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
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
84.1K+ 146.58% |
$7.71M - $8.38M
|
141K
$13.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
82.5K+ 193.24% |
$7.56M - $8.22M
|
125K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
81.9KNew |
$7.5M - $8.16M
|
81.9K
$7.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
81.7K+ 42.79% |
$7.49M - $8.15M
|
273K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.3K+ 40.87% |
$7.27M - $7.9M
|
273K
$26.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
77.3K+ 36.53% |
$7.09M - $7.71M
|
289K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76.8K+ 122.41% |
$7.04M - $7.65M
|
139K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
76K+ 68.32% |
$6.96M - $7.57M
|
187K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75K+ 165.81% |
$6.88M - $7.47M
|
120K
$11.7M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
74.4KNew |
$6.82M - $7.41M
|
74.4K
$7.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
74K+ 91.95% |
$6.79M - $7.38M
|
155K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
73.4K+ 418.21% |
$6.73M - $7.31M
|
90.9K
$8.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
72.1K+ 47.53% |
$6.61M - $7.18M
|
224K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
71.6KNew |
$6.56M - $7.13M
|
71.6K
$6.97M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
71.5KNew |
$6.55M - $7.12M
|
71.5K
$6.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
70.9K+ 3.5% |
$6.5M - $7.07M
|
2.1M
$205M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
69.3K+ 29.93% |
$6.35M - $6.91M
|
301K
$29.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
69KNew |
$6.32M - $6.88M
|
69K
$6.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
68KNew |
$6.23M - $6.78M
|
68K
$6.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
66.6K+ 122.5% |
$6.11M - $6.64M
|
121K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65.7K+ 10.69% |
$6.02M - $6.55M
|
681K
$66.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
65.6KNew |
$6.01M - $6.54M
|
65.6K
$6.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
64.9K+ 29.97% |
$5.95M - $6.47M
|
281K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.7KNew |
$5.93M - $6.45M
|
64.7K
$6.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.5K+ 1.21% |
$5.92M - $6.43M
|
5.38M
$524M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
64.2K+ 128.09% |
$5.89M - $6.4M
|
114K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
62K+ 31.28% |
$5.69M - $6.18M
|
260K
$25.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
61.8K+ 362.81% |
$5.66M - $6.15M
|
78.8K
$7.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
61.1K+ 22.59% |
$5.6M - $6.09M
|
332K
$32.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5K+ 14.58% |
$5.55M - $6.03M
|
476K
$46.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
59.4K+ 33.97% |
$5.45M - $5.92M
|
234K
$22.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
59.1K+ 396.33% |
$5.42M - $5.89M
|
74K
$7.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
59.1K+ 947.71% |
$5.42M - $5.89M
|
65.3K
$6.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
58.9K+ 116.47% |
$5.4M - $5.87M
|
109K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
58.8K+ 4.42% |
$5.39M - $5.86M
|
1.39M
$135M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
58.3K+ 130.11% |
$5.34M - $5.81M
|
103K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
58.3K+ 28.24% |
$5.34M - $5.81M
|
265K
$25.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
57.9K+ 38.65% |
$5.31M - $5.77M
|
208K
$20.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 12.52% |
$5.19M - $5.65M
|
509K
$49.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
56.6K+ 42.29% |
$5.18M - $5.64M
|
190K
$18.5M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56.3K+ 25.47% |
$5.16M - $5.61M
|
277K
$27M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55.8K+ 7.29% |
$5.12M - $5.56M
|
822K
$80M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55.1K+ 91.08% |
$5.06M - $5.5M
|
116K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
55.1KNew |
$5.05M - $5.49M
|
55.1K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
54.7K+ 132.43% |
$5.01M - $5.45M
|
95.9K
$9.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.6K+ 13.88% |
$4.91M - $5.34M
|
439K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53.5KNew |
$4.9M - $5.33M
|
53.5K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
53KNew |
$4.86M - $5.28M
|
53K
$5.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
52.3K+ 4.51% |
$4.8M - $5.21M
|
1.21M
$118M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
52.2K+ 19.07% |
$4.79M - $5.21M
|
326K
$31.8M
|