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
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7.85K+ 12.84% |
$765K - $789K
|
69K
$6.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.79K+ 13.13% |
$760K - $783K
|
67.1K
$6.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.78KNew |
$758K - $782K
|
7.78K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.74K+ 10.89% |
$755K - $778K
|
78.8K
$7.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.71K+ 6.97% |
$752K - $775K
|
118K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.67K+ 6.81% |
$748K - $771K
|
120K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.42K+ 2.65% |
$724K - $746K
|
287K
$28.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.09K+ 17.99% |
$691K - $713K
|
46.5K
$4.55M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7.08K+ 8.86% |
$690K - $712K
|
87K
$8.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.04KNew |
$687K - $708K
|
7.04K
$690K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.01K+ 2.36% |
$684K - $705K
|
304K
$29.8M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.94K+ 35.21% |
$676K - $697K
|
26.6K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.9K+ 204.02% |
$672K - $693K
|
10.3K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.87K+ 25.64% |
$670K - $691K
|
33.7K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.86K+ 0.8% |
$669K - $689K
|
862K
$84.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.85K+ 2.41% |
$667K - $688K
|
291K
$28.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.84K+ 3352.94% |
$667K - $688K
|
7.04K
$690K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.73K+ 15.99% |
$656K - $676K
|
48.8K
$4.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.68K+ 2.99% |
$651K - $671K
|
230K
$22.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.66K+ 72.87% |
$649K - $669K
|
15.8K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.66K+ 14.26% |
$649K - $669K
|
53.3K
$5.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.63K+ 212.02% |
$646K - $667K
|
9.76K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.57K+ 0.59% |
$641K - $661K
|
1.13M
$111M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.5K+ 2.02% |
$634K - $654K
|
328K
$32.1M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.41K+ 10.69% |
$624K - $644K
|
66.3K
$6.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.39K+ 7.18% |
$623K - $643K
|
95.5K
$9.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
6.37K+ 29.6% |
$621K - $641K
|
27.9K
$2.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.36K+ 24.41% |
$620K - $639K
|
32.4K
$3.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.29K+ 6.05% |
$613K - $632K
|
110K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.26KNew |
$610K - $630K
|
6.26K
$613K
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
6.2K+ 8.57% |
$604K - $623K
|
78.6K
$7.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.19KNew |
$603K - $622K
|
6.19K
$606K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.14K+ 59.32% |
$599K - $617K
|
16.5K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.1KNew |
$595K - $613K
|
6.1K
$597K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.07K+ 74.51% |
$591K - $610K
|
14.2K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.05K+ 5.82% |
$590K - $608K
|
110K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 0.26% |
$588K - $607K
|
2.33M
$229M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
6K+ 46.8% |
$585K - $603K
|
18.8K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.95KNew |
$580K - $598K
|
5.95K
$582K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$578K - $596K
|
5.93K
$581K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.92KNew |
$577K - $595K
|
5.92K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.91K+ 1.47% |
$576K - $594K
|
408K
$39.9M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.91K+ 1.47% |
$576K - $594K
|
408K
$39.9M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.85K+ 7.68% |
$571K - $588K
|
82K
$8.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
5.85K+ 14.27% |
$570K - $588K
|
46.8K
$4.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.84K+ 1.31% |
$570K - $587K
|
451K
$44.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.84K+ 4.93% |
$569K - $587K
|
124K
$12.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 50.34% |
$567K - $584K
|
17.4K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 6.85% |
$564K - $582K
|
90.3K
$8.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
5.73K+ 16.0% |
$559K - $576K
|
41.6K
$4.07M
|