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 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.88K- 3.65% |
$173K - $188K
|
49.7K
$4.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.92K- 10.92% |
$176K - $191K
|
15.7K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.92K- 9.69% |
$176K - $192K
|
17.9K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.94K- 84.06% |
$178K - $193K
|
368
$35.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.96K- 11.42% |
$179K - $195K
|
15.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2K- 18.34% |
$184K - $200K
|
8.92K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.08K- 20.09% |
$191K - $207K
|
8.27K
$802K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.08K- 11.87% |
$191K - $207K
|
15.4K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.1K- 14.94% |
$192K - $209K
|
11.9K
$1.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 25.63% |
$193K - $210K
|
6.11K
$593K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.11K- 9.37% |
$193K - $210K
|
20.4K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.14K- 44.66% |
$196K - $213K
|
2.65K
$257K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.15K- 4.79% |
$197K - $214K
|
42.8K
$4.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.18K- 9.33% |
$200K - $217K
|
21.2K
$2.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.2K- 46.76% |
$201K - $219K
|
2.5K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.2K- 7.63% |
$202K - $219K
|
26.6K
$2.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2.22K- 46.56% |
$204K - $222K
|
2.55K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 35.76% |
$206K - $224K
|
4.03K
$391K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.3K- 8.07% |
$211K - $229K
|
26.2K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.33K- 32.45% |
$214K - $233K
|
4.86K
$471K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.34K- 3.51% |
$214K - $233K
|
64.3K
$6.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.36K- 15.23% |
$216K - $235K
|
13.1K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.37K- 15.94% |
$217K - $236K
|
12.5K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.38K- 21.4% |
$218K - $237K
|
8.73K
$846K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.39K- 25.63% |
$219K - $238K
|
6.94K
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.45K- 1.43% |
$224K - $244K
|
169K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.46K- 6.98% |
$226K - $245K
|
32.8K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.54K- 12.87% |
$233K - $253K
|
17.2K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.58K- 11.48% |
$236K - $257K
|
19.9K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.63K- 34.78% |
$241K - $262K
|
4.92K
$477K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.65K- 15.93% |
$243K - $264K
|
14K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.7K- 32.06% |
$247K - $269K
|
5.72K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.75K- 17.81% |
$252K - $274K
|
12.7K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 18.64% |
$255K - $277K
|
12.1K
$1.18M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.79K- 22.42% |
$256K - $278K
|
9.66K
$937K
|
|
|
Jan 18, 2024
Q4 2023
|
Passaic Partners LLC
|
SELL
|
- |
-2.81K- 1.13% |
$258K - $280K
|
246K
$23.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.81K- 84.85% |
$258K - $280K
|
502
$48.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.82K- 16.33% |
$259K - $281K
|
14.5K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.84K- 21.41% |
$261K - $283K
|
10.4K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.03K- 1.84% |
$277K - $301K
|
162K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.08K- 16.19% |
$283K - $307K
|
16K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.09K- 7.19% |
$283K - $307K
|
39.8K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 5.63% |
$285K - $309K
|
52K
$5.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.14K- 0.65% |
$288K - $313K
|
478K
$46.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.16K- 0.93% |
$289K - $314K
|
335K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.16K- 82.66% |
$290K - $315K
|
663
$64.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.17K- 2.53% |
$291K - $316K
|
122K
$11.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.19K- 16.17% |
$292K - $318K
|
16.5K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.24K- 37.73% |
$297K - $323K
|
5.34K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.26K- 57.18% |
$299K - $325K
|
2.44K
$237K
|