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 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41.1KNew |
$4M - $4.13M
|
41.1K
$4M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.3K+ 8.65% |
$3.93M - $4.05M
|
506K
$49.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
40.2K+ 34.84% |
$3.92M - $4.04M
|
155K
$15.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
39.9K+ 96.91% |
$3.89M - $4.01M
|
81.1K
$7.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 51.9% |
$3.88M - $4M
|
116K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
39.6K+ 0.77% |
$3.86M - $3.99M
|
5.2M
$506M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
39.6K+ 140.35% |
$3.86M - $3.98M
|
67.9K
$6.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.6K+ 16.08% |
$3.86M - $3.98M
|
286K
$27.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
39.5K+ 34.58% |
$3.85M - $3.97M
|
154K
$15M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
39.4KNew |
$3.84M - $3.96M
|
39.4K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.2K+ 19.81% |
$3.82M - $3.94M
|
237K
$23.1M
|
|
|
Jul 25, 2023
Q2 2023
|
P/E Global LLC
|
BUY
|
- |
39K+ 1.05% |
$3.8M - $3.92M
|
3.76M
$366M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
38.6KNew |
$3.77M - $3.88M
|
38.6K
$3.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37.7K+ 75.79% |
$3.68M - $3.79M
|
87.4K
$8.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
37.1K+ 8.69% |
$3.62M - $3.73M
|
464K
$45.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
36.9KNew |
$3.6M - $3.71M
|
36.9K
$3.6M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
36.9KNew |
$3.6M - $3.71M
|
36.9K
$3.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
36.9K+ 53.04% |
$3.6M - $3.71M
|
106K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 24.59% |
$3.57M - $3.68M
|
186K
$18.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
36.5KNew |
$3.56M - $3.67M
|
36.5K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
36K+ 2.79% |
$3.51M - $3.62M
|
1.33M
$129M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
35.8K+ 7.41% |
$3.49M - $3.6M
|
519K
$50.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35.2K+ 10.95% |
$3.43M - $3.54M
|
357K
$34.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
34.5K+ 4.52% |
$3.36M - $3.47M
|
797K
$77.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34.2K+ 12.92% |
$3.34M - $3.44M
|
299K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
34.1KNew |
$3.33M - $3.43M
|
34.1K
$3.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
33.1K+ 26.32% |
$3.23M - $3.33M
|
159K
$15.5M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
32.6K+ 1579.1% |
$3.18M - $3.28M
|
34.7K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
31.3K+ 7.16% |
$3.05M - $3.15M
|
469K
$45.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
30.5K+ 1.81% |
$2.97M - $3.06M
|
1.72M
$167M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30.3K+ 82.59% |
$2.95M - $3.04M
|
66.9K
$6.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
29.9K+ 32.64% |
$2.91M - $3M
|
121K
$11.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
29.4K+ 6.14% |
$2.86M - $2.95M
|
508K
$49.5M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.1K+ 10.99% |
$2.84M - $2.93M
|
294K
$28.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29K+ 26.56% |
$2.83M - $2.92M
|
138K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
29KNew |
$2.83M - $2.91M
|
29K
$2.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
28.8K+ 112.45% |
$2.81M - $2.9M
|
54.5K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 8.12% |
$2.79M - $2.88M
|
382K
$37.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
28.3K+ 91.72% |
$2.76M - $2.85M
|
59.2K
$5.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28K+ 16.5% |
$2.73M - $2.82M
|
198K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
27.7K+ 2.39% |
$2.7M - $2.78M
|
1.19M
$116M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27.7K+ 6.5% |
$2.7M - $2.78M
|
453K
$44.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.6K+ 3.39% |
$2.69M - $2.77M
|
841K
$81.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
27K+ 29.17% |
$2.63M - $2.71M
|
120K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
26.6K+ 7.43% |
$2.6M - $2.68M
|
385K
$37.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
26.6K+ 329.41% |
$2.59M - $2.67M
|
34.6K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26.5K+ 5.19% |
$2.59M - $2.67M
|
537K
$52.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
26.3KNew |
$2.56M - $2.64M
|
26.3K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
26.2K+ 4.09% |
$2.55M - $2.63M
|
666K
$64.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26.1K+ 6.1% |
$2.55M - $2.63M
|
454K
$44.3M
|