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 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
35.1KNew |
$3.22M - $3.5M
|
35.1K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
34.3K+ 4563.38% |
$3.14M - $3.42M
|
35K
$3.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
34K+ 7.37% |
$3.12M - $3.39M
|
496K
$49.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.9K+ 1102.77% |
$3.1M - $3.37M
|
36.9K
$3.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
33.5K+ 9.22% |
$3.07M - $3.34M
|
397K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
33.3K+ 63.6% |
$3.05M - $3.32M
|
85.7K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
33.1K+ 6.38% |
$3.04M - $3.3M
|
553K
$55.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
32.8K+ 53.84% |
$3M - $3.27M
|
93.6K
$9.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
32.6K+ 18.98% |
$2.99M - $3.25M
|
205K
$20.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
32.6K+ 4.01% |
$2.99M - $3.25M
|
846K
$85.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
31.7K+ 129.38% |
$2.91M - $3.16M
|
56.2K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
31.5KNew |
$2.89M - $3.14M
|
31.5K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
31.5K+ 113.17% |
$2.89M - $3.14M
|
59.3K
$5.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
30.4K+ 43.62% |
$2.79M - $3.03M
|
100K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30.4KNew |
$2.79M - $3.03M
|
30.4K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
30.3KNew |
$2.78M - $3.02M
|
30.3K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 3.19% |
$2.71M - $2.95M
|
956K
$96.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
29K+ 2213.42% |
$2.66M - $2.89M
|
30.3K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
28.2K+ 9.2% |
$2.59M - $2.81M
|
335K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28K+ 9.55% |
$2.57M - $2.79M
|
321K
$32.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
27.7K+ 1149.83% |
$2.54M - $2.76M
|
30.1K
$3.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.8K+ 4.17% |
$2.45M - $2.67M
|
669K
$67.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.6K+ 109.58% |
$2.44M - $2.65M
|
50.9K
$5.12M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
26.5K+ 12.98% |
$2.43M - $2.64M
|
231K
$23.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26.5K+ 209.88% |
$2.42M - $2.64M
|
39.1K
$3.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.4K+ 659.42% |
$2.42M - $2.63M
|
30.4K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
26.3K+ 3.54% |
$2.41M - $2.62M
|
769K
$77.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
26.1KNew |
$2.4M - $2.6M
|
26.1K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
26.1K+ 4219.58% |
$2.39M - $2.6M
|
26.7K
$2.69M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
26.1KNew |
$2.39M - $2.6M
|
26.1K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26K+ 404.74% |
$2.39M - $2.6M
|
32.5K
$3.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
25.7K+ 55.27% |
$2.36M - $2.56M
|
72.3K
$7.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25.5KNew |
$2.33M - $2.54M
|
25.5K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
24.4K+ 8.51% |
$2.24M - $2.43M
|
311K
$31.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
24.3KNew |
$2.23M - $2.42M
|
24.3K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.3K+ 285.07% |
$2.23M - $2.42M
|
32.8K
$3.3M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
24.2KNew |
$2.22M - $2.41M
|
24.2K
$2.43M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
23.4KNew |
$2.14M - $2.33M
|
23.4K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
23.4KNew |
$2.14M - $2.33M
|
23.4K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
23.2K+ 138.09% |
$2.13M - $2.32M
|
40.1K
$4.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 0.85% |
$2.13M - $2.31M
|
2.74M
$276M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23K+ 45.42% |
$2.11M - $2.29M
|
73.7K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
23K+ 146.98% |
$2.11M - $2.29M
|
38.6K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.7K+ 22504.95% |
$2.08M - $2.27M
|
22.8K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.6KNew |
$2.07M - $2.25M
|
22.6K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.5K+ 172.94% |
$2.06M - $2.24M
|
35.5K
$3.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
22.5KNew |
$2.06M - $2.24M
|
22.5K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22.3K+ 7.12% |
$2.05M - $2.23M
|
336K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21.9K+ 12.79% |
$2.01M - $2.18M
|
193K
$19.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
21.6KNew |
$1.98M - $2.16M
|
21.6K
$2.18M
|