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 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-18.4K- 23.88% |
$1.69M - $1.84M
|
58.7K
$5.69M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18.4K- 5.04% |
$1.69M - $1.84M
|
347K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.8K- 22.72% |
$1.72M - $1.87M
|
63.9K
$6.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.1K- 8.84% |
$1.75M - $1.91M
|
197K
$19.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-19.3K- 22.69% |
$1.77M - $1.92M
|
65.6K
$6.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-19.5K- 2.27% |
$1.79M - $1.95M
|
842K
$81.7M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20.2K- 8.87% |
$1.85M - $2.01M
|
207K
$20.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-20.8K- 58.57% |
$1.9M - $2.07M
|
14.7K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20.9K- 18.16% |
$1.92M - $2.08M
|
94.3K
$9.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-21.1K- 22.11% |
$1.93M - $2.1M
|
74.2K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-21.1K- 15.87% |
$1.94M - $2.11M
|
112K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21.2K- 1.44% |
$1.94M - $2.11M
|
1.45M
$141M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-21.3K- 34.47% |
$1.95M - $2.12M
|
40.4K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.3K- 1.44% |
$1.96M - $2.13M
|
1.46M
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-21.5K- 0.72% |
$1.97M - $2.14M
|
2.95M
$286M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-21.6K- 4.19% |
$1.98M - $2.16M
|
495K
$48M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21.7K- 21.88% |
$1.99M - $2.16M
|
77.5K
$7.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-22.4K- 54.43% |
$2.06M - $2.24M
|
18.8K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 5.86% |
$2.06M - $2.24M
|
360K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22.7K- 26.29% |
$2.08M - $2.26M
|
63.7K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-23.1K- 14.43% |
$2.12M - $2.3M
|
137K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-24.5K- 26.98% |
$2.25M - $2.44M
|
66.3K
$6.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-24.6K- 43.81% |
$2.26M - $2.45M
|
31.6K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-24.8K- 63.61% |
$2.28M - $2.48M
|
14.2K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-25.2K- 25.25% |
$2.31M - $2.51M
|
74.4K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.7K- 4.51% |
$2.35M - $2.56M
|
544K
$52.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.9K- 5.66% |
$2.37M - $2.58M
|
431K
$41.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-26.3K- 39.41% |
$2.41M - $2.62M
|
40.4K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-26.6K- 22.21% |
$2.43M - $2.65M
|
93K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27K- 6.17% |
$2.48M - $2.69M
|
411K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27.6K- 15.27% |
$2.53M - $2.75M
|
153K
$14.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-27.9K- 76.95% |
$2.55M - $2.78M
|
8.35K
$809K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-29.6K- 41.34% |
$2.72M - $2.95M
|
42K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.2K- 13.61% |
$2.77M - $3.01M
|
192K
$18.6M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-30.8K- 63.78% |
$2.82M - $3.07M
|
17.5K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31.1K- 67.55% |
$2.85M - $3.1M
|
15K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-31.1K- 70.76% |
$2.85M - $3.1M
|
12.9K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31.2K- 56.38% |
$2.86M - $3.11M
|
24.2K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32K- 6.15% |
$2.93M - $3.19M
|
488K
$47.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-32.6K- 23.95% |
$2.99M - $3.25M
|
104K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-32.8K- 21.18% |
$3.01M - $3.27M
|
122K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-33.8K- 6.14% |
$3.09M - $3.36M
|
516K
$50.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.8K- 38.83% |
$3.1M - $3.37M
|
53.2K
$5.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-33.9K- 20.33% |
$3.11M - $3.38M
|
133K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-34.4K- 69.42% |
$3.15M - $3.43M
|
15.1K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.1K- 2.26% |
$3.22M - $3.5M
|
1.52M
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-36.2K- 33.05% |
$3.31M - $3.6M
|
73.2K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-36.3K- 13.49% |
$3.33M - $3.62M
|
233K
$22.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-38.7K- 86.89% |
$3.55M - $3.85M
|
5.84K
$566K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-40.2K- 81.34% |
$3.68M - $4.01M
|
9.22K
$894K
|