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 |
|---|---|---|---|---|---|---|---|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.3K- 95.36% |
$994K - $1.04M
|
502
$49.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.5K- 11.27% |
$1.01M - $1.06M
|
82.8K
$8.1M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10.6K- 31.85% |
$1.02M - $1.07M
|
22.7K
$2.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-10.6K- 39.69% |
$1.03M - $1.07M
|
16.2K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10.8K- 39.78% |
$1.04M - $1.09M
|
16.4K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-11K- 12.89% |
$1.06M - $1.11M
|
74.2K
$7.26M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-11.1K- 3.52% |
$1.06M - $1.11M
|
303K
$29.6M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.1K- 2.32% |
$1.07M - $1.12M
|
466K
$45.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-11.9K- 60.78% |
$1.14M - $1.19M
|
7.65K
$748K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-12K- 87.57% |
$1.16M - $1.21M
|
1.71K
$167K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-12.2K- 62.12% |
$1.18M - $1.23M
|
7.46K
$729K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-12.3K- 8.21% |
$1.18M - $1.24M
|
137K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12.7K- 2.88% |
$1.22M - $1.28M
|
428K
$41.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-12.9K- 7.08% |
$1.25M - $1.3M
|
170K
$16.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13K- 6.07% |
$1.25M - $1.31M
|
200K
$19.6M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13K- 64.41% |
$1.25M - $1.31M
|
7.18K
$702K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-13.2K- 59.58% |
$1.27M - $1.33M
|
8.96K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 15.74% |
$1.28M - $1.34M
|
71.1K
$6.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.5K- 14.63% |
$1.3M - $1.36M
|
78.5K
$7.68M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.5K- 13.19% |
$1.3M - $1.36M
|
88.6K
$8.67M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.7K- 33.5% |
$1.32M - $1.38M
|
27.3K
$2.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-14.2K- 21.02% |
$1.37M - $1.44M
|
53.5K
$5.23M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14.3K- 6.19% |
$1.38M - $1.44M
|
217K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-14.6K- 59.92% |
$1.4M - $1.47M
|
9.74K
$953K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 0.64% |
$1.44M - $1.5M
|
2.3M
$225M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-15K- 75.92% |
$1.45M - $1.51M
|
4.77K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-15.3K- 4.29% |
$1.47M - $1.54M
|
341K
$33.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-15.3K- 12.75% |
$1.48M - $1.54M
|
105K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-15.6K- 15.44% |
$1.5M - $1.57M
|
85.2K
$8.34M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15.6K- 20.85% |
$1.5M - $1.57M
|
59.1K
$5.78M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-15.8K- 85.39% |
$1.53M - $1.6M
|
2.71K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.2K- 99.39% |
$1.56M - $1.63M
|
100
$9.78K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-16.5K- 46.46% |
$1.59M - $1.67M
|
19.1K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.7K- 19.47% |
$1.61M - $1.68M
|
69K
$6.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.8K- 14.78% |
$1.62M - $1.69M
|
96.8K
$9.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-17.6K- 19.05% |
$1.69M - $1.77M
|
74.7K
$7.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-17.8K- 48.89% |
$1.72M - $1.8M
|
18.7K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17.9K- 99.0% |
$1.72M - $1.8M
|
181
$17.7K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.7K- 59.66% |
$1.8M - $1.88M
|
12.6K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-19.4K- 19.93% |
$1.87M - $1.96M
|
78.1K
$7.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-19.5K- 77.79% |
$1.88M - $1.97M
|
5.58K
$545K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-19.9K- 84.38% |
$1.92M - $2.01M
|
3.69K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-20.1K- 5.53% |
$1.94M - $2.03M
|
344K
$33.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-20.2K- 12.95% |
$1.94M - $2.03M
|
136K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-21.4K- 18.3% |
$2.06M - $2.16M
|
95.7K
$9.36M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.5K- 26.98% |
$2.07M - $2.17M
|
58.3K
$5.7M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.6K- 14.44% |
$2.08M - $2.17M
|
128K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22.6K- 22.93% |
$2.18M - $2.28M
|
76K
$7.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-23.2K- 56.56% |
$2.24M - $2.34M
|
17.9K
$1.75M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 88.27% |
$2.24M - $2.35M
|
3.09K
$303K
|