Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
63+ 0.99% |
$5.91K - $6.2K
|
6.45K
$625K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 1.35% |
$5.63K - $5.91K
|
4.51K
$437K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
60+ 1.35% |
$5.63K - $5.91K
|
4.51K
$437K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
59+ 1.33% |
$5.54K - $5.81K
|
4.48K
$435K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
57+ 0.22% |
$5.35K - $5.61K
|
26K
$2.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.31% |
$5.16K - $5.41K
|
17.9K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$4.69K - $4.92K
|
50
$4.85K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 12.38% |
$4.69K - $4.92K
|
454
$44K
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
49+ 0.82% |
$4.6K - $4.82K
|
6.06K
$587K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
47+ 0.33% |
$4.41K - $4.63K
|
14.1K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
45+ 2.3% |
$4.22K - $4.43K
|
2.01K
$194K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
45+ 1.04% |
$4.22K - $4.43K
|
4.36K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$4.13K - $4.33K
|
44
$4.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$3.94K - $4.13K
|
42
$4.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
41+ 0.41% |
$3.85K - $4.04K
|
10K
$969K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
41New |
$3.85K - $4.04K
|
41
$3.97K
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
41+ 0.26% |
$3.85K - $4.04K
|
15.9K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 7.75% |
$3.75K - $3.94K
|
556
$53.9K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 7.97% |
$3.75K - $3.94K
|
542
$52.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
39+ 0.74% |
$3.66K - $3.84K
|
5.3K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
38+ 0.48% |
$3.57K - $3.74K
|
7.92K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
32New |
$3K - $3.15K
|
32
$3.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32+ 23.02% |
$3K - $3.15K
|
171
$16.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 1.41% |
$2.82K - $2.95K
|
2.16K
$210K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
30+ 2.16% |
$2.82K - $2.95K
|
1.42K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
29+ 0.8% |
$2.72K - $2.85K
|
3.65K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
28New |
$2.63K - $2.76K
|
28
$2.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 34.67% |
$2.44K - $2.56K
|
101
$9.79K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 0.52% |
$2.35K - $2.46K
|
4.84K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
25+ 0.78% |
$2.35K - $2.46K
|
3.23K
$313K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 1.19% |
$2.16K - $2.26K
|
1.96K
$190K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23+ 0.81% |
$2.16K - $2.26K
|
2.87K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23+ 1.22% |
$2.16K - $2.26K
|
1.91K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
21+ 2.46% |
$1.97K - $2.07K
|
876
$84.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.4% |
$1.97K - $2.07K
|
5.29K
$513K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.88K - $1.97K
|
7.55K
$732K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20+ 3.15% |
$1.88K - $1.97K
|
654
$63.4K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.54% |
$1.69K - $1.77K
|
3.35K
$324K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 7.44% |
$1.5K - $1.57K
|
231
$22.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.32% |
$1.41K - $1.48K
|
4.69K
$455K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15+ 0.51% |
$1.41K - $1.48K
|
2.96K
$287K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
14+ 0.14% |
$1.31K - $1.38K
|
10.2K
$990K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.52% |
$1.13K - $1.18K
|
2.31K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
9+ 0.76% |
$845 - $886
|
1.19K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8+ 0.33% |
$751 - $787
|
2.47K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.58% |
$563 - $591
|
1.04K
$101K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.98% |
$563 - $591
|
619
$60K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$563 - $591
|
6
$582
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6+ 0.71% |
$563 - $591
|
852
$82.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5New |
$469 - $492
|
5
$485
|