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 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-663- 24.46% |
$64.6K - $66.7K
|
2.05K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-669- 0.48% |
$65.2K - $67.3K
|
138K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-682- 23.23% |
$66.5K - $68.6K
|
2.25K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-686- 3.2% |
$66.9K - $69K
|
20.8K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-689- 9.74% |
$67.2K - $69.3K
|
6.38K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-689- 19.3% |
$67.2K - $69.3K
|
2.88K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-703- 0.64% |
$68.5K - $70.7K
|
109K
$10.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-712- 3.82% |
$69.4K - $71.6K
|
17.9K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-723- 4.5% |
$70.5K - $72.7K
|
15.3K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-733- 3.49% |
$71.5K - $73.7K
|
20.2K
$1.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-738- 8.45% |
$71.9K - $74.2K
|
7.99K
$775K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-742- 49.14% |
$72.3K - $74.6K
|
768
$74.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-752- 4.25% |
$73.3K - $75.6K
|
17K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-753- 17.12% |
$73.4K - $75.7K
|
3.65K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-754- 9.04% |
$73.5K - $75.8K
|
7.59K
$735K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-766- 3.29% |
$74.7K - $77K
|
22.5K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-767- 3.67% |
$74.8K - $77.1K
|
20.1K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-770- 1.17% |
$75.1K - $77.4K
|
64.9K
$6.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-794- 5.13% |
$77.4K - $79.8K
|
14.7K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-796- 10.94% |
$77.6K - $80K
|
6.48K
$628K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-805- 2.04% |
$78.5K - $80.9K
|
38.6K
$3.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-821- 1.12% |
$80K - $82.5K
|
72.4K
$7.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-838- 0.66% |
$81.7K - $84.2K
|
127K
$12.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-844- 0.17% |
$82.3K - $84.8K
|
503K
$48.8M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-847- 1.5% |
$82.6K - $85.1K
|
55.8K
$5.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-858- 10.13% |
$83.6K - $86.3K
|
7.61K
$738K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-875- 98.09% |
$85.3K - $88K
|
17
$1.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-880- 17.08% |
$85.8K - $88.5K
|
4.27K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-883- 0.87% |
$86.1K - $88.8K
|
100K
$9.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-884- 23.8% |
$86.2K - $88.9K
|
2.83K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-886- 24.53% |
$86.4K - $89.1K
|
2.73K
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-890- 3.96% |
$86.8K - $89.5K
|
21.6K
$2.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-915- 12.49% |
$89.2K - $92K
|
6.41K
$621K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-917- 3.89% |
$89.4K - $92.2K
|
22.6K
$2.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-920- 22.05% |
$89.7K - $92.5K
|
3.25K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-929- 14.92% |
$90.6K - $93.4K
|
5.3K
$513K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-932- 2.79% |
$90.9K - $93.7K
|
32.5K
$3.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-937- 1.2% |
$91.3K - $94.2K
|
77.1K
$7.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-940- 1.93% |
$91.6K - $94.5K
|
47.7K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-940- 6.14% |
$91.6K - $94.5K
|
14.4K
$1.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-942- 6.31% |
$91.8K - $94.7K
|
14K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-945- 89.91% |
$92.1K - $95K
|
106
$10.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-947- 15.2% |
$92.3K - $95.2K
|
5.28K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-957- 22.87% |
$93.3K - $96.2K
|
3.23K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-972- 29.98% |
$94.8K - $97.7K
|
2.27K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-977- 1.5% |
$95.2K - $98.2K
|
64.3K
$6.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-978- 8.95% |
$95.3K - $98.3K
|
9.94K
$964K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-982- 13.79% |
$95.7K - $98.7K
|
6.14K
$595K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-983- 0.83% |
$95.8K - $98.8K
|
118K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-994- 20.13% |
$96.9K - $99.9K
|
3.95K
$382K
|