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 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.52K- 1.87% |
$441K - $455K
|
238K
$24M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-4.59K- 44.17% |
$447K - $461K
|
5.8K
$584K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.6K- 4.03% |
$448K - $462K
|
110K
$11M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.61K- 20.34% |
$449K - $463K
|
18K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-4.85K- 3.53% |
$473K - $488K
|
132K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4.87K- 21.79% |
$475K - $490K
|
17.5K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.99K- 7.91% |
$486K - $501K
|
58K
$5.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.09K- 63.92% |
$496K - $512K
|
2.87K
$289K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.1KClosed |
$497K - $512K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.1K- 12.76% |
$497K - $513K
|
34.9K
$3.51M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.17K- 27.63% |
$504K - $519K
|
13.5K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.19K- 76.84% |
$506K - $522K
|
1.57K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.35K- 42.42% |
$522K - $538K
|
7.26K
$731K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.36K- 18.95% |
$523K - $539K
|
22.9K
$2.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.37K- 0.79% |
$523K - $539K
|
676K
$68.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-5.37K- 17.14% |
$524K - $540K
|
26K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.41K- 2.19% |
$527K - $543K
|
241K
$24.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-5.42K- 3.15% |
$529K - $545K
|
167K
$16.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.51K- 31.41% |
$537K - $554K
|
12K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.52K- 24.22% |
$538K - $555K
|
17.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.53K- 18.37% |
$539K - $556K
|
24.6K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.54K- 20.71% |
$540K - $556K
|
21.2K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.61K- 12.89% |
$547K - $564K
|
38K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.68K- 5.0% |
$554K - $571K
|
108K
$10.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-5.74K- 59.7% |
$559K - $577K
|
3.87K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.75K- 31.28% |
$561K - $578K
|
12.6K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.85K- 47.85% |
$570K - $588K
|
6.38K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.92K- 16.95% |
$577K - $595K
|
29K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-5.93K- 1.64% |
$579K - $597K
|
356K
$35.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-5.95K- 7.05% |
$580K - $598K
|
78.5K
$7.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.06K- 21.4% |
$591K - $609K
|
22.2K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.11K- 10.21% |
$596K - $615K
|
53.8K
$5.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.13K- 65.1% |
$598K - $617K
|
3.29K
$331K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.46K- 11.09% |
$630K - $650K
|
51.8K
$5.22M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.46K- 11.09% |
$630K - $650K
|
51.8K
$5.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.55K- 0.72% |
$638K - $658K
|
900K
$90.6M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-6.72K- 14.16% |
$655K - $675K
|
40.7K
$4.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.82K- 36.63% |
$664K - $685K
|
11.8K
$1.19M
|
|
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-7K- 11.04% |
$682K - $703K
|
56.4K
$5.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-7.18K- 8.53% |
$700K - $722K
|
77.1K
$7.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7.29K- 3.17% |
$711K - $733K
|
223K
$22.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-7.32K- 4.79% |
$714K - $736K
|
146K
$14.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-7.36K- 73.04% |
$717K - $740K
|
2.72K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.38K- 36.25% |
$719K - $742K
|
13K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.4K- 58.83% |
$722K - $744K
|
5.18K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.63K- 55.94% |
$744K - $767K
|
6.01K
$605K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.74K- 33.75% |
$754K - $778K
|
15.2K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.9K- 30.08% |
$770K - $794K
|
18.4K
$1.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.04K- 9.72% |
$784K - $809K
|
74.7K
$7.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-8.12K- 8.47% |
$791K - $816K
|
87.7K
$8.83M
|