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 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1KNew |
$1.38M - $1.5M
|
15.1K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.7K+ 22.91% |
$1.35M - $1.46M
|
78.9K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.5KNew |
$1.33M - $1.44M
|
14.5K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
14.5K+ 2.13% |
$1.33M - $1.44M
|
693K
$69.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
14.2K+ 52.9% |
$1.3M - $1.42M
|
41.1K
$4.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
14.2K+ 87.06% |
$1.3M - $1.41M
|
30.4K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.6K+ 6.51% |
$1.25M - $1.35M
|
222K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
13.6KNew |
$1.25M - $1.35M
|
13.6K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.6KNew |
$1.24M - $1.35M
|
13.6K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
13.4K+ 5.19% |
$1.22M - $1.33M
|
271K
$27.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
13.2K+ 14.55% |
$1.21M - $1.32M
|
104K
$10.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 9.42% |
$1.21M - $1.32M
|
153K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
13.2K+ 39.83% |
$1.21M - $1.31M
|
46.2K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$1.2M - $1.31M
|
13.1K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
13K+ 10.91% |
$1.19M - $1.29M
|
132K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
13K+ 2.67% |
$1.19M - $1.29M
|
499K
$50.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.9K+ 110.18% |
$1.18M - $1.28M
|
24.5K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
12.8K+ 1249.37% |
$1.18M - $1.28M
|
13.9K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12.8K+ 19.9% |
$1.17M - $1.28M
|
77.2K
$7.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 2.37% |
$1.17M - $1.27M
|
552K
$55.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8K+ 14.29% |
$1.17M - $1.27M
|
102K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12.7K+ 4.15% |
$1.17M - $1.27M
|
320K
$32.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.7KNew |
$1.17M - $1.27M
|
12.7K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12.7K+ 19.25% |
$1.17M - $1.27M
|
78.7K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 128.74% |
$1.16M - $1.26M
|
22.4K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
12.5KNew |
$1.15M - $1.25M
|
12.5K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$1.15M - $1.25M
|
12.5K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.4KNew |
$1.14M - $1.23M
|
12.4K
$1.25M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.4KNew |
$1.14M - $1.23M
|
12.4K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.3KNew |
$1.13M - $1.23M
|
12.3K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 756.85% |
$1.12M - $1.22M
|
13.8K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.2K+ 23.58% |
$1.12M - $1.21M
|
63.8K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 17.95% |
$1.11M - $1.21M
|
79.8K
$8.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12K+ 13.76% |
$1.1M - $1.2M
|
99.5K
$10M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
12KNew |
$1.1M - $1.2M
|
12K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12KNew |
$1.1M - $1.19M
|
12K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.9K+ 4.46% |
$1.09M - $1.19M
|
280K
$28.2M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
11.9K+ 5.51% |
$1.09M - $1.19M
|
228K
$23M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.7KNew |
$1.07M - $1.17M
|
11.7K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7K+ 20.75% |
$1.07M - $1.16M
|
68K
$6.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 1577.52% |
$1.06M - $1.15M
|
12.3K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.5K+ 18.08% |
$1.06M - $1.15M
|
75.3K
$7.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 440.93% |
$1.06M - $1.15M
|
14.1K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
11.5K+ 16.69% |
$1.05M - $1.15M
|
80.4K
$8.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
11.4K+ 22.83% |
$1.05M - $1.14M
|
61.5K
$6.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
11.3KNew |
$1.03M - $1.12M
|
11.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.3K+ 233.4% |
$1.03M - $1.12M
|
16.1K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
11.2K+ 69.06% |
$1.03M - $1.12M
|
27.5K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
11.1K+ 357.64% |
$1.02M - $1.11M
|
14.3K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.1K+ 22.73% |
$1.02M - $1.11M
|
59.9K
$6.03M
|