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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.81K+ 6.8% |
$274K - $283K
|
44.2K
$4.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.8K+ 8.59% |
$273K - $281K
|
35.4K
$3.47M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
2.75K+ 11.2% |
$268K - $277K
|
27.3K
$2.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.73K+ 11.4% |
$266K - $275K
|
26.7K
$2.61M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.69K+ 2.71% |
$262K - $270K
|
102K
$9.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.65KNew |
$258K - $266K
|
2.65K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.61KNew |
$254K - $262K
|
2.61K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.6K+ 0.88% |
$254K - $262K
|
300K
$29.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.6K+ 5200.0% |
$253K - $261K
|
2.65K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.58K+ 2.91% |
$251K - $259K
|
91.2K
$8.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.57K+ 3.88% |
$251K - $259K
|
68.8K
$6.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 10.45% |
$247K - $255K
|
26.8K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
2.53K+ 5.47% |
$247K - $255K
|
48.8K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.51KNew |
$245K - $252K
|
2.51K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.5K+ 12.7% |
$243K - $251K
|
22.2K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.49KNew |
$242K - $250K
|
2.49K
$243K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.48K+ 63.88% |
$242K - $249K
|
6.36K
$622K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.47K+ 3.51% |
$241K - $248K
|
72.8K
$7.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46K+ 5.58% |
$240K - $248K
|
46.6K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.42K+ 55.73% |
$236K - $243K
|
6.76K
$662K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.4K+ 15.18% |
$234K - $241K
|
18.2K
$1.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.4K+ 5.97% |
$234K - $241K
|
42.6K
$4.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.39KNew |
$233K - $240K
|
2.39K
$234K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.38K+ 4.03% |
$232K - $239K
|
61.5K
$6.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.38K+ 5.48% |
$232K - $239K
|
45.8K
$4.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.37K+ 28.42% |
$231K - $239K
|
10.7K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.35KNew |
$229K - $236K
|
2.35K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.32KNew |
$226K - $233K
|
2.32K
$227K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.22K+ 16.66% |
$217K - $223K
|
15.6K
$1.52M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.21K+ 5.08% |
$215K - $222K
|
45.6K
$4.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.21KNew |
$215K - $222K
|
2.21K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.2KNew |
$215K - $222K
|
2.2K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$214K - $220K
|
2.19K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.19K+ 23.98% |
$213K - $220K
|
11.3K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2.17K+ 2.66% |
$211K - $218K
|
83.6K
$8.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.14KNew |
$209K - $215K
|
2.14K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.14K+ 19.81% |
$208K - $215K
|
12.9K
$1.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.13K+ 19.73% |
$208K - $214K
|
12.9K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.13KNew |
$207K - $214K
|
2.13K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
2.12K+ 9.99% |
$207K - $213K
|
23.3K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.1K+ 1.05% |
$205K - $211K
|
202K
$19.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.1K+ 13.42% |
$204K - $211K
|
17.7K
$1.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2.1K+ 35.53% |
$204K - $211K
|
7.99K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.09K+ 0.29% |
$203K - $210K
|
724K
$70.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.04KNew |
$199K - $205K
|
2.04K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$199K - $205K
|
2.04K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.99K+ 5.0% |
$194K - $200K
|
41.8K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.91K+ 0.55% |
$186K - $192K
|
346K
$33.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.9K+ 6.1% |
$185K - $191K
|
33.1K
$3.24M
|