Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Lehman Aggregate Bond this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jones Financial Companies, L.L | 89M | $8.4B | 3% | Sep 2023 |
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Raymond James & Associates | 63M | $6.3B | 2% | Dec 2023 |
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Wells Fargo & Company | 54M | $5.4B | -1% | Dec 2023 |
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BlackRock | 45M | $4.2B | 3% | Sep 2023 |
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Bank of America Corporation | 42M | $4.2B | 7% | Dec 2023 |
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Envestnet Asset Management | 39M | $3.6B | -21% | Sep 2023 |
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Us Bancorp | 29M | $2.9B | 12% | Dec 2023 |
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Morgan Stanley | 25M | $2.4B | 2% | Sep 2023 |
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Goldman Sachs Group | 19M | $1.9B | 5% | Dec 2023 |
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Mercer Global Advisors | 15M | $1.5B | 12% | Dec 2023 |
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Envestnet Portfolio Solutions | 15M | $1.5B | 100% | Dec 2023 |
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Charles Schwab Investment Management | 14M | $1.4B | -22% | Dec 2023 |
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Northern Trust | 14M | $1.3B | 17% | Sep 2023 |
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Creative Planning | 13M | $1.2B | 6% | Dec 2023 |
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Ameriprise Financial | 9.9M | $926M | 7% | Sep 2023 |
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Betterment | 9.6M | $954M | 4% | Dec 2023 |
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Acorns Advisers | 9.2M | $869M | 5% | Sep 2023 |
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UBS Group | 9.2M | $916M | 32% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 9.2M | $867M | 20% | Sep 2023 |
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WealthNavi | 9.1M | $900M | 5% | Dec 2023 |
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Jpmorgan Chase & Co | 8.9M | $886M | 43% | Dec 2023 |
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Wealth Enhancement Advisory Services | 8.8M | $877M | 4% | Dec 2023 |
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United Services Automobile Association | 8.2M | $810M | 15% | Dec 2023 |
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First Citizens Bank & Trust | 7.8M | $777M | -5% | Dec 2023 |
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Tiaa Trust, National Association | 7.6M | $754M | 9% | Dec 2023 |
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LPL Financial | 6.8M | $636M | 19% | Sep 2023 |
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P/E Global | 6.7M | $670M | 77% | Dec 2023 |
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Branch Banking & Trust Company | 6.4M | $634M | 15% | Dec 2023 |
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Commonwealth of Pennsylvania | 6.4M | $633M | 7% | Dec 2023 |
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FMR | 6.0M | $564M | -43% | Sep 2023 |
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MEMBERS Trust | 5.6M | $557M | -4% | Dec 2023 |
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Pnc Financial Services | 5.6M | $554M | 6% | Dec 2023 |
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Stifel Financial | 5.4M | $534M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 5.1M | $505M | 7% | Dec 2023 |
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Bank of New York Mellon | 5.1M | $504M | 11% | Dec 2023 |
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Mariner Wealth Advisors | 4.9M | $489M | 4% | Dec 2023 |
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Prudential Financial | 4.5M | $421M | -18% | Sep 2023 |
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Factory Mutual Insurance Company | 4.1M | $405M | 88% | Dec 2023 |
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Advisor Group Holdings | 3.7M | $366M | -28% | Dec 2023 |
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Royal Bank of Canada | 3.6M | $356M | 12% | Dec 2023 |
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D.A. Davidson & Co. | 3.6M | $355M | 4% | Dec 2023 |
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Captrust Financial Advisors | 3.5M | $349M | 81% | Dec 2023 |
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H D Vest Advisory Services | 3.5M | $349M | 4% | Dec 2023 |
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SageView Advisory Group | 3.0M | $292M | 26% | Dec 2023 |
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Henderson Group | 3.0M | $293M | -1% | Dec 2023 |
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Citigroup | 2.9M | $287M | 4% | Dec 2023 |
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SigFig Wealth Management | 2.7M | $272M | 1% | Dec 2023 |
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Balentine | 2.4M | $237M | 0% | Dec 2023 |
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South Dakota Investment Council | 2.3M | $233M | 0% | Dec 2023 |
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Alliancebernstein | 2.2M | $221M | 7% | Dec 2023 |
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Commonwealth Equity Services | 2.1M | $209M | 2% | Dec 2023 |
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Ronald Blue Trust | 2.1M | $198M | 3% | Dec 2023 |
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Sequoia Financial Advisors | 2.1M | $207M | 8% | Dec 2023 |
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HighTower Advisors | 1.9M | $190M | 23% | Dec 2023 |
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EP Wealth Advisors | 1.8M | $178M | 145% | Dec 2023 |
