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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32K- 6.15% |
$2.93M - $3.19M
|
488K
$48.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-32.6K- 23.95% |
$2.99M - $3.25M
|
104K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-32.8K- 21.18% |
$3.01M - $3.27M
|
122K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-33.8K- 6.14% |
$3.09M - $3.36M
|
516K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.8K- 38.83% |
$3.1M - $3.37M
|
53.2K
$5.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-33.9K- 20.33% |
$3.11M - $3.38M
|
133K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-34.4K- 69.42% |
$3.15M - $3.43M
|
15.1K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.1K- 2.26% |
$3.22M - $3.5M
|
1.52M
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-36.2K- 33.05% |
$3.31M - $3.6M
|
73.2K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-36.3K- 13.49% |
$3.33M - $3.62M
|
233K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-38.7K- 86.89% |
$3.55M - $3.85M
|
5.84K
$576K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-40.2K- 81.34% |
$3.68M - $4.01M
|
9.22K
$910K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-40.6K- 12.03% |
$3.72M - $4.05M
|
297K
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-41.1K- 6.76% |
$3.76M - $4.09M
|
566K
$55.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-41.2K- 11.59% |
$3.77M - $4.1M
|
314K
$31M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-41.7K- 36.47% |
$3.82M - $4.16M
|
72.7K
$7.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-42.6K- 26.82% |
$3.91M - $4.25M
|
116K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-43.1K- 6.3% |
$3.95M - $4.29M
|
641K
$63.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-43.2K- 86.54% |
$3.96M - $4.3M
|
6.72K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45.5K- 10.74% |
$4.17M - $4.53M
|
378K
$37.3M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45.5K- 10.74% |
$4.17M - $4.53M
|
378K
$37.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-47.1K- 24.99% |
$4.32M - $4.69M
|
141K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-48.1K- 50.51% |
$4.41M - $4.8M
|
47.2K
$4.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-50.5K- 89.18% |
$4.63M - $5.03M
|
6.13K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-50.9K- 68.16% |
$4.67M - $5.07M
|
23.8K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-51K- 45.76% |
$4.68M - $5.09M
|
60.5K
$5.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-51.3K- 11.68% |
$4.71M - $5.12M
|
388K
$38.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-52.6K- 27.36% |
$4.82M - $5.24M
|
140K
$13.8M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-53K- 77.74% |
$4.86M - $5.29M
|
15.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-54.8K- 17.06% |
$5.02M - $5.46M
|
266K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-57.9K- 63.39% |
$5.3M - $5.77M
|
33.4K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-58.7K- 28.42% |
$5.38M - $5.85M
|
148K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58.8K- 7.64% |
$5.39M - $5.86M
|
711K
$70.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-61.1K- 24.3% |
$5.6M - $6.09M
|
190K
$18.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65.4K- 23.93% |
$6M - $6.52M
|
208K
$20.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-66.2K- 41.45% |
$6.07M - $6.59M
|
93.5K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74.7K- 6.86% |
$6.85M - $7.44M
|
1.01M
$100M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75.4K- 84.58% |
$6.91M - $7.51M
|
13.7K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-77.6K- 96.82% |
$7.11M - $7.73M
|
2.55K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78.8K- 27.64% |
$7.22M - $7.85M
|
206K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-78.9K- 12.47% |
$7.24M - $7.87M
|
554K
$54.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-79.2K- 70.82% |
$7.26M - $7.89M
|
32.6K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-84.5K- 9.06% |
$7.75M - $8.42M
|
848K
$83.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-87.6K- 53.19% |
$8.03M - $8.73M
|
77.1K
$7.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-89.3K- 15.53% |
$8.18M - $8.9M
|
486K
$47.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93.5K- 53.88% |
$8.57M - $9.32M
|
80.1K
$7.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-93.7K- 21.57% |
$8.59M - $9.34M
|
341K
$33.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-96.6K- 10.06% |
$8.85M - $9.63M
|
863K
$85.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-103K- 98.57% |
$9.4M - $10.2M
|
1.49K
$147K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-103K- 23.37% |
$9.44M - $10.3M
|
338K
$33.3M
|