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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.8K+ 22.34% |
$256K - $279K
|
15.3K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.78KNew |
$255K - $277K
|
2.78K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.77K+ 0.56% |
$253K - $276K
|
498K
$48M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.76K+ 50.97% |
$253K - $275K
|
8.18K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
2.75K+ 4.27% |
$252K - $274K
|
67.1K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.75K+ 4.14% |
$252K - $274K
|
69.1K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.75K+ 46.89% |
$252K - $274K
|
8.6K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.72K+ 13.82% |
$249K - $271K
|
22.4K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.71K+ 76.98% |
$248K - $270K
|
6.23K
$600K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.69KNew |
$247K - $268K
|
2.69K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.65K+ 19.2% |
$243K - $264K
|
16.4K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.64K+ 40.44% |
$242K - $264K
|
9.18K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.64KNew |
$242K - $263K
|
2.64K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.59K+ 1.06% |
$238K - $258K
|
247K
$23.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.59K+ 1.95% |
$237K - $258K
|
135K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.56KNew |
$234K - $255K
|
2.56K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.54KNew |
$233K - $253K
|
2.54K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 272.0% |
$232K - $253K
|
3.47K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.53K+ 1.64% |
$232K - $252K
|
156K
$15.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.53K+ 28.29% |
$232K - $252K
|
11.5K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
2.53KNew |
$231K - $252K
|
2.53K
$243K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.51KNew |
$230K - $250K
|
2.51K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.5KNew |
$230K - $250K
|
2.5K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.5KNew |
$229K - $249K
|
2.5K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.46KNew |
$225K - $245K
|
2.46K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.45K+ 152.45% |
$225K - $244K
|
4.06K
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.44K+ 2.68% |
$224K - $243K
|
93.4K
$9M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.44K+ 47.53% |
$224K - $243K
|
7.57K
$730K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.43K+ 107.28% |
$223K - $242K
|
4.7K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.43K+ 2.16% |
$223K - $242K
|
115K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.41K+ 3.46% |
$221K - $240K
|
72.3K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.41KNew |
$221K - $240K
|
2.41K
$232K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.4K+ 116.48% |
$220K - $239K
|
4.47K
$430K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.4KNew |
$220K - $239K
|
2.4K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.36KNew |
$216K - $235K
|
2.36K
$227K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.36KNew |
$216K - $235K
|
2.36K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.34K+ 84.36% |
$215K - $233K
|
5.12K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.3KNew |
$211K - $230K
|
2.3K
$222K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
2.3KNew |
$211K - $230K
|
2.3K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.29KNew |
$210K - $229K
|
2.29K
$221K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.29K+ 19.64% |
$210K - $229K
|
14K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.29KNew |
$209K - $228K
|
2.29K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.27KNew |
$208K - $226K
|
2.27K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.24KNew |
$205K - $223K
|
2.24K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.24K+ 11.86% |
$205K - $223K
|
21.1K
$2.03M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.23K+ 8.74% |
$204K - $222K
|
27.7K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.22KNew |
$204K - $221K
|
2.22K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.2KNew |
$202K - $219K
|
2.2K
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.2KNew |
$201K - $219K
|
2.2K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.18KNew |
$200K - $217K
|
2.18K
$210K
|