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Financial Network Investment Corporation | 1.8M | $169M | 100% | Sep 2023 |
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Fifth Third Bancorp | 1.8M | $177M | 138% | Dec 2023 |
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Quotient Wealth Partners | 1.8M | $175M | 100% | Dec 2023 |
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Geisinger Health | 1.7M | $164M | 1% | Sep 2023 |
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Edgehill Endowment Partners | 1.7M | $172M | 29% | Dec 2023 |
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Vantagepoint Investment Advisers | 1.7M | $169M | 22% | Dec 2023 |
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Mackenzie Financial | 1.5M | $152M | -1% | Dec 2023 |
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Axxcess Wealth Management | 1.5M | $151M | -2% | Dec 2023 |
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Empower Advisory Group | 1.5M | $147M | 2781% | Dec 2023 |
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Cetera Investment Advisers | 1.5M | $139M | 5% | Sep 2023 |
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Allspring Global Investments Holdings | 1.5M | $146M | -15% | Dec 2023 |
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Capital Asset Advisory Services | 1.5M | $144M | -1% | Dec 2023 |
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Prime Capital Investment Advisors | 1.4M | $142M | 37% | Dec 2023 |
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GenTrust | 1.4M | $141M | 928% | Dec 2023 |
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Mitsubishi UFJ Trust & Banking Corp | 1.4M | $140M | 0% | Dec 2023 |
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Goodman & Company, Investment Counsel | 1.4M | $133M | 171% | Sep 2023 |
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Mill Creek Capital Advisors | 1.4M | $131M | 5% | Sep 2023 |
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Disciplina Capital Management | 1.4M | $138M | -6% | Dec 2023 |
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Juniper Hill Capital Management | 1.4M | $130M | 0% | Sep 2023 |
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Country Trust Bank | 1.4M | $136M | 93% | Dec 2023 |
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Hsbc Holdings | 1.3M | $133M | -1% | Dec 2023 |
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Cahaba Wealth Management | 1.3M | $131M | 1% | Dec 2023 |
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Cambridge Investment Research Advisors | 1.3M | $128M | 4% | Dec 2023 |
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HPM Partners | 1.2M | $124M | 35% | Dec 2023 |
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YCMNET Advisors | 1.2M | $117M | 5% | Sep 2023 |
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Assetmark | 1.2M | $122M | 26% | Dec 2023 |
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Bank Of Montreal | 1.2M | $122M | 25% | Dec 2023 |
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Charles Schwab Trust | 1.2M | $120M | 5% | Dec 2023 |
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Stairway Partners | 1.2M | $119M | 0% | Dec 2023 |
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Mason Street Advisors | 1.2M | $111M | 22% | Sep 2023 |
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Charter Oak Capital Management | 1.1M | $113M | 20% | Dec 2023 |
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CI Private Wealth | 1.1M | $107M | 12% | Dec 2023 |
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BKD Wealth Advisors | 1.1M | $104M | 11% | Dec 2023 |
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Manufacturers Life Insurance Company | 1.0M | $99M | -35% | Sep 2023 |
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Principal Securities | 1.0M | $103M | 100% | Dec 2023 |
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Huntington Asset Advisors | 1.0M | $101M | -7% | Dec 2023 |
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Sumitomo Mitsui Trust Holdings | 993k | $99M | 0% | Dec 2023 |
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Thrivent Financial for Lutherans | 985k | $93M | -18% | Sep 2023 |
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State Treasurer State Of Michigan | 978k | $97M | 109% | Dec 2023 |
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Evoke Wealth | 971k | $96M | 3490% | Dec 2023 |
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CliftonLarsonAllen Wealth Advisors | 956k | $95M | 3% | Dec 2023 |
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Schroder Investment Management Group | 933k | $88M | 42% | Sep 2023 |
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Summit Trail Advisors | 926k | $92M | -15% | Dec 2023 |
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Baird Financial | 916k | $91M | 141% | Dec 2023 |
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Granite Bay Wealth Management | 915k | $86M | -56% | Dec 2023 |
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Babson Capital Management | 912k | $91M | 10% | Dec 2023 |
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Lido Advisors | 905k | $90M | -14% | Dec 2023 |
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Mml Investors Services | 898k | $84M | -11% | Sep 2023 |
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Bnp Paribas Arbitrage, Snc | 890k | $88M | -6% | Dec 2023 |
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Rock Creek Group | 885k | $83M | 83% | Sep 2023 |
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Stamos Capital Partners | 874k | $82M | 18% | Sep 2023 |
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Graves-Light Private Wealth Management | 863k | $86M | -10% | Dec 2023 |
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McKinley Carter Wealth Services | 842k | $84M | -2% | Dec 2023 |
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Fisher Investments | 841k | $84M | 3% | Dec 2023 |
