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
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 51.55% |
$336K - $352K
|
3.28K
$321K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.56K- 34.57% |
$342K - $358K
|
6.73K
$658K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.59K- 20.25% |
$346K - $362K
|
14.1K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.63K- 40.23% |
$349K - $365K
|
5.39K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.64K- 35.52% |
$350K - $366K
|
6.6K
$646K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-3.65K- 20.61% |
$351K - $368K
|
14.1K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-3.65K- 54.8% |
$352K - $368K
|
3.01K
$295K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.69K- 3.12% |
$356K - $372K
|
115K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.82K- 21.7% |
$368K - $385K
|
13.8K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.91K- 48.31% |
$377K - $394K
|
4.18K
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.91K- 46.21% |
$377K - $394K
|
4.56K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.93K- 57.11% |
$378K - $396K
|
2.95K
$288K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4.06K- 6.68% |
$391K - $409K
|
56.8K
$5.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4.09K- 4.63% |
$394K - $412K
|
84.2K
$8.24M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 24.58% |
$395K - $413K
|
12.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.19K- 55.37% |
$404K - $423K
|
3.38K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.21K- 44.98% |
$406K - $425K
|
5.15K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.32K- 14.0% |
$416K - $435K
|
26.5K
$2.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.33K- 59.59% |
$417K - $436K
|
2.93K
$287K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.34K- 10.69% |
$418K - $438K
|
36.3K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.42K- 3.0% |
$426K - $446K
|
143K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.43K- 1.56% |
$426K - $446K
|
280K
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.52K- 14.45% |
$435K - $455K
|
26.7K
$2.61M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-4.53K- 65.56% |
$436K - $456K
|
2.38K
$232K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.55K- 6.46% |
$439K - $459K
|
65.9K
$6.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-4.6K- 61.11% |
$443K - $464K
|
2.93K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.63K- 4.39% |
$446K - $467K
|
101K
$9.88M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-4.69K- 16.64% |
$452K - $473K
|
23.5K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-4.74K- 0.89% |
$456K - $477K
|
526K
$51.5M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.82K- 17.12% |
$464K - $486K
|
23.3K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.96K- 11.62% |
$478K - $500K
|
37.8K
$3.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.1K- 24.38% |
$491K - $514K
|
15.8K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 22.48% |
$493K - $516K
|
17.6K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.14K- 2.3% |
$495K - $518K
|
219K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.2K- 45.09% |
$501K - $524K
|
6.33K
$619K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.22K- 39.11% |
$502K - $526K
|
8.12K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.22K- 27.99% |
$503K - $526K
|
13.4K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.4K- 33.36% |
$520K - $544K
|
10.8K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.49K- 20.13% |
$528K - $553K
|
21.8K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.59K- 50.27% |
$539K - $564K
|
5.53K
$541K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.63K- 26.02% |
$542K - $567K
|
16K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.65K- 10.87% |
$544K - $569K
|
46.3K
$4.53M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.75K- 18.0% |
$554K - $580K
|
26.2K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
SELL
|
- |
-5.83K- 6.25% |
$561K - $587K
|
87.3K
$8.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.91K- 2.38% |
$569K - $595K
|
242K
$23.7M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.91K- 8.08% |
$569K - $596K
|
67.3K
$6.58M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-5.93K- 61.13% |
$571K - $598K
|
3.77K
$369K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.99K- 47.16% |
$577K - $604K
|
6.71K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.1K- 80.16% |
$588K - $615K
|
1.51K
$148K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-6.14K- 60.83% |
$591K - $619K
|
3.95K
$387K
|