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
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.95K- 16.55% |
$277K - $291K
|
14.9K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.98K- 3.72% |
$280K - $293K
|
77.1K
$7.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.01K- 39.37% |
$282K - $296K
|
4.63K
$449K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.02K- 48.2% |
$283K - $297K
|
3.24K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.12K- 11.09% |
$293K - $307K
|
25K
$2.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.15K- 5.08% |
$295K - $310K
|
58.8K
$5.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.29K- 52.32% |
$309K - $324K
|
3K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.36K- 7.73% |
$315K - $330K
|
40.1K
$3.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.41K- 3.57% |
$320K - $335K
|
92.1K
$8.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.45K- 59.99% |
$324K - $340K
|
2.3K
$223K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.5K- 52.11% |
$329K - $345K
|
3.22K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.54K- 3.07% |
$332K - $349K
|
112K
$10.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.56K- 19.28% |
$334K - $351K
|
14.9K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.6K- 3.92% |
$337K - $354K
|
88.2K
$8.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.66K- 13.98% |
$344K - $360K
|
22.5K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.69K- 48.48% |
$346K - $363K
|
3.92K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.7K- 7.87% |
$347K - $364K
|
43.3K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-3.73K- 13.22% |
$350K - $367K
|
24.5K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.74K- 45.73% |
$351K - $368K
|
4.44K
$430K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.74K- 12.0% |
$351K - $368K
|
27.5K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.76K- 13.9% |
$353K - $370K
|
23.3K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.78K- 4.17% |
$355K - $372K
|
87K
$8.43M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.83K- 39.34% |
$359K - $377K
|
5.91K
$572K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.89K- 62.92% |
$365K - $382K
|
2.29K
$222K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.92K- 3.63% |
$368K - $386K
|
104K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.01K- 10.84% |
$376K - $395K
|
33K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.03K- 96.16% |
$378K - $397K
|
161
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.08K- 36.61% |
$383K - $401K
|
7.06K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.1K- 0.94% |
$385K - $404K
|
434K
$42M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.1K- 0.94% |
$385K - $404K
|
434K
$42M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 51.85% |
$389K - $408K
|
3.85K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.27K- 1.8% |
$401K - $420K
|
234K
$22.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.28K- 6.67% |
$402K - $422K
|
60K
$5.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.3K- 55.62% |
$403K - $423K
|
3.43K
$332K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-4.33K- 47.57% |
$406K - $426K
|
4.77K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.34K- 20.6% |
$407K - $427K
|
16.7K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.41K- 50.26% |
$414K - $434K
|
4.36K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.48K- 54.95% |
$420K - $441K
|
3.67K
$356K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 12.09% |
$422K - $442K
|
32.7K
$3.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.54K- 51.39% |
$426K - $447K
|
4.29K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.63K- 30.18% |
$434K - $455K
|
10.7K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.63K- 42.41% |
$435K - $456K
|
6.29K
$610K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.69K- 1.57% |
$440K - $461K
|
293K
$28.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.74K- 2.23% |
$445K - $467K
|
208K
$20.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.75K- 23.18% |
$446K - $468K
|
15.7K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.86K- 1.13% |
$456K - $478K
|
426K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.87K- 5.34% |
$457K - $479K
|
86.4K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.87K- 3.68% |
$457K - $480K
|
127K
$12.3M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.88KClosed |
$458K - $480K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.92K- 4.73% |
$462K - $485K
|
99.3K
$9.62M
|