Purchases and Sales Made in Q1 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 Q1 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
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
3.31K
New
$319K - $334K
3.31K $324K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
3.28K
+ 20.71%
$316K - $331K
19.1K $1.87M
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
3.28K
+ 20.71%
$316K - $331K
19.1K $1.87M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3.27K
+ 10.38%
$315K - $329K
34.8K $3.4M
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
3.25K
+ 4.89%
$313K - $328K
69.8K $6.82M
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
3.24K
New
$312K - $327K
3.24K $317K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
3.24K
+ 26.96%
$312K - $326K
15.2K $1.49M
Apr 24, 2023 Q1 2023
Peak Financial Management, Inc.

BUY
 -
3.21K
+ 2.77%
$309K - $324K
119K $11.6M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
3.2K
+ 0.78%
$309K - $323K
413K $40.4M
May 15, 2023 Q1 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
3.19K
New
$308K - $322K
3.19K $312K
Apr 28, 2023 Q1 2023
Copperwynd Financial, LLC

BUY
 -
3.17K
+ 19.32%
$305K - $320K
19.6K $1.92M
May 12, 2023 Q1 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
3.16K
+ 68.77%
$305K - $319K
7.77K $759K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
3.16K
New
$304K - $318K
3.16K $309K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
3.13K
New
$301K - $315K
3.13K $306K
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
3.13K
+ 122.24%
$301K - $315K
5.69K $556K
May 11, 2023 Q1 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
3.13K
New
$301K - $315K
3.13K $306K
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
3.12K
New
$300K - $314K
3.12K $305K
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
3.08K
New
$297K - $310K
3.08K $301K
May 02, 2023 Q1 2023
Xr Securities LLC

BUY
 -
3.06K
New
$295K - $308K
3.06K $299K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
3.02K
+ 7.64%
$291K - $304K
42.6K $4.16M
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
2.99K
New
$288K - $301K
2.99K $292K
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.99K
New
$288K - $301K
2.99K $292K
May 08, 2023 Q1 2023
Howard Capital Management Inc.

BUY
 -
2.87K
+ 0.82%
$277K - $289K
355K $34.7M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
2.8K
New
$269K - $282K
2.8K $273K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
2.76K
New
$266K - $278K
2.76K $270K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.7K
+ 21.64%
$260K - $272K
15.2K $1.49M
May 02, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
2.7K
+ 2.16%
$260K - $272K
128K $12.5M
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
2.69K
New
$259K - $272K
2.69K $263K
May 11, 2023 Q1 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
2.68K
+ 2.17%
$259K - $271K
126K $12.3M
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
2.65K
+ 6.21%
$255K - $267K
45.3K $4.43M
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

BUY
 -
2.64K
+ 4.28%
$254K - $266K
64.2K $6.28M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
2.62K
+ 0.53%
$252K - $264K
499K $48.8M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
2.61K
+ 1.07%
$252K - $263K
246K $24.1M
Apr 20, 2023 Q1 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
2.6K
+ 2.43%
$251K - $262K
110K $10.7M
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
2.59K
New
$249K - $261K
2.59K $253K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.56K
+ 6.94%
$246K - $258K
39.4K $3.85M
Apr 26, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
2.55K
+ 408.65%
$246K - $257K
3.17K $310K
May 15, 2023 Q1 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
2.54K
+ 0.53%
$245K - $256K
478K $46.8M
May 15, 2023 Q1 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
2.52K
+ 18.91%
$242K - $254K
15.8K $1.55M
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
2.5K
+ 10.99%
$240K - $252K
25.2K $2.46M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
2.47K
New
$238K - $249K
2.47K $241K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
2.46K
New
$237K - $248K
2.46K $240K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
2.38K
New
$229K - $240K
2.38K $233K
May 10, 2023 Q1 2023
Left Brain Wealth Management, LLC

Naperville, IL
BUY
 -
2.33K
New
$224K - $235K
2.33K $228K
May 12, 2023 Q1 2023
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
2.32K
New
$223K - $233K
2.32K $226K
May 12, 2023 Q1 2023
Lowe Brockenbrough & CO Inc

BUY
 -
2.29K
+ 9.04%
$220K - $231K
27.6K $2.7M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
2.28K
+ 0.91%
$220K - $230K
252K $24.7M
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
2.27K
+ 8.27%
$219K - $229K
29.8K $2.91M
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
2.27K
+ 29.53%
$219K - $229K
9.95K $973K

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