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 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-23.3K- 18.52% |
$2.25M - $2.35M
|
103K
$10M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.7K- 2.91% |
$2.28M - $2.39M
|
789K
$77.2M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-24K- 66.22% |
$2.32M - $2.42M
|
12.3K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-24.1K- 13.61% |
$2.32M - $2.43M
|
153K
$14.9M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-24.4K- 41.28% |
$2.35M - $2.46M
|
34.7K
$3.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-24.5K- 81.55% |
$2.36M - $2.47M
|
5.55K
$543K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-25K- 98.13% |
$2.41M - $2.52M
|
476
$46.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 7.39% |
$2.44M - $2.55M
|
317K
$31M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25.8K- 53.42% |
$2.48M - $2.6M
|
22.5K
$2.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-26.1K- 4.46% |
$2.52M - $2.63M
|
560K
$54.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27K- 88.82% |
$2.6M - $2.72M
|
3.4K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27K- 34.54% |
$2.6M - $2.72M
|
51.2K
$5M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.5K- 8.68% |
$2.65M - $2.78M
|
290K
$28.3M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-28.6K- 91.34% |
$2.75M - $2.88M
|
2.71K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-28.6K- 3.92% |
$2.75M - $2.88M
|
701K
$68.5M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28.8K- 84.03% |
$2.78M - $2.91M
|
5.48K
$536K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29K- 11.4% |
$2.79M - $2.92M
|
225K
$22M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-29.6K- 76.21% |
$2.85M - $2.98M
|
9.23K
$902K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-30.5K- 58.73% |
$2.94M - $3.08M
|
21.4K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-31K- 86.58% |
$2.99M - $3.13M
|
4.81K
$471K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-31.5K- 94.11% |
$3.03M - $3.17M
|
1.97K
$193K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-33.2K- 23.74% |
$3.2M - $3.35M
|
107K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-33.6K- 58.19% |
$3.23M - $3.38M
|
24.1K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.8K- 1.94% |
$3.35M - $3.5M
|
1.76M
$172M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-35.1K- 93.66% |
$3.38M - $3.54M
|
2.38K
$232K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-35.5K- 65.86% |
$3.42M - $3.58M
|
18.4K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-35.9K- 58.04% |
$3.46M - $3.62M
|
26K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-36.2K- 30.71% |
$3.48M - $3.64M
|
81.6K
$7.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.6K- 28.24% |
$3.52M - $3.68M
|
92.9K
$9.09M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36.7K- 4.84% |
$3.54M - $3.7M
|
722K
$70.6M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37K- 12.64% |
$3.57M - $3.73M
|
256K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-37.8K- 29.87% |
$3.64M - $3.81M
|
88.6K
$8.67M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38.4K- 14.94% |
$3.7M - $3.87M
|
219K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-41K- 45.87% |
$3.95M - $4.13M
|
48.4K
$4.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-41.2K- 45.52% |
$3.97M - $4.15M
|
49.3K
$4.82M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.6K- 21.66% |
$4.01M - $4.2M
|
151K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-42.7K- 97.97% |
$4.11M - $4.31M
|
885
$86.6K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-43.1K- 93.34% |
$4.15M - $4.35M
|
3.08K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.9K- 15.14% |
$4.23M - $4.43M
|
246K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-44.1K- 81.16% |
$4.24M - $4.44M
|
10.2K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-44.3K- 72.63% |
$4.27M - $4.47M
|
16.7K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-44.7K- 13.78% |
$4.31M - $4.5M
|
280K
$27.4M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45.4K- 60.66% |
$4.37M - $4.57M
|
29.4K
$2.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45.7K- 35.27% |
$4.4M - $4.61M
|
83.9K
$8.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-46.5K- 81.57% |
$4.48M - $4.69M
|
10.5K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-46.5K- 74.62% |
$4.48M - $4.69M
|
15.8K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-49K- 3.18% |
$4.72M - $4.94M
|
1.49M
$146M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49K- 73.54% |
$4.72M - $4.94M
|
17.6K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-49.9K- 61.92% |
$4.8M - $5.03M
|
30.7K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50.2K- 34.76% |
$4.84M - $5.06M
|
94.2K
$9.22M
|