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
Jul 10, 2023 Q2 2023
Parkside Advisors LLC

BUY
 -
12.6K
+ 6.82%
$1.22M - $1.26M
196K $19.2M
Aug 10, 2023 Q2 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
12.3K
+ 2.66%
$1.2M - $1.24M
477K $46.7M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
12.1K
+ 75.98%
$1.18M - $1.22M
28.1K $2.75M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11.8K
+ 6.76%
$1.15M - $1.19M
186K $18.2M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
11.8K
New
$1.15M - $1.18M
11.8K $1.15M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
11.6K
+ 28.25%
$1.13M - $1.16M
52.5K $5.14M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
11.5K
+ 139.5%
$1.12M - $1.16M
19.8K $1.93M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
11.4K
+ 1.26%
$1.11M - $1.15M
916K $89.7M
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
11.4K
+ 7.83%
$1.11M - $1.14M
156K $15.3M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
11.3K
+ 114.88%
$1.1M - $1.13M
21.1K $2.06M
Aug 14, 2023 Q2 2023
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
11.2K
+ 2.06%
$1.09M - $1.12M
552K $54.1M
Aug 14, 2023 Q2 2023
Bedell Frazier Investment Counseling, LLC

BUY
 -
11.2K
+ 76.02%
$1.09M - $1.12M
25.8K $2.53M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
11.1K
+ 11.67%
$1.08M - $1.12M
106K $10.4M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
11K
New
$1.07M - $1.1M
11K $1.07M
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
10.9K
+ 20.43%
$1.07M - $1.1M
64.5K $6.31M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
10.9K
+ 227.42%
$1.06M - $1.09M
15.7K $1.53M
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

BUY
 -
10.8K
+ 311.34%
$1.06M - $1.09M
14.3K $1.4M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
10.6K
+ 43.73%
$1.03M - $1.07M
34.8K $3.41M
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
10.5K
New
$1.02M - $1.05M
10.5K $1.03M
Aug 08, 2023 Q2 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
10.3K
+ 4.45%
$1.01M - $1.04M
242K $23.7M
Jul 28, 2023 Q2 2023
Verger Capital Management LLC

BUY
 -
10.3K
+ 5.82%
$1M - $1.03M
187K $18.3M
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
10.2K
+ 3.59%
$998K - $1.03M
295K $28.9M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
10.2K
New
$994K - $1.03M
10.2K $999K
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
10K
+ 3.53%
$977K - $1.01M
294K $28.8M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
9.75K
+ 17.42%
$950K - $980K
65.7K $6.43M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
9.56K
+ 13.41%
$932K - $961K
80.8K $7.92M
Jul 07, 2023 Q2 2023
Crestmont Private Wealth LLC

BUY
 -
9.41K
+ 6.44%
$917K - $946K
156K $15.2M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
9.4K
+ 24.98%
$916K - $945K
47K $4.6M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
9.27K
+ 10.91%
$903K - $932K
94.2K $9.22M
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
9.15K
+ 2.77%
$892K - $920K
339K $33.2M
Jul 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
9.09K
+ 55.84%
$886K - $914K
25.4K $2.48M
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
9.08K
+ 2.27%
$885K - $912K
408K $40M
Aug 10, 2023 Q2 2023
Richard Bernstein Advisors LLC

BUY
 -
8.95K
New
$873K - $900K
8.95K $877K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8.89K
+ 69.93%
$867K - $894K
21.6K $2.12M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
8.85K
+ 11.7%
$862K - $889K
84.4K $8.27M
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
8.8K
+ 6.03%
$858K - $885K
155K $15.1M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
8.77K
New
$855K - $881K
8.77K $859K
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
8.64K
+ 16.61%
$842K - $868K
60.6K $5.94M
Aug 14, 2023 Q2 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
8.51K
+ 4.23%
$830K - $856K
210K $20.5M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.5K
+ 4.54%
$828K - $854K
196K $19.1M
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
8.39K
+ 27.62%
$818K - $843K
38.8K $3.8M
Aug 15, 2023 Q2 2023
Vestcor Inc

Fredericton, A3
BUY
 -
8.37K
+ 14.99%
$816K - $841K
64.2K $6.29M
Jul 13, 2023 Q2 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
8.31K
+ 14.34%
$810K - $835K
66.3K $6.49M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
8.24K
+ 7.76%
$804K - $829K
114K $11.2M
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
8.24K
+ 2.9%
$803K - $828K
293K $28.7M
Jul 06, 2023 Q2 2023
Prentice Wealth Management LLC

BUY
 -
8.13K
+ 4.69%
$793K - $818K
181K $17.8M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
7.96K
+ 6.17%
$776K - $800K
137K $13.4M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.94K
+ 17.31%
$774K - $798K
53.8K $5.27M
Jul 06, 2023 Q2 2023
Fc Advisory LLC

BUY
 -
7.9K
+ 6.83%
$770K - $794K
124K $12.1M

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