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 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-217- 4.63% |
$20.9K - $21.9K
|
4.47K
$438K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-227- 14.0% |
$21.9K - $22.9K
|
1.39K
$136K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-230- 3.56% |
$22.2K - $23.2K
|
6.23K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-230- 12.91% |
$22.2K - $23.2K
|
1.55K
$152K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-234- 1.26% |
$22.5K - $23.6K
|
18.3K
$1.79M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-234- 3.72% |
$22.5K - $23.6K
|
6.05K
$592K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-244- 7.0% |
$23.5K - $24.6K
|
3.24K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-248- 0.41% |
$23.9K - $25K
|
60.2K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-252- 1.93% |
$24.3K - $25.4K
|
12.8K
$1.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-253- 0.2% |
$24.4K - $25.5K
|
126K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-255- 9.4% |
$24.6K - $25.7K
|
2.46K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-257- 1.89% |
$24.8K - $25.9K
|
13.3K
$1.3M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-271- 42.48% |
$26.1K - $27.3K
|
367
$35.9K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-281- 7.74% |
$27.1K - $28.3K
|
3.35K
$327K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-286- 4.93% |
$27.5K - $28.8K
|
5.51K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-300- 2.36% |
$28.9K - $30.2K
|
12.4K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-302- 8.38% |
$29.1K - $30.4K
|
3.3K
$323K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-306- 8.31% |
$29.5K - $30.8K
|
3.38K
$330K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-307- 8.59% |
$29.6K - $30.9K
|
3.27K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-309- 0.73% |
$29.8K - $31.1K
|
42.1K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-312- 5.93% |
$30.1K - $31.4K
|
4.95K
$484K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-313- 6.67% |
$30.1K - $31.5K
|
4.38K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-319- 5.92% |
$30.7K - $32.2K
|
5.07K
$496K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-320- 3.77% |
$30.8K - $32.3K
|
8.17K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-322- 3.71% |
$31K - $32.5K
|
8.35K
$817K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-328- 2.16% |
$31.6K - $33.1K
|
14.9K
$1.46M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-343- 8.43% |
$33K - $34.6K
|
3.73K
$365K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-346- 18.09% |
$33.3K - $34.9K
|
1.57K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-347- 11.96% |
$33.4K - $35K
|
2.56K
$250K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-354- 10.03% |
$34.1K - $35.7K
|
3.17K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-354- 0.58% |
$34.1K - $35.7K
|
60.8K
$5.95M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-357- 1.98% |
$34.4K - $36K
|
17.7K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-358- 1.39% |
$34.5K - $36.1K
|
25.5K
$2.49M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-365- 0.64% |
$35.2K - $36.8K
|
56.6K
$5.54M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-367- 8.7% |
$35.3K - $37K
|
3.85K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-372- 3.24% |
$35.8K - $37.5K
|
11.1K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-397- 14.69% |
$38.2K - $40K
|
2.31K
$225K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-398- 0.46% |
$38.3K - $40.1K
|
86.8K
$8.49M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 23.35% |
$38.5K - $40.3K
|
1.31K
$128K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$39.9K - $41.7K
|
256
$25K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-419- 6.3% |
$40.4K - $42.2K
|
6.23K
$609K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-433- 1.61% |
$41.7K - $43.6K
|
26.4K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-441- 10.29% |
$42.5K - $44.4K
|
3.85K
$376K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-444- 5.0% |
$42.8K - $44.8K
|
8.44K
$826K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-449- 10.5% |
$43.2K - $45.3K
|
3.83K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-455- 23.12% |
$43.8K - $45.9K
|
1.51K
$148K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-457- 3.59% |
$44K - $46.1K
|
12.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-459- 0.81% |
$44.2K - $46.3K
|
56K
$5.47M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-461- 5.73% |
$44.4K - $46.5K
|
7.58K
$741K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-473- 14.16% |
$45.6K - $47.7K
|
2.87K
$280K
|