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
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 0.19% |
$642 - $698
|
3.63K
$352K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.19% |
$458 - $498
|
2.57K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.13% |
$275 - $299
|
2.29K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$275 - $299
|
3
$291
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 1.27% |
$275 - $299
|
239
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.32% |
$275 - $299
|
230
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.32% |
$183 - $199
|
621
$60.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$183 - $199
|
23.2K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2New |
$183 - $199
|
2
$194
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$183 - $199
|
2
$194
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$183 - $199
|
2
$194
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 5.71% |
$183 - $199
|
37
$3.59K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$91.7 - $99.7
|
1.19K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.1% |
$91.7 - $99.7
|
1.02K
$98.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.82% |
$91.7 - $99.7
|
123
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$91.7 - $99.7
|
3.74K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.7 - $99.7
|
2.43K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 3.57% |
$91.7 - $99.7
|
29
$2.81K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$91.7 - $99.7
|
3.74K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$91.7 - $99.7
|
3.43K
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- 0.03% |
$91.7 - $99.7
|
3.91K
$379K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.32% |
$91.7 - $99.7
|
310
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2- 0.06% |
$183 - $199
|
3.43K
$333K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 0.09% |
$183 - $199
|
2.25K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.12% |
$367 - $399
|
3.26K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 4.72% |
$550 - $598
|
121
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6- 0.23% |
$550 - $598
|
2.57K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9- 6.29% |
$825 - $897
|
134
$13K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 6.62% |
$825 - $897
|
127
$12.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.12% |
$917 - $997
|
8.25K
$800K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-13- 0.4% |
$1.19K - $1.3K
|
3.27K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.19K - $1.3K
|
2.69K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-13- 0.4% |
$1.19K - $1.3K
|
3.22K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.47% |
$1.38K - $1.49K
|
3.15K
$305K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 0.52% |
$1.65K - $1.79K
|
3.45K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-26- 1.13% |
$2.38K - $2.59K
|
2.28K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-26- 0.03% |
$2.38K - $2.59K
|
102K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-28- 0.61% |
$2.57K - $2.79K
|
4.59K
$445K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-30- 1.22% |
$2.75K - $2.99K
|
2.43K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30- 0.13% |
$2.75K - $2.99K
|
23.7K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30- 2.11% |
$2.75K - $2.99K
|
1.39K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-30- 2.28% |
$2.75K - $2.99K
|
1.29K
$125K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30- 2.11% |
$2.75K - $2.99K
|
1.39K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-31- 0.96% |
$2.84K - $3.09K
|
3.19K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-33- 0.08% |
$3.03K - $3.29K
|
43.1K
$4.18M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-36- 0.06% |
$3.3K - $3.59K
|
63.7K
$6.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 20.9% |
$3.39K - $3.69K
|
140
$13.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-38- 1.19% |
$3.48K - $3.79K
|
3.15K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-39- 0.77% |
$3.58K - $3.89K
|
5K
$485K
|