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 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
7.55K
New
$709K - $743K
7.55K $760K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
7.48K
+ 11.15%
$702K - $736K
74.6K $7.51M
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
7.39K
+ 7.35%
$693K - $727K
108K $10.9M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
7.28K
+ 6.72%
$683K - $716K
115K $11.6M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
7.27K
New
$682K - $715K
7.27K $732K
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
7.21K
+ 15.95%
$677K - $710K
52.4K $5.28M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
7.18K
+ 291.4%
$674K - $707K
9.65K $971K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
7.11K
+ 2.45%
$668K - $700K
298K $30M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
7.08K
+ 1.64%
$664K - $697K
439K $44.2M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.9K
+ 119.12%
$648K - $679K
12.7K $1.28M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
6.73K
+ 7.87%
$632K - $662K
92.2K $9.28M
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
6.72K
+ 9.59%
$630K - $661K
76.8K $7.73M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
6.64K
+ 3100.47%
$623K - $653K
6.85K $689K
Nov 14, 2023 Q3 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
6.63K
+ 9.21%
$623K - $653K
78.7K $7.92M
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
6.61K
+ 6.49%
$620K - $651K
108K $10.9M
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
6.59K
+ 53.36%
$619K - $649K
18.9K $1.91M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
6.56K
+ 1.85%
$616K - $646K
361K $36.3M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
6.56K
New
$616K - $646K
6.56K $660K
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
6.51K
New
$611K - $641K
6.51K $656K
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
6.51K
+ 17.27%
$611K - $641K
44.2K $4.45M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
6.49K
+ 20.49%
$609K - $639K
38.2K $3.84M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
6.44K
+ 3.18%
$604K - $634K
209K $21M
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
6.44K
New
$604K - $633K
6.44K $648K
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
6.37K
+ 23.88%
$598K - $627K
33.1K $3.33M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
6.35K
+ 0.85%
$596K - $625K
750K $75.5M
Nov 13, 2023 Q3 2023
Western Asset Management Company, LLC

Pasadena, CA
BUY
 -
6.24K
New
$585K - $614K
6.24K $628K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
6.22K
+ 115.38%
$584K - $612K
11.6K $1.17M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
6.16K
+ 4.46%
$578K - $606K
144K $14.5M
Nov 08, 2023 Q3 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
6.11K
New
$573K - $601K
6.11K $615K
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
6.07K
+ 1.59%
$570K - $597K
387K $39M
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
6.04K
New
$567K - $594K
6.04K $608K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
6K
+ 6.86%
$563K - $590K
93.4K $9.41M
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
5.99K
+ 3.85%
$562K - $589K
161K $16.3M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
5.9K
New
$554K - $581K
5.9K $594K
Oct 17, 2023 Q3 2023
Hillcrest Wealth Advisors Ny, LLC

BUY
 -
5.9K
+ 13.84%
$554K - $581K
48.5K $4.89M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.86K
+ 3.96%
$550K - $577K
154K $15.5M
Nov 03, 2023 Q3 2023
Paragon Advisors, LLC

BUY
 -
5.85K
+ 15.12%
$549K - $576K
44.5K $4.48M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
5.81K
+ 29.41%
$545K - $572K
25.6K $2.57M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
5.79K
+ 11.4%
$544K - $570K
56.6K $5.7M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
5.75K
New
$540K - $566K
5.75K $579K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
5.75K
New
$539K - $566K
5.75K $579K
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
5.73K
+ 8.2%
$538K - $564K
75.6K $7.61M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
5.73K
+ 127.43%
$538K - $564K
10.2K $1.03M
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
5.61K
+ 26.83%
$526K - $552K
26.5K $2.67M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
5.53K
+ 9.1%
$519K - $545K
66.4K $6.68M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
5.42K
New
$508K - $533K
5.42K $545K
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
5.4K
+ 219.4%
$506K - $531K
7.85K $791K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.33K
+ 7.17%
$500K - $524K
79.6K $8.01M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
5.22K
+ 2.53%
$490K - $514K
212K $21.3M

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