Purchases and Sales Made in Q1 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
12.6K
+ 10.83%
$1.22M - $1.27M
129K $13M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
12.6K
+ 4.4%
$1.21M - $1.27M
299K $30.1M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
12.5K
+ 33.72%
$1.2M - $1.26M
49.6K $4.99M
May 12, 2023 Q1 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
12.5K
+ 36.51%
$1.2M - $1.26M
46.6K $4.69M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
12.4K
+ 105.33%
$1.2M - $1.25M
24.2K $2.44M
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
12.4K
+ 42.86%
$1.19M - $1.24M
41.2K $4.14M
May 11, 2023 Q1 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
12.3K
+ 14.75%
$1.18M - $1.24M
95.7K $9.63M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
12K
+ 45.76%
$1.16M - $1.21M
38.3K $3.85M
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
11.7K
+ 4.31%
$1.13M - $1.18M
284K $28.6M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
11.7K
+ 3.58%
$1.12M - $1.18M
338K $34M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11.5K
+ 342.84%
$1.11M - $1.16M
14.8K $1.49M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
11.5K
+ 6.65%
$1.1M - $1.16M
184K $18.5M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
11.2K
+ 11.16%
$1.08M - $1.13M
112K $11.3M
May 01, 2023 Q1 2023
Aquire Wealth Advisors, LLC

BUY
 -
11.2K
+ 15.29%
$1.08M - $1.13M
84.5K $8.51M
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
11.1K
+ 38.79%
$1.07M - $1.12M
39.8K $4M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.1K
+ 12.49%
$1.07M - $1.12M
100K $10.1M
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
11K
+ 11.43%
$1.06M - $1.11M
108K $10.8M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
11K
+ 168.11%
$1.06M - $1.11M
17.5K $1.76M
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
10.9K
New
$1.05M - $1.1M
10.9K $1.1M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
10.8K
+ 33.02%
$1.04M - $1.09M
43.6K $4.39M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
10.8K
New
$1.04M - $1.09M
10.8K $1.09M
Apr 24, 2023 Q1 2023
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
10.8K
New
$1.04M - $1.08M
10.8K $1.08M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
10.7K
+ 0.19%
$1.03M - $1.08M
5.6M $564M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
10.6K
+ 2.12%
$1.02M - $1.07M
511K $51.4M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
10.4K
New
$1M - $1.05M
10.4K $1.05M
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
10.3K
+ 5.3%
$995K - $1.04M
205K $20.7M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
10.2K
+ 33.06%
$979K - $1.02M
40.9K $4.12M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
10.1K
New
$973K - $1.02M
10.1K $1.02M
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
10.1K
+ 2.85%
$973K - $1.02M
364K $36.7M
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
10K
New
$964K - $1.01M
10K $1.01M
May 02, 2023 Q1 2023
Archvest Wealth Advisors, Inc.

BUY
 -
9.98K
+ 6.24%
$961K - $1.01M
170K $17.1M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
9.91K
+ 19.7%
$954K - $998K
60.2K $6.06M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
9.87K
+ 11.66%
$951K - $995K
94.5K $9.51M
Apr 21, 2023 Q1 2023
Family Capital Trust CO

BUY
 -
9.86K
+ 16.88%
$950K - $994K
68.3K $6.88M
May 01, 2023 Q1 2023
Sierra Capital LLC

BUY
 -
9.67K
+ 36.93%
$931K - $974K
35.8K $3.61M
May 05, 2023 Q1 2023
Paragon Advisors, LLC

BUY
 -
9.66K
+ 59.87%
$931K - $974K
25.8K $2.6M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
9.64K
+ 1.71%
$929K - $972K
572K $57.6M
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

BUY
 -
9.47K
+ 3.64%
$912K - $954K
270K $27.2M
May 15, 2023 Q1 2023
Bradley Mark J.

BUY
 -
9.42K
New
$908K - $950K
9.42K $949K
May 09, 2023 Q1 2023
Souders Financial Advisors

BUY
 -
9.34K
+ 12.06%
$899K - $941K
86.8K $8.74M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
8.93K
+ 11.72%
$861K - $900K
85.2K $8.57M
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
8.89K
+ 17.7%
$856K - $896K
59.1K $5.95M
Apr 24, 2023 Q1 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
8.86K
+ 21.83%
$854K - $893K
49.5K $4.98M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
8.8K
+ 6.47%
$848K - $887K
145K $14.6M
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
8.73K
+ 6.01%
$841K - $880K
154K $15.5M
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
8.72K
+ 4.35%
$840K - $879K
209K $21M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
8.69K
+ 74.56%
$837K - $876K
20.4K $2.05M
Apr 13, 2023 Q1 2023
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
8.67K
New
$835K - $873K
8.67K $872K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
8.63K
+ 28.34%
$832K - $870K
39.1K $3.94M

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