Purchases and Sales Made in Q4 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 25, 2024 Q4 2023
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-3.27K
- 40.56%
$300K - $326K
4.79K $465K
Jan 02, 2024 Q4 2023
Goal Vest Advisory LLC

SELL
 -
-3.27K
- 64.22%
$300K - $326K
1.82K $177K
Jan 09, 2024 Q4 2023
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-3.28K
- 16.33%
$301K - $327K
16.8K $1.63M
Jan 10, 2024 Q4 2023
Patten Group, Inc.

SELL
 -
-3.29K
- 8.14%
$301K - $327K
37.1K $3.59M
Jan 17, 2024 Q4 2023
Kingdom Financial Group Llc.

Peoria, AZ
SELL
 -
-3.41K
- 43.07%
$312K - $339K
4.5K $437K
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-3.44K
- 2.58%
$315K - $342K
130K $12.6M
Feb 08, 2024 Q4 2023
Hayek Kallen Investment Management

Fairhope, AL
SELL
 -
-3.47K
- 13.41%
$318K - $346K
22.4K $2.17M
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-3.47K
- 37.52%
$318K - $346K
5.79K $561K
Feb 07, 2024 Q4 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
SELL
 -
-3.5K
- 0.73%
$320K - $348K
473K $45.9M
Jan 24, 2024 Q4 2023
Asset Management Resources, LLC

SELL
 -
-3.51K
- 35.0%
$322K - $350K
6.52K $633K
Jan 03, 2024 Q4 2023
Fc Advisory LLC

SELL
 -
-3.54K
- 2.86%
$324K - $353K
120K $11.7M
Jan 31, 2024 Q4 2023
Bigelow Investment Advisors, LLC

SELL
 -
-3.6K
- 14.08%
$330K - $358K
21.9K $2.13M
Feb 06, 2024 Q4 2023
Blue Fin Capital, Inc.

SELL
 -
-3.61K
- 21.79%
$330K - $359K
12.9K $1.25M
Feb 09, 2024 Q4 2023
Davidson Investment Advisors

SELL
 -
-3.64K
- 10.0%
$333K - $362K
32.7K $3.17M
Feb 05, 2024 Q4 2023
Matrix Trust CO

SELL
 -
-3.69K
- 1.71%
$338K - $368K
212K $20.5M
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-3.73K
- 34.71%
$342K - $372K
7.01K $680K
Feb 02, 2024 Q4 2023
Boyd Watterson Asset Management LLC

SELL
 -
-3.77K
- 31.07%
$346K - $376K
8.37K $812K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-3.77K
- 99.74%
$346K - $376K
10 $970
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
SELL
 -
-3.8K
- 54.38%
$348K - $378K
3.18K $309K
Feb 08, 2024 Q4 2023
Amg National Trust Bank

SELL
 -
-3.8K
- 9.19%
$348K - $379K
37.6K $3.64M
Jan 23, 2024 Q4 2023
Family Capital Trust CO

SELL
 -
-3.8K
- 5.2%
$348K - $379K
69.2K $6.71M
Feb 16, 2024 Q4 2023
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-3.85K
- 8.9%
$353K - $383K
39.4K $3.82M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.98K
- 30.42%
$365K - $396K
9.1K $882K
Jan 24, 2024 Q4 2023
Gfs Advisors, LLC

SELL
 -
-4K
- 32.78%
$367K - $399K
8.2K $795K
Dec 19, 2024 Q4 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-4.08K
- 2.83%
$374K - $406K
140K $13.6M
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-4.08K
- 1.32%
$374K - $407K
306K $29.6M
Feb 09, 2024 Q4 2023
Tillman Hartley LLC

Orlando, FL
SELL
 -
-4.18K
- 4.85%
$383K - $416K
81.9K $7.94M
Feb 13, 2024 Q4 2023
Bedell Frazier Investment Counseling, LLC

SELL
 -
-4.18K
- 15.98%
$384K - $417K
22K $2.13M
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-4.2K
- 64.91%
$385K - $418K
2.27K $220K
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

SELL
 -
-4.25K
- 68.95%
$390K - $424K
1.91K $186K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
SELL
 -
-4.32K
- 0.01%
$396K - $430K
44.8M $4.34B
Feb 13, 2024 Q4 2023
Motive Wealth Advisors

SELL
 -
-4.4K
- 10.84%
$404K - $439K
36.2K $3.51M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4.42K
- 6.28%
$405K - $440K
65.9K $6.39M
Feb 07, 2024 Q4 2023
Strategic Advocates LLC

Logan, UT
SELL
 -
-4.45K
- 26.9%
$408K - $444K
12.1K $1.17M
Mar 05, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-4.5K
- 0.53%
$412K - $448K
841K $81.6M
Feb 12, 2024 Q4 2023
Connable Office Inc

SELL
 -
-4.51K
- 2.54%
$413K - $449K
173K $16.8M
Jan 24, 2024 Q4 2023
Financial Insights, Inc.

SELL
 -
-4.51K
Closed
$414K - $450K
0 $0
Feb 12, 2024 Q4 2023
Wells Financial Advisors Inc

SELL
 -
-4.61K
- 17.31%
$423K - $460K
22K $2.14M
Feb 01, 2024 Q4 2023
Smith & Howard Wealth Management, LLC

SELL
 -
-4.62K
- 1.28%
$423K - $460K
355K $34.4M
Jan 23, 2024 Q4 2023
Lvz, Inc.

SELL
 -
-4.64K
- 1.63%
$425K - $462K
279K $27.1M
Mar 29, 2024 Q4 2023
Adirondack Trust CO

SELL
 -
-4.7K
- 11.75%
$431K - $469K
35.3K $3.43M
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

SELL
 -
-4.86K
- 1.3%
$446K - $485K
370K $35.8M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-4.88K
- 45.58%
$448K - $487K
5.83K $565K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

SELL
 -
-4.89K
- 51.88%
$448K - $487K
4.53K $440K
Jan 12, 2024 Q4 2023
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-4.9K
- 10.1%
$449K - $488K
43.6K $4.23M
Jan 26, 2024 Q4 2023
Private Wealth Group, LLC

SELL
 -
-4.93K
- 27.55%
$452K - $491K
13K $1.26M
Feb 12, 2024 Q4 2023
Chesapeake Wealth Management

SELL
 -
-5.01K
- 3.84%
$460K - $500K
126K $12.2M
Feb 01, 2024 Q4 2023
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-5.05K
- 8.58%
$463K - $503K
53.8K $5.22M
Jan 26, 2024 Q4 2023
Aspiriant, LLC

SELL
 -
-5.08K
- 6.65%
$466K - $506K
71.3K $6.91M

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