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Trust | 840k | $83M | 33% | Dec 2023 |
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Keybank National Association | 836k | $79M | -6% | Sep 2023 |
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Kingsview Wealth Management | 836k | $83M | 23% | Dec 2023 |
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Rebalance | 822k | $82M | 7% | Dec 2023 |
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Baystate Wealth Management | 817k | $81M | 20% | Dec 2023 |
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Beacon Pointe Advisors | 801k | $80M | -1% | Dec 2023 |
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Orion Portfolio Solutions | 784k | $77M | 13% | Dec 2023 |
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Cornerstone Wealth Group | 775k | $77M | 113% | Dec 2023 |
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Goss Wealth Management | 770k | $72M | 6% | Sep 2023 |
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Alerus Financial | 769k | $76M | 4% | Dec 2023 |
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M^T Bank Corporation | 728k | $72M | 20% | Dec 2023 |
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Steele Capital Management | 728k | $72M | 100% | Dec 2023 |
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Baker Avenue Asset Management | 727k | $72M | 7994% | Dec 2023 |
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AE Wealth Management | 714k | $70M | 24% | Dec 2023 |
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O'shaughnessy Asset Management | 695k | $69M | 21% | Dec 2023 |
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Campbell Wealth Management | 693k | $69M | 2% | Dec 2023 |
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Efficient Advisors | 687k | $68M | 6% | Dec 2023 |
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Franklin Resources | 681k | $68M | 11% | Dec 2023 |
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Mirae Asset Global Investments | 669k | $67M | 4% | Dec 2023 |
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United Capital Financial Advisers | 661k | $66M | -42% | Dec 2023 |
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Lgl Partners | 643k | $64M | 758% | Dec 2023 |
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Professional Financial Advisors | 641k | $64M | 514% | Dec 2023 |
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Brave Asset Management | 641k | $64M | -6% | Dec 2023 |
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Cambridge Associates | 640k | $60M | 38% | Sep 2023 |
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Janney Montgomery Scott | 640k | $64M | 26% | Dec 2023 |
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Summit Global Investments | 639k | $63M | 6% | Dec 2023 |
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Natixis Asset Management Advisors | 637k | $63M | 754% | Dec 2023 |
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Sumitomo Mitsui Financial | 630k | $63M | -80% | Dec 2023 |
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Fft Wealth Management | 619k | $61M | 1320% | Dec 2023 |
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Bank Of Oklahoma National Association / | 611k | $61M | 141% | Dec 2023 |
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Wesbanco Trust And Investments | 602k | $60M | 7% | Dec 2023 |
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Apollon Wealth Management | 601k | $60M | 200% | Dec 2023 |
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Susquehanna International | 598k | $56M | 612% | Sep 2023 |
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Sand Hill Advisors | 573k | $57M | 1% | Dec 2023 |
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Ing Investment Management | 570k | $54M | 19% | Sep 2023 |
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Facet Wealth | 566k | $56M | -7% | Dec 2023 |
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ZB | 554k | $55M | -12% | Dec 2023 |
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Brookstone Capital Management | 552k | $55M | 2% | Dec 2023 |
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Twele Capital Management | 547k | $54M | 1% | Dec 2023 |
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National Bank Of Canada /fi/ | 546k | $54M | 1843% | Dec 2023 |
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Trustees of the Smith College | 537k | $51M | -10% | Sep 2023 |
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First Merchants Bank, National Association | 516k | $51M | -6% | Dec 2023 |
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Zacks Investment Management | 488k | $49M | -34% | Dec 2023 |
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TruWealth Advisors | 486k | $48M | -16% | Dec 2023 |
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Victory Capital Management | 330k | $33M | -41% | Dec 2023 |
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Old Mission Capital | 311k | $29M | -60% | Sep 2023 |
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Koss-Olinger Consulting | 234k | $22M | -65% | Sep 2023 |
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iA Global Asset Management | 195k | $19M | -68% | Dec 2023 |
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Syon Capital | 151k | $15M | -83% | Dec 2023 |
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DiMeo Schneider & Associates | 50k | $5.0M | -98% | Dec 2023 |
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Oakworth Capital | 5.8k | $571k | -99% | Dec 2023 |
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Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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Who sold out of iShares Lehman Aggregate Bond?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Stadion Money Management | Jun 2023 | 552k | $54M |