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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.1KNew |
$107K - $111K
|
1.1K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 23.78% |
$107K - $110K
|
5.71K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.09K+ 47.22% |
$106K - $109K
|
3.39K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.08K+ 48.52% |
$106K - $109K
|
3.32K
$325K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.08K+ 6.89% |
$106K - $109K
|
16.8K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
1.08K+ 0.2% |
$105K - $109K
|
549K
$53.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.08K+ 26.98% |
$105K - $109K
|
5.08K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.08K+ 3.87% |
$105K - $108K
|
29K
$2.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.05K+ 1.94% |
$103K - $106K
|
55.3K
$5.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.02K+ 9.24% |
$99.5K - $103K
|
12.1K
$1.18M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.02K+ 5.69% |
$99K - $102K
|
18.9K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 2.05% |
$99K - $102K
|
50.5K
$4.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
1K+ 28.66% |
$97.9K - $101K
|
4.51K
$442K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1K+ 10.39% |
$97.8K - $101K
|
10.7K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1K+ 1.98% |
$97.6K - $101K
|
51.7K
$5.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
978+ 1.12% |
$95.3K - $98.3K
|
88.2K
$8.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
974+ 1.19% |
$95K - $97.9K
|
82.5K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
961New |
$93.7K - $96.6K
|
961
$94.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
950+ 1.91% |
$92.6K - $95.5K
|
50.7K
$4.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
946+ 399.16% |
$92.2K - $95.1K
|
1.18K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
945+ 4.51% |
$92.1K - $95K
|
21.9K
$2.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
937+ 8.65% |
$91.3K - $94.2K
|
11.8K
$1.15M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
918+ 4.56% |
$89.5K - $92.3K
|
21K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
900+ 10.19% |
$87.7K - $90.5K
|
9.73K
$954K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
886+ 13.59% |
$86.4K - $89.1K
|
7.41K
$726K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
881+ 36.33% |
$85.9K - $88.6K
|
3.31K
$324K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
880+ 7.86% |
$85.8K - $88.5K
|
12.1K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
880+ 7.57% |
$85.8K - $88.5K
|
12.5K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
870+ 8700.0% |
$84.8K - $87.5K
|
880
$86.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
867+ 29.38% |
$84.5K - $87.2K
|
3.82K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
854+ 16.38% |
$83.3K - $85.9K
|
6.07K
$595K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
847+ 10.57% |
$82.6K - $85.1K
|
8.86K
$868K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
844New |
$82.3K - $84.8K
|
844
$82.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
836+ 18.4% |
$81.5K - $84K
|
5.38K
$527K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
826+ 1.06% |
$80.5K - $83K
|
79.1K
$7.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
822+ 4.41% |
$80.1K - $82.6K
|
19.5K
$1.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
814+ 16.01% |
$79.4K - $81.8K
|
5.9K
$578K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
806+ 31.97% |
$78.6K - $81K
|
3.33K
$326K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
803+ 9.49% |
$78.3K - $80.7K
|
9.26K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
802+ 33.67% |
$78.2K - $80.6K
|
3.18K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
799+ 5.53% |
$77.9K - $80.3K
|
15.3K
$1.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
794+ 3.86% |
$77.4K - $79.8K
|
21.4K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
793+ 5.69% |
$77.3K - $79.7K
|
14.7K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
791+ 55.2% |
$77.1K - $79.5K
|
2.22K
$218K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
785+ 1.08% |
$76.5K - $78.9K
|
73.5K
$7.21M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
766+ 21.56% |
$74.7K - $77K
|
4.32K
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
761+ 547.48% |
$74.2K - $76.5K
|
900
$88.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
747+ 260.28% |
$72.8K - $75.1K
|
1.03K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
747+ 2.88% |
$72.8K - $75.1K
|
26.7K
$2.62M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
745+ 14.09% |
$72.6K - $74.9K
|
6.03K
$591K
|