Purchases and Sales Made in Q3 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
14.5K
+ 6.12%
$1.36M - $1.43M
252K $25.3M
Oct 31, 2023 Q3 2023
Divergent Wealth Advisors

BUY
 -
14.2K
+ 5.65%
$1.33M - $1.4M
265K $26.7M
Nov 09, 2023 Q3 2023
Geisinger Health

Danville, PA
BUY
 -
14K
+ 0.81%
$1.31M - $1.38M
1.74M $175M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
14K
+ 21.59%
$1.31M - $1.38M
78.8K $7.93M
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
13.9K
+ 4.44%
$1.3M - $1.36M
326K $32.8M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
13.8K
+ 22.73%
$1.3M - $1.36M
74.7K $7.52M
Oct 26, 2023 Q3 2023
Mosaic Advisors LLC

Houston, TX
BUY
 -
13.8K
+ 116.15%
$1.29M - $1.36M
25.6K $2.58M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
13.7K
+ 24.28%
$1.29M - $1.35M
70.4K $7.08M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
13.7K
+ 0.68%
$1.29M - $1.35M
2.03M $204M
Nov 14, 2023 Q3 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
13.6K
+ 16.46%
$1.28M - $1.34M
96.4K $9.71M
Oct 17, 2023 Q3 2023
Coastline Trust CO

BUY
 -
13.3K
+ 362.93%
$1.25M - $1.31M
17K $1.71M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
13.3K
New
$1.25M - $1.31M
13.3K $1.34M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
13.1K
+ 12.41%
$1.23M - $1.29M
119K $12M
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
13.1K
+ 49.06%
$1.23M - $1.29M
39.7K $4M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
13.1K
+ 9.19%
$1.23M - $1.29M
155K $15.6M
Oct 20, 2023 Q3 2023
Sunesis Advisors, LLC

BUY
 -
13K
+ 8.91%
$1.22M - $1.28M
159K $16M
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
12.8K
+ 18.55%
$1.2M - $1.26M
81.8K $8.23M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
12.8K
+ 9.84%
$1.2M - $1.26M
143K $14.4M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
12.8K
+ 80.92%
$1.2M - $1.26M
28.5K $2.87M
Oct 10, 2023 Q3 2023
Greenspring Advisors, LLC

BUY
 -
12.7K
+ 13.81%
$1.19M - $1.25M
105K $10.5M
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
12.7K
+ 33.43%
$1.19M - $1.25M
50.6K $5.09M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
12.5K
+ 23.63%
$1.17M - $1.23M
65.5K $6.59M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
12.5K
+ 2.1%
$1.17M - $1.23M
608K $61.2M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
12.4K
+ 214.35%
$1.17M - $1.22M
18.2K $1.84M
Nov 28, 2023 Q3 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
12.4K
+ 2.76%
$1.16M - $1.22M
462K $46.5M
Nov 14, 2023 Q3 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
12.4K
+ 9.5%
$1.16M - $1.22M
143K $14.4M
Nov 13, 2023 Q3 2023
Coombe, Bender & CO LLC

BUY
 -
12.4K
+ 15.78%
$1.16M - $1.22M
91K $9.16M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
12.4K
+ 10.37%
$1.16M - $1.22M
132K $13.3M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
12.3K
+ 11.89%
$1.16M - $1.21M
116K $11.7M
Nov 13, 2023 Q3 2023
Cibc World Markets Corp

New York, NY
BUY
 -
12.2K
New
$1.15M - $1.2M
12.2K $1.23M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
12.2K
+ 5.67%
$1.14M - $1.2M
227K $22.9M
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
12K
+ 3.42%
$1.13M - $1.19M
364K $36.7M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
11.9K
+ 87.72%
$1.12M - $1.18M
25.6K $2.57M
Nov 14, 2023 Q3 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
11.8K
+ 15.55%
$1.11M - $1.16M
87.8K $8.84M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
11.6K
New
$1.09M - $1.14M
11.6K $1.17M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
11.5K
+ 3.97%
$1.07M - $1.13M
300K $30.2M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
11.4K
+ 7.14%
$1.07M - $1.12M
171K $17.2M
Nov 08, 2023 Q3 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
11K
+ 35.32%
$1.03M - $1.08M
42K $4.23M
Oct 19, 2023 Q3 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
10.9K
+ 7.09%
$1.02M - $1.07M
165K $16.6M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
10.9K
+ 66.82%
$1.02M - $1.07M
27.1K $2.73M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
10.8K
+ 3.69%
$1.02M - $1.07M
304K $30.6M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
10.8K
+ 22.82%
$1.01M - $1.06M
57.9K $5.83M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
10.6K
+ 1.16%
$997K - $1.05M
926K $93.2M
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
10.5K
+ 169.71%
$986K - $1.03M
16.7K $1.68M
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
10.4K
+ 1.49%
$980K - $1.03M
711K $71.6M
Nov 02, 2023 Q3 2023
Moneda S.A. Administradora General De Fondos

BUY
 -
10.4K
+ 63.23%
$976K - $1.02M
26.9K $2.7M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
10.2K
+ 61.97%
$960K - $1.01M
26.7K $2.69M
Nov 13, 2023 Q3 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
10.2K
+ 37.06%
$956K - $1M
37.7K $3.79M
Nov 02, 2023 Q3 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
10.1K
+ 3.42%
$952K - $999K
307K $30.9M

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