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
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.4K- 14.05% |
$1.89M - $1.95M
|
119K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-19.7K- 35.47% |
$1.92M - $1.98M
|
35.8K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20K- 0.38% |
$1.95M - $2.01M
|
5.25M
$529M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-21.1K- 87.58% |
$2.06M - $2.12M
|
3K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.1K- 51.83% |
$2.06M - $2.13M
|
19.7K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-21.4K- 1.85% |
$2.08M - $2.15M
|
1.13M
$114M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-21.4K- 24.5% |
$2.09M - $2.15M
|
65.9K
$6.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.3K- 8.04% |
$2.17M - $2.24M
|
255K
$25.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.3K- 8.04% |
$2.17M - $2.24M
|
255K
$25.7M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-22.4K- 6.16% |
$2.19M - $2.26M
|
342K
$34.4M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-22.8K- 7.53% |
$2.22M - $2.29M
|
280K
$28.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-23.7K- 17.19% |
$2.31M - $2.38M
|
114K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.7K- 34.34% |
$2.31M - $2.38M
|
45.3K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24.1K- 21.11% |
$2.35M - $2.42M
|
90K
$9.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.2K- 13.19% |
$2.36M - $2.44M
|
160K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.3K- 12.37% |
$2.37M - $2.45M
|
172K
$17.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-24.4K- 31.02% |
$2.38M - $2.45M
|
54.2K
$5.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.9K- 26.82% |
$2.43M - $2.5M
|
68K
$6.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-25.2K- 76.88% |
$2.46M - $2.54M
|
7.59K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.8K- 10.81% |
$2.52M - $2.59M
|
213K
$21.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 78.84% |
$2.55M - $2.63M
|
7.03K
$708K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-27.1K- 43.52% |
$2.64M - $2.72M
|
35.2K
$3.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-28K- 56.52% |
$2.73M - $2.82M
|
21.5K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-28.7K- 48.14% |
$2.8M - $2.88M
|
30.9K
$3.11M
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-28.8K- 25.61% |
$2.81M - $2.9M
|
83.7K
$8.43M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-29.7KClosed |
$2.89M - $2.98M
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-29.8K- 21.63% |
$2.9M - $2.99M
|
108K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-33.7K- 3.67% |
$3.29M - $3.39M
|
886K
$89.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34.8K- 36.39% |
$3.39M - $3.5M
|
60.8K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.7K- 2.96% |
$3.58M - $3.69M
|
1.2M
$121M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-39.2K- 3.13% |
$3.82M - $3.94M
|
1.21M
$122M
|
|
|
Jul 05, 2023
Q2 2023
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-39.4K- 21.51% |
$3.84M - $3.96M
|
144K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40.4K- 85.65% |
$3.94M - $4.06M
|
6.77K
$681K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-41.5K- 40.51% |
$4.05M - $4.18M
|
61K
$6.14M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-42.6K- 45.21% |
$4.16M - $4.29M
|
51.7K
$5.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-43.8K- 6.36% |
$4.27M - $4.41M
|
645K
$65M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46.6K- 18.3% |
$4.55M - $4.69M
|
208K
$21M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-47.1K- 19.97% |
$4.6M - $4.74M
|
189K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-49.6K- 34.71% |
$4.84M - $4.99M
|
93.4K
$9.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-51K- 62.92% |
$4.97M - $5.12M
|
30K
$3.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51.2K- 22.73% |
$4.99M - $5.14M
|
174K
$17.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-52K- 76.16% |
$5.06M - $5.22M
|
16.3K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-52.8K- 61.21% |
$5.15M - $5.31M
|
33.5K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-53.5K- 84.96% |
$5.21M - $5.38M
|
9.47K
$953K
|
|
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-54K- 7.92% |
$5.26M - $5.42M
|
627K
$63.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-56.7K- 12.04% |
$5.53M - $5.7M
|
414K
$41.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-58.3K- 69.46% |
$5.68M - $5.86M
|
25.6K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-61.4K- 11.67% |
$5.99M - $6.18M
|
465K
$46.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-61.5K- 31.73% |
$5.99M - $6.18M
|
132K
$13.3M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-63.7K- 31.7% |
$6.21M - $6.4M
|
137K
$13.8M
|