Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
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Analyze quarterly positions in iShares Lehman Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman Aggregate Bond stock
Who bought or sold iShares Lehman Aggregate Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 69M | $6.7B | 4% | Jun 2024 |
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| Wells Fargo & Company | 58M | $5.6B | 0% | Jun 2024 |
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| BlackRock | 46M | $4.5B | 5% | Jun 2024 |
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| Envestnet Asset Management | 44M | $4.3B | 12% | Jun 2024 |
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| Bank of America Corporation | 42M | $4.0B | 1% | Jun 2024 |
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| Us Bancorp | 34M | $3.3B | 6% | Jun 2024 |
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| Goldman Sachs Group | 28M | $2.7B | 10% | Jun 2024 |
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| Morgan Stanley | 26M | $2.5B | -6% | Jun 2024 |
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| Mercer Global Advisors | 19M | $1.9B | 10% | Jun 2024 |
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| Envestnet Portfolio Solutions | 16M | $1.5B | -9% | Jun 2024 |
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| Jpmorgan Chase & Co | 13M | $1.3B | 68% | Jun 2024 |
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| Creative Planning | 13M | $1.3B | 3% | Jun 2024 |
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| Charles Schwab Investment Management | 12M | $1.2B | -5% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 12M | $1.1B | 12% | Jun 2024 |
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| Acorns Advisers | 11M | $1.1B | 6% | Jun 2024 |
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| First Citizens Bank & Trust | 9.5M | $922M | 2% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 8.9M | $866M | 5% | Jun 2024 |
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| Tiaa Trust, National Association | 8.4M | $818M | 0% | Jun 2024 |
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| Pnc Financial Services | 7.9M | $766M | 36% | Jun 2024 |
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| LPL Financial | 7.0M | $676M | 5% | Jun 2024 |
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| Mariner Wealth Advisors | 6.9M | $671M | 6% | Jun 2024 |
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| Branch Banking & Trust Company | 6.6M | $645M | -3% | Jun 2024 |
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| Commonwealth of Pennsylvania | 6.5M | $630M | 1% | Jun 2024 |
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| Factory Mutual Insurance Company | 6.0M | $585M | -2% | Jun 2024 |
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| Bank of New York Mellon | 5.7M | $553M | 6% | Jun 2024 |
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| MEMBERS Trust | 5.6M | $546B | -1% | Jun 2024 |
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| Stifel Financial | 5.2M | $502M | -8% | Jun 2024 |
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| State Treasurer State Of Michigan | 5.1M | $499M | 100% | Jun 2024 |
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| Raymond James Financial Services Advisors | 5.0M | $489M | -5% | Jun 2024 |
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| Captrust Financial Advisors | 4.5M | $439M | 100% | Jun 2024 |
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| United Services Automobile Association | 4.4M | $431M | -18% | Jun 2024 |
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| H D Vest Advisory Services | 4.4M | $423M | 21% | Jun 2024 |
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| Royal Bank of Canada | 4.2M | $406M | 6% | Jun 2024 |
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| D.A. Davidson & Co. | 4.0M | $386M | 2% | Jun 2024 |
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| Cetera Investment Advisers | 3.8M | $368M | -1% | Jun 2024 |
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| Mackenzie Financial | 3.8M | $364M | 92% | Jun 2024 |
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| HPM Partners | 3.5M | $342M | 86% | Jun 2024 |
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| Allspring Global Investments Holdings | 3.2M | $315M | 59% | Jun 2024 |
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| Citigroup | 3.2M | $312M | 2% | Jun 2024 |
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| Henderson Group | 3.1M | $300M | 5% | Jun 2024 |
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| SageView Advisory Group | 2.9M | $286M | 54605% | Jun 2024 |
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| SigFig Wealth Management | 2.8M | $272M | 1% | Jun 2024 |
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| Vantagepoint Investment Advisers | 2.6M | $252M | 53% | Jun 2024 |
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| Jane Street | 2.6M | $251M | 1265% | Jun 2024 |
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| Alliancebernstein | 2.6M | $250M | 8% | Jun 2024 |
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| Balentine | 2.5M | $239M | -1% | Jun 2024 |
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| Mason Street Advisors | 2.5M | $238M | 75% | Jun 2024 |
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| Dynasty Wealth Management | 2.4M | $232M | 12% | Jun 2024 |
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| South Dakota Investment Council | 2.3M | $228M | 0% | Jun 2024 |
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| Quotient Wealth Partners | 2.3M | $225M | 12% | Jun 2024 |
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| Ronald Blue Trust | 2.1M | $210M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 2.0M | $194M | -11% | Jun 2024 |
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| HighTower Advisors | 1.9M | $186M | -6% | Jun 2024 |
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| Strategic Financial Concepts | 1.9M | $4.9B | 2250% | Jun 2024 |
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| Stairway Partners | 1.8M | $186M | 11% | Sep 2024 |
