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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.67K- 10.54% |
$162K - $167K
|
14.1K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.67K- 6.5% |
$163K - $168K
|
24K
$2.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.68K- 2.3% |
$164K - $169K
|
71.4K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.68K- 44.01% |
$164K - $169K
|
2.14K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.73K- 8.22% |
$169K - $174K
|
19.3K
$1.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.78K- 3.64% |
$173K - $178K
|
47K
$4.56M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.78K- 1.83% |
$174K - $179K
|
95.8K
$9.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 2.96% |
$175K - $180K
|
58.8K
$5.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 8.91% |
$176K - $182K
|
18.5K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.82K- 55.99% |
$177K - $183K
|
1.43K
$138K
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.83K- 43.86% |
$178K - $183K
|
2.34K
$226K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.85K- 14.73% |
$181K - $186K
|
10.7K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.88K- 10.19% |
$183K - $189K
|
16.6K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.55% |
$189K - $195K
|
52.6K
$5.1M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 0.89% |
$189K - $195K
|
215K
$20.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.95K- 3.03% |
$190K - $196K
|
62.3K
$6.03M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.95K- 21.43% |
$190K - $196K
|
7.15K
$693K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.97K- 5.67% |
$192K - $198K
|
32.7K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.99K- 7.6% |
$194K - $200K
|
24.2K
$2.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.99K- 4.04% |
$194K - $200K
|
47.3K
$4.59M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.99K- 4.04% |
$194K - $200K
|
47.3K
$4.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.06K- 5.45% |
$201K - $207K
|
35.7K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.07K- 5.63% |
$202K - $208K
|
34.7K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.14K- 35.49% |
$208K - $215K
|
3.88K
$376K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.19K- 0.81% |
$213K - $220K
|
269K
$26M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.21K- 3.44% |
$215K - $222K
|
62K
$6.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.23K- 6.18% |
$218K - $224K
|
33.9K
$3.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.25K- 18.9% |
$220K - $226K
|
9.67K
$937K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.26K- 35.37% |
$220K - $227K
|
4.12K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.27K- 37.76% |
$221K - $228K
|
3.74K
$363K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.3K- 18.52% |
$224K - $231K
|
10.1K
$981K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.31K- 10.77% |
$225K - $232K
|
19.1K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.34K- 13.29% |
$228K - $235K
|
15.2K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.34K- 22.31% |
$228K - $235K
|
8.15K
$790K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.36K- 21.53% |
$230K - $237K
|
8.59K
$832K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.41K- 21.9% |
$235K - $242K
|
8.6K
$834K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.42K- 32.63% |
$236K - $243K
|
5K
$484K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.45K- 14.54% |
$239K - $246K
|
14.4K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.48K- 37.58% |
$242K - $249K
|
4.12K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.54K- 13.25% |
$247K - $255K
|
16.6K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.56K- 3.66% |
$249K - $257K
|
67.2K
$6.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-2.57K- 0.67% |
$250K - $258K
|
381K
$36.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 2.21% |
$251K - $259K
|
114K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.63K- 4.08% |
$257K - $265K
|
62K
$6.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.66K- 4.42% |
$259K - $267K
|
57.5K
$5.57M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 6.72% |
$261K - $269K
|
37.2K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.72K- 7.92% |
$265K - $273K
|
31.6K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 28.5% |
$271K - $279K
|
6.97K
$675K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.82K- 55.74% |
$274K - $283K
|
2.24K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 30.58% |
$275K - $284K
|
6.41K
$621K
|