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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324K+ 11.3% |
$30.4M - $31.9M
|
3.19M
$310M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
296K+ 39.74% |
$27.8M - $29.2M
|
1.04M
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
279K+ 94.81% |
$26.2M - $27.4M
|
573K
$55.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
277K+ 42.24% |
$26M - $27.3M
|
933K
$90.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
273K+ 36122.75% |
$25.6M - $26.9M
|
274K
$26.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
263K+ 31.68% |
$24.7M - $25.9M
|
1.09M
$106M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
263K+ 3303.38% |
$24.6M - $25.8M
|
270K
$26.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
262K+ 1683.11% |
$24.6M - $25.8M
|
277K
$26.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
257KNew |
$24.1M - $25.3M
|
257K
$24.9M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
255K+ 262.84% |
$24M - $25.1M
|
352K
$34.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
242K+ 34.46% |
$22.7M - $23.9M
|
946K
$91.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
234K+ 32.85% |
$22M - $23.1M
|
947K
$91.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
234KNew |
$22M - $23M
|
234K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
211K+ 21.78% |
$19.8M - $20.8M
|
1.18M
$114M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
210K+ 9.84% |
$19.7M - $20.7M
|
2.34M
$227M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
193K+ 39.65% |
$18.1M - $19M
|
681K
$66M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
176K+ 37.76% |
$16.5M - $17.3M
|
640K
$62.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
175K+ 75.94% |
$16.4M - $17.2M
|
405K
$39.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
168K+ 4351.54% |
$15.7M - $16.5M
|
172K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
165K+ 32.14% |
$15.5M - $16.3M
|
680K
$65.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
160K+ 5995.73% |
$15M - $15.8M
|
163K
$15.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
157K+ 32.3% |
$14.7M - $15.4M
|
642K
$62.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
157K+ 54.17% |
$14.7M - $15.4M
|
446K
$43.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
153K+ 23.22% |
$14.3M - $15M
|
811K
$78.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
150K+ 89.66% |
$14.1M - $14.8M
|
318K
$30.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
145K+ 7.57% |
$13.6M - $14.3M
|
2.07M
$200M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
139K+ 5.28% |
$13.1M - $13.7M
|
2.78M
$270M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
137K+ 4.82% |
$12.8M - $13.5M
|
2.97M
$288M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
134K+ 18.06% |
$12.5M - $13.2M
|
874K
$84.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130K+ 84.13% |
$12.2M - $12.8M
|
285K
$27.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
129K+ 25.61% |
$12.1M - $12.7M
|
632K
$61.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
123KNew |
$11.6M - $12.1M
|
123K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
118KNew |
$11.1M - $11.6M
|
118K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
109KNew |
$10.3M - $10.8M
|
109K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
109K+ 100.77% |
$10.2M - $10.7M
|
217K
$21M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
107KNew |
$10M - $10.5M
|
107K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
105K+ 3.15% |
$9.86M - $10.3M
|
3.44M
$333M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
104KNew |
$9.8M - $10.3M
|
104K
$10.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
99.9K+ 1283.11% |
$9.38M - $9.83M
|
108K
$10.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
98.2K+ 1154.05% |
$9.21M - $9.66M
|
107K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
97.7K+ 48.72% |
$9.17M - $9.62M
|
298K
$28.9M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
95.9K+ 24.92% |
$9M - $9.44M
|
481K
$46.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
94.4KNew |
$8.85M - $9.29M
|
94.4K
$9.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
92.5K+ 92.78% |
$8.68M - $9.11M
|
192K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
92.5K+ 19.39% |
$8.68M - $9.1M
|
570K
$55.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
86.7K+ 55.44% |
$8.14M - $8.54M
|
243K
$23.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
86.5K+ 47.66% |
$8.12M - $8.51M
|
268K
$26M
|
|
|
Jun 20, 2024
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
85.7K+ 30.62% |
$8.04M - $8.43M
|
366K
$35.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
83.8K+ 17.51% |
$7.87M - $8.25M
|
563K
$54.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
82.6K+ 43.07% |
$7.75M - $8.13M
|
274K
$26.6M
|