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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-138- 1.76% |
$13K - $13.6K
|
7.71K
$747K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-143- 26.53% |
$13.4K - $14.1K
|
396
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-147- 6.43% |
$13.8K - $14.5K
|
2.14K
$207K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 6.14% |
$14K - $14.7K
|
2.28K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-150- 16.67% |
$14.1K - $14.8K
|
750
$72.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-150- 6.02% |
$14.1K - $14.8K
|
2.34K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-159- 0.2% |
$14.9K - $15.7K
|
78.8K
$7.64M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-159- 0.55% |
$14.9K - $15.7K
|
28.9K
$2.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-172- 0.85% |
$16.1K - $16.9K
|
20.1K
$1.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-173- 0.17% |
$16.2K - $17K
|
102K
$9.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-175- 0.97% |
$16.4K - $17.2K
|
17.8K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-175- 1.29% |
$16.4K - $17.2K
|
13.4K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-178- 2.78% |
$16.7K - $17.5K
|
6.23K
$604K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-184- 3.12% |
$17.3K - $18.1K
|
5.71K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-186- 8.56% |
$17.5K - $18.3K
|
1.99K
$192K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 6.43% |
$18.2K - $19.1K
|
2.82K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-198- 5.52% |
$18.6K - $19.5K
|
3.39K
$328K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-200- 1.65% |
$18.8K - $19.7K
|
11.9K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-200- 4.47% |
$18.8K - $19.7K
|
4.28K
$415K
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-205- 8.17% |
$19.2K - $20.2K
|
2.3K
$223K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-205- 2.98% |
$19.2K - $20.2K
|
6.67K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 3.86% |
$19.4K - $20.4K
|
5.15K
$499K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-208- 4.08% |
$19.5K - $20.5K
|
4.9K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-209- 0.32% |
$19.6K - $20.6K
|
66.1K
$6.41M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-221- 1.34% |
$20.7K - $21.8K
|
16.3K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-227- 2.07% |
$21.3K - $22.3K
|
10.7K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-229- 4.34% |
$21.5K - $22.5K
|
5.05K
$489K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-236- 7.81% |
$22.1K - $23.2K
|
2.79K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-237- 2.12% |
$22.2K - $23.3K
|
10.9K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-240- 0.55% |
$22.5K - $23.6K
|
43.3K
$4.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-241- 0.03% |
$22.6K - $23.7K
|
862K
$83.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-243- 0.16% |
$22.8K - $23.9K
|
154K
$15M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-244- 1.29% |
$22.9K - $24K
|
18.7K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-245- 1.3% |
$23K - $24.1K
|
18.6K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-248- 0.9% |
$23.3K - $24.4K
|
27.2K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-250- 3.27% |
$23.5K - $24.6K
|
7.39K
$717K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-250- 2.07% |
$23.5K - $24.6K
|
11.8K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-253- 0.94% |
$23.7K - $24.9K
|
26.7K
$2.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-258- 6.34% |
$24.2K - $25.4K
|
3.81K
$370K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-259- 9.18% |
$24.3K - $25.5K
|
2.56K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-272- 6.23% |
$25.5K - $26.8K
|
4.09K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-274- 35.49% |
$25.7K - $27K
|
498
$48.3K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-280- 3.86% |
$26.3K - $27.6K
|
6.98K
$677K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-283- 0.85% |
$26.6K - $27.9K
|
33K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-284- 1.39% |
$26.7K - $28K
|
20.2K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-290- 10.8% |
$27.2K - $28.5K
|
2.4K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-290- 1.0% |
$27.2K - $28.5K
|
28.7K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-294- 1.75% |
$27.6K - $28.9K
|
16.5K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-295- 8.1% |
$27.7K - $29K
|
3.35K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-297- 5.73% |
$27.9K - $29.2K
|
4.88K
$473K
|