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
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$12.5K - $13.6K
|
136
$13.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
135+ 6.25% |
$12.4K - $13.5K
|
2.3K
$231K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
129+ 758.82% |
$11.8K - $12.9K
|
146
$14.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
129+ 2.26% |
$11.8K - $12.9K
|
5.84K
$588K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
128New |
$11.7K - $12.8K
|
128
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 1.32% |
$11.6K - $12.7K
|
9.77K
$983K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
120+ 0.85% |
$11K - $12K
|
14.2K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
119+ 2.53% |
$10.9K - $11.9K
|
4.82K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
116+ 1.29% |
$10.6K - $11.6K
|
9.1K
$916K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
115+ 23.09% |
$10.5K - $11.5K
|
613
$61.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
113+ 0.05% |
$10.4K - $11.3K
|
214K
$21.6M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
112+ 4.37% |
$10.3K - $11.2K
|
2.68K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.52% |
$9.63K - $10.5K
|
20.2K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
105+ 6.6% |
$9.63K - $10.5K
|
1.7K
$171K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 177.97% |
$9.63K - $10.5K
|
164
$16.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
101+ 17.35% |
$9.26K - $10.1K
|
683
$68.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
99New |
$9.08K - $9.87K
|
99
$9.97K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
96+ 1.11% |
$8.8K - $9.57K
|
8.73K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.93% |
$8.71K - $9.47K
|
10.3K
$1.04M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
95+ 1.11% |
$8.71K - $9.47K
|
8.62K
$868K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
91+ 1.72% |
$8.34K - $9.07K
|
5.39K
$543K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
85+ 1.64% |
$7.79K - $8.47K
|
5.28K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
83+ 3.36% |
$7.61K - $8.27K
|
2.55K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 0.14% |
$7.33K - $7.97K
|
57.6K
$5.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75+ 441.18% |
$6.88K - $7.47K
|
92
$9.26K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
70+ 3.77% |
$6.42K - $6.98K
|
1.93K
$194K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
60New |
$5.5K - $5.98K
|
60
$6.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
56+ 1.1% |
$5.13K - $5.58K
|
5.17K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
47+ 9.0% |
$4.31K - $4.68K
|
569
$57.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
46+ 0.07% |
$4.22K - $4.58K
|
66.7K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.48K - $3.79K
|
38
$3.83K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
37+ 1.14% |
$3.39K - $3.69K
|
3.27K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37New |
$3.39K - $3.69K
|
37
$3.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
36+ 0.47% |
$3.3K - $3.59K
|
7.74K
$779K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
34+ 1.18% |
$3.12K - $3.39K
|
2.91K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
34+ 11.6% |
$3.12K - $3.39K
|
327
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
31+ 0.71% |
$2.84K - $3.09K
|
4.4K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
31+ 0.31% |
$2.84K - $3.09K
|
9.97K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 0.62% |
$2.57K - $2.79K
|
4.54K
$457K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
27+ 3.08% |
$2.48K - $2.69K
|
903
$90.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26New |
$2.38K - $2.59K
|
26
$2.62K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
26New |
$2.38K - $2.59K
|
26
$2.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
25+ 0.15% |
$2.29K - $2.49K
|
16.5K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.07% |
$2.29K - $2.49K
|
35K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
25New |
$2.29K - $2.49K
|
25
$2.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 0.37% |
$2.29K - $2.49K
|
6.8K
$684K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
23+ 1.04% |
$2.11K - $2.29K
|
2.23K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 9.96% |
$2.11K - $2.29K
|
254
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22+ 2200.0% |
$2.02K - $2.19K
|
23
$2.32K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21+ 0.42% |
$1.93K - $2.09K
|
4.97K
$500K
|