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 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
104
New
$10.1K - $10.5K
104 $10.1K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
103
New
$10K - $10.4K
103 $10K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
102
+ 0.46%
$9.94K - $10.3K
22.5K $2.19M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
96
+ 6.19%
$9.36K - $9.65K
1.65K $161K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
96
+ 0.47%
$9.36K - $9.65K
20.6K $2.01M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
93
+ 3.18%
$9.07K - $9.35K
3.02K $295K
Jul 24, 2023 Q2 2023
Benin Management Corp

BUY
 -
91
+ 3.49%
$8.87K - $9.15K
2.7K $263K
Jul 12, 2023 Q2 2023
Signal Point Asset Management, LLC

BUY
 -
88
+ 3.93%
$8.58K - $8.85K
2.33K $227K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
85
+ 2.84%
$8.29K - $8.55K
3.07K $300K
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
84
+ 1.73%
$8.19K - $8.44K
4.94K $481K
Aug 10, 2023 Q2 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
81
+ 0.4%
$7.9K - $8.14K
20.5K $1.99M
Jul 20, 2023 Q2 2023
Advocacy Wealth Management Services, LLC

BUY
 -
79
+ 1.18%
$7.7K - $7.94K
6.78K $661K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
75
+ 2.04%
$7.31K - $7.54K
3.76K $366K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
74
+ 0.14%
$7.21K - $7.44K
51.3K $5M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
73
+ 1.35%
$7.12K - $7.34K
5.49K $535K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
70
+ 1.75%
$6.82K - $7.04K
4.07K $397K
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

BUY
 -
66
+ 2.0%
$6.43K - $6.63K
3.37K $328K
Aug 10, 2023 Q2 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
63
+ 1.29%
$6.14K - $6.33K
4.95K $483K
Jul 17, 2023 Q2 2023
Elk River Wealth Management, LLC

BUY
 -
61
+ 0.31%
$5.95K - $6.13K
19.8K $1.93M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
61
+ 0.16%
$5.95K - $6.13K
37.1K $3.62M
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
60
+ 1.63%
$5.85K - $6.03K
3.75K $365K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
59
New
$5.75K - $5.93K
59 $5.75K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
58
+ 3.25%
$5.65K - $5.83K
1.84K $180K
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
56
+ 0.11%
$5.46K - $5.63K
49.3K $4.8M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
55
+ 1.99%
$5.36K - $5.53K
2.82K $274K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
51
+ 1.01%
$4.97K - $5.13K
5.1K $497K
Aug 11, 2023 Q2 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
51
+ 2.12%
$4.97K - $5.13K
2.46K $240K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
48
+ 0.92%
$4.68K - $4.83K
5.29K $515K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
48
New
$4.68K - $4.83K
48 $4.68K
Jul 07, 2023 Q2 2023
Savior LLC

BUY
 -
45
+ 25.86%
$4.39K - $4.52K
219 $21.3K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
43
+ 1.24%
$4.19K - $4.32K
3.52K $343K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
42
+ 0.97%
$4.09K - $4.22K
4.37K $426K
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
42
+ 0.25%
$4.09K - $4.22K
17K $1.66M
Jul 21, 2023 Q2 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
40
+ 1.38%
$3.9K - $4.02K
2.95K $287K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
40
+ 2.55%
$3.9K - $4.02K
1.61K $157K
Jul 13, 2023 Q2 2023
Asset Management Resources, LLC

BUY
 -
39
+ 0.46%
$3.8K - $3.92K
8.48K $826K
Jul 24, 2023 Q2 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
38
+ 0.24%
$3.7K - $3.82K
15.9K $1.55M
Jul 26, 2023 Q2 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
38
+ 0.38%
$3.7K - $3.82K
9.99K $974K
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
37
+ 1.19%
$3.61K - $3.72K
3.14K $306K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
37
New
$3.61K - $3.72K
37 $3.61K
Nov 27, 2023 Q2 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
37
+ 7.37%
$3.61K - $3.72K
539 $52.5K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
34
New
$3.31K - $3.42K
34 $3.31K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
34
+ 0.26%
$3.31K - $3.42K
13.1K $1.27M
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
33
+ 0.04%
$3.22K - $3.32K
90.8K $8.85M
Aug 04, 2023 Q2 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
32
+ 1.38%
$3.12K - $3.22K
2.35K $229K
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
30
+ 0.62%
$2.92K - $3.02K
4.85K $472K
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
30
+ 0.65%
$2.92K - $3.02K
4.64K $452K
Jul 11, 2023 Q2 2023
Advisory Resource Group

BUY
 -
29
+ 1.25%
$2.83K - $2.92K
2.34K $228K
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
29
+ 1.19%
$2.83K - $2.92K
2.47K $240K

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