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 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6.15K- 61.24% |
$593K - $620K
|
3.89K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.15K- 2.14% |
$593K - $620K
|
281K
$27.5M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6.16K- 5.94% |
$593K - $621K
|
97.6K
$9.54M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.2K- 67.18% |
$597K - $625K
|
3.03K
$296K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.27K- 21.81% |
$603K - $631K
|
22.5K
$2.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.3K- 33.06% |
$606K - $635K
|
12.7K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-6.39K- 28.88% |
$615K - $644K
|
15.7K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.49K- 12.82% |
$626K - $655K
|
44.2K
$4.32M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.5K- 49.23% |
$626K - $655K
|
6.7K
$655K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.54K- 32.6% |
$630K - $659K
|
13.5K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-6.62K- 87.1% |
$637K - $667K
|
980
$95.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.96K- 31.8% |
$670K - $701K
|
14.9K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.03K- 30.51% |
$677K - $708K
|
16K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.04K- 12.78% |
$678K - $709K
|
48.1K
$4.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-7.06K- 56.22% |
$680K - $711K
|
5.5K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.09K- 9.89% |
$683K - $715K
|
64.6K
$6.32M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-7.18K- 70.05% |
$691K - $723K
|
3.07K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.24K- 3.57% |
$697K - $730K
|
195K
$19.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.31K- 28.27% |
$704K - $737K
|
18.5K
$1.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-7.42K- 64.7% |
$714K - $747K
|
4.05K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.67K- 46.0% |
$739K - $773K
|
9K
$880K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.75K- 30.05% |
$747K - $781K
|
18K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-7.79K- 37.39% |
$750K - $785K
|
13K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-7.81K- 13.79% |
$752K - $787K
|
48.8K
$4.77M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.85K- 10.26% |
$756K - $792K
|
68.7K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.04K- 37.14% |
$774K - $810K
|
13.6K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.1K- 32.16% |
$780K - $816K
|
17.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.31K- 7.62% |
$800K - $838K
|
101K
$9.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-8.31K- 9.94% |
$801K - $838K
|
75.3K
$7.37M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.39K- 4.35% |
$808K - $846K
|
185K
$18.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8.45K- 0.65% |
$814K - $852K
|
1.3M
$127M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.57K- 5.86% |
$826K - $864K
|
138K
$13.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.59K- 20.07% |
$827K - $865K
|
34.2K
$3.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-8.63K- 45.52% |
$831K - $870K
|
10.3K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.95K- 20.19% |
$862K - $902K
|
35.4K
$3.46M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.01K- 44.91% |
$867K - $908K
|
11K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.03K- 71.36% |
$870K - $910K
|
3.63K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9.15K- 3.02% |
$881K - $922K
|
294K
$28.7M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-9.4K- 6.43% |
$905K - $947K
|
137K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-9.51K- 60.45% |
$916K - $958K
|
6.22K
$608K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.56K- 11.05% |
$921K - $964K
|
77K
$7.53M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.92K- 53.06% |
$955K - $1M
|
8.77K
$858K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.92K- 12.45% |
$956K - $1M
|
69.7K
$6.82M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.93K- 43.07% |
$957K - $1M
|
13.1K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-9.94K- 12.05% |
$958K - $1M
|
72.6K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.97K- 13.61% |
$960K - $1M
|
63.2K
$6.19M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1K- 4.36% |
$971K - $1.02M
|
221K
$21.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-10.3K- 15.77% |
$989K - $1.03M
|
54.8K
$5.36M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.3K- 2.18% |
$989K - $1.03M
|
461K
$45.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.3K- 79.97% |
$989K - $1.04M
|
2.57K
$252K
|