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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.02K+ 8.41% |
$552K - $600K
|
77.6K
$7.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6K+ 3.12% |
$550K - $598K
|
198K
$19.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.95K+ 4.17% |
$546K - $593K
|
149K
$14.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
5.93K+ 3388.0% |
$544K - $591K
|
6.1K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.91K+ 90.09% |
$542K - $589K
|
12.5K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.89K+ 33.01% |
$539K - $586K
|
23.7K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
5.8K+ 2.02% |
$532K - $578K
|
293K
$28.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 2.9% |
$532K - $578K
|
206K
$20.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.75K+ 7.46% |
$527K - $573K
|
82.9K
$8.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.74K+ 91.32% |
$527K - $572K
|
12K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$526K - $572K
|
5.74K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.71K+ 8.68% |
$523K - $569K
|
71.5K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
5.68K+ 7.22% |
$521K - $566K
|
84.4K
$8.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5.61K+ 4.83% |
$514K - $559K
|
122K
$11.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.55KNew |
$509K - $553K
|
5.55K
$542K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.54KNew |
$508K - $552K
|
5.54K
$541K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.54K+ 4.34% |
$507K - $552K
|
133K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5.52KNew |
$506K - $550K
|
5.52K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.52KNew |
$506K - $550K
|
5.52K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.49K+ 112.49% |
$503K - $547K
|
10.4K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.46K+ 6.17% |
$500K - $544K
|
93.9K
$9.17M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.45KNew |
$499K - $543K
|
5.45K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.38K+ 8.89% |
$493K - $536K
|
65.9K
$6.44M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.32KNew |
$488K - $531K
|
5.32K
$520K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.29K+ 12.03% |
$485K - $527K
|
49.2K
$4.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.23K+ 2.47% |
$479K - $521K
|
217K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.15KNew |
$472K - $514K
|
5.15K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.14KNew |
$471K - $512K
|
5.14K
$502K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
5.14K+ 8.41% |
$471K - $512K
|
66.2K
$6.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.13K+ 10.31% |
$470K - $511K
|
54.9K
$5.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5K+ 43.07% |
$458K - $498K
|
16.6K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5K+ 8.89% |
$458K - $498K
|
61.2K
$5.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$457K - $497K
|
4.99K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.98K+ 4.04% |
$457K - $496K
|
128K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
4.98KNew |
$457K - $496K
|
4.98K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$452K - $492K
|
4.93K
$482K
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
4.93KNew |
$452K - $491K
|
4.93K
$482K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
4.93K+ 79.96% |
$452K - $491K
|
11.1K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.93K+ 83.67% |
$451K - $491K
|
10.8K
$1.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 59.83% |
$448K - $487K
|
13.1K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.78KNew |
$438K - $476K
|
4.78K
$467K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4.74K+ 5.33% |
$434K - $472K
|
93.6K
$9.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
4.73KNew |
$433K - $471K
|
4.73K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.72K+ 24.8% |
$433K - $471K
|
23.8K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
4.72K+ 5.86% |
$432K - $470K
|
85.2K
$8.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
4.7K+ 10.95% |
$431K - $468K
|
47.6K
$4.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
4.68KNew |
$429K - $466K
|
4.68K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.68KNew |
$429K - $466K
|
4.68K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.67KNew |
$428K - $465K
|
4.67K
$456K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.66K+ 19.61% |
$427K - $465K
|
28.4K
$2.78M
|