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| Summit Trail Advisors | 1.7M | $169M | 0% | Jun 2024 |
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| Edgehill Endowment Partners | 1.7M | $167M | -11% | Jun 2024 |
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| Simplify Asset Management | 1.7M | $164M | 186% | Jun 2024 |
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| Axxcess Wealth Management | 1.7M | $160M | 2% | Jun 2024 |
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| EP Wealth Advisors | 1.6M | $158M | 5% | Jun 2024 |
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| Prime Capital Investment Advisors | 1.6M | $153M | -5% | Jun 2024 |
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| Capital Asset Advisory Services | 1.6M | $153M | 2% | Jun 2024 |
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| Hsbc Holdings | 1.5M | $149M | 17% | Jun 2024 |
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| Geisinger Health | 1.5M | $149M | 1% | Jun 2024 |
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| O'shaughnessy Asset Management | 1.5M | $143M | 26% | Jun 2024 |
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| Colony | 1.4M | $141M | 139% | Jun 2024 |
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| Cahaba Wealth Management | 1.4M | $138M | 4% | Jun 2024 |
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| Charter Oak Capital Management | 1.4M | $138M | 2% | Jun 2024 |
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| GenTrust | 1.4M | $137M | -2% | Jun 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $137M | 0% | Jun 2024 |
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| BKD Wealth Advisors | 1.3M | $126M | 5% | Jun 2024 |
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| YCMNET Advisors | 1.3M | $126M | 5% | Jun 2024 |
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| Cambridge Investment Research Advisors | 1.3M | $124M | 14% | Jun 2024 |
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| Charles Schwab Trust | 1.3M | $122M | 3% | Jun 2024 |
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| Brookstone Capital Management | 1.2M | $123M | 8% | Jun 2024 |
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| Country Trust Bank | 1.2M | $116M | -1% | Jun 2024 |
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| Rebalance | 1.2M | $114M | 41% | Jun 2024 |
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| Stamos Capital Partners | 1.1M | $110M | -3% | Jun 2024 |
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| Bnp Paribas Investment Partners | 1.1M | $108M | 24% | Jun 2024 |
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| Assetmark | 1.1M | $106M | 3% | Jun 2024 |
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| Mill Creek Capital Advisors | 1.1M | $104M | 5% | Jun 2024 |
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| Graves-Light Private Wealth Management | 1.0M | $100M | 1% | Jun 2024 |
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| Mml Investors Services | 1.0M | $98M | -8% | Jun 2024 |
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| Principal Securities | 996k | $97M | 6% | Jun 2024 |
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| Sumitomo Mitsui Trust Holdings | 993k | $96M | 0% | Jun 2024 |
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| Kingsview Wealth Management | 975k | $95M | 7% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 966k | $94M | -3% | Jun 2024 |
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| Trajan Wealth | 961k | $93M | 100% | Jun 2024 |
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| CI Private Wealth | 946k | $92M | 5% | Jun 2024 |
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| Trust | 945k | $96M | 9% | Sep 2024 |
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| Huntington Asset Advisors | 925k | $90M | -5% | Jun 2024 |
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| McKinley Carter Wealth Services | 924k | $90M | 4% | Jun 2024 |
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| Goss Wealth Management | 913k | $89M | 27% | Jun 2024 |
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| Steward Partners Investment Advisory | 901k | $87M | 5% | Jun 2024 |
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| Goodman & Company, Investment Counsel | 899k | $87M | -29% | Jun 2024 |
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| Wesbanco Trust And Investments | 880k | $85M | 14% | Jun 2024 |
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| Fisher Investments | 855k | $83M | 2% | Jun 2024 |
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| Keybank National Association | 843k | $82M | -3% | Jun 2024 |
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| Comprehensive Portfolio Management | 841k | $82M | 8% | Jun 2024 |
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| Mirae Asset Global Investments | 817k | $80M | 7% | Jun 2024 |
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| Beacon Pointe Advisors | 816k | $79M | -3% | Jun 2024 |
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| Alerus Financial | 808k | $78M | 3% | Jun 2024 |
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| Cambridge Associates | 775k | $75M | 11% | Jun 2024 |
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| Steele Capital Management | 767k | $75M | -2% | Jun 2024 |
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| Lido Advisors | 761k | $74M | -11% | Jun 2024 |
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| Zacks Investment Management | 748k | $73M | 0% | Jun 2024 |
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| Bp Wealth Management | 742k | $72M | 15% | Jun 2024 |
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| Juniper Hill Capital Management | 737k | $72M | 0% | Jun 2024 |
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| United Capital Financial Advisers | 730k | $71M | 9% | Jun 2024 |
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| Franklin Resources | 692k | $67M | 4% | Jun 2024 |
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| Babson Capital Management | 681k | $66M | -14% | Jun 2024 |
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| Brave Asset Management | 679k | $66M | 2% | Jun 2024 |
