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 $4B
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
5.71M
+ 1250.72%
$550M - $575M
6.16M $598M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
5.23M
+ 31.58%
$503M - $527M
21.8M $2.11B
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.18M
+ 8.91%
$402M - $421M
51.1M $4.95B
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.18M
New
$402M - $421M
4.18M $405M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
4.06M
+ 18.49%
$391M - $409M
26M $2.52B
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.44M
+ 118.07%
$332M - $347M
6.36M $616M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.69M
+ 104.51%
$259M - $271M
5.27M $511M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
1.79M
+ 2.18%
$173M - $181M
84M $8.14B
Apr 04, 2023 Q1 2023
Stairway Partners, LLC

BUY
 -
1.68M
New
$162M - $170M
1.68M $163M
May 11, 2023 Q1 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
1.57M
+ 3789.81%
$151M - $158M
1.61M $156M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.33M
+ 882.37%
$128M - $134M
1.48M $143M
May 09, 2023 Q1 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
1.24M
New
$119M - $125M
1.24M $120M
Apr 18, 2023 Q1 2023
Members Trust CO

BUY
 -
1.14M
+ 34.54%
$109M - $115M
4.43M $429M
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.1M
+ 9512.05%
$106M - $111M
1.11M $107M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.06M
+ 1787.07%
$102M - $107M
1.12M $109M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
944K
+ 11.17%
$90.9M - $95.1M
9.39M $910M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
901K
+ 2.25%
$86.8M - $90.8M
40.9M $3.97B
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
891K
+ 5215.85%
$85.8M - $89.8M
908K $88.1M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
818K
+ 21.59%
$78.8M - $82.5M
4.61M $447M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
672K
+ 15.63%
$64.7M - $67.7M
4.97M $482M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
615K
New
$59.3M - $62M
615K $59.7M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
603K
+ 86.66%
$58.1M - $60.8M
1.3M $126M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
595K
+ 105.53%
$57.3M - $60M
1.16M $112M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
585K
+ 5.98%
$56.3M - $58.9M
10.4M $1B
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
551K
+ 11.25%
$53.1M - $55.6M
5.45M $528M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
524K
+ 9.79%
$50.5M - $52.8M
5.88M $570M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
510K
+ 48.8%
$49.1M - $51.4M
1.56M $151M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
497K
+ 10.76%
$47.9M - $50.1M
5.12M $496M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
486K
+ 11.24%
$46.8M - $49M
4.81M $466M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
476K
+ 35.68%
$45.8M - $48M
1.81M $175M
Apr 12, 2023 Q1 2023
Wealth Navi Inc.

BUY
 -
466K
+ 6.58%
$44.9M - $47M
7.55M $732M
May 09, 2024 Q1 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
457K
New
$44.1M - $46.1M
457K $44.3M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
452K
+ 193.57%
$43.6M - $45.6M
686K $66.5M
Apr 26, 2023 Q1 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
434K
+ 3861.03%
$41.8M - $43.8M
446K $43.2M
May 04, 2023 Q1 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
434K
+ 5.52%
$41.8M - $43.7M
8.29M $804M
May 09, 2023 Q1 2023
Barings LLC

BUY
 -
418K
+ 121.65%
$40.3M - $42.2M
762K $73.9M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
385K
+ 4.86%
$37.1M - $38.8M
8.31M $805M
May 04, 2023 Q1 2023
Vantagepoint Investment Advisers LLC

BUY
 -
384K
+ 33.22%
$37M - $38.7M
1.54M $149M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
384K
New
$37M - $38.7M
384K $37.2M
May 08, 2023 Q1 2023
Factory Mutual Insurance CO

Waltham, MA
BUY
 -
372K
New
$35.8M - $37.5M
372K $36.1M
May 12, 2023 Q1 2023
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
357K
+ 93.1%
$34.4M - $36M
741K $71.9M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
340K
+ 52.64%
$32.7M - $34.2M
985K $95.5M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
327K
+ 200.29%
$31.5M - $33M
491K $47.6M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
323K
+ 89.95%
$31.1M - $32.5M
682K $66.1M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
320K
New
$30.8M - $32.2M
320K $31M
May 11, 2023 Q1 2023
Edgehill Endowment Partners, LLC

BUY
 -
310K
+ 382.88%
$29.9M - $31.2M
391K $37.9M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
303K
+ 175.05%
$29.2M - $30.5M
476K $46.1M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
287K
+ 12.2%
$27.6M - $28.9M
2.64M $256M

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