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
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
5.21K+ 1.6% |
$489K - $513K
|
330K
$33.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.11K+ 6.14% |
$480K - $503K
|
88.4K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.05K+ 7.05% |
$474K - $497K
|
76.7K
$7.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
4.99KNew |
$469K - $492K
|
4.99K
$503K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.97K+ 8.39% |
$466K - $489K
|
64.2K
$6.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.92K+ 39.33% |
$462K - $484K
|
17.4K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.89KNew |
$459K - $481K
|
4.89K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.88K+ 2.04% |
$458K - $481K
|
244K
$24.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.86K+ 4.27% |
$456K - $478K
|
119K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.86K+ 117.89% |
$456K - $478K
|
8.98K
$904K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.83K+ 23.48% |
$454K - $476K
|
25.4K
$2.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
4.82KNew |
$452K - $474K
|
4.82K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.79KNew |
$449K - $471K
|
4.79K
$482K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.67K+ 9.24% |
$438K - $459K
|
55.2K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.66K+ 11.87% |
$438K - $459K
|
44K
$4.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
4.65K+ 13.14% |
$437K - $458K
|
40.1K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.6K+ 55.83% |
$432K - $453K
|
12.8K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
4.59K+ 6.7% |
$431K - $452K
|
73K
$7.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.55K+ 142.93% |
$427K - $448K
|
7.74K
$779K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.54K+ 6.6% |
$426K - $447K
|
73.4K
$7.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.5KNew |
$423K - $443K
|
4.5K
$453K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.41KNew |
$414K - $434K
|
4.41K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.4K+ 15.15% |
$412K - $433K
|
33.4K
$3.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.37KNew |
$410K - $430K
|
4.37K
$440K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.37K+ 90.75% |
$410K - $430K
|
9.18K
$924K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.34K+ 5.78% |
$407K - $427K
|
79.4K
$7.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.34K+ 5.22% |
$407K - $427K
|
87.4K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.23K+ 3.81% |
$397K - $416K
|
115K
$11.6M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.17K+ 22.16% |
$391K - $410K
|
23K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.16K+ 30.41% |
$390K - $409K
|
17.8K
$1.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.15K+ 42.5% |
$389K - $408K
|
13.9K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.1K+ 6.16% |
$385K - $404K
|
70.7K
$7.12M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.08K+ 7.23% |
$383K - $402K
|
60.6K
$6.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 59.88% |
$380K - $399K
|
10.8K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.03K+ 40.72% |
$378K - $397K
|
13.9K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.03K+ 3.79% |
$378K - $396K
|
110K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.01K+ 6.47% |
$377K - $395K
|
66K
$6.65M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4K+ 4.6% |
$375K - $393K
|
91K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.99KNew |
$374K - $393K
|
3.99K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.98K+ 1.45% |
$374K - $392K
|
280K
$28.1M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.98KNew |
$374K - $392K
|
3.98K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.92K+ 128.4% |
$368K - $386K
|
6.98K
$703K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
3.85KNew |
$361K - $378K
|
3.85K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.83K+ 2.74% |
$360K - $377K
|
144K
$14.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.78K+ 26.83% |
$355K - $372K
|
17.9K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.7K+ 4.71% |
$347K - $364K
|
82.2K
$8.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.68K+ 9.91% |
$345K - $362K
|
40.8K
$4.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.67K+ 3.26% |
$344K - $361K
|
116K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.66K+ 93.94% |
$344K - $360K
|
7.56K
$761K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.61K+ 114.2% |
$339K - $355K
|
6.77K
$682K
|