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| Efficient Advisors | 659k | $64M | -7% | Jun 2024 |
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| Meridian Wealth Partners | 657k | $64M | 8% | Jun 2024 |
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| Fifth Third Bancorp | 655k | $64M | -7% | Jun 2024 |
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| Professional Financial Advisors | 651k | $63M | 1% | Jun 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 639k | $62M | 1689% | Jun 2024 |
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| Janney Montgomery Scott | 622k | $60M | -9% | Jun 2024 |
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| Parallel Advisors | 612k | $59M | 1% | Jun 2024 |
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| Brian McDonald | 612k | $59M | 1% | Jun 2024 |
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| First Citizens Asset Management | 602k | $58M | -13% | Jun 2024 |
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| Sand Hill Advisors | 598k | $58M | -5% | Jun 2024 |
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| Freestone Capital Holdings | 590k | $57M | 5% | Jun 2024 |
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| First Merchants Bank, National Association | 585k | $57M | 0% | Jun 2024 |
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| Raymond James Trust | 584k | $57M | 5% | Jun 2024 |
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| ZB | 571k | $55M | -5% | Jun 2024 |
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| JFS Wealth Advisors | 565k | $55M | 2% | Jun 2024 |
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| Affiance Financial | 541k | $53M | 3% | Jun 2024 |
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| Charter Trust | 538k | $52M | 3% | Jun 2024 |
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| BLB^B Advisors | 538k | $52M | 6% | Jun 2024 |
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| Metropolitan Life Insurance Company | 537k | $52M | -3% | Jun 2024 |
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| M^T Bank Corporation | 530k | $52M | -24% | Jun 2024 |
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| Cornerstone Wealth Group | 528k | $51M | -33% | Jun 2024 |
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| Elm Partners Management | 527k | $51M | 152% | Jun 2024 |
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| Smith & Howard Wealth Management | 526k | $51M | 4% | Jun 2024 |
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| CWM | 526k | $51M | -6% | Jun 2024 |
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| Compton Financial Group | 520k | $51M | -14% | Jun 2024 |
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| Cable Hill Partners | 517k | $50M | 6% | Jun 2024 |
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| Adaptive Financial Consulting | 510k | $50M | 4% | Jun 2024 |
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| Summit Global Investments | 499k | $49M | 5% | Jun 2024 |
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| Center for Financial Planning | 494k | $48M | 16% | Jun 2024 |
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| Kestra Private Wealth Services | 489k | $48M | 0% | Jun 2024 |
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| Victory Capital Management | 485k | $47M | -18% | Jun 2024 |
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| Liquid Strategies | 481k | $47M | -4% | Jun 2024 |
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| Private Advisor | 481k | $47M | 12% | Jun 2024 |
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| Bell State Bank and Trust | 479k | $47M | 51% | Jun 2024 |
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| Focus Financial Network | 477k | $47M | 4% | Jun 2024 |
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| FTB Advisors | 476k | $46M | 0% | Jun 2024 |
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| Atria Wealth Solutions | 475k | $46M | 5% | Jun 2024 |
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| Ing Investment Management | 475k | $46M | 2% | Jun 2024 |
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| P/E Global | 465k | $45M | -10% | Jun 2024 |
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| Prosperity Consulting Group | 461k | $45M | -20% | Jun 2024 |
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| Facet Wealth | 443k | $44M | -11% | Jun 2024 |
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| Bnp Paribas Arbitrage, Snc | 375k | $36M | -36% | Jun 2024 |
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| Schroder Investment Management Group | 275k | $27M | -44% | Jun 2024 |
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| Sequoia Financial Advisors | 225k | $22M | -90% | Jun 2024 |
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| National Bank Of Canada /fi/ | 164k | $16M | -71% | Jun 2024 |
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| TruWealth Advisors | 69k | $6.7M | -87% | Jun 2024 |
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| Global Assets Advisory | 61k | $6.0M | -99% | Jun 2024 |
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| Toews Corp | 51k | $5.0M | -93% | Jun 2024 |
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| Evoke Wealth | 4.1k | $398k | -100% | Jun 2024 |
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| Disciplina Capital Management | 15.00 | $1.3k | -100% | Jun 2024 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jones Financial Companies, L.L | Dec 2023 | 89M | $8.8B |
| Betterment | Dec 2023 | 9.6M | $954M |
| UBS Group | Dec 2023 | 9.2M | $916M |
| WealthNavi | Dec 2023 | 9.1M | $900M |
| Prudential Financial | Dec 2023 | 7.4M | $738M |
| Advisor Group Holdings | Dec 2023 | 3.7M | $366M |
| Bank Of Montreal | Dec 2023 | 1.2M | $122M |
| Campbell Wealth Management | Mar 2024 | 1.2M | $120M |
| Baird Financial | Dec 2023 | 916k | $91M |
| Orion Portfolio Solutions | Dec 2023 | 784k | $77M |
| Baker Avenue Asset Management | Dec 2023 | 727k | $72M |
| Sumitomo Mitsui Financial | Dec 2023 | 630k | $63M |
| Bank Of Oklahoma National Association / | Dec 2023 | 611k | $61M |
| Macquarie Group | Mar 2024 | 529k | $52M |
| PDS Planning | Dec 2023 | 499k | $50M |