Purchases and Sales Made in Q2 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
15.9K
+ 24.37%
$1.55M - $1.6M
81.1K $7.95M
Jul 27, 2023 Q2 2023
Empowered Funds, LLC

BUY
 -
15.8K
+ 330.58%
$1.54M - $1.58M
20.5K $2.01M
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
15.7K
+ 2061.6%
$1.53M - $1.58M
16.5K $1.61M
Aug 09, 2023 Q2 2023
Providence First Trust CO

BUY
 -
15.7K
+ 18.07%
$1.53M - $1.58M
102K $10M
Jul 31, 2023 Q2 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
15.6K
New
$1.52M - $1.56M
15.6K $1.52M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
15.5K
+ 6.8%
$1.51M - $1.55M
243K $23.8M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
15.3K
+ 44.13%
$1.5M - $1.54M
50.1K $4.9M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
15.3K
+ 17.91%
$1.49M - $1.53M
100K $9.84M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
15.3K
+ 8.38%
$1.49M - $1.53M
197K $19.3M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
15.2K
+ 53.78%
$1.48M - $1.52M
43.4K $4.25M
Aug 14, 2023 Q2 2023
Cornerstone Partners Capital Management, LLC

Charlottesville, VA
BUY
 -
15K
+ 66.93%
$1.46M - $1.51M
37.3K $3.66M
Jul 17, 2023 Q2 2023
Goal Fusion Wealth Management, LLC

BUY
 -
15K
+ 5.74%
$1.46M - $1.5M
276K $27M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
15K
New
$1.46M - $1.5M
15K $1.46M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
14.9K
+ 6.83%
$1.46M - $1.5M
234K $22.9M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
14.9K
+ 2.95%
$1.45M - $1.5M
519K $50.9M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
14.8K
+ 10.59%
$1.44M - $1.49M
155K $15.2M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
14.8K
+ 4.12%
$1.44M - $1.49M
375K $36.7M
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
14.7K
+ 34.78%
$1.43M - $1.47M
56.8K $5.56M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
14.6K
+ 19.55%
$1.42M - $1.47M
89.4K $8.75M
Aug 02, 2023 Q2 2023
Cornerstone Wealth Group, LLC

BUY
 -
14.6K
+ 4.31%
$1.42M - $1.46M
352K $34.5M
Aug 14, 2023 Q2 2023
Hamilton Wealth, LLC

BUY
 -
14.5K
+ 35.21%
$1.41M - $1.46M
55.7K $5.45M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
14.2K
+ 6.94%
$1.39M - $1.43M
219K $21.5M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
14.2K
+ 22.78%
$1.39M - $1.43M
76.7K $7.51M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
14.2K
+ 107.46%
$1.38M - $1.43M
27.4K $2.69M
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
14.2K
+ 15.66%
$1.38M - $1.43M
105K $10.3M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
14.2K
+ 47.21%
$1.38M - $1.42M
44.1K $4.32M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
13.8K
New
$1.35M - $1.39M
13.8K $1.36M
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
13.8K
+ 89.93%
$1.35M - $1.39M
29.2K $2.86M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
13.7K
+ 6.51%
$1.34M - $1.38M
225K $22M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
13.7K
+ 4.91%
$1.34M - $1.38M
293K $28.7M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
13.7K
+ 24.98%
$1.34M - $1.38M
68.5K $6.71M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
13.7K
+ 69.89%
$1.33M - $1.37M
33.2K $3.26M
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
13.6K
+ 34.87%
$1.32M - $1.36M
52.4K $5.14M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
13.4K
+ 48.44%
$1.3M - $1.34M
41K $4.01M
Aug 11, 2023 Q2 2023
Amarillo National Bank

BUY
 -
13.3K
+ 3.3%
$1.3M - $1.34M
418K $40.9M
Jul 07, 2023 Q2 2023
Divergent Wealth Advisors

BUY
 -
13.3K
+ 5.59%
$1.29M - $1.33M
251K $24.5M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
13.2K
+ 14.65%
$1.29M - $1.33M
104K $10.1M
Jul 19, 2023 Q2 2023
Grant

BUY
 -
13.2K
+ 15.86%
$1.29M - $1.33M
96.6K $9.46M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
13.2K
+ 146.65%
$1.29M - $1.33M
22.2K $2.18M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
13.1K
+ 22.73%
$1.28M - $1.32M
70.8K $6.94M
Jul 11, 2023 Q2 2023
ETF Portfolio Partners, Inc.

BUY
 -
13.1K
+ 3.97%
$1.28M - $1.32M
343K $33.6M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
13K
+ 36.15%
$1.27M - $1.31M
49K $4.8M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
12.9K
+ 10.34%
$1.26M - $1.3M
138K $13.5M
Jul 14, 2023 Q2 2023
Paragon Advisors, LLC

BUY
 -
12.9K
+ 49.84%
$1.25M - $1.29M
38.7K $3.79M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
12.8K
+ 67.87%
$1.25M - $1.29M
31.7K $3.1M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
12.7K
+ 37.94%
$1.24M - $1.28M
46.4K $4.54M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
12.7K
New
$1.24M - $1.28M
12.7K $1.24M
Jul 19, 2023 Q2 2023
Compton Financial Group, LLC

BUY
 -
12.6K
+ 2.4%
$1.23M - $1.27M
539K $52.8M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
12.6K
+ 150.65%
$1.22M - $1.26M
20.9K $2.05M

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