Purchases and Sales Made in Q3 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 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
 -
15.1M
New
$1.41B - $1.48B
15.1M $1.48B
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
9.92M
+ 120.71%
$931M - $977M
18.1M $1.79B
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
7M
New
$656M - $689M
7M $689M
Nov 14, 2023 Q3 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
3.96M
+ 127.4%
$372M - $390M
7.07M $697M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.27M
+ 5.57%
$307M - $322M
62M $6.11B
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.77M
+ 26.08%
$260M - $273M
13.4M $1.32B
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
2.55M
+ 2.94%
$239M - $251M
89.3M $8.8B
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
2.35M
+ 9.95%
$220M - $231M
25.9M $2.56B
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
2.3M
+ 4385.79%
$216M - $226M
2.35M $232M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
2.07M
New
$195M - $204M
2.07M $204M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.73M
New
$162M - $170M
1.73M $170M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.54M
+ 20.14%
$145M - $152M
9.22M $908M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.47M
+ 1712.13%
$138M - $144M
1.55M $153M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.46M
+ 20.81%
$137M - $144M
8.5M $838M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.41M
New
$132M - $139M
1.41M $139M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1.35M
+ 3.11%
$127M - $133M
44.8M $4.41B
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
1.33M
New
$125M - $131M
1.33M $131M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.33M
+ 35.0%
$125M - $131M
5.12M $505M
Nov 06, 2023 Q3 2023
Factory Mutual Insurance CO

Waltham, MA
BUY
 -
1.28M
+ 145.79%
$121M - $126M
2.17M $213M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.07M
+ 18.76%
$100M - $105M
6.76M $666M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
980K
+ 18.62%
$92M - $96.4M
6.24M $615M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
975K
+ 1.81%
$91.5M - $95.9M
55M $5.41B
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
960K
+ 39.68%
$90.1M - $94.5M
3.38M $333M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
930K
+ 15.33%
$87.3M - $91.6M
7M $690M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
897K
+ 100.0%
$84.2M - $88.3M
1.79M $177M
Nov 03, 2023 Q3 2023
Syon Capital LLC

San Francisco, CA
BUY
 -
888K
New
$83.4M - $87.4M
888K $87.5M
Oct 13, 2023 Q3 2023
Wealth Navi Inc.

BUY
 -
768K
+ 9.73%
$72.1M - $75.6M
8.66M $854M
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 $585M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
738K
+ 9.84%
$69.3M - $72.7M
8.24M $812M
Oct 06, 2023 Q3 2023
Members Trust CO

BUY
 -
722K
+ 14.19%
$67.8M - $71.1M
5.81M $573M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
686K
+ 79.38%
$64.3M - $67.5M
1.55M $153M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
675K
+ 7.36%
$63.4M - $66.5M
9.85M $971M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
593K
+ 4332.02%
$55.7M - $58.4M
607K $59.8M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
557K
+ 4.95%
$52.2M - $54.8M
11.8M $1.16B
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
536K
New
$50.3M - $52.8M
536K $52.8M
Oct 13, 2023 Q3 2023
Sg Americas Securities, LLC

BUY
 -
518K
+ 16080.17%
$48.6M - $51M
521K $51.4M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
505K
+ 5.79%
$47.4M - $49.7M
9.23M $909M
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
491K
+ 104.71%
$46.1M - $48.3M
960K $94.6M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
458K
+ 90.82%
$43M - $45.1M
962K $94.8M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
442K
New
$41.5M - $43.5M
442K $43.5M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
441K
+ 1.79%
$41.4M - $43.4M
25.1M $2.47B
Nov 13, 2023 Q3 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
419K
+ 4.75%
$39.3M - $41.3M
9.24M $910M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
416K
+ 131.14%
$39.1M - $41M
734K $72.3M
Nov 13, 2023 Q3 2023
Rock Creek Group, LP

BUY
 -
402K
+ 83.16%
$37.7M - $39.6M
885K $87.2M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
397K
+ 9.15%
$37.3M - $39.1M
4.74M $467M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
378K
New
$35.5M - $37.2M
378K $37.3M
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
345K
+ 386.1%
$32.4M - $34M
434K $42.8M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
334K
+ 4400.01%
$31.3M - $32.9M
341K $33.6M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
328K
+ 55.13%
$30.8M - $32.3M
924K $91M

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