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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-939K- 99.47% |
$86.1M - $93.6M
|
4.98K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-980K- 93.36% |
$89.9M - $97.7M
|
69.7K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.01MClosed |
$92.9M - $101M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.13M- 11.45% |
$103M - $112M
|
8.72M
$878M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.16M- 55.88% |
$106M - $115M
|
915K
$92.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2M- 13.03% |
$110M - $120M
|
8.02M
$807M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.34M- 98.99% |
$122M - $133M
|
13.6K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43M- 28.0% |
$131M - $143M
|
3.69M
$371M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.3M- 97.86% |
$211M - $229M
|
50.3K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.47M- 79.69% |
$227M - $246M
|
630K
$63.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.02M- 25.25% |
$277M - $301M
|
8.93M
$899M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.93M- 21.65% |
$360M - $392M
|
14.2M
$1.43B
|