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
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-586- 21.03% |
$53.7K - $58.4K
|
2.2K
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-608- 2.6% |
$55.7K - $60.6K
|
22.8K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-634- 0.9% |
$58.1K - $63.2K
|
69.6K
$6.72M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-638- 20.27% |
$58.5K - $63.6K
|
2.51K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-655- 8.74% |
$60K - $65.3K
|
6.84K
$660K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-661- 10.95% |
$60.6K - $65.9K
|
5.38K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-689- 91.14% |
$63.2K - $68.7K
|
67
$6.46K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-700- 21.21% |
$64.2K - $69.8K
|
2.6K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-703- 15.84% |
$64.4K - $70.1K
|
3.73K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-705- 4.58% |
$64.6K - $70.3K
|
14.7K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-717- 34.94% |
$65.7K - $71.5K
|
1.34K
$129K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-735- 19.27% |
$67.4K - $73.3K
|
3.08K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-751- 3.83% |
$68.8K - $74.8K
|
18.9K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-757- 17.44% |
$69.4K - $75.4K
|
3.58K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-784- 8.55% |
$71.9K - $78.1K
|
8.38K
$809K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-799- 18.62% |
$73.2K - $79.6K
|
3.49K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-814- 28.5% |
$74.6K - $81.1K
|
2.04K
$197K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-818- 19.53% |
$75K - $81.5K
|
3.37K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-820- 4.02% |
$75.2K - $81.7K
|
19.6K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-838- 4.03% |
$76.8K - $83.5K
|
19.9K
$1.92M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-861- 9.8% |
$78.9K - $85.8K
|
7.93K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-870- 9.67% |
$79.8K - $86.7K
|
8.13K
$784K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-871- 38.27% |
$79.8K - $86.8K
|
1.41K
$136K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-875- 17.37% |
$80.2K - $87.2K
|
4.16K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-880- 15.55% |
$80.7K - $87.7K
|
4.78K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-887- 73.31% |
$81.3K - $88.4K
|
323
$31.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-896- 0.79% |
$82.1K - $89.3K
|
112K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-901- 4.82% |
$82.6K - $89.8K
|
17.8K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-908- 8.69% |
$83.2K - $90.5K
|
9.54K
$920K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-933- 2.77% |
$85.5K - $93K
|
32.8K
$3.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-954- 6.2% |
$87.5K - $95.1K
|
14.4K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-955- 8.94% |
$87.5K - $95.2K
|
9.73K
$939K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-977- 4.9% |
$89.6K - $97.4K
|
19K
$1.83M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1K- 25.64% |
$91.7K - $99.7K
|
2.9K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1K- 3.14% |
$91.7K - $99.7K
|
30.8K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1K- 43.18% |
$92K - $100K
|
1.32K
$127K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 4.07% |
$94K - $102K
|
24.2K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 17.74% |
$94.3K - $103K
|
4.77K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.03K- 2.32% |
$94.5K - $103K
|
43.4K
$4.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.0% |
$94.9K - $103K
|
33.4K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.06K- 44.32% |
$97.4K - $106K
|
1.33K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.06K- 21.05% |
$97.4K - $106K
|
3.99K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 8.21% |
$97.8K - $106K
|
11.9K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.07K- 7.83% |
$97.9K - $106K
|
12.6K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 10.16% |
$98.5K - $107K
|
9.5K
$917K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 21.04% |
$98.6K - $107K
|
4.04K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.12K- 7.38% |
$103K - $112K
|
14.1K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.13K- 13.06% |
$103K - $112K
|
7.49K
$723K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.14K- 15.69% |
$105K - $114K
|
6.13K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.15K- 39.79% |
$106K - $115K
|
1.74K
$168K
|