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 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.14K- 20.19% |
$206K - $216K
|
8.47K
$828K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.15K- 32.23% |
$207K - $217K
|
4.52K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.17K- 20.44% |
$209K - $218K
|
8.44K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.19K- 2.22% |
$211K - $221K
|
96.3K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 37.01% |
$211K - $221K
|
3.73K
$364K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.2K- 9.51% |
$212K - $222K
|
21K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 10.28% |
$216K - $226K
|
19.6K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.3K- 6.59% |
$222K - $232K
|
32.6K
$3.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.32K- 9.73% |
$223K - $234K
|
21.5K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.35K- 41.45% |
$226K - $237K
|
3.32K
$325K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.38K- 54.25% |
$229K - $240K
|
2.01K
$196K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2.4K- 20.73% |
$231K - $242K
|
9.18K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.4K- 16.5% |
$231K - $242K
|
12.2K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.41K- 14.51% |
$232K - $242K
|
14.2K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 75.96% |
$232K - $243K
|
763
$74.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.42K- 53.84% |
$233K - $244K
|
2.08K
$203K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.53K- 21.5% |
$243K - $255K
|
9.23K
$902K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.54K- 8.62% |
$245K - $256K
|
26.9K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.57K- 26.04% |
$248K - $259K
|
7.3K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 11.2% |
$248K - $259K
|
20.4K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Passaic Partners LLC
|
SELL
|
- |
-2.58K- 1.41% |
$249K - $260K
|
181K
$17.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.62K- 27.02% |
$252K - $264K
|
7.06K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.63K- 24.45% |
$254K - $265K
|
8.14K
$796K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.65K- 9.14% |
$255K - $267K
|
26.4K
$2.58M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.66K- 3.33% |
$256K - $268K
|
77.1K
$7.54M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.77K- 18.84% |
$266K - $279K
|
11.9K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.77K- 20.26% |
$267K - $279K
|
10.9K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.85K- 2.41% |
$274K - $287K
|
115K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.85K- 22.52% |
$274K - $287K
|
9.8K
$958K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.85K- 22.52% |
$274K - $287K
|
9.8K
$958K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.87K- 4.22% |
$277K - $290K
|
65.2K
$6.38M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.9K- 2.45% |
$279K - $292K
|
116K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.91K- 1.46% |
$280K - $293K
|
197K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.93K- 18.71% |
$282K - $295K
|
12.7K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.95K- 7.44% |
$284K - $298K
|
36.8K
$3.59M
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.98K- 9.72% |
$287K - $300K
|
27.7K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-3K- 15.66% |
$289K - $302K
|
16.2K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.05K- 4.79% |
$294K - $307K
|
60.6K
$5.92M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.08K- 14.04% |
$297K - $311K
|
18.9K
$1.84M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 12.1% |
$297K - $311K
|
22.4K
$2.19M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.11K- 11.31% |
$300K - $314K
|
24.4K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-3.11K- 23.61% |
$300K - $314K
|
10.1K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.13K- 8.7% |
$301K - $315K
|
32.8K
$3.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.16K- 8.68% |
$304K - $318K
|
33.2K
$3.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.23K- 95.48% |
$311K - $325K
|
153
$15K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.31K- 5.05% |
$319K - $334K
|
62.3K
$6.09M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 10.73% |
$328K - $343K
|
28.3K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 7.02% |
$328K - $344K
|
45.1K
$4.41M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.45K- 4.68% |
$332K - $348K
|
70.3K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.46K- 8.79% |
$333K - $349K
|
35.9K
$3.51M
|