Purchases and Sales Made in Q1 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 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 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
475+ 19.2% |
$45.8K - $47.9K
|
2.95K
$288K
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
473+ 0.73% |
$45.6K - $47.7K
|
65.4K
$6.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
471+ 11.66% |
$45.4K - $47.5K
|
4.51K
$441K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
469+ 16.88% |
$45.2K - $47.3K
|
3.25K
$317K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
463+ 257.22% |
$44.6K - $46.7K
|
643
$62.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
460+ 3538.46% |
$44.3K - $46.4K
|
473
$46.2K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
453+ 1.06% |
$43.6K - $45.7K
|
43.4K
$4.24M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
453+ 4.65% |
$43.6K - $45.7K
|
10.2K
$996K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
449+ 12.64% |
$43.2K - $45.3K
|
4K
$391K
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
441+ 0.77% |
$42.5K - $44.4K
|
57.9K
$5.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
423+ 2.14% |
$40.7K - $42.6K
|
20.2K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
420+ 1.88% |
$40.5K - $42.3K
|
22.8K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
414+ 5.73% |
$39.9K - $41.7K
|
7.64K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
413+ 3.12% |
$39.8K - $41.6K
|
13.6K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
410+ 136.67% |
$39.5K - $41.3K
|
710
$69.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
401+ 17.51% |
$38.6K - $40.4K
|
2.69K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
397+ 41.7% |
$38.2K - $40K
|
1.35K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
389+ 0.89% |
$37.5K - $39.2K
|
44.1K
$4.31M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
377New |
$36.3K - $38K
|
377
$36.8K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
377+ 2.99% |
$36.3K - $38K
|
13K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
376New |
$36.2K - $37.9K
|
376
$36.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
374+ 0.57% |
$36K - $37.7K
|
66.3K
$6.48M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
374+ 16.67% |
$36K - $37.7K
|
2.62K
$256K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
373New |
$35.9K - $37.6K
|
373
$36.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
371+ 0.28% |
$35.7K - $37.4K
|
131K
$12.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
362+ 9.4% |
$34.9K - $36.5K
|
4.21K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
360+ 5.82% |
$34.7K - $36.3K
|
6.55K
$640K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
358+ 4.14% |
$34.5K - $36.1K
|
9.01K
$880K
|
|
|
Apr 12, 2023
Q1 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
353+ 0.19% |
$34K - $35.6K
|
183K
$17.9M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
352+ 9.22% |
$33.9K - $35.5K
|
4.17K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
350+ 4.57% |
$33.7K - $35.3K
|
8.01K
$783K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
341+ 7.19% |
$32.8K - $34.4K
|
5.08K
$497K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
340+ 8.63% |
$32.7K - $34.3K
|
4.28K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
340+ 10.75% |
$32.7K - $34.3K
|
3.5K
$342K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
336+ 0.9% |
$32.4K - $33.9K
|
37.6K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
333+ 4.4% |
$32.1K - $33.6K
|
7.91K
$773K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
321+ 7.31% |
$30.9K - $32.4K
|
4.71K
$461K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
321+ 0.28% |
$30.9K - $32.4K
|
116K
$11.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
318+ 4.06% |
$30.6K - $32.1K
|
8.14K
$796K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
317+ 0.68% |
$30.5K - $32K
|
47K
$4.6M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
304+ 10.22% |
$29.3K - $30.6K
|
3.28K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
302+ 0.49% |
$29.1K - $30.4K
|
62.4K
$6.1M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
296+ 79.78% |
$28.5K - $29.8K
|
667
$65.2K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
292+ 9.66% |
$28.1K - $29.4K
|
3.32K
$324K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
261+ 2.84% |
$25.1K - $26.3K
|
9.46K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
261+ 1.94% |
$25.1K - $26.3K
|
13.7K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
255+ 1.34% |
$24.6K - $25.7K
|
19.3K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
253+ 2.43% |
$24.4K - $25.5K
|
10.7K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
244+ 2.27% |
$23.5K - $24.6K
|
11K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
243+ 3.52% |
$23.4K - $24.5K
|
7.15K
$699K
|