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
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
144KNew |
$13.2M - $14.3M
|
144K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
140K+ 4.08% |
$12.8M - $14M
|
3.58M
$347M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
140K+ 24.41% |
$12.8M - $14M
|
714K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
137K+ 6.55% |
$12.6M - $13.7M
|
2.23M
$216M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$79.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134K+ 3.97% |
$12.3M - $13.4M
|
3.51M
$341M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 7.39% |
$12.2M - $13.2M
|
1.93M
$187M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
132K+ 143.45% |
$12.1M - $13.2M
|
224K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
132K+ 248.12% |
$12.1M - $13.2M
|
185K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
130K+ 25.59% |
$12M - $13M
|
640K
$62.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
129K+ 176.83% |
$11.8M - $12.8M
|
201K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127K+ 67.78% |
$11.6M - $12.6M
|
314K
$30.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
126K+ 1174.43% |
$11.5M - $12.5M
|
136K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
122K+ 21.36% |
$11.2M - $12.2M
|
695K
$67.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
121K+ 19.84% |
$11.1M - $12M
|
728K
$70.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
118K+ 822.92% |
$10.8M - $11.8M
|
133K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
118K+ 12.29% |
$10.8M - $11.8M
|
1.08M
$105M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
118KNew |
$10.8M - $11.8M
|
118K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$10.8M - $11.7M
|
118K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 37.43% |
$10.4M - $11.3M
|
416K
$40.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
113K+ 104.05% |
$10.3M - $11.2M
|
221K
$21.4M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
110K+ 187.89% |
$10.1M - $10.9M
|
168K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
108K+ 680.71% |
$9.92M - $10.8M
|
124K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
108K+ 115.2% |
$9.9M - $10.8M
|
202K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
106K+ 3.82% |
$9.73M - $10.6M
|
2.89M
$280M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
105K+ 11.14% |
$9.66M - $10.5M
|
1.05M
$102M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103K+ 64.64% |
$9.47M - $10.3M
|
263K
$25.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
102KNew |
$9.37M - $10.2M
|
102K
$9.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
100KNew |
$9.17M - $9.97M
|
100K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
99.4K+ 18.53% |
$9.11M - $9.9M
|
636K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
96.1K+ 71.53% |
$8.81M - $9.58M
|
230K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
95.8KNew |
$8.79M - $9.55M
|
95.8K
$9.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
95.7KNew |
$8.77M - $9.54M
|
95.7K
$9.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
94.9K+ 86.79% |
$8.7M - $9.46M
|
204K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
94.3K+ 22.26% |
$8.64M - $9.4M
|
518K
$50.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
93.8K+ 95.9% |
$8.6M - $9.35M
|
192K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92.8K+ 13.43% |
$8.51M - $9.25M
|
784K
$76M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
92.7K+ 1290.26% |
$8.5M - $9.24M
|
99.9K
$9.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
91.9K+ 2108.21% |
$8.43M - $9.16M
|
96.3K
$9.34M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
91.8KNew |
$8.42M - $9.15M
|
91.8K
$8.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
90.7K+ 3189.7% |
$8.32M - $9.04M
|
93.6K
$9.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
90.2K+ 30.42% |
$8.27M - $8.99M
|
387K
$37.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
90KNew |
$8.25M - $8.97M
|
90K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
88.5K+ 58.2% |
$8.12M - $8.82M
|
241K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
87.9K+ 2851.04% |
$8.06M - $8.76M
|
91K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
87.5K+ 313.1% |
$8.02M - $8.72M
|
115K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
86.5K+ 10.49% |
$7.93M - $8.62M
|
912K
$88.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86.5K+ 29.94% |
$7.93M - $8.62M
|
375K
$36.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
85.7KNew |
$7.85M - $8.54M
|
85.7K
$8.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
84.2K+ 83.92% |
$7.72M - $8.39M
|
185K
$17.9M
|