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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-197- 8.73% |
$18.1K - $19.6K
|
2.06K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-198- 4.55% |
$18.2K - $19.7K
|
4.15K
$400K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 3.05% |
$18.3K - $19.9K
|
6.35K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 6.21% |
$18.3K - $19.9K
|
3.02K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-202- 33.01% |
$18.5K - $20.1K
|
410
$39.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-207- 4.59% |
$19K - $20.6K
|
4.3K
$415K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-211- 13.58% |
$19.3K - $21K
|
1.34K
$130K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-215- 5.9% |
$19.7K - $21.4K
|
3.43K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-217- 0.53% |
$19.9K - $21.6K
|
40.5K
$3.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-220- 5.14% |
$20.2K - $21.9K
|
4.06K
$391K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-224- 0.51% |
$20.5K - $22.3K
|
43.3K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-229- 5.83% |
$21K - $22.8K
|
3.7K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-229- 2.94% |
$21K - $22.8K
|
7.55K
$729K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-234- 0.7% |
$21.5K - $23.3K
|
33.2K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-235- 10.01% |
$21.5K - $23.4K
|
2.11K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-237- 2.37% |
$21.7K - $23.6K
|
9.76K
$942K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-250- 33.33% |
$22.9K - $24.9K
|
500
$48.2K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-250- 5.17% |
$22.9K - $24.9K
|
4.59K
$442K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-250- 6.19% |
$22.9K - $24.9K
|
3.79K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-251- 2.88% |
$23K - $25K
|
8.46K
$816K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-251- 11.12% |
$23K - $25K
|
2.01K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-257- 5.76% |
$23.6K - $25.6K
|
4.21K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-257- 7.68% |
$23.6K - $25.6K
|
3.09K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-267- 36.68% |
$24.5K - $26.6K
|
461
$44.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-267- 6.7% |
$24.5K - $26.6K
|
3.72K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-267- 1.31% |
$24.5K - $26.6K
|
20.1K
$1.94M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-275- 0.88% |
$25.2K - $27.4K
|
31.1K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-278- 2.28% |
$25.5K - $27.7K
|
11.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-280- 5.3% |
$25.7K - $27.9K
|
5.01K
$483K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-280- 5.44% |
$25.7K - $27.9K
|
4.87K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-285- 4.23% |
$26.1K - $28.4K
|
6.45K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-285- 0.48% |
$26.1K - $28.4K
|
58.8K
$5.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-291- 10.45% |
$26.7K - $29K
|
2.5K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-295- 9.89% |
$27K - $29.4K
|
2.69K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-297- 2.23% |
$27.2K - $29.6K
|
13K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-300- 2.54% |
$27.5K - $29.9K
|
11.5K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-310- 23.08% |
$28.4K - $30.9K
|
1.03K
$99.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-311- 4.56% |
$28.5K - $31K
|
6.5K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-322- 5.5% |
$29.5K - $32.1K
|
5.53K
$534K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-324- 15.98% |
$29.7K - $32.3K
|
1.7K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 2.16% |
$29.8K - $32.4K
|
14.7K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-326- 7.48% |
$29.9K - $32.5K
|
4.03K
$389K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-330- 4.84% |
$30.3K - $32.9K
|
6.49K
$627K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-342- 7.44% |
$31.4K - $34.1K
|
4.26K
$411K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-343- 52.45% |
$31.4K - $34.2K
|
311
$30K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-348- 2.35% |
$31.9K - $34.7K
|
14.4K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-350- 9.26% |
$32.1K - $34.9K
|
3.43K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-351- 1.22% |
$32.2K - $35K
|
28.5K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-351- 6.11% |
$32.2K - $35K
|
5.4K
$521K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-356- 89.9% |
$32.6K - $35.5K
|
40
$3.86K
|