Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$425K - $462K
|
4.64K
$449K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.62KNew |
$423K - $460K
|
4.62K
$448K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.58K+ 32.48% |
$420K - $456K
|
18.7K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.53KNew |
$416K - $452K
|
4.53K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.52K+ 23.78% |
$414K - $451K
|
23.5K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.51K+ 19.37% |
$413K - $449K
|
27.8K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.49K+ 0.93% |
$411K - $447K
|
489K
$47.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.46K+ 1.6% |
$409K - $445K
|
284K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.46KNew |
$409K - $444K
|
4.46K
$432K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.45KNew |
$408K - $444K
|
4.45K
$432K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.45K+ 45.97% |
$408K - $443K
|
14.1K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.42K+ 6.69% |
$405K - $441K
|
70.5K
$6.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.39KNew |
$403K - $438K
|
4.39K
$426K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.38K+ 0.81% |
$402K - $437K
|
547K
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.37KNew |
$401K - $436K
|
4.37K
$424K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
4.37K+ 14.59% |
$401K - $435K
|
34.3K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.3K+ 6.75% |
$394K - $429K
|
68K
$6.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.29K+ 40.5% |
$394K - $428K
|
14.9K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.29KNew |
$393K - $427K
|
4.29K
$416K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.28KNew |
$392K - $427K
|
4.28K
$415K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.27KNew |
$391K - $425K
|
4.27K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.23KNew |
$388K - $421K
|
4.23K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.19K+ 4.74% |
$384K - $418K
|
92.6K
$8.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 4.49% |
$384K - $417K
|
97.6K
$9.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.18K+ 16.72% |
$383K - $417K
|
29.2K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.18K+ 21.9% |
$383K - $417K
|
23.3K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.17KNew |
$382K - $415K
|
4.17K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
4.17KNew |
$382K - $415K
|
4.17K
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 16.58% |
$378K - $411K
|
29K
$2.81M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.08KNew |
$374K - $407K
|
4.08K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4KNew |
$367K - $399K
|
4K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
4K+ 0.34% |
$367K - $399K
|
1.18M
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.99K+ 2.93% |
$365K - $397K
|
140K
$13.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.97K+ 8.99% |
$364K - $396K
|
48.2K
$4.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.95K+ 40.57% |
$362K - $394K
|
13.7K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.94K+ 16.46% |
$361K - $392K
|
27.8K
$2.7M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.89KNew |
$356K - $387K
|
3.89K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.86KNew |
$354K - $385K
|
3.86K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.85K+ 31.51% |
$353K - $384K
|
16.1K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.82K+ 65.44% |
$350K - $381K
|
9.66K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.81KNew |
$349K - $379K
|
3.81K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.8K+ 3.63% |
$349K - $379K
|
108K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.8KNew |
$348K - $379K
|
3.8K
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
3.79KNew |
$347K - $378K
|
3.79K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.78K+ 25.4% |
$347K - $377K
|
18.7K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.77K+ 1.37% |
$345K - $375K
|
278K
$27M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.75K+ 51.52% |
$344K - $374K
|
11K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.69K+ 47.69% |
$338K - $368K
|
11.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.69KNew |
$338K - $367K
|
3.69K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.68KNew |
$337K - $367K
|
3.68K
$357K
|