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
|
Pittenger & Anderson Inc
|
SELL
|
- |
-200- 41.93% |
$19.5K - $20.1K
|
277
$26.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 8.05% |
$19.5K - $20.1K
|
2.28K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-205- 8.62% |
$20K - $20.6K
|
2.17K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-206- 5.59% |
$20.1K - $20.7K
|
3.48K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-209- 2.6% |
$20.4K - $21K
|
7.84K
$760K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-213- 0.56% |
$20.8K - $21.4K
|
38K
$3.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-213- 3.42% |
$20.8K - $21.4K
|
6.02K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-213- 0.79% |
$20.8K - $21.4K
|
26.7K
$2.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-217- 2.36% |
$21.2K - $21.8K
|
8.96K
$868K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-221- 4.02% |
$21.5K - $22.2K
|
5.28K
$511K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-224- 2.61% |
$21.8K - $22.5K
|
8.36K
$810K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-225- 35.77% |
$21.9K - $22.6K
|
404
$39.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-230- 0.27% |
$22.4K - $23.1K
|
84.3K
$8.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-243- 5.14% |
$23.7K - $24.4K
|
4.49K
$435K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-245- 3.47% |
$23.9K - $24.6K
|
6.82K
$661K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-245- 3.68% |
$23.9K - $24.6K
|
6.42K
$622K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-249- 22.55% |
$24.3K - $25K
|
855
$82.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-250- 4.39% |
$24.4K - $25.1K
|
5.44K
$527K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-254- 13.09% |
$24.8K - $25.5K
|
1.69K
$164K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-261- 6.79% |
$25.4K - $26.2K
|
3.58K
$347K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-263- 0.04% |
$25.6K - $26.4K
|
700K
$67.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-266- 5.64% |
$25.9K - $26.7K
|
4.45K
$431K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-271- 2.61% |
$26.4K - $27.2K
|
10.1K
$981K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-274- 3.31% |
$26.7K - $27.5K
|
8.01K
$776K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-280- 21.33% |
$27.3K - $28.1K
|
1.03K
$100K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-286- 5.68% |
$27.9K - $28.8K
|
4.75K
$461K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-295- 11.55% |
$28.8K - $29.7K
|
2.26K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-297- 3.26% |
$29K - $29.9K
|
8.82K
$855K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-300- 5.4% |
$29.2K - $30.2K
|
5.25K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-304- 7.04% |
$29.6K - $30.6K
|
4.02K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-304- 9.27% |
$29.6K - $30.6K
|
2.98K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-311- 7.87% |
$30.3K - $31.3K
|
3.64K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-315- 7.99% |
$30.7K - $31.7K
|
3.63K
$352K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-337- 4.26% |
$32.9K - $33.9K
|
7.57K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-337- 70.8% |
$32.9K - $33.9K
|
139
$13.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-339- 1.21% |
$33K - $34.1K
|
27.7K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-344- 3.44% |
$33.5K - $34.6K
|
9.67K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-347- 17.29% |
$33.8K - $34.9K
|
1.66K
$161K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-350- 8.02% |
$34.1K - $35.2K
|
4.02K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-350- 2.82% |
$34.1K - $35.2K
|
12.1K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-354- 1.96% |
$34.5K - $35.6K
|
17.7K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-356- 2.46% |
$34.7K - $35.8K
|
14.1K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-358- 50.42% |
$34.9K - $36K
|
352
$34.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-367- 9.38% |
$35.8K - $36.9K
|
3.55K
$344K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-376- 42.82% |
$36.7K - $37.8K
|
502
$48.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-380- 4.65% |
$37K - $38.2K
|
7.79K
$755K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-382- 0.21% |
$37.2K - $38.4K
|
184K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-383- 1.15% |
$37.3K - $38.5K
|
32.9K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-390- 0.66% |
$38K - $39.2K
|
58.6K
$5.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-406- 8.43% |
$39.6K - $40.8K
|
4.41K
$427K
|