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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.7KNew |
$1.9M - $1.99M
|
19.7K
$1.98M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
19.7K+ 66.25% |
$1.89M - $1.98M
|
49.3K
$4.97M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
19.7K+ 54.97% |
$1.89M - $1.98M
|
55.4K
$5.58M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.86M - $1.94M
|
19.3K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
18.8K+ 115.7% |
$1.81M - $1.9M
|
35.1K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.8K+ 3.2% |
$1.81M - $1.89M
|
606K
$61M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
18.7K+ 165.54% |
$1.8M - $1.88M
|
30K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
18.4K+ 15.9% |
$1.77M - $1.86M
|
134K
$13.5M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18.2KNew |
$1.75M - $1.83M
|
18.2K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
17.9KNew |
$1.72M - $1.8M
|
17.9K
$1.8M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17.9KNew |
$1.72M - $1.8M
|
17.9K
$1.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.7K+ 40.68% |
$1.7M - $1.78M
|
61.1K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
17.7K+ 15.54% |
$1.7M - $1.78M
|
131K
$13.2M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
16.6K+ 29.8% |
$1.6M - $1.67M
|
72.4K
$7.29M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 3.5% |
$1.58M - $1.65M
|
484K
$48.7M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.3K+ 16322.0% |
$1.57M - $1.65M
|
16.4K
$1.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
16.3KNew |
$1.57M - $1.64M
|
16.3K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
16.2K+ 29.25% |
$1.56M - $1.63M
|
71.5K
$7.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16.1KNew |
$1.55M - $1.63M
|
16.1K
$1.62M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16.1KNew |
$1.55M - $1.62M
|
16.1K
$1.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
16K+ 16.26% |
$1.54M - $1.61M
|
114K
$11.5M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.6KNew |
$1.5M - $1.57M
|
15.6K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.6KNew |
$1.5M - $1.57M
|
15.6K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
15.3K+ 9.55% |
$1.48M - $1.55M
|
176K
$17.7M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
15.3KNew |
$1.47M - $1.54M
|
15.3K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1K+ 17.74% |
$1.46M - $1.52M
|
100K
$10.1M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
15.1K+ 111.64% |
$1.45M - $1.52M
|
28.6K
$2.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14.8K+ 2.42% |
$1.42M - $1.49M
|
624K
$62.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.6K+ 56.69% |
$1.41M - $1.48M
|
40.5K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
14.6K+ 74.09% |
$1.41M - $1.47M
|
34.3K
$3.45M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.5K+ 99.35% |
$1.4M - $1.46M
|
29.1K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
14.3K+ 2.12% |
$1.38M - $1.45M
|
691K
$69.6M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
14.3K+ 20.42% |
$1.38M - $1.44M
|
84.5K
$8.51M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 9725.17% |
$1.38M - $1.44M
|
14.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.2K+ 44.73% |
$1.37M - $1.43M
|
45.9K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
14.1K+ 72.62% |
$1.36M - $1.42M
|
33.6K
$3.38M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.1K+ 25.41% |
$1.36M - $1.42M
|
69.5K
$7M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
13.7K+ 2.96% |
$1.32M - $1.38M
|
475K
$47.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 4.38% |
$1.3M - $1.36M
|
321K
$32.4M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5K+ 5.23% |
$1.3M - $1.36M
|
271K
$27.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
13.4K+ 9.49% |
$1.29M - $1.35M
|
155K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 23.56% |
$1.29M - $1.34M
|
70K
$7.04M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.27M - $1.33M
|
13.2K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
13.1K+ 19.88% |
$1.27M - $1.32M
|
79.3K
$7.98M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$1.26M - $1.32M
|
13.1K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12.9K+ 3.13% |
$1.25M - $1.3M
|
426K
$42.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
12.9K+ 11.99% |
$1.24M - $1.3M
|
120K
$12.1M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.8K+ 16.11% |
$1.24M - $1.29M
|
92.4K
$9.31M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
12.7K+ 4.98% |
$1.23M - $1.28M
|
268K
$27M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.7KNew |
$1.22M - $1.28M
|
12.7K
$1.28M
|