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
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 11.99% |
$1.89M - $2.06M
|
193K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
BUY
|
- |
20.6K+ 2139.07% |
$1.89M - $2.06M
|
21.6K
$2.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
20.6K+ 9.72% |
$1.89M - $2.06M
|
233K
$22.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
20.1K+ 4.51% |
$1.84M - $2M
|
466K
$45.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
20K+ 21.77% |
$1.84M - $2M
|
112K
$10.9M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19.9KNew |
$1.82M - $1.98M
|
19.9K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Geisinger Health
Danville, PA |
BUY
|
- |
19.9K+ 1.14% |
$1.82M - $1.98M
|
1.76M
$171M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
19.9KNew |
$1.82M - $1.98M
|
19.9K
$1.92M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
19.7KNew |
$1.8M - $1.96M
|
19.7K
$1.91M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
19.5K+ 6.59% |
$1.78M - $1.94M
|
315K
$30.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
19.2K+ 286.42% |
$1.76M - $1.92M
|
25.9K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
19.2KNew |
$1.76M - $1.92M
|
19.2K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19.2K+ 26.5% |
$1.76M - $1.92M
|
91.8K
$8.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
19.1KNew |
$1.75M - $1.9M
|
19.1K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
19.1K+ 26.97% |
$1.75M - $1.9M
|
89.8K
$8.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
19K+ 331.12% |
$1.74M - $1.9M
|
24.8K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
18.9K+ 111.52% |
$1.74M - $1.89M
|
35.9K
$3.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
18.8KNew |
$1.73M - $1.88M
|
18.8K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
18.7K+ 5.74% |
$1.71M - $1.86M
|
344K
$33.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
18.6K+ 37.65% |
$1.71M - $1.86M
|
68.1K
$6.6M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
18.4KNew |
$1.69M - $1.83M
|
18.4K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.6K+ 1.35% |
$1.61M - $1.75M
|
1.32M
$128M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17.2K+ 47.82% |
$1.58M - $1.72M
|
53.2K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.2K+ 126.24% |
$1.58M - $1.71M
|
30.8K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
17.2K+ 3.64% |
$1.57M - $1.71M
|
489K
$47.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
17.1KNew |
$1.57M - $1.71M
|
17.1K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.57M - $1.7M
|
17.1K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 7.24% |
$1.56M - $1.7M
|
252K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
17K+ 22.91% |
$1.56M - $1.69M
|
91K
$8.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
16.9K+ 19.43% |
$1.55M - $1.69M
|
104K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
16.7KNew |
$1.53M - $1.66M
|
16.7K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.3K+ 275.43% |
$1.5M - $1.63M
|
22.2K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.1K+ 45.21% |
$1.48M - $1.61M
|
51.8K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
15.9KNew |
$1.46M - $1.59M
|
15.9K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$1.45M - $1.58M
|
15.8K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
15.8KNew |
$1.45M - $1.58M
|
15.8K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15.8KNew |
$1.45M - $1.57M
|
15.8K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
15.7K+ 5.76% |
$1.44M - $1.57M
|
289K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
15.7KNew |
$1.44M - $1.57M
|
15.7K
$1.53M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.6K+ 19.63% |
$1.43M - $1.56M
|
95.2K
$9.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
15.6K+ 27.73% |
$1.43M - $1.55M
|
71.6K
$6.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.4K+ 13.31% |
$1.42M - $1.54M
|
132K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.4K+ 29.41% |
$1.41M - $1.54M
|
67.9K
$6.58M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
15.4KNew |
$1.41M - $1.53M
|
15.4K
$1.49M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2K+ 15.96% |
$1.39M - $1.51M
|
110K
$10.7M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
15.2KNew |
$1.39M - $1.51M
|
15.2K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1KNew |
$1.38M - $1.5M
|
15.1K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.7K+ 22.91% |
$1.35M - $1.46M
|
78.9K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.5KNew |
$1.33M - $1.44M
|
14.5K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
14.5K+ 2.13% |
$1.33M - $1.44M
|
693K
$67.2M
|