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 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.6KNew |
$146K - $159K
|
1.6K
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.55K+ 26.23% |
$142K - $154K
|
7.45K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.55K+ 32.08% |
$142K - $154K
|
6.37K
$618K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.53K+ 29.8% |
$141K - $153K
|
6.68K
$648K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.53K+ 50.3% |
$140K - $152K
|
4.56K
$442K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
1.52K+ 1.98% |
$140K - $152K
|
78.3K
$7.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.51K+ 14.13% |
$138K - $150K
|
12.2K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.51K+ 2.75% |
$138K - $150K
|
56.2K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5K+ 0.3% |
$138K - $150K
|
503K
$48.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$137K - $149K
|
1.49K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.47K+ 19.48% |
$135K - $147K
|
9.03K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.43K+ 7.98% |
$131K - $142K
|
19.3K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41K+ 1.93% |
$129K - $141K
|
74.4K
$7.21M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.41K+ 7.72% |
$129K - $140K
|
19.6K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.4K+ 8.06% |
$129K - $140K
|
18.8K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.39KNew |
$128K - $139K
|
1.39K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.38K+ 10.75% |
$127K - $138K
|
14.2K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.37K+ 0.75% |
$125K - $136K
|
183K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.35K+ 36.68% |
$123K - $134K
|
5.02K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$123K - $134K
|
1.34K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.31K+ 16.17% |
$120K - $131K
|
9.43K
$914K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.31K+ 57.09% |
$120K - $130K
|
3.6K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.31K+ 7.83% |
$120K - $130K
|
18K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.31KNew |
$120K - $130K
|
1.31K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3K+ 7.32% |
$119K - $130K
|
19.1K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.29K+ 52.39% |
$118K - $129K
|
3.76K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 605.21% |
$117K - $127K
|
1.49K
$144K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.27KNew |
$116K - $126K
|
1.27K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.26K+ 10.41% |
$116K - $126K
|
13.4K
$1.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.26KNew |
$115K - $125K
|
1.26K
$122K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.25K+ 25.84% |
$115K - $125K
|
6.1K
$591K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.24KNew |
$113K - $123K
|
1.24K
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 19.75% |
$113K - $123K
|
7.46K
$723K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.23K+ 23.13% |
$112K - $122K
|
6.53K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.22K+ 21.56% |
$112K - $122K
|
6.9K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.22K+ 1.0% |
$111K - $121K
|
123K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.21K+ 51.57% |
$111K - $121K
|
3.57K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.2K+ 11.28% |
$110K - $119K
|
11.8K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2KNew |
$110K - $119K
|
1.2K
$116K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2K+ 0.74% |
$110K - $119K
|
164K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.19K+ 0.43% |
$109K - $119K
|
278K
$26.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
1.19K+ 0.1% |
$109K - $119K
|
1.19M
$116M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.18K+ 29.7% |
$109K - $118K
|
5.17K
$501K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.11K+ 6.87% |
$102K - $111K
|
17.3K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.1K+ 28.36% |
$100K - $109K
|
4.96K
$481K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.08KNew |
$98.8K - $107K
|
1.08K
$105K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.08K+ 15.57% |
$98.7K - $107K
|
7.99K
$775K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 0.63% |
$97.9K - $106K
|
170K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.07K+ 28.56% |
$97.7K - $106K
|
4.8K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.06K+ 24.36% |
$97.4K - $106K
|
5.43K
$526K
|