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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-474- 12.76% |
$45.7K - $47.8K
|
3.24K
$317K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-483- 1.25% |
$46.5K - $48.7K
|
38.1K
$3.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-484- 0.96% |
$46.6K - $48.8K
|
49.7K
$4.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-497- 3.94% |
$47.9K - $50.1K
|
12.1K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-498- 7.98% |
$48K - $50.2K
|
5.74K
$561K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-515- 23.53% |
$49.6K - $51.9K
|
1.67K
$164K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-521- 9.37% |
$50.2K - $52.5K
|
5.04K
$493K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-521- 1.73% |
$50.2K - $52.5K
|
29.6K
$2.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-530- 5.23% |
$51K - $53.4K
|
9.61K
$940K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-534- 0.98% |
$51.4K - $53.8K
|
54.2K
$5.3M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-540- 7.81% |
$52K - $54.4K
|
6.38K
$623K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-554- 5.9% |
$53.4K - $55.8K
|
8.83K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-568- 7.21% |
$54.7K - $57.2K
|
7.31K
$714K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-574- 9.13% |
$55.3K - $57.9K
|
5.71K
$558K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-574- 2.84% |
$55.3K - $57.9K
|
19.7K
$1.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-580- 16.97% |
$55.9K - $58.5K
|
2.84K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-588- 0.74% |
$56.6K - $59.3K
|
78.7K
$7.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-590- 7.68% |
$56.8K - $59.5K
|
7.09K
$693K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-590- 19.57% |
$56.8K - $59.5K
|
2.43K
$237K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-598- 12.16% |
$57.6K - $60.3K
|
4.32K
$422K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-600- 1.47% |
$57.8K - $60.5K
|
40.2K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-600- 1.25% |
$57.8K - $60.5K
|
47.4K
$4.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-604- 13.47% |
$58.2K - $60.9K
|
3.88K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-609- 23.97% |
$58.7K - $61.4K
|
1.93K
$189K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-611- 3.62% |
$58.9K - $61.6K
|
16.3K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-618- 2.87% |
$59.5K - $62.3K
|
20.9K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-620- 0.34% |
$59.7K - $62.5K
|
179K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-650- 8.99% |
$62.6K - $65.5K
|
6.58K
$643K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-661- 16.31% |
$63.7K - $66.6K
|
3.39K
$332K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-683- 1.45% |
$65.8K - $68.8K
|
46.3K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-691- 3.99% |
$66.6K - $69.6K
|
16.6K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-694- 23.75% |
$66.8K - $69.9K
|
2.23K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-696- 75.41% |
$67K - $70.1K
|
227
$22.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-712- 4.54% |
$68.6K - $71.8K
|
15K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-714- 12.75% |
$68.8K - $72K
|
4.89K
$478K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-716- 2.73% |
$69K - $72.2K
|
25.5K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-719- 0.79% |
$69.3K - $72.5K
|
90.3K
$8.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-738- 15.51% |
$71.1K - $74.4K
|
4.02K
$393K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-742- 99.73% |
$71.5K - $74.8K
|
2
$195
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-756- 4.01% |
$72.8K - $76.2K
|
18.1K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-762- 78.56% |
$73.4K - $76.8K
|
208
$20.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-765- 2.25% |
$73.7K - $77.1K
|
33.3K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-767- 8.25% |
$73.9K - $77.3K
|
8.53K
$834K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-774- 8.58% |
$74.6K - $78K
|
8.25K
$806K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-784- 98.25% |
$75.5K - $79K
|
14
$1.37K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-787- 27.18% |
$75.8K - $79.3K
|
2.11K
$206K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-816- 3.45% |
$78.6K - $82.2K
|
22.8K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-817- 22.14% |
$78.7K - $82.3K
|
2.87K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-831- 13.69% |
$80K - $83.8K
|
5.24K
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-850- 6.36% |
$81.9K - $85.7K
|
12.5K
$1.22M
|