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
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
9.97K
+ 10.28%
$935K - $981K
107K $10.8M
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
9.96K
+ 15.35%
$935K - $981K
74.9K $7.54M
Oct 26, 2023 Q3 2023
Xr Securities LLC

BUY
 -
9.94K
New
$933K - $979K
9.94K $1M
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
9.93K
+ 22.35%
$932K - $978K
54.4K $5.47M
Nov 06, 2023 Q3 2023
Phoenix Wealth Advisors

BUY
 -
9.88K
+ 2.2%
$928K - $973K
460K $46.3M
Nov 14, 2023 Q3 2023
Smith Shellnut Wilson LLC

BUY
 -
9.85K
+ 21.04%
$925K - $970K
56.7K $5.71M
Oct 16, 2023 Q3 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
9.82K
+ 28.78%
$921K - $966K
43.9K $4.42M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
9.8K
+ 28.73%
$920K - $965K
43.9K $4.42M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
9.79K
+ 4.82%
$919K - $964K
213K $21.5M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
9.79K
+ 56.72%
$919K - $963K
27K $2.72M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
9.71K
+ 33.39%
$911K - $955K
38.8K $3.9M
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
9.62K
+ 902.53%
$903K - $947K
10.7K $1.08M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
9.51K
New
$893K - $936K
9.51K $957K
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
9.5K
New
$891K - $935K
9.5K $956K
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
9.49K
+ 14.7%
$891K - $934K
74.1K $7.46M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
9.39K
+ 8.53%
$881K - $924K
119K $12M
Oct 10, 2023 Q3 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
9.32K
+ 59.9%
$875K - $918K
24.9K $2.51M
Oct 30, 2023 Q3 2023
Spreng Capital Management, Inc.

BUY
 -
9.29K
New
$872K - $914K
9.29K $935K
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
9.22K
+ 2.69%
$865K - $907K
351K $35.4M
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
9.13K
+ 2.74%
$857K - $898K
343K $34.5M
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
9.12K
+ 4.62%
$856K - $898K
206K $20.8M
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

BUY
 -
8.99K
+ 105.23%
$844K - $885K
17.5K $1.77M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
8.96K
+ 25.85%
$840K - $881K
43.6K $4.39M
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
8.9K
+ 32.59%
$835K - $876K
36.2K $3.65M
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
8.85K
+ 89.01%
$831K - $871K
18.8K $1.89M
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
8.8K
+ 63.61%
$826K - $866K
22.6K $2.28M
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
8.8K
+ 25.97%
$826K - $866K
42.7K $4.3M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8.79K
+ 113.03%
$825K - $865K
16.6K $1.67M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
8.68K
+ 6.98%
$814K - $854K
133K $13.4M
Nov 13, 2023 Q3 2023
Lcnb Corp

Lebanon, OH
BUY
 -
8.64K
+ 82.72%
$811K - $850K
19.1K $1.92M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
8.63K
+ 20.21%
$810K - $850K
51.4K $5.17M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
8.62K
+ 3.25%
$809K - $848K
273K $27.5M
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
8.6K
+ 4.69%
$807K - $846K
192K $19.3M
Nov 15, 2023 Q3 2023
Objective Capital Management, LLC

BUY
 -
8.55K
+ 50.44%
$803K - $842K
25.5K $2.57M
Nov 20, 2023 Q3 2023
Kampmann Melissa S.

Wausau, WI
BUY
 -
8.53K
New
$800K - $839K
8.53K $858K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
8.52K
+ 15.97%
$799K - $838K
61.8K $6.23M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
8.52K
+ 1975.87%
$799K - $838K
8.95K $901K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
8.49K
+ 49.68%
$797K - $836K
25.6K $2.57M
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
8.46K
+ 353.26%
$794K - $833K
10.9K $1.09M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
8.37K
+ 4.04%
$786K - $824K
215K $21.7M
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
8.35K
+ 2.22%
$784K - $822K
385K $38.7M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
8.3K
+ 136.84%
$779K - $817K
14.4K $1.45M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
8.23K
+ 18.63%
$772K - $810K
52.4K $5.27M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
8.22K
New
$771K - $809K
8.22K $828K
Oct 16, 2023 Q3 2023
Madrona Financial Services, LLC

BUY
 -
7.93K
+ 211.94%
$745K - $781K
11.7K $1.18M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
7.85K
+ 11.46%
$737K - $773K
76.4K $7.69M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
7.81K
+ 516.27%
$733K - $768K
9.32K $938K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
7.68K
+ 371.78%
$721K - $756K
9.75K $981K
Oct 25, 2023 Q3 2023
Telemus Capital, LLC

BUY
 -
7.65K
+ 23.58%
$717K - $752K
40.1K $4.03M

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