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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.89K+ 69.71% |
$184K - $189K
|
4.59K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.88K+ 19.02% |
$183K - $189K
|
11.8K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 0.75% |
$182K - $188K
|
249K
$24.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.85K+ 222.84% |
$181K - $186K
|
2.69K
$260K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.84K+ 7.13% |
$179K - $185K
|
27.6K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.83K+ 3.27% |
$178K - $184K
|
57.8K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 2.31% |
$169K - $175K
|
77.1K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.71K+ 8.05% |
$167K - $172K
|
23K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.66K+ 3.8% |
$162K - $167K
|
45.2K
$4.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 3.01% |
$161K - $166K
|
56.6K
$5.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.65K+ 10.16% |
$161K - $166K
|
17.9K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.65K+ 0.52% |
$161K - $166K
|
321K
$31.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.65K+ 0.71% |
$161K - $166K
|
235K
$22.8M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.63K+ 106.87% |
$159K - $164K
|
3.16K
$306K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 7.14% |
$159K - $164K
|
24.5K
$2.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.63K+ 23.0% |
$159K - $163K
|
8.7K
$843K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 1.05% |
$158K - $163K
|
156K
$15.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.6K+ 34.29% |
$156K - $161K
|
6.27K
$608K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.6KNew |
$156K - $160K
|
1.6K
$155K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.55K+ 49.58% |
$151K - $156K
|
4.68K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.55KNew |
$151K - $156K
|
1.55K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 2.31% |
$150K - $155K
|
68.2K
$6.61M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.52K+ 36.53% |
$148K - $153K
|
5.69K
$552K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 31.3% |
$146K - $151K
|
6.29K
$610K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
1.49K+ 5.01% |
$145K - $150K
|
31.3K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.48K+ 1.23% |
$144K - $148K
|
121K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.47K+ 1.37% |
$144K - $148K
|
109K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.46K+ 5031.03% |
$142K - $147K
|
1.49K
$144K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.43K+ 2.71% |
$139K - $144K
|
54.2K
$5.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.43K+ 4.37% |
$139K - $143K
|
34.1K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.42K+ 8.65% |
$138K - $143K
|
17.8K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.41K+ 5.51% |
$138K - $142K
|
27.1K
$2.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.42% |
$137K - $142K
|
27.4K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.4K+ 1.11% |
$137K - $141K
|
128K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.38K+ 32.69% |
$135K - $139K
|
5.61K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.37K+ 1.43% |
$134K - $138K
|
97.7K
$9.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.37K+ 1.78% |
$133K - $138K
|
78.5K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.36K+ 8.31% |
$133K - $137K
|
17.8K
$1.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.36K+ 2.97% |
$133K - $137K
|
47.1K
$4.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.31K+ 100.85% |
$128K - $131K
|
2.61K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.29K+ 9.75% |
$126K - $130K
|
14.5K
$1.41M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.29K+ 4.97% |
$125K - $129K
|
27.1K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.28K+ 6.6% |
$124K - $128K
|
20.6K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.27K+ 14.15% |
$123K - $127K
|
10.2K
$989K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.22K+ 4.5% |
$119K - $123K
|
28.3K
$2.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.2KNew |
$117K - $121K
|
1.2K
$116K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.2K+ 3.34% |
$117K - $121K
|
37.1K
$3.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
1.19K+ 3.12% |
$116K - $120K
|
39.3K
$3.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.18K+ 4.22% |
$115K - $118K
|
29.1K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.12K+ 36.26% |
$109K - $112K
|
4.19K
$406K
|