNew |
$26.4M - $28.7M
|
288K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
280K+ 452.08% |
$25.6M - $27.9M
|
341K
$33.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
256K+ 26.28% |
$23.4M - $25.5M
|
1.23M
$119M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
249K+ 25.44% |
$22.8M - $24.8M
|
1.23M
$119M
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
246K+ 5039.19% |
$22.6M - $24.6M
|
251K
$24.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
246K+ 1296.71% |
$22.5M - $24.5M
|
265K
$25.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
221K+ 107.16% |
$20.3M - $22M
|
428K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
218K+ 151.79% |
$20M - $21.8M
|
362K
$35.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
208K+ 32.97% |
$19.1M - $20.8M
|
840K
$81.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
208K+ 1312.83% |
$19M - $20.7M
|
223K
$21.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
207K+ 747.49% |
$19M - $20.6M
|
235K
$22.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
200KNew |
$18.4M - $20M
|
200K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
196KNew |
$17.9M - $19.5M
|
196K
$19M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
190K+ 20.08% |
$17.4M - $19M
|
1.14M
$110M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
190K+ 69.28% |
$17.4M - $18.9M
|
464K
$45M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
189K+ 537.31% |
$17.3M - $18.9M
|
224K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
188K+ 3.96% |
$17.2M - $18.7M
|
4.92M
$477M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
188KNew |
$17.2M - $18.7M
|
188K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
183K+ 298.88% |
$16.7M - $18.2M
|
244K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
180KNew |
$16.5M - $17.9M
|
180K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
174K+ 57.35% |
$16M - $17.4M
|
479K
$46.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
173K+ 160.61% |
$15.9M - $17.2M
|
281K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
171K+ 19.02% |
$15.6M - $17M
|
1.07M
$104M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
170K+ 93.51% |
$15.6M - $16.9M
|
352K
$34.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
170K+ 92.06% |
$15.6M - $16.9M
|
354K
$34.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167K+ 1.21% |
$15.3M - $16.7M
|
14M
$1.36B
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
164K+ 669.97% |
$15.1M - $16.4M
|
189K
$18.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159K+ 8.28% |
$14.6M - $15.9M
|
2.08M
$202M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
158K+ 621.6% |
$14.5M - $15.7M
|
183K
$17.8M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
158KNew |
$14.5M - $15.7M
|
158K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
156K+ 22.93% |
$14.3M - $15.5M
|
836K
$81.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
155K+ 3320.57% |
$14.2M - $15.4M
|
159K
$15.5M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
154KNew |
$14.2M - $15.4M
|
154K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
154KNew |
$14.1M - $15.4M
|
154K
$14.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
147KNew |
$13.4M - $14.6M
|
147K
$14.2M
|