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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
255K+ 6668.05% |
$24.8M - $25.6M
|
259K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238K+ 14.15% |
$23.2M - $23.9M
|
1.92M
$188M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
238K+ 17.16% |
$23.2M - $23.9M
|
1.62M
$159M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
237K+ 13.23% |
$23.1M - $23.8M
|
2.02M
$198M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
227K+ 20.51% |
$22.2M - $22.9M
|
1.34M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
221K+ 86.33% |
$21.5M - $22.2M
|
477K
$46.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
213K+ 43.3% |
$20.7M - $21.4M
|
703K
$68.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
210K+ 39.06% |
$20.4M - $21.1M
|
746K
$73.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
208K+ 7097.24% |
$20.3M - $20.9M
|
211K
$20.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
191KNew |
$18.6M - $19.2M
|
191K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
173K+ 30.84% |
$16.9M - $17.4M
|
734K
$71.9M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
171K+ 3218.77% |
$16.7M - $17.2M
|
176K
$17.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
166K+ 15.96% |
$16.2M - $16.7M
|
1.21M
$118M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
152KNew |
$14.8M - $15.2M
|
152K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
142KNew |
$13.9M - $14.3M
|
142K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
141K+ 4426.89% |
$13.8M - $14.2M
|
145K
$14.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
140K+ 2010.71% |
$13.6M - $14M
|
147K
$14.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
136K+ 1782.06% |
$13.3M - $13.7M
|
144K
$14.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
134K+ 23.22% |
$13.1M - $13.5M
|
713K
$69.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
123K+ 5.34% |
$12M - $12.3M
|
2.42M
$237M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
122KNew |
$11.9M - $12.2M
|
122K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
119K+ 20.83% |
$11.6M - $12M
|
691K
$67.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
117K+ 48.75% |
$11.5M - $11.8M
|
358K
$35.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
112K+ 331.76% |
$10.9M - $11.3M
|
146K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112K+ 2.97% |
$10.9M - $11.2M
|
3.87M
$379M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
110K+ 44.97% |
$10.7M - $11M
|
354K
$34.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
109K+ 20.93% |
$10.6M - $10.9M
|
627K
$61.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106K+ 0.95% |
$10.3M - $10.6M
|
11.2M
$1.1B
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 63.04% |
$10.2M - $10.6M
|
272K
$26.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
103K+ 141.62% |
$10M - $10.3M
|
175K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 13.12% |
$9.77M - $10.1M
|
864K
$84.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
99.7K+ 52.19% |
$9.72M - $10M
|
291K
$28.5M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
97.1KNew |
$9.47M - $9.77M
|
97.1K
$9.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
93.2K+ 353.54% |
$9.08M - $9.37M
|
120K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
91.2K+ 37.63% |
$8.89M - $9.17M
|
334K
$32.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
90.9K+ 21.22% |
$8.86M - $9.14M
|
519K
$50.9M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
86.9K+ 17.1% |
$8.47M - $8.74M
|
595K
$58.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
85.1K+ 97.7% |
$8.3M - $8.56M
|
172K
$16.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Passaic Partners LLC
|
BUY
|
- |
81.8K+ 45.12% |
$7.97M - $8.22M
|
263K
$25.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
81.3K+ 3.17% |
$7.92M - $8.17M
|
2.65M
$259M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
80.1KNew |
$7.81M - $8.05M
|
80.1K
$7.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79.2K+ 24.7% |
$7.72M - $7.96M
|
400K
$39.1M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
79.2K+ 24.7% |
$7.72M - $7.96M
|
400K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
79K+ 2098.06% |
$7.7M - $7.94M
|
82.8K
$8.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
75.7K+ 70.4% |
$7.38M - $7.61M
|
183K
$17.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
74.7K+ 18.48% |
$7.28M - $7.51M
|
479K
$46.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
73.8K+ 2.67% |
$7.2M - $7.42M
|
2.84M
$278M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73.1K+ 26.03% |
$7.13M - $7.35M
|
354K
$34.7M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
72.9KNew |
$7.11M - $7.33M
|
72.9K
$7.14M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
72.6K+ 20.2% |
$7.08M - $7.3M
|
432K
$42.3M
|