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 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-77- 1.86% |
$7.51K - $7.74K
|
4.05K
$393K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-80- 8.16% |
$7.8K - $8.04K
|
900
$87.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-80- 0.73% |
$7.8K - $8.04K
|
10.9K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-81- 2.62% |
$7.9K - $8.14K
|
3.02K
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-81- 0.57% |
$7.9K - $8.14K
|
14.1K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-83- 1.28% |
$8.09K - $8.34K
|
6.4K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.32% |
$8.19K - $8.44K
|
3.54K
$343K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-85- 2.32% |
$8.29K - $8.55K
|
3.58K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-85- 1.0% |
$8.29K - $8.55K
|
8.45K
$819K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-86- 1.07% |
$8.38K - $8.65K
|
7.92K
$768K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-87- 1.93% |
$8.48K - $8.75K
|
4.43K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-89- 1.27% |
$8.68K - $8.95K
|
6.94K
$673K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-90- 0.19% |
$8.77K - $9.05K
|
48.2K
$4.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-92- 3.42% |
$8.97K - $9.25K
|
2.6K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-93- 0.78% |
$9.07K - $9.35K
|
11.9K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-94- 61.44% |
$9.16K - $9.45K
|
59
$5.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-99- 0.9% |
$9.65K - $9.95K
|
10.9K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-100- 0.39% |
$9.75K - $10.1K
|
25.4K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 2.89% |
$9.75K - $10.1K
|
3.36K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-101- 0.05% |
$9.85K - $10.2K
|
210K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-102- 0.18% |
$9.94K - $10.3K
|
57.6K
$5.58M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-110- 1.93% |
$10.7K - $11.1K
|
5.6K
$543K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-110- 2.77% |
$10.7K - $11.1K
|
3.86K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-110- 1.32% |
$10.7K - $11.1K
|
8.24K
$798K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-113- 2.12% |
$11K - $11.4K
|
5.21K
$505K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-115- 2.39% |
$11.2K - $11.6K
|
4.7K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-131- 1.63% |
$12.8K - $13.2K
|
7.89K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-136- 1.27% |
$13.3K - $13.7K
|
10.6K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-144- 79.56% |
$14K - $14.5K
|
37
$3.59K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-149- 25.69% |
$14.5K - $15K
|
431
$41.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-149- 29.5% |
$14.5K - $15K
|
356
$34.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 10.9% |
$14.6K - $15.1K
|
1.23K
$119K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-151- 1.49% |
$14.7K - $15.2K
|
9.96K
$965K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-152- 4.79% |
$14.8K - $15.3K
|
3.02K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-153- 2.09% |
$14.9K - $15.4K
|
7.15K
$693K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-161- 0.25% |
$15.7K - $16.2K
|
64.5K
$6.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-165- 1.78% |
$16.1K - $16.6K
|
9.11K
$882K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-170- 0.09% |
$16.6K - $17.1K
|
182K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-176- 91.19% |
$17.2K - $17.7K
|
17
$1.65K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-179- 0.44% |
$17.5K - $18K
|
40.7K
$3.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-180- 1.98% |
$17.5K - $18.1K
|
8.9K
$862K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-180- 1.31% |
$17.5K - $18.1K
|
13.6K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-184- 0.51% |
$17.9K - $18.5K
|
36.1K
$3.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-186- 26.09% |
$18.1K - $18.7K
|
527
$51.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-187- 1.58% |
$18.2K - $18.8K
|
11.7K
$1.13M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-190- 6.31% |
$18.5K - $19.1K
|
2.82K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-195- 1.45% |
$19K - $19.6K
|
13.2K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-195- 11.4% |
$19K - $19.6K
|
1.52K
$147K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-197- 1.29% |
$19.2K - $19.8K
|
15.1K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 0.76% |
$19.5K - $20.1K
|
26.2K
$2.54M
|