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 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.03K- 1.84% |
$277K - $301K
|
162K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.08K- 16.19% |
$283K - $307K
|
16K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.09K- 7.19% |
$283K - $307K
|
39.8K
$3.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 5.63% |
$285K - $309K
|
52K
$5.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.14K- 0.65% |
$288K - $313K
|
478K
$47.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.16K- 0.93% |
$289K - $314K
|
335K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.16K- 82.66% |
$290K - $315K
|
663
$65.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.17K- 2.53% |
$291K - $316K
|
122K
$12.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.19K- 16.17% |
$292K - $318K
|
16.5K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.24K- 37.73% |
$297K - $323K
|
5.34K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.26K- 57.18% |
$299K - $325K
|
2.44K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.27K- 40.56% |
$300K - $326K
|
4.79K
$473K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.27K- 64.22% |
$300K - $326K
|
1.82K
$180K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 16.33% |
$301K - $327K
|
16.8K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3.29K- 8.14% |
$301K - $327K
|
37.1K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-3.41K- 43.07% |
$312K - $339K
|
4.5K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.44K- 2.58% |
$315K - $342K
|
130K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.47K- 13.41% |
$318K - $346K
|
22.4K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.47K- 37.52% |
$318K - $346K
|
5.79K
$571K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-3.5K- 0.73% |
$320K - $348K
|
473K
$46.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.51K- 35.0% |
$322K - $350K
|
6.52K
$644K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.53K- 50.0% |
$323K - $351K
|
3.53K
$348K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-3.54K- 2.86% |
$324K - $353K
|
120K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 14.08% |
$330K - $358K
|
21.9K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.61K- 21.79% |
$330K - $359K
|
12.9K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-3.64K- 10.0% |
$333K - $362K
|
32.7K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.69K- 1.71% |
$338K - $368K
|
212K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.73K- 34.71% |
$342K - $372K
|
7.01K
$692K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.77K- 31.07% |
$346K - $376K
|
8.37K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.77K- 99.74% |
$346K - $376K
|
10
$987
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.8K- 54.38% |
$348K - $378K
|
3.18K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.8K- 9.19% |
$348K - $379K
|
37.6K
$3.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-3.8K- 5.2% |
$348K - $379K
|
69.2K
$6.83M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.85K- 8.9% |
$353K - $383K
|
39.4K
$3.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.98K- 30.42% |
$365K - $396K
|
9.1K
$898K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-4K- 32.78% |
$367K - $399K
|
8.2K
$810K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.08K- 2.83% |
$374K - $406K
|
140K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.08K- 1.32% |
$374K - $407K
|
306K
$30.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.18K- 4.85% |
$383K - $416K
|
81.9K
$8.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.18K- 15.98% |
$384K - $417K
|
22K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.2K- 64.91% |
$385K - $418K
|
2.27K
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.25K- 68.95% |
$390K - $424K
|
1.91K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.32K- 0.01% |
$396K - $430K
|
44.8M
$4.42B
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-4.4K- 10.84% |
$404K - $439K
|
36.2K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 6.28% |
$405K - $440K
|
65.9K
$6.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.45K- 26.9% |
$408K - $444K
|
12.1K
$1.19M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.5K- 0.53% |
$412K - $448K
|
841K
$83.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-4.51K- 2.54% |
$413K - $449K
|
173K
$17.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.51KClosed |
$414K - $450K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.61K- 17.31% |
$423K - $460K
|
22K
$2.18M
|