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
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
233
+ 8.9%
$22.7K - $23.4K
2.85K $278K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
232
+ 4.39%
$22.6K - $23.3K
5.52K $538K
Aug 14, 2023 Q2 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
219
+ 2.22%
$21.4K - $22K
10.1K $983K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
217
+ 18.97%
$21.2K - $21.8K
1.36K $133K
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
216
+ 0.57%
$21.1K - $21.7K
38.3K $3.74M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
216
+ 1.1%
$21.1K - $21.7K
19.8K $1.93M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
213
+ 7.86%
$20.8K - $21.4K
2.92K $285K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
212
+ 5.62%
$20.7K - $21.3K
3.98K $388K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
207
+ 0.44%
$20.2K - $20.8K
47.7K $4.65M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
204
+ 1.44%
$19.9K - $20.5K
14.3K $1.4M
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
200
+ 6.62%
$19.5K - $20.1K
3.22K $314K
Aug 11, 2023 Q2 2023
Nyl Investors LLC

New York, NY
BUY
 -
200
+ 0.64%
$19.5K - $20.1K
31.6K $3.08M
Aug 10, 2023 Q2 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
196
+ 3.86%
$19.1K - $19.7K
5.28K $514K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
193
+ 191.09%
$18.8K - $19.4K
294 $28.7K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
190
+ 0.06%
$18.5K - $19.1K
314K $30.6M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
188
New
$18.3K - $18.9K
188 $18.3K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
183
+ 24.56%
$17.8K - $18.4K
928 $90.4K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
179
New
$17.5K - $18K
179 $17.4K
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

BUY
 -
173
+ 1.78%
$16.9K - $17.4K
9.9K $965K
Aug 07, 2023 Q2 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
173
+ 0.13%
$16.9K - $17.4K
132K $12.8M
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
171
New
$16.7K - $17.2K
171 $16.7K
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
169
+ 1.79%
$16.5K - $17K
9.63K $938K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
167
+ 1.87%
$16.3K - $16.8K
9.11K $887K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
165
+ 7.17%
$16.1K - $16.6K
2.47K $240K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
163
+ 0.86%
$15.9K - $16.4K
19.2K $1.87M
Jul 21, 2023 Q2 2023
Mps Loria Financial Planners, LLC

BUY
 -
162
+ 0.54%
$15.8K - $16.3K
29.9K $2.91M
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
160
+ 80.4%
$15.6K - $16.1K
359 $35K
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

BUY
 -
160
+ 17.3%
$15.6K - $16.1K
1.09K $106K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
156
+ 6.45%
$15.2K - $15.7K
2.58K $251K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
154
+ 11.24%
$15K - $15.5K
1.52K $149K
Aug 10, 2023 Q2 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
153
+ 0.95%
$14.9K - $15.4K
16.3K $1.59M
Feb 05, 2025 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
151
+ 1.94%
$14.7K - $15.2K
7.95K $775K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
150
+ 1.41%
$14.6K - $15.1K
10.8K $1.05M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
150
New
$14.6K - $15.1K
150 $14.6K
Aug 16, 2023 Q2 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
149
+ 0.05%
$14.5K - $15K
312K $30.4M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
148
+ 1.25%
$14.4K - $14.9K
12K $1.17M
Jul 27, 2023 Q2 2023
Family Capital Trust CO

BUY
 -
143
+ 0.21%
$13.9K - $14.4K
68.4K $6.67M
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
142
+ 6.46%
$13.8K - $14.3K
2.34K $228K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
138
+ 0.83%
$13.5K - $13.9K
16.8K $1.64M
Jul 25, 2023 Q2 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
135
+ 0.65%
$13.2K - $13.6K
20.9K $2.04M
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
133
+ 475.0%
$13K - $13.4K
161 $15.7K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
127
+ 3.63%
$12.4K - $12.8K
3.63K $354K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
125
+ 1.78%
$12.2K - $12.6K
7.13K $695K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
119
+ 25.7%
$11.6K - $12K
582 $56.7K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
116
+ 2.82%
$11.3K - $11.7K
4.24K $413K
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
114
+ 12.88%
$11.1K - $11.5K
999 $97.4K
Jul 20, 2023 Q2 2023
Vaughan & CO Securities, Inc.

BUY
 -
111
+ 2.66%
$10.8K - $11.2K
4.28K $417K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
108
+ 0.79%
$10.5K - $10.9K
13.8K $1.35M
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
105
+ 2.41%
$10.2K - $10.6K
4.45K $434K

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