Purchases and Sales Made in Q2 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
464
+ 0.02%
$45.2K - $46.6K
1.94M $189M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
464
+ 5.56%
$45.2K - $46.6K
8.8K $858K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
461
New
$44.9K - $46.3K
461 $44.9K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
457
+ 3.08%
$44.6K - $45.9K
15.3K $1.49M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
456
+ 3.45%
$44.5K - $45.8K
13.7K $1.33M
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
454
+ 2.25%
$44.3K - $45.6K
20.6K $2.01M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
453
+ 199.56%
$44.2K - $45.5K
680 $66.3K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
442
+ 11.86%
$43.1K - $44.4K
4.17K $406K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
420
+ 5.54%
$40.9K - $42.2K
8K $780K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
411
+ 21.27%
$40.1K - $41.3K
2.34K $228K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
399
New
$38.9K - $40.1K
399 $38.9K
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
398
+ 0.35%
$38.8K - $40K
115K $11.2M
Jul 13, 2023 Q2 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
396
+ 16.63%
$38.6K - $39.8K
2.78K $271K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
392
+ 4.83%
$38.2K - $39.4K
8.51K $830K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
392
+ 23.42%
$38.2K - $39.4K
2.07K $201K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
374
New
$36.5K - $37.6K
374 $36.5K
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
357
+ 2.23%
$34.8K - $35.9K
16.4K $1.59M
Jul 24, 2023 Q2 2023
Financial Services Advisory Inc

BUY
 -
346
+ 15.21%
$33.7K - $34.8K
2.62K $255K
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
342
+ 2.05%
$33.3K - $34.4K
17K $1.66M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
333
+ 0.02%
$32.5K - $33.5K
1.4M $137M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
332
+ 37.64%
$32.4K - $33.4K
1.21K $118K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
328
+ 8.25%
$32K - $33K
4.3K $419K
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
326
+ 5.46%
$31.8K - $32.8K
6.3K $614K
Aug 10, 2023 Q2 2023
West Hill Financial Advisors, Inc.

BUY
 -
325
+ 2.54%
$31.7K - $32.7K
13.1K $1.28M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
322
+ 43.28%
$31.4K - $32.4K
1.07K $104K
Aug 01, 2023 Q2 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
321
+ 4.51%
$31.3K - $32.3K
7.44K $725K
Aug 07, 2023 Q2 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
320
+ 1.81%
$31.2K - $32.2K
18K $1.75M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
311
+ 57.81%
$30.3K - $31.3K
849 $82.7K
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
301
+ 5.73%
$29.3K - $30.3K
5.55K $541K
Jul 14, 2023 Q2 2023
Five Oceans Advisors

BUY
 -
297
+ 6.06%
$29K - $29.9K
5.2K $507K
Aug 09, 2023 Q2 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
290
New
$28.3K - $29.2K
290 $28.3K
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
287
+ 0.94%
$28K - $28.9K
30.9K $3.01M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
286
+ 9.36%
$27.9K - $28.8K
3.34K $326K
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
282
+ 6.59%
$27.5K - $28.3K
4.56K $445K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
280
+ 2.03%
$27.3K - $28.1K
14.1K $1.37M
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
273
+ 0.24%
$26.6K - $27.4K
112K $11M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
272
+ 21.17%
$26.5K - $27.3K
1.56K $152K
Jul 20, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
265
+ 6.42%
$25.8K - $26.6K
4.39K $428K
Nov 03, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
265
+ 6.42%
$25.8K - $26.6K
4.39K $428K
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
258
+ 0.91%
$25.2K - $25.9K
28.6K $2.79M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
250
+ 18.53%
$24.4K - $25.1K
1.6K $156K
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
247
+ 0.31%
$24.1K - $24.8K
79K $7.7M
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
245
+ 1.64%
$23.9K - $24.6K
15.2K $1.48M
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
239
+ 0.67%
$23.3K - $24K
35.7K $3.48M
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
237
+ 1.46%
$23.1K - $23.8K
16.4K $1.6M
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
236
+ 10.36%
$23K - $23.7K
2.51K $245K
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
236
+ 5.6%
$23K - $23.7K
4.45K $434K
Aug 14, 2023 Q2 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
235
+ 0.39%
$22.9K - $23.6K
61K $5.95M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
234
New
$22.8K - $23.5K
234 $22.8K

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