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
Jan 22, 2024 Q4 2023
Veracity Capital LLC

SELL
 -
-363
- 3.32%
$33.3K - $36.2K
10.6K $1.02M
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
SELL
 -
-376
- 2.09%
$34.5K - $37.5K
17.6K $1.71M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-379
- 2.26%
$34.7K - $37.8K
16.4K $1.59M
Jan 12, 2024 Q4 2023
Jessup Wealth Management, Inc

Dayton, OH
SELL
 -
-381
- 13.27%
$34.9K - $38K
2.49K $242K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-383
- 19.35%
$35.1K - $38.2K
1.6K $155K
Feb 12, 2024 Q4 2023
Stone X Group Inc.

SELL
 -
-387
- 2.28%
$35.5K - $38.6K
16.6K $1.6M
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-389
- 11.61%
$35.7K - $38.8K
2.96K $287K
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

SELL
 -
-395
- 1.72%
$36.2K - $39.4K
22.5K $2.18M
Feb 14, 2024 Q4 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-408
- 5.81%
$37.4K - $40.7K
6.61K $641K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

SELL
 -
-409
- 16.41%
$37.5K - $40.8K
2.08K $202K
Jan 18, 2024 Q4 2023
Meadow Creek Wealth Advisors LLC

SELL
 -
-411
- 10.21%
$37.7K - $41K
3.62K $351K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-416
- 85.42%
$38.1K - $41.5K
71 $6.88K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-421
- 8.52%
$38.6K - $42K
4.52K $438K
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

SELL
 -
-428
- 10.52%
$39.2K - $42.7K
3.64K $353K
Feb 07, 2024 Q4 2023
Alpha Star Capital Management, LLC

SELL
 -
-431
- 4.81%
$39.5K - $43K
8.53K $827K
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-440
- 6.39%
$40.3K - $43.9K
6.45K $625K
Feb 13, 2024 Q4 2023
Gries Financial LLC

Cleveland, OH
SELL
 -
-440
- 4.03%
$40.3K - $43.9K
10.5K $1.02M
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

SELL
 -
-443
- 10.4%
$40.6K - $44.1K
3.82K $370K
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-445
- 16.59%
$40.8K - $44.3K
2.24K $217K
Feb 01, 2024 Q4 2023
Diversified, LLC

SELL
 -
-458
- 6.87%
$42K - $45.6K
6.21K $602K
Feb 05, 2024 Q4 2023
Naviter Wealth, LLC

SELL
 -
-462
- 7.17%
$42.4K - $46K
5.98K $580K
Aug 28, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-478
- 2.66%
$43.8K - $47.6K
17.5K $1.69M
Jan 18, 2024 Q4 2023
Brookmont Capital Management

Dallas, TX
SELL
 -
-484
- 10.79%
$44.4K - $48.2K
4K $388K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

SELL
 -
-489
- 1.76%
$44.8K - $48.7K
27.3K $2.64M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

SELL
 -
-490
- 1.92%
$44.9K - $48.8K
25.1K $2.43M
Feb 13, 2024 Q4 2023
C2 C Wealth Management, LLC

SELL
 -
-494
- 2.03%
$45.3K - $49.2K
23.9K $2.31M
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

SELL
 -
-503
- 3.43%
$46.1K - $50.1K
14.2K $1.37M
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-504
- 9.53%
$46.2K - $50.2K
4.78K $464K
Feb 14, 2024 Q4 2023
Becker Capital Management Inc

SELL
 -
-505
- 2.71%
$46.3K - $50.3K
18.1K $1.76M
Jan 17, 2024 Q4 2023
Flagship Private Wealth, LLC

SELL
 -
-511
- 2.09%
$46.8K - $50.9K
24K $2.33M
Feb 07, 2024 Q4 2023
Rba Wealth Management, LLC

SELL
 -
-521
- 3.82%
$47.8K - $51.9K
13.1K $1.27M
Jan 29, 2024 Q4 2023
Kooman & Associates

Altoona, PA
SELL
 -
-526
- 12.34%
$48.2K - $52.4K
3.74K $362K
Feb 09, 2024 Q4 2023
Union Savings Bank

Litchfield, CT
SELL
 -
-534
- 5.23%
$49K - $53.2K
9.68K $939K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-534
- 98.71%
$49K - $53.2K
7 $679
Jan 17, 2024 Q4 2023
Alhambra Investment Partners LLC

SELL
 -
-539
- 19.58%
$49.4K - $53.7K
2.21K $215K
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

SELL
 -
-543
- 3.36%
$49.8K - $54.1K
15.6K $1.52M
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-554
- 39.71%
$50.8K - $55.2K
841 $81.5K
Jan 19, 2024 Q4 2023
Culbertson A N & CO Inc

SELL
 -
-555
- 2.46%
$50.9K - $55.3K
22K $2.13M
Feb 06, 2024 Q4 2023
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-560
- 12.69%
$51.3K - $55.8K
3.85K $373K
Jan 22, 2024 Q4 2023
Bensler, LLC

Bellevue, WA
SELL
 -
-561
- 14.15%
$51.4K - $55.9K
3.4K $330K
Feb 07, 2024 Q4 2023
Evergreen Advisors, LLC

SELL
 -
-561
- 2.45%
$51.4K - $55.9K
22.3K $2.17M
Jan 11, 2024 Q4 2023
Galvin, Gaustad & Stein, LLC

SELL
 -
-563
- 0.24%
$51.6K - $56.1K
234K $22.7M
Feb 13, 2024 Q4 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-565
- 18.71%
$51.8K - $56.3K
2.46K $238K
Feb 09, 2024 Q4 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
SELL
 -
-571
- 30.93%
$52.3K - $56.9K
1.28K $124K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

SELL
 -
-573
- 1.66%
$52.5K - $57.1K
34K $3.3M
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-574
- 4.22%
$52.6K - $57.2K
13K $1.26M
Feb 06, 2024 Q4 2023
Darwin Advisors, LLC

SELL
 -
-580
- 18.57%
$53.2K - $57.8K
2.54K $247K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-585
- 20.26%
$53.6K - $58.3K
2.3K $223K
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

SELL
 -
-586
- 21.03%
$53.7K - $58.4K
2.2K $213K

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