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 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73.1K+ 26.03% |
$7.13M - $7.35M
|
354K
$35.7M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
72.9KNew |
$7.11M - $7.33M
|
72.9K
$7.34M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
72.6K+ 20.2% |
$7.08M - $7.3M
|
432K
$43.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
72.1KNew |
$7.02M - $7.24M
|
72.1K
$7.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
71.1K+ 21.78% |
$6.93M - $7.14M
|
397K
$40M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
69.1K+ 50.28% |
$6.73M - $6.94M
|
206K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
68.5KNew |
$6.68M - $6.88M
|
68.5K
$6.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.4K+ 43.59% |
$6.66M - $6.87M
|
225K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
65.8K+ 70.21% |
$6.41M - $6.61M
|
159K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
65.5KNew |
$6.38M - $6.58M
|
65.5K
$6.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
64.7K+ 10.64% |
$6.31M - $6.5M
|
673K
$67.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
61.4K+ 583.86% |
$5.98M - $6.17M
|
71.9K
$7.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
61KNew |
$5.95M - $6.13M
|
61K
$6.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.8K+ 11.25% |
$5.93M - $6.11M
|
601K
$60.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
60.8KNew |
$5.93M - $6.11M
|
60.8K
$6.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
59.7K+ 40.73% |
$5.82M - $6M
|
206K
$20.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
58.9K+ 9.44% |
$5.75M - $5.93M
|
683K
$68.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
58.5KNew |
$5.7M - $5.88M
|
58.5K
$5.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
58.3K+ 29.83% |
$5.68M - $5.86M
|
254K
$25.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58.1K+ 132.26% |
$5.67M - $5.84M
|
102K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
57.7KNew |
$5.62M - $5.8M
|
57.7K
$5.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
56.2K+ 41.43% |
$5.48M - $5.65M
|
192K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
55.3K+ 29.95% |
$5.39M - $5.56M
|
240K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
55K+ 79.26% |
$5.36M - $5.53M
|
124K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54.4K+ 127.88% |
$5.31M - $5.47M
|
97K
$9.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
53KNew |
$5.17M - $5.33M
|
53K
$5.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.9K+ 18.25% |
$5.15M - $5.32M
|
343K
$34.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
52.6K+ 88.81% |
$5.13M - $5.28M
|
112K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
51.9K+ 8.57% |
$5.06M - $5.22M
|
658K
$66.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
51.2K+ 6.48% |
$4.99M - $5.14M
|
841K
$84.7M
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
49.9K+ 1022.36% |
$4.87M - $5.02M
|
54.8K
$5.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
48.3K+ 28.46% |
$4.71M - $4.86M
|
218K
$22M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
48.1K+ 11.99% |
$4.69M - $4.84M
|
449K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
47.7K+ 156.37% |
$4.65M - $4.79M
|
78.1K
$7.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
47.3K+ 9.03% |
$4.61M - $4.76M
|
572K
$57.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.3K+ 10.58% |
$4.52M - $4.66M
|
484K
$48.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.2K+ 46.19% |
$4.51M - $4.65M
|
146K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.1K+ 2.53% |
$4.5M - $4.64M
|
1.87M
$188M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
46.1K+ 21.09% |
$4.5M - $4.64M
|
265K
$26.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.7K+ 13.17% |
$4.46M - $4.6M
|
393K
$39.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
45.2K+ 89.83% |
$4.4M - $4.54M
|
95.5K
$9.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
44.4KNew |
$4.33M - $4.47M
|
44.4K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
44.1K+ 3.81% |
$4.3M - $4.44M
|
1.2M
$121M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44K+ 3.18% |
$4.29M - $4.42M
|
1.42M
$143M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
43.7K+ 32.69% |
$4.26M - $4.4M
|
178K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
43.5KNew |
$4.24M - $4.37M
|
43.5K
$4.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
43.4K+ 10.85% |
$4.23M - $4.36M
|
443K
$44.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
43K+ 87.27% |
$4.2M - $4.33M
|
92.4K
$9.3M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42.8K+ 27.07% |
$4.17M - $4.3M
|
201K
$20.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.5K+ 42.39% |
$4.14M - $4.27M
|
143K
$14.4M
|