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 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
52.1K+ 279.74% |
$4.78M - $5.19M
|
70.7K
$6.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
51.8KNew |
$4.75M - $5.16M
|
51.8K
$5.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
51.7K+ 117.63% |
$4.74M - $5.15M
|
95.6K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.3K+ 4.13% |
$4.7M - $5.11M
|
1.29M
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
50.8K+ 520.76% |
$4.66M - $5.06M
|
60.6K
$5.85M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
49.1KNew |
$4.5M - $4.89M
|
49.1K
$4.74M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
48.9K+ 510.93% |
$4.49M - $4.88M
|
58.5K
$5.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
48.9KNew |
$4.48M - $4.87M
|
48.9K
$4.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
48.1K+ 1893.3% |
$4.4M - $4.79M
|
50.6K
$4.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48K+ 79.96% |
$4.4M - $4.78M
|
108K
$10.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46.6K+ 62.78% |
$4.27M - $4.64M
|
121K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
46.2KNew |
$4.23M - $4.6M
|
46.2K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
45.8K+ 245.3% |
$4.2M - $4.57M
|
64.5K
$6.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
44.8KNew |
$4.11M - $4.47M
|
44.8K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
44.1KNew |
$4.05M - $4.4M
|
44.1K
$4.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
43.7KNew |
$4M - $4.35M
|
43.7K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
43.7KNew |
$4M - $4.35M
|
43.7K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
42.8K+ 3.06% |
$3.93M - $4.27M
|
1.44M
$139M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
42.1KNew |
$3.86M - $4.2M
|
42.1K
$4.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
42.1K+ 247.19% |
$3.86M - $4.19M
|
59.1K
$5.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
41.7K+ 24.96% |
$3.82M - $4.15M
|
209K
$20.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41.2K+ 11.43% |
$3.78M - $4.11M
|
402K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
41KNew |
$3.76M - $4.09M
|
41K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
40.6K+ 889.16% |
$3.72M - $4.05M
|
45.2K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
40.4KNew |
$3.7M - $4.02M
|
40.4K
$3.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40.3K+ 298.81% |
$3.69M - $4.01M
|
53.7K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
39.8K+ 11.33% |
$3.65M - $3.97M
|
391K
$37.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
39.5K+ 7.02% |
$3.62M - $3.93M
|
602K
$58.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
39.2K+ 6.05% |
$3.6M - $3.91M
|
687K
$66.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
38.7K+ 39.97% |
$3.55M - $3.86M
|
136K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
38.4K+ 52.36% |
$3.52M - $3.83M
|
112K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38.3K+ 84.35% |
$3.51M - $3.81M
|
83.6K
$8.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
38.1K+ 2809.88% |
$3.49M - $3.8M
|
39.5K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
38.1K+ 16.93% |
$3.49M - $3.79M
|
263K
$25.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
37.9K+ 104.66% |
$3.47M - $3.78M
|
74.1K
$7.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
37.7KNew |
$3.46M - $3.76M
|
37.7K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
37.6K+ 9.83% |
$3.45M - $3.75M
|
421K
$40.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
37.3K+ 6.2% |
$3.42M - $3.72M
|
639K
$61.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 1.81% |
$3.42M - $3.72M
|
2.1M
$203M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
37.1KNew |
$3.4M - $3.7M
|
37.1K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
36.9K+ 4.42% |
$3.38M - $3.68M
|
873K
$84.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36.5K+ 28.68% |
$3.35M - $3.64M
|
164K
$15.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.2K+ 72.86% |
$3.31M - $3.6M
|
85.8K
$8.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
36.2K+ 387.16% |
$3.31M - $3.6M
|
45.5K
$4.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
35.9K+ 87.25% |
$3.29M - $3.58M
|
77.1K
$7.45M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35.6K+ 8.16% |
$3.26M - $3.55M
|
472K
$45.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.6K+ 47.65% |
$3.26M - $3.55M
|
110K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
35.4K+ 51.3% |
$3.24M - $3.53M
|
104K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
35.1KNew |
$3.22M - $3.5M
|
35.1K
$3.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
34.3K+ 4563.38% |
$3.14M - $3.42M
|
35K
$3.38M
|