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 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.0% |
$94.9K - $103K
|
33.4K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.06K- 44.32% |
$97.4K - $106K
|
1.33K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.06K- 21.05% |
$97.4K - $106K
|
3.99K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 8.21% |
$97.8K - $106K
|
11.9K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.07K- 7.83% |
$97.9K - $106K
|
12.6K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 10.16% |
$98.5K - $107K
|
9.5K
$941K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 21.04% |
$98.6K - $107K
|
4.04K
$400K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.12K- 7.38% |
$103K - $112K
|
14.1K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.13K- 13.06% |
$103K - $112K
|
7.49K
$742K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.14K- 15.69% |
$105K - $114K
|
6.13K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.15K- 39.79% |
$106K - $115K
|
1.74K
$172K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.19K- 18.49% |
$109K - $118K
|
5.22K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.2K- 13.38% |
$110K - $119K
|
7.76K
$768K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.22K- 6.82% |
$111K - $121K
|
16.6K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 8.7% |
$113K - $123K
|
13K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 0.93% |
$113K - $123K
|
133K
$13.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.25K- 98.58% |
$114K - $124K
|
18
$1.78K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-1.26K- 2.32% |
$115K - $125K
|
52.9K
$5.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.26K- 6.27% |
$115K - $125K
|
18.8K
$1.86M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.27K- 23.8% |
$116K - $126K
|
4.05K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.29K- 15.76% |
$118K - $128K
|
6.89K
$682K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.31K- 32.38% |
$120K - $131K
|
2.74K
$271K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.33K- 33.83% |
$122K - $133K
|
2.61K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-1.35K- 24.88% |
$124K - $135K
|
4.08K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.35K- 19.31% |
$124K - $135K
|
5.65K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.37K- 33.37% |
$125K - $136K
|
2.73K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.37K- 1.41% |
$125K - $136K
|
95.8K
$9.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 19.94% |
$127K - $138K
|
5.55K
$549K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.39K- 26.35% |
$127K - $138K
|
3.88K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.41K- 17.15% |
$129K - $140K
|
6.79K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.44K- 28.9% |
$132K - $144K
|
3.55K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.45K- 0.37% |
$132K - $144K
|
388K
$38.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.45K- 1.73% |
$133K - $145K
|
82.4K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.46K- 1.12% |
$134K - $145K
|
129K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 3.64% |
$135K - $147K
|
39K
$3.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.49K- 2.94% |
$136K - $148K
|
49.2K
$4.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.49K- 12.87% |
$137K - $149K
|
10.1K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.49K- 9.06% |
$137K - $149K
|
15K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.5K- 27.92% |
$138K - $149K
|
3.87K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 8.59% |
$140K - $152K
|
16.3K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.55K- 12.33% |
$142K - $155K
|
11K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 0.67% |
$143K - $156K
|
230K
$22.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.57K- 20.66% |
$144K - $157K
|
6.04K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-1.6K- 6.81% |
$147K - $160K
|
21.9K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.63K- 23.81% |
$150K - $163K
|
5.22K
$517K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.67K- 6.4% |
$153K - $166K
|
24.3K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.69K- 8.98% |
$155K - $168K
|
17.1K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.69K- 17.8% |
$155K - $168K
|
7.8K
$772K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.72K- 6.77% |
$157K - $171K
|
23.6K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-1.74K- 5.37% |
$160K - $174K
|
30.7K
$3.04M
|