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 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.47% |
$1.38K - $1.49K
|
3.15K
$317K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 0.52% |
$1.65K - $1.79K
|
3.45K
$347K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-26- 1.13% |
$2.38K - $2.59K
|
2.28K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-26- 0.03% |
$2.38K - $2.59K
|
102K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-28- 0.61% |
$2.57K - $2.79K
|
4.59K
$462K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-30- 1.22% |
$2.75K - $2.99K
|
2.43K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30- 0.13% |
$2.75K - $2.99K
|
23.7K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30- 2.11% |
$2.75K - $2.99K
|
1.39K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-30- 2.28% |
$2.75K - $2.99K
|
1.29K
$130K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30- 2.11% |
$2.75K - $2.99K
|
1.39K
$140K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-31- 0.96% |
$2.84K - $3.09K
|
3.19K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-33- 0.08% |
$3.03K - $3.29K
|
43.1K
$4.34M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-36- 0.06% |
$3.3K - $3.59K
|
63.7K
$6.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 20.9% |
$3.39K - $3.69K
|
140
$14.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-38- 1.19% |
$3.48K - $3.79K
|
3.15K
$317K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-39- 0.77% |
$3.58K - $3.89K
|
5K
$503K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 1.73% |
$3.67K - $3.99K
|
2.27K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-46- 7.17% |
$4.22K - $4.58K
|
596
$60K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-48- 0.81% |
$4.4K - $4.78K
|
5.85K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-52- 25.74% |
$4.77K - $5.18K
|
150
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-55- 0.18% |
$5.04K - $5.48K
|
30.4K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-56- 1.79% |
$5.13K - $5.58K
|
3.07K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-60- 1.02% |
$5.5K - $5.98K
|
5.8K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-60- 16.04% |
$5.5K - $5.98K
|
314
$31.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-61- 2.82% |
$5.59K - $6.08K
|
2.1K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 3.25% |
$5.68K - $6.18K
|
1.85K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-62- 0.23% |
$5.68K - $6.18K
|
26.8K
$2.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-64- 2.24% |
$5.87K - $6.38K
|
2.8K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-64- 2.44% |
$5.87K - $6.38K
|
2.56K
$258K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-65- 1.18% |
$5.96K - $6.48K
|
5.43K
$546K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-65- 0.08% |
$5.96K - $6.48K
|
83.7K
$8.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-68- 0.81% |
$6.23K - $6.78K
|
8.38K
$843K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-69- 1.15% |
$6.33K - $6.88K
|
5.92K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-70- 1.8% |
$6.42K - $6.98K
|
3.82K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-71- 98.61% |
$6.51K - $7.08K
|
1
$101
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-73- 1.86% |
$6.69K - $7.28K
|
3.85K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-75- 1.69% |
$6.88K - $7.47K
|
4.36K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 1.33% |
$6.88K - $7.47K
|
5.54K
$558K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-78- 2.48% |
$7.15K - $7.77K
|
3.07K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-78- 20.05% |
$7.15K - $7.77K
|
311
$31.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-80- 46.78% |
$7.33K - $7.97K
|
91
$9.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-84- 3.01% |
$7.7K - $8.37K
|
2.71K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-85- 2.68% |
$7.79K - $8.47K
|
3.09K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-89- 0.65% |
$8.16K - $8.87K
|
13.6K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-90- 45.0% |
$8.25K - $8.97K
|
110
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-91- 0.85% |
$8.34K - $9.07K
|
10.6K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-98- 9.69% |
$8.98K - $9.77K
|
913
$91.9K
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-99- 18.75% |
$9.08K - $9.87K
|
429
$43.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 4.56% |
$9.17K - $9.97K
|
2.09K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 17.39% |
$9.17K - $9.97K
|
475
$47.8K
|