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
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
SELL
 -
-84
- 65.12%
$8.09K - $8.47K
45 $4.4K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-85
- 1.6%
$8.19K - $8.57K
5.21K $510K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

SELL
 -
-86
- 0.33%
$8.28K - $8.67K
26.1K $2.55M
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-87
- 2.0%
$8.38K - $8.77K
4.27K $417K
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
SELL
 -
-88
- 2.34%
$8.48K - $8.87K
3.67K $359K
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

SELL
 -
-90
- 0.98%
$8.67K - $9.07K
9.1K $890K
May 03, 2023 Q1 2023
Woodward Diversified Capital, LLC

SELL
 -
-90
- 4.2%
$8.67K - $9.07K
2.05K $201K
May 03, 2023 Q1 2023
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-90
- 1.97%
$8.67K - $9.07K
4.48K $438K
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

SELL
 -
-91
- 0.03%
$8.77K - $9.17K
284K $27.8M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-96
- 1.27%
$9.25K - $9.68K
7.46K $730K
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
SELL
 -
-100
- 0.84%
$9.63K - $10.1K
11.8K $1.16M
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-101
- 2.56%
$9.73K - $10.2K
3.84K $375K
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

SELL
 -
-104
- 30.32%
$10K - $10.5K
239 $23.4K
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

SELL
 -
-104
- 2.44%
$10K - $10.5K
4.16K $407K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-107
- 4.23%
$10.3K - $10.8K
2.43K $237K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-107
Closed
$10.3K - $10.8K
0 $0
Apr 28, 2023 Q1 2023
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-109
- 3.14%
$10.5K - $11K
3.36K $329K
May 15, 2023 Q1 2023
Advisory Resource Group

SELL
 -
-111
- 4.58%
$10.7K - $11.2K
2.31K $226K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-114
- 3.62%
$11K - $11.5K
3.03K $296K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

SELL
 -
-122
- 0.76%
$11.8K - $12.3K
16K $1.57M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

SELL
 -
-128
- 2.9%
$12.3K - $12.9K
4.29K $420K
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

SELL
 -
-128
- 2.5%
$12.3K - $12.9K
4.99K $488K
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-129
- 10.46%
$12.4K - $13K
1.1K $108K
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-135
- 0.75%
$13K - $13.6K
18K $1.76M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

SELL
 -
-135
- 12.74%
$13K - $13.6K
925 $90.5K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-140
- 4.81%
$13.5K - $14.1K
2.77K $271K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-140
- 2.27%
$13.5K - $14.1K
6.03K $590K
Apr 24, 2023 Q1 2023
Davidson Trust CO

SELL
 -
-143
- 0.67%
$13.8K - $14.4K
21.2K $2.07M
May 16, 2023 Q1 2023
Hollencrest Capital Management

SELL
 -
-143
- 0.51%
$13.8K - $14.4K
27.9K $2.73M
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

SELL
 -
-144
- 0.64%
$13.9K - $14.5K
22.4K $2.19M
May 12, 2023 Q1 2023
Westshore Wealth, LLC

SELL
 -
-145
- 2.55%
$14K - $14.6K
5.55K $542K
May 04, 2023 Q1 2023
Strengthening Families & Communities, LLC

SELL
 -
-149
- 2.5%
$14.4K - $15K
5.8K $567K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-150
- 1.98%
$14.4K - $15.1K
7.41K $725K
Apr 20, 2023 Q1 2023
Riverview Trust CO

SELL
 -
-153
- 0.33%
$14.7K - $15.4K
46.5K $4.54M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

SELL
 -
-166
- 5.35%
$16K - $16.7K
2.94K $287K
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

SELL
 -
-175
- 0.06%
$16.9K - $17.6K
285K $27.9M
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-176
- 5.71%
$17K - $17.7K
2.91K $285K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

SELL
 -
-181
- 2.21%
$17.4K - $18.2K
8.02K $784K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

SELL
 -
-182
- 3.55%
$17.5K - $18.3K
4.94K $483K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

SELL
 -
-182
- 0.97%
$17.5K - $18.3K
18.6K $1.82M
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
SELL
 -
-182
- 6.22%
$17.5K - $18.3K
2.74K $268K
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-189
- 0.89%
$18.2K - $19K
21.1K $2.07M
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

SELL
 -
-191
- 2.18%
$18.4K - $19.3K
8.58K $839K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

SELL
 -
-194
- 3.59%
$18.7K - $19.6K
5.21K $510K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-202
- 5.78%
$19.5K - $20.4K
3.29K $322K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

SELL
 -
-206
- 9.0%
$19.8K - $20.8K
2.08K $204K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

SELL
 -
-207
- 79.92%
$19.9K - $20.9K
52 $5.09K
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
SELL
 -
-207
- 7.31%
$19.9K - $20.9K
2.62K $257K
Apr 28, 2023 Q1 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-211
- 65.33%
$20.3K - $21.3K
112 $11K

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