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
|
Rock Creek Group, LP
|
BUY
|
- |
10.8K+ 1.22% |
$990K - $1.08M
|
896K
$87.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.7K+ 50.04% |
$977K - $1.06M
|
32K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.7K+ 57.59% |
$977K - $1.06M
|
29.2K
$2.84M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
10.6KNew |
$975K - $1.06M
|
10.6K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
10.5K+ 36.34% |
$960K - $1.04M
|
39.3K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
10.4K+ 314.19% |
$956K - $1.04M
|
13.7K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$946K - $1.03M
|
10.3K
$1.01M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10.3KNew |
$944K - $1.03M
|
10.3K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.1K+ 55.03% |
$924K - $1M
|
28.4K
$2.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10KNew |
$918K - $998K
|
10K
$975K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9.93KNew |
$910K - $989K
|
9.93K
$967K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.73K+ 47.05% |
$892K - $970K
|
30.4K
$2.96M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.67KNew |
$887K - $964K
|
9.67K
$942K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
9.66KNew |
$886K - $963K
|
9.66K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.6K+ 13.7% |
$880K - $957K
|
79.7K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9.57KNew |
$877K - $954K
|
9.57K
$932K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.54KNew |
$874K - $950K
|
9.54K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.3K+ 215.45% |
$852K - $927K
|
13.6K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.2KNew |
$843K - $916K
|
9.2K
$896K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.18KNew |
$841K - $914K
|
9.18K
$894K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
9.17K+ 12.54% |
$840K - $913K
|
82.3K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.16KNew |
$840K - $913K
|
9.16K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.14K+ 34.2% |
$838K - $911K
|
35.9K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.12K+ 162.46% |
$836K - $909K
|
14.7K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
9.08K+ 94.59% |
$832K - $905K
|
18.7K
$1.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.01KNew |
$826K - $898K
|
9.01K
$878K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
8.99KNew |
$824K - $896K
|
8.99K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
8.91KNew |
$817K - $888K
|
8.91K
$868K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
8.91K+ 3.51% |
$817K - $888K
|
262K
$25.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.79K+ 27.19% |
$806K - $876K
|
41.1K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
8.79KNew |
$805K - $876K
|
8.79K
$856K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.78KNew |
$805K - $875K
|
8.78K
$856K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.77K+ 21.88% |
$804K - $874K
|
48.8K
$4.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.73K+ 31.11% |
$800K - $870K
|
36.8K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.73K+ 7.56% |
$800K - $870K
|
124K
$12.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
8.59K+ 6.68% |
$787K - $856K
|
137K
$13.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.5K+ 116.48% |
$779K - $847K
|
15.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$773K - $840K
|
8.43K
$821K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
8.36KNew |
$766K - $833K
|
8.36K
$814K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.27K+ 7.63% |
$758K - $824K
|
117K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.03K+ 262.84% |
$736K - $800K
|
11.1K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.02K+ 1.42% |
$735K - $799K
|
573K
$55.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
8.02K+ 6.03% |
$735K - $799K
|
141K
$13.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8K+ 14.48% |
$733K - $797K
|
63.3K
$6.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.91K+ 1.52% |
$725K - $788K
|
529K
$51.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.8K+ 9.66% |
$715K - $777K
|
88.5K
$8.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7.79K+ 20505.26% |
$714K - $777K
|
7.83K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.77K+ 19.22% |
$713K - $775K
|
48.2K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.71KNew |
$707K - $769K
|
7.71K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.69K+ 9.75% |
$704K - $766K
|
86.5K
$8.43M
|