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 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.8K- 7.51% |
$1.36M - $1.48M
|
183K
$18.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-14.8K- 17.85% |
$1.36M - $1.48M
|
68.3K
$6.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14.9K- 19.63% |
$1.37M - $1.49M
|
61.1K
$6.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 23.74% |
$1.39M - $1.51M
|
48.6K
$4.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15.7K- 16.82% |
$1.44M - $1.57M
|
77.7K
$7.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-15.8K- 7.03% |
$1.44M - $1.57M
|
208K
$20.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15.8K- 41.95% |
$1.45M - $1.57M
|
21.9K
$2.16M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15.8K- 41.95% |
$1.45M - $1.57M
|
21.9K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-16K- 21.09% |
$1.46M - $1.59M
|
59.7K
$5.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-16.5K- 26.0% |
$1.52M - $1.65M
|
47.1K
$4.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.2K- 4.7% |
$1.58M - $1.72M
|
349K
$34.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-17.4K- 99.99% |
$1.59M - $1.73M
|
1
$99
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-18.1K- 22.75% |
$1.66M - $1.8M
|
61.3K
$6.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-18.4K- 23.88% |
$1.69M - $1.84M
|
58.7K
$5.81M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18.4K- 5.04% |
$1.69M - $1.84M
|
347K
$34.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.8K- 22.72% |
$1.72M - $1.87M
|
63.9K
$6.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.1K- 8.84% |
$1.75M - $1.91M
|
197K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-19.3K- 22.69% |
$1.77M - $1.92M
|
65.6K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-19.5K- 2.27% |
$1.79M - $1.95M
|
842K
$83.4M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-20.2K- 8.87% |
$1.85M - $2.01M
|
207K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-20.8K- 58.57% |
$1.9M - $2.07M
|
14.7K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20.9K- 18.16% |
$1.92M - $2.08M
|
94.3K
$9.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-21.1K- 22.11% |
$1.93M - $2.1M
|
74.2K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-21.1K- 15.87% |
$1.94M - $2.11M
|
112K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21.2K- 1.44% |
$1.94M - $2.11M
|
1.45M
$144M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-21.3K- 34.47% |
$1.95M - $2.12M
|
40.4K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.3K- 1.44% |
$1.96M - $2.13M
|
1.46M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-21.5K- 0.72% |
$1.97M - $2.14M
|
2.95M
$292M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-21.6K- 4.19% |
$1.98M - $2.16M
|
495K
$49M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21.7K- 21.88% |
$1.99M - $2.16M
|
77.5K
$7.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-22.4K- 54.43% |
$2.06M - $2.24M
|
18.8K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-22.5K- 5.86% |
$2.06M - $2.24M
|
360K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22.7K- 26.29% |
$2.08M - $2.26M
|
63.7K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-23.1K- 14.43% |
$2.12M - $2.3M
|
137K
$13.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-24.5K- 26.98% |
$2.25M - $2.44M
|
66.3K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-24.6K- 43.81% |
$2.26M - $2.45M
|
31.6K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-24.8K- 63.61% |
$2.28M - $2.48M
|
14.2K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-25.2K- 25.25% |
$2.31M - $2.51M
|
74.4K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.7K- 4.51% |
$2.35M - $2.56M
|
544K
$53.8M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.7K- 4.51% |
$2.35M - $2.56M
|
544K
$53.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25.9K- 5.66% |
$2.37M - $2.58M
|
431K
$42.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-26.3K- 39.41% |
$2.41M - $2.62M
|
40.4K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-26.6K- 22.21% |
$2.43M - $2.65M
|
93K
$9.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27K- 6.17% |
$2.48M - $2.69M
|
411K
$40.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27.6K- 15.27% |
$2.53M - $2.75M
|
153K
$15.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-27.9K- 76.95% |
$2.55M - $2.78M
|
8.35K
$826K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-29.6K- 41.34% |
$2.72M - $2.95M
|
42K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.2K- 13.61% |
$2.77M - $3.01M
|
192K
$19M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-30.8K- 63.78% |
$2.82M - $3.07M
|
17.5K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31.1K- 67.55% |
$2.85M - $3.1M
|
15K
$1.48M
|