Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.71K+ 1.78% |
$362K - $373K
|
213K
$20.8M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
3.67KNew |
$358K - $369K
|
3.67K
$360K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.65KNew |
$356K - $367K
|
3.65K
$358K
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.62K+ 7.69% |
$352K - $363K
|
50.6K
$4.96M
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3.6K+ 27.46% |
$351K - $362K
|
16.7K
$1.64M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.56K+ 13.08% |
$347K - $358K
|
30.8K
$3.02M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.53K+ 0.13% |
$344K - $355K
|
2.64M
$259M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.53K+ 4.23% |
$344K - $355K
|
86.9K
$8.52M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.52K+ 1.2% |
$343K - $354K
|
297K
$29.1M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.52K+ 7.1% |
$343K - $354K
|
53.1K
$5.21M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.5K+ 10.22% |
$341K - $351K
|
37.7K
$3.69M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$341K - $351K
|
3.5K
$343K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.48K+ 77.9% |
$339K - $350K
|
7.95K
$779K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.47K+ 8.57% |
$338K - $349K
|
43.9K
$4.31M
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.45K+ 149.91% |
$336K - $347K
|
5.75K
$564K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
3.44KNew |
$335K - $345K
|
3.44K
$337K
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.41K+ 54.88% |
$333K - $343K
|
9.64K
$944K
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
3.41K+ 26.1% |
$332K - $342K
|
16.5K
$1.61M
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.4K+ 25.48% |
$331K - $342K
|
16.7K
$1.64M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.4K+ 9.6% |
$331K - $341K
|
38.8K
$3.8M
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.38KNew |
$330K - $340K
|
3.38K
$332K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.36K+ 78.32% |
$327K - $338K
|
7.65K
$750K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
3.32K+ 3.24% |
$324K - $334K
|
106K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.32KNew |
$324K - $334K
|
3.32K
$325K
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.31KNew |
$322K - $332K
|
3.31K
$324K
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.28K+ 128.95% |
$320K - $330K
|
5.83K
$571K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.27KNew |
$318K - $328K
|
3.27K
$320K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.26K+ 25.54% |
$317K - $327K
|
16K
$1.57M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.25K+ 1.95% |
$317K - $327K
|
169K
$16.6M
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.21KNew |
$312K - $322K
|
3.21K
$314K
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.18K+ 29.53% |
$310K - $319K
|
13.9K
$1.36M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.15K+ 72.29% |
$307K - $317K
|
7.52K
$737K
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
3.12K+ 5.08% |
$304K - $314K
|
64.6K
$6.33M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.12K+ 33.46% |
$304K - $313K
|
12.4K
$1.22M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.09K+ 4.83% |
$301K - $310K
|
67K
$6.56M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
3.08KNew |
$301K - $310K
|
3.08K
$302K
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.07K+ 105.0% |
$299K - $308K
|
5.99K
$587K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.06K+ 11.21% |
$298K - $307K
|
30.3K
$2.97M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.05K+ 12.09% |
$297K - $306K
|
28.2K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.01K+ 5.04% |
$293K - $303K
|
62.7K
$6.15M
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.01KNew |
$293K - $302K
|
3.01K
$295K
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3KNew |
$292K - $302K
|
3K
$294K
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.94K+ 11.95% |
$287K - $296K
|
27.6K
$2.7M
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.94K+ 6.13% |
$286K - $295K
|
50.8K
$4.98M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93KNew |
$286K - $295K
|
2.93K
$287K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.9K+ 21.35% |
$283K - $292K
|
16.5K
$1.62M
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
2.89K+ 8.33% |
$282K - $290K
|
37.6K
$3.68M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 4.16% |
$279K - $287K
|
71.6K
$7.02M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2.85K+ 11.68% |
$278K - $286K
|
27.3K
$2.67M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.84K+ 8.1% |
$277K - $286K
|
37.9K
$3.72M
|