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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
26.1K+ 52.36% |
$2.54M - $2.62M
|
76K
$7.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
25.2K+ 11.77% |
$2.45M - $2.53M
|
239K
$23.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.2K+ 5.46% |
$2.45M - $2.53M
|
486K
$47.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25K+ 23.81% |
$2.43M - $2.51M
|
130K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.8KNew |
$2.42M - $2.49M
|
24.8K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
24.7K+ 21.26% |
$2.41M - $2.48M
|
141K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
24.5K+ 379.0% |
$2.39M - $2.47M
|
31K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24.4K+ 1.94% |
$2.38M - $2.46M
|
1.29M
$125M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
24.4K+ 107.09% |
$2.38M - $2.45M
|
47.2K
$4.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 11266.2% |
$2.37M - $2.45M
|
24.6K
$2.39M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
24.2K+ 12.58% |
$2.36M - $2.43M
|
216K
$21.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
24K+ 20.03% |
$2.34M - $2.41M
|
144K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.8KNew |
$2.32M - $2.39M
|
23.8K
$2.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
23.6K+ 1377.96% |
$2.3M - $2.38M
|
25.3K
$2.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23.6KNew |
$2.3M - $2.37M
|
23.6K
$2.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.1K+ 3.54% |
$2.25M - $2.32M
|
677K
$66M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
23.1K+ 142.48% |
$2.25M - $2.32M
|
39.3K
$3.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
22.9K+ 19.08% |
$2.23M - $2.3M
|
143K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 2.26% |
$2.17M - $2.24M
|
1.01M
$98.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.1KNew |
$2.15M - $2.22M
|
22.1K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22K+ 8.0% |
$2.14M - $2.21M
|
297K
$28.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
21.9K+ 8.17% |
$2.14M - $2.2M
|
290K
$28.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
21.6K+ 6.08% |
$2.1M - $2.17M
|
376K
$36.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
21.4K+ 25.83% |
$2.09M - $2.15M
|
104K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
20.7K+ 21.07% |
$2.02M - $2.08M
|
119K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$2M - $2.06M
|
20.5K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 41.51% |
$2M - $2.06M
|
69.9K
$6.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 15.3% |
$1.95M - $2.01M
|
151K
$14.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 12.69% |
$1.92M - $1.98M
|
174K
$17M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
19.6K+ 13.24% |
$1.91M - $1.97M
|
168K
$16.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
19.3K+ 7.17% |
$1.89M - $1.94M
|
289K
$28.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
19K+ 1.27% |
$1.85M - $1.91M
|
1.51M
$147M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
18.9KNew |
$1.85M - $1.9M
|
18.9K
$1.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
18.7KNew |
$1.83M - $1.88M
|
18.7K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
18.5K+ 21.77% |
$1.81M - $1.86M
|
104K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.4K+ 91.16% |
$1.8M - $1.85M
|
38.7K
$3.77M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.2K+ 22.82% |
$1.77M - $1.83M
|
97.8K
$9.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.1K+ 28.74% |
$1.77M - $1.82M
|
81.2K
$7.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18K+ 84.42% |
$1.76M - $1.81M
|
39.4K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
17.9K+ 199.23% |
$1.75M - $1.8M
|
26.9K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$1.72M - $1.78M
|
17.7K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.4K+ 6.42% |
$1.7M - $1.75M
|
288K
$28.1M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
17.3K+ 13.12% |
$1.69M - $1.74M
|
149K
$14.5M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.3KNew |
$1.69M - $1.74M
|
17.3K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
16.6K+ 5.4% |
$1.62M - $1.67M
|
325K
$31.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16.6KNew |
$1.62M - $1.67M
|
16.6K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16.6K+ 9.0% |
$1.61M - $1.67M
|
201K
$19.5M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16.5K+ 178.45% |
$1.61M - $1.66M
|
25.8K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
16.5K+ 12.55% |
$1.61M - $1.66M
|
148K
$14.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.1K+ 13.58% |
$1.57M - $1.62M
|
135K
$13.1M
|