Purchases and Sales Made in Q1 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 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
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
6.47M
+ 18.59%
$623M - $652M
41.2M $4.03B
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
5.71M
+ 1250.72%
$550M - $575M
6.16M $603M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
5.23M
+ 31.58%
$503M - $527M
21.8M $2.13B
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.18M
+ 8.91%
$402M - $421M
51.1M $5B
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.18M
New
$402M - $421M
4.18M $408M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
4.06M
+ 18.49%
$391M - $409M
26M $2.54B
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.44M
+ 118.07%
$332M - $347M
6.36M $622M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.69M
+ 104.51%
$259M - $271M
5.27M $515M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
1.79M
+ 2.18%
$173M - $181M
84M $8.21B
Apr 04, 2023 Q1 2023
Stairway Partners, LLC

BUY
 -
1.68M
New
$162M - $170M
1.68M $165M
May 11, 2023 Q1 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
1.57M
+ 3789.81%
$151M - $158M
1.61M $158M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.33M
+ 882.37%
$128M - $134M
1.48M $145M
May 09, 2023 Q1 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
1.24M
New
$119M - $125M
1.24M $121M
Apr 18, 2023 Q1 2023
Members Trust CO

BUY
 -
1.14M
+ 34.54%
$109M - $115M
4.43M $433M
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.1M
+ 9512.05%
$106M - $111M
1.11M $108M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.06M
+ 1787.07%
$102M - $107M
1.12M $110M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
944K
+ 11.17%
$90.9M - $95.1M
9.39M $918M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
901K
+ 2.25%
$86.8M - $90.8M
40.9M $4B
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
891K
+ 5215.85%
$85.8M - $89.8M
908K $88.8M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
818K
+ 21.59%
$78.8M - $82.5M
4.61M $451M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
672K
+ 15.63%
$64.7M - $67.7M
4.97M $486M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
615K
New
$59.3M - $62M
615K $60.2M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
603K
+ 86.66%
$58.1M - $60.8M
1.3M $127M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
595K
+ 105.53%
$57.3M - $60M
1.16M $113M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
585K
+ 5.98%
$56.3M - $58.9M
10.4M $1.01B
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
551K
+ 11.25%
$53.1M - $55.6M
5.45M $533M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
524K
+ 9.79%
$50.5M - $52.8M
5.88M $575M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
510K
+ 48.8%
$49.1M - $51.4M
1.56M $152M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
497K
+ 10.76%
$47.9M - $50.1M
5.12M $501M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
486K
+ 11.24%
$46.8M - $49M
4.81M $470M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
476K
+ 35.68%
$45.8M - $48M
1.81M $177M
Apr 12, 2023 Q1 2023
Wealth Navi Inc.

BUY
 -
466K
+ 6.58%
$44.9M - $47M
7.55M $738M
May 09, 2024 Q1 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
457K
New
$44.1M - $46.1M
457K $44.7M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
452K
+ 193.57%
$43.6M - $45.6M
686K $67.1M
Apr 26, 2023 Q1 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
434K
+ 3861.03%
$41.8M - $43.8M
446K $43.6M
May 04, 2023 Q1 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
434K
+ 5.52%
$41.8M - $43.7M
8.29M $811M
May 09, 2023 Q1 2023
Barings LLC

BUY
 -
418K
+ 121.65%
$40.3M - $42.2M
762K $74.5M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
385K
+ 4.86%
$37.1M - $38.8M
8.31M $812M
May 04, 2023 Q1 2023
Vantagepoint Investment Advisers LLC

BUY
 -
384K
+ 33.22%
$37M - $38.7M
1.54M $151M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
384K
New
$37M - $38.7M
384K $37.5M
May 08, 2023 Q1 2023
Factory Mutual Insurance CO

Waltham, MA
BUY
 -
372K
New
$35.8M - $37.5M
372K $36.4M
May 12, 2023 Q1 2023
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
357K
+ 93.1%
$34.4M - $36M
741K $72.5M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
340K
+ 52.64%
$32.7M - $34.2M
985K $96.3M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
327K
+ 200.29%
$31.5M - $33M
491K $48M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
323K
+ 89.95%
$31.1M - $32.5M
682K $66.7M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
320K
New
$30.8M - $32.2M
320K $31.3M
May 11, 2023 Q1 2023
Edgehill Endowment Partners, LLC

BUY
 -
310K
+ 382.88%
$29.9M - $31.2M
391K $38.2M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
303K
+ 175.05%
$29.2M - $30.5M
476K $46.5M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
287K
+ 12.2%
$27.6M - $28.9M
2.64M $258M

Track Institutional and Insider Activities on AGG

Follow ISHARES CORE U.S. AGGREGATE BO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AGG shares.

Notify only if

Insider Trading

Get notified when an Ishares Core U.S. Aggregate Bo insider buys or sells AGG shares.

Notify only if

News

Receive news related to ISHARES CORE U.S. AGGREGATE BO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AGG