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
|
Gryphon Financial Partners LLC
|
BUY
|
- |
747+ 2.88% |
$72.8K - $75.1K
|
26.7K
$2.6M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
745+ 14.09% |
$72.6K - $74.9K
|
6.03K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
745+ 5.87% |
$72.6K - $74.9K
|
13.4K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
742+ 10.54% |
$72.3K - $74.6K
|
7.78K
$759K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
738+ 6.07% |
$71.9K - $74.2K
|
12.9K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
737+ 12.87% |
$71.9K - $74.1K
|
6.46K
$630K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
724+ 3.66% |
$70.6K - $72.8K
|
20.5K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
719+ 14.75% |
$70.1K - $72.3K
|
5.59K
$545K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
712+ 1.98% |
$69.4K - $71.6K
|
36.6K
$3.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
711+ 3.69% |
$69.3K - $71.5K
|
20K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
711+ 24.37% |
$69.3K - $71.5K
|
3.63K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
709+ 4.5% |
$69.1K - $71.3K
|
16.5K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
699+ 2.75% |
$68.1K - $70.3K
|
26.2K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
676+ 99.27% |
$65.9K - $68K
|
1.36K
$132K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
652+ 3.59% |
$63.6K - $65.5K
|
18.8K
$1.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
615+ 44.12% |
$60K - $61.8K
|
2.01K
$196K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
612+ 18.39% |
$59.7K - $61.5K
|
3.94K
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
604+ 2.28% |
$58.9K - $60.7K
|
27.1K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
602+ 8.1% |
$58.7K - $60.5K
|
8.03K
$783K
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
598+ 0.81% |
$58.3K - $60.1K
|
74.8K
$7.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
589+ 4.74% |
$57.4K - $59.2K
|
13K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
583+ 0.45% |
$56.8K - $58.6K
|
131K
$12.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
578+ 4.77% |
$56.3K - $58.1K
|
12.7K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
567+ 7.11% |
$55.3K - $57K
|
8.55K
$833K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
560+ 13.76% |
$54.6K - $56.3K
|
4.63K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
556+ 9.59% |
$54.2K - $55.9K
|
6.35K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
553+ 2.74% |
$53.9K - $55.6K
|
20.8K
$2.02M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
551+ 18.18% |
$53.7K - $55.4K
|
3.58K
$349K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
546+ 14.61% |
$53.2K - $54.9K
|
4.28K
$418K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
545+ 38.52% |
$53.1K - $54.8K
|
1.96K
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
542+ 12.41% |
$52.8K - $54.5K
|
4.91K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
537+ 0.26% |
$52.4K - $54K
|
209K
$20.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
537+ 0.26% |
$52.4K - $54K
|
209K
$20.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
518+ 2.79% |
$50.5K - $52.1K
|
19.1K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
516+ 136.87% |
$50.3K - $51.9K
|
893
$87K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
501+ 0.86% |
$48.8K - $50.4K
|
59.1K
$5.76M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
500+ 15.41% |
$48.7K - $50.3K
|
3.74K
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
500+ 66.67% |
$48.7K - $50.3K
|
1.25K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
500+ 7.46% |
$48.7K - $50.3K
|
7.2K
$702K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
492+ 0.43% |
$48K - $49.5K
|
116K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
492+ 6.5% |
$48K - $49.5K
|
8.06K
$786K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
488+ 6.35% |
$47.6K - $49.1K
|
8.18K
$797K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
487+ 6.81% |
$47.5K - $49K
|
7.64K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
483+ 3.05% |
$47.1K - $48.6K
|
16.3K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
479+ 3.31% |
$46.7K - $48.2K
|
15K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
478+ 14.42% |
$46.6K - $48.1K
|
3.79K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
476+ 0.76% |
$46.4K - $47.9K
|
62.9K
$6.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
472+ 5.63% |
$46K - $47.5K
|
8.86K
$863K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
470+ 3.83% |
$45.8K - $47.2K
|
12.7K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
466+ 4.15% |
$45.4K - $46.8K
|
11.7K
$1.14M
|