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 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
234
+ 2.89%
$22.5K - $23.6K
8.34K $815K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
228
+ 1.44%
$22K - $23K
16.1K $1.57M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
217
New
$20.9K - $21.9K
217 $21.2K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
216
New
$20.8K - $21.8K
216 $21.1K
May 05, 2023 Q1 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
212
+ 5.5%
$20.4K - $21.4K
4.07K $398K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
205
New
$19.7K - $20.7K
205 $20K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
200
New
$19.3K - $20.2K
200 $19.5K
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
200
+ 0.18%
$19.3K - $20.2K
114K $11.2M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
198
+ 2.89%
$19.1K - $20K
7.04K $688K
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
198
+ 1.86%
$19.1K - $20K
10.8K $1.06M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
193
+ 1.58%
$18.6K - $19.5K
12.4K $1.21M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
193
New
$18.6K - $19.5K
193 $18.9K
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
192
+ 1.68%
$18.5K - $19.4K
11.6K $1.14M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
190
+ 3.0%
$18.3K - $19.2K
6.52K $637K
May 05, 2023 Q1 2023
Evergreen Advisors, LLC

BUY
 -
190
+ 0.74%
$18.3K - $19.2K
25.9K $2.53M
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
188
+ 2.31%
$18.1K - $18.9K
8.34K $815K
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
184
+ 4.67%
$17.7K - $18.5K
4.13K $403K
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
184
+ 4.67%
$17.7K - $18.5K
4.13K $403K
May 04, 2023 Q1 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
180
+ 3.16%
$17.3K - $18.1K
5.88K $575K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
180
+ 0.72%
$17.3K - $18.1K
25.2K $2.46M
May 05, 2023 Q1 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
177
+ 1.52%
$17K - $17.8K
11.9K $1.16M
Apr 27, 2023 Q1 2023
Ironwood Wealth Management, Llc.

BUY
 -
167
+ 3.64%
$16.1K - $16.8K
4.75K $465K
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
165
+ 5.0%
$15.9K - $16.6K
3.46K $338K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
161
+ 6.93%
$15.5K - $16.2K
2.48K $243K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
155
+ 25.88%
$14.9K - $15.6K
754 $73.7K
Apr 17, 2023 Q1 2023
First National Bank Of South Miami

BUY
 -
154
+ 1.21%
$14.8K - $15.5K
12.9K $1.26M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
153
New
$14.7K - $15.4K
153 $15K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
153
+ 0.43%
$14.7K - $15.4K
35.4K $3.46M
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
152
+ 3.2%
$14.6K - $15.3K
4.9K $479K
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
151
+ 0.49%
$14.5K - $15.2K
30.9K $3.02M
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
150
+ 3.07%
$14.4K - $15.1K
5.03K $492K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
149
+ 0.78%
$14.4K - $15K
19.3K $1.88M
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
149
+ 1.79%
$14.4K - $15K
8.48K $829K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
144
+ 28.24%
$13.9K - $14.5K
654 $63.9K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
139
New
$13.4K - $14K
139 $13.6K
Apr 17, 2023 Q1 2023
Bourgeon Capital Management LLC

BUY
 -
138
+ 3.42%
$13.3K - $13.9K
4.17K $408K
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
137
+ 1.04%
$13.2K - $13.8K
13.3K $1.3M
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
135
+ 1.52%
$13K - $13.6K
9K $880K
Apr 25, 2023 Q1 2023
Benin Management Corp

BUY
 -
111
+ 4.44%
$10.7K - $11.2K
2.61K $255K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
106
+ 530.0%
$10.2K - $10.7K
126 $12.3K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
105
+ 58.66%
$10.1K - $10.6K
284 $27.8K
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
105
+ 0.99%
$10.1K - $10.6K
10.7K $1.05M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
104
+ 8.21%
$10K - $10.5K
1.37K $134K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
101
New
$9.73K - $10.2K
101 $9.87K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
100
+ 0.74%
$9.63K - $10.1K
13.6K $1.33M
Aug 08, 2023 Q1 2023
Slate Stone Wealth, LLC

BUY
 -
100
+ 0.36%
$9.63K - $10.1K
28.2K $2.76M
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
94
+ 0.04%
$9.05K - $9.47K
223K $21.8M
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
94
+ 0.87%
$9.05K - $9.47K
10.9K $1.07M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
93
+ 0.27%
$8.96K - $9.37K
34.1K $3.34M

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