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 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-13- 0.04% |
$1.25K - $1.31K
|
29.5K
$2.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-14- 0.11% |
$1.35K - $1.41K
|
12.4K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 0.81% |
$1.54K - $1.61K
|
1.95K
$191K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-17- 0.29% |
$1.64K - $1.71K
|
5.84K
$571K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-19- 3.41% |
$1.83K - $1.92K
|
538
$52.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 0.78% |
$2.22K - $2.32K
|
2.91K
$284K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.88% |
$2.31K - $2.42K
|
2.7K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 88.89% |
$2.31K - $2.42K
|
3
$293
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 0.18% |
$2.41K - $2.52K
|
13.9K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-26- 0.58% |
$2.5K - $2.62K
|
4.49K
$439K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-26- 10.36% |
$2.5K - $2.62K
|
225
$22K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-28- 0.58% |
$2.7K - $2.82K
|
4.81K
$470K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-31- 0.61% |
$2.99K - $3.12K
|
5.08K
$497K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-33- 0.92% |
$3.18K - $3.33K
|
3.54K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-34- 0.67% |
$3.27K - $3.43K
|
5.05K
$494K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-35- 0.16% |
$3.37K - $3.53K
|
22.5K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-35- 0.34% |
$3.37K - $3.53K
|
10.4K
$1.02M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-37- 0.72% |
$3.56K - $3.73K
|
5.1K
$498K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-37- 0.72% |
$3.56K - $3.73K
|
5.1K
$498K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-40- 0.5% |
$3.85K - $4.03K
|
8.01K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-40- 0.25% |
$3.85K - $4.03K
|
16.2K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-45- 1.75% |
$4.33K - $4.54K
|
2.53K
$247K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-46- 0.99% |
$4.43K - $4.64K
|
4.61K
$451K
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-48- 0.24% |
$4.62K - $4.84K
|
19.6K
$1.92M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 15.89% |
$4.62K - $4.84K
|
254
$24.8K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-48- 1.96% |
$4.62K - $4.84K
|
2.41K
$235K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 0.81% |
$4.72K - $4.94K
|
6.02K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-50- 0.06% |
$4.82K - $5.04K
|
81K
$7.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-51- 1.12% |
$4.91K - $5.14K
|
4.51K
$441K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-51- 5.49% |
$4.91K - $5.14K
|
878
$85.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-52- 16.67% |
$5.01K - $5.24K
|
260
$25.4K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 26.9% |
$5.1K - $5.34K
|
144
$14.1K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-55- 4.01% |
$5.3K - $5.54K
|
1.32K
$129K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-56- 2.44% |
$5.39K - $5.64K
|
2.24K
$219K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-58- 0.47% |
$5.59K - $5.85K
|
12.3K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-58- 0.98% |
$5.59K - $5.85K
|
5.84K
$571K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-61- 0.16% |
$5.88K - $6.15K
|
38.7K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-61- 0.29% |
$5.88K - $6.15K
|
21.3K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-65- 0.81% |
$6.26K - $6.55K
|
7.97K
$778K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-66- 1.5% |
$6.36K - $6.65K
|
4.32K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-70- 0.41% |
$6.74K - $7.06K
|
16.8K
$1.65M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-70Closed |
$6.74K - $7.06K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-72- 18.14% |
$6.94K - $7.26K
|
325
$31.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-75- 1.4% |
$7.22K - $7.56K
|
5.29K
$517K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-75- 0.87% |
$7.22K - $7.56K
|
8.59K
$839K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-77- 1.37% |
$7.42K - $7.76K
|
5.56K
$543K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-78- 3.31% |
$7.51K - $7.86K
|
2.28K
$223K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-79- 3.47% |
$7.61K - $7.96K
|
2.2K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-80- 0.8% |
$7.71K - $8.06K
|
9.87K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-81- 4.34% |
$7.8K - $8.16K
|
1.78K
$174K
|