Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1MNew |
$1.41B - $1.48B
|
15.1M
$1.47B
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.92M+ 120.71% |
$931M - $977M
|
18.1M
$1.77B
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7MNew |
$656M - $689M
|
7M
$683M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.96M+ 127.4% |
$372M - $390M
|
7.07M
$690M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.27M+ 5.57% |
$307M - $322M
|
62M
$6.05B
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.77M+ 26.08% |
$260M - $273M
|
13.4M
$1.31B
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.55M+ 2.94% |
$239M - $251M
|
89.3M
$8.71B
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.35M+ 9.95% |
$220M - $231M
|
25.9M
$2.53B
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.3M+ 4385.79% |
$216M - $226M
|
2.35M
$230M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.07MNew |
$195M - $204M
|
2.07M
$202M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.97M+ 16.67% |
$185M - $194M
|
13.8M
$1.35B
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.73MNew |
$162M - $170M
|
1.73M
$169M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.54M+ 20.14% |
$145M - $152M
|
9.22M
$899M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.47M+ 1712.13% |
$138M - $144M
|
1.55M
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46M+ 20.81% |
$137M - $144M
|
8.5M
$830M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.41MNew |
$132M - $139M
|
1.41M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.35M+ 3.11% |
$127M - $133M
|
44.8M
$4.37B
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.33MNew |
$125M - $131M
|
1.33M
$130M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33M+ 35.0% |
$125M - $131M
|
5.12M
$500M
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.28M+ 145.79% |
$121M - $126M
|
2.17M
$211M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 18.76% |
$100M - $105M
|
6.76M
$660M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
980K+ 18.62% |
$92M - $96.4M
|
6.24M
$609M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
975K+ 1.81% |
$91.5M - $95.9M
|
55M
$5.36B
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
960K+ 39.68% |
$90.1M - $94.5M
|
3.38M
$330M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
930K+ 15.33% |
$87.3M - $91.6M
|
7M
$683M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
897K+ 100.0% |
$84.2M - $88.3M
|
1.79M
$175M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
888KNew |
$83.4M - $87.4M
|
888K
$86.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Wealth Navi Inc.
|
BUY
|
- |
768K+ 9.73% |
$72.1M - $75.6M
|
8.66M
$845M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
743K+ 14.3% |
$69.7M - $73.2M
|
5.94M
$580M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
738K+ 9.84% |
$69.3M - $72.7M
|
8.24M
$804M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
722K+ 14.19% |
$67.8M - $71.1M
|
5.81M
$567M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
686K+ 79.38% |
$64.3M - $67.5M
|
1.55M
$151M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
675K+ 7.36% |
$63.4M - $66.5M
|
9.85M
$961M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
593K+ 4332.02% |
$55.7M - $58.4M
|
607K
$59.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
557K+ 4.95% |
$52.2M - $54.8M
|
11.8M
$1.15B
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
536KNew |
$50.3M - $52.8M
|
536K
$52.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
518K+ 16080.17% |
$48.6M - $51M
|
521K
$50.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
505K+ 5.79% |
$47.4M - $49.7M
|
9.23M
$901M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
491K+ 104.71% |
$46.1M - $48.3M
|
960K
$93.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458K+ 90.82% |
$43M - $45.1M
|
962K
$93.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
442KNew |
$41.5M - $43.5M
|
442K
$43.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
441K+ 1.79% |
$41.4M - $43.4M
|
25.1M
$2.45B
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
419K+ 4.75% |
$39.3M - $41.3M
|
9.24M
$901M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
416K+ 131.14% |
$39.1M - $41M
|
734K
$71.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
402K+ 83.16% |
$37.7M - $39.6M
|
885K
$86.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397K+ 9.15% |
$37.3M - $39.1M
|
4.74M
$462M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
378KNew |
$35.5M - $37.2M
|
378K
$36.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
345K+ 386.1% |
$32.4M - $34M
|
434K
$42.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
334K+ 4400.01% |
$31.3M - $32.9M
|
341K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
328K+ 55.13% |
$30.8M - $32.3M
|
924K
$90.1M
|