Purchases and Sales Made in Q4 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
99
New
$9.08K - $9.87K
99 $9.6K
Jan 25, 2024 Q4 2023
Bernardo Wealth Planning LLC

BUY
 -
96
+ 1.11%
$8.8K - $9.57K
8.73K $846K
Feb 14, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
95
+ 0.93%
$8.71K - $9.47K
10.3K $1M
Feb 22, 2024 Q4 2023
Kampmann Melissa S.

Wausau, WI
BUY
 -
95
+ 1.11%
$8.71K - $9.47K
8.62K $836K
Feb 08, 2024 Q4 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
91
+ 1.72%
$8.34K - $9.07K
5.39K $523K
Jan 22, 2024 Q4 2023
Five Oceans Advisors

BUY
 -
85
+ 1.64%
$7.79K - $8.47K
5.28K $512K
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
83
+ 3.36%
$7.61K - $8.27K
2.55K $247K
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
80
+ 0.14%
$7.33K - $7.97K
57.6K $5.59M
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
75
+ 441.18%
$6.88K - $7.47K
92 $8.92K
Jan 26, 2024 Q4 2023
Prairie View Partners, LLC

BUY
 -
70
+ 3.77%
$6.42K - $6.98K
1.93K $187K
Feb 12, 2024 Q4 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
56
+ 1.1%
$5.13K - $5.58K
5.17K $501K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
47
+ 9.0%
$4.31K - $4.68K
569 $55.2K
Jan 18, 2024 Q4 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
46
+ 0.07%
$4.22K - $4.58K
66.7K $6.46M
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
38
New
$3.48K - $3.79K
38 $3.68K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
37
+ 1.14%
$3.39K - $3.69K
3.27K $317K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
37
New
$3.39K - $3.69K
37 $3.59K
Feb 13, 2024 Q4 2023
Summit Financial Strategies, Inc.

BUY
 -
36
+ 0.47%
$3.3K - $3.59K
7.74K $751K
Jan 24, 2024 Q4 2023
Joel Isaacson & Co., LLC

BUY
 -
34
+ 1.18%
$3.12K - $3.39K
2.91K $282K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
34
+ 11.6%
$3.12K - $3.39K
327 $31.7K
Feb 09, 2024 Q4 2023
Wade Financial Advisory, Inc

BUY
 -
31
+ 0.71%
$2.84K - $3.09K
4.4K $427K
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

BUY
 -
31
+ 0.31%
$2.84K - $3.09K
9.97K $966K
Jan 23, 2024 Q4 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
28
+ 0.62%
$2.57K - $2.79K
4.54K $440K
Feb 08, 2024 Q4 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
27
+ 3.08%
$2.48K - $2.69K
903 $87.6K
Feb 13, 2024 Q4 2023
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
26
New
$2.38K - $2.59K
26 $2.52K
Feb 15, 2024 Q4 2023
Dagco, Inc.

BUY
 -
26
New
$2.38K - $2.59K
26 $2.52K
Jan 10, 2024 Q4 2023
Raymond James Trust Co. Of Nh

BUY
 -
25
+ 0.15%
$2.29K - $2.49K
16.5K $1.6M
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
25
+ 0.07%
$2.29K - $2.49K
35K $3.4M
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
25
New
$2.29K - $2.49K
25 $2.42K
Feb 14, 2024 Q4 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
25
+ 0.37%
$2.29K - $2.49K
6.8K $659K
Jan 10, 2024 Q4 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
23
+ 1.04%
$2.11K - $2.29K
2.23K $217K
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
23
+ 9.96%
$2.11K - $2.29K
254 $24.6K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
22
+ 2200.0%
$2.02K - $2.19K
23 $2.23K
Jan 10, 2024 Q4 2023
Bond & Devick Financial Network, Inc.

BUY
 -
21
+ 0.42%
$1.93K - $2.09K
4.97K $482K
Mar 05, 2024 Q4 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
21
+ 0.02%
$1.93K - $2.09K
131K $12.7M
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
20
New
$1.83K - $1.99K
20 $1.94K
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
19
+ 0.19%
$1.74K - $1.89K
10.3K $995K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
17
+ 0.53%
$1.56K - $1.69K
3.21K $311K
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
14
+ 1.17%
$1.28K - $1.4K
1.21K $117K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
14
+ 0.66%
$1.28K - $1.4K
2.15K $209K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
13
New
$1.19K - $1.3K
13 $1.26K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
11
+ 21.15%
$1.01K - $1.1K
63 $6.11K
Feb 13, 2024 Q4 2023
Fwl Investment Management, LLC

BUY
 -
10
+ 31.25%
$917 - $997
42 $4.07K
Sep 05, 2024 Q4 2023
Granite Fo LLC

Bedford, NH
BUY
 -
10
+ 1.17%
$917 - $997
862 $83.6K
Feb 01, 2024 Q4 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
8
+ 0.77%
$733 - $797
1.05K $102K
Feb 13, 2024 Q4 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
8
+ 0.2%
$733 - $797
4.1K $397K
Feb 13, 2024 Q4 2023
Lokken Investment Group LLC

BUY
 -
8
+ 0.14%
$733 - $797
5.57K $540K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
8
New
$733 - $797
8 $776
Jan 19, 2024 Q4 2023
Signature Wealth Management Partners, LLC

BUY
 -
7
+ 0.25%
$642 - $698
2.79K $271K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
7
+ 0.35%
$642 - $698
1.99K $193K

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