Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
62.8M+ 90331.89% |
$5.88B - $6.26B
|
62.9M
$6.33B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2M+ 34.13% |
$954M - $1.02B
|
40M
$4.03B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.26M+ 98.49% |
$867M - $924M
|
18.7M
$1.88B
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.26M+ 98.49% |
$867M - $924M
|
18.7M
$1.88B
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.45M+ 17.5% |
$604M - $643M
|
43.3M
$4.36B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87MNew |
$363M - $386M
|
3.87M
$390M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.34MNew |
$219M - $233M
|
2.34M
$236M
|
|
|
Feb 10, 2023
Q4 2022
|
Geisinger Health
Danville, PA |
BUY
|
- |
1.97MNew |
$184M - $196M
|
1.97M
$198M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74M+ 45.91% |
$163M - $173M
|
5.53M
$557M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.61M+ 7.89% |
$150M - $160M
|
22M
$2.21B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49M+ 4.46% |
$139M - $148M
|
34.8M
$3.5B
|
|
|
Feb 14, 2023
Q4 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
1.39MNew |
$130M - $138M
|
1.39M
$139M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.35MNew |
$126M - $134M
|
1.35M
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.33MNew |
$125M - $133M
|
1.33M
$134M
|
|
|
Feb 13, 2023
Q4 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.3MNew |
$122M - $130M
|
1.3M
$131M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.26M+ 959.17% |
$118M - $125M
|
1.39M
$140M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.26M+ 959.17% |
$118M - $125M
|
1.39M
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22M+ 350.46% |
$114M - $122M
|
1.57M
$158M
|
|
|
Feb 07, 2023
Q4 2022
|
Deere & CO
Moline, IL |
BUY
|
- |
1.17MNew |
$110M - $117M
|
1.17M
$118M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.03M+ 343.12% |
$96.9M - $103M
|
1.34M
$135M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
961KNew |
$90M - $95.8M
|
961K
$96.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
944K+ 108.72% |
$88.4M - $94.2M
|
1.81M
$183M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
919K+ 18607.68% |
$86M - $91.6M
|
924K
$93M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
900K+ 53354.06% |
$84.3M - $89.7M
|
902K
$90.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
840K+ 17.42% |
$78.7M - $83.8M
|
5.67M
$570M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
777K+ 2932.08% |
$72.8M - $77.5M
|
804K
$80.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
763K+ 21.43% |
$71.5M - $76.1M
|
4.32M
$435M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
757K+ 24.98% |
$70.9M - $75.5M
|
3.79M
$381M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
708K+ 21970.39% |
$66.3M - $70.6M
|
711K
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
688K+ 17.49% |
$64.4M - $68.6M
|
4.62M
$465M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
618KNew |
$57.9M - $61.6M
|
618K
$62.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
592K+ 12146.89% |
$55.4M - $59M
|
597K
$60.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
584K+ 3.66% |
$54.7M - $58.3M
|
16.5M
$1.67B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
579KNew |
$54.2M - $57.7M
|
579K
$58.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
537K+ 7.34% |
$50.3M - $53.5M
|
7.86M
$791M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
530KNew |
$49.6M - $52.8M
|
530K
$53.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
524K+ 86.51% |
$49.1M - $52.2M
|
1.13M
$114M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
523K+ 45.5% |
$49M - $52.2M
|
1.67M
$168M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
522K+ 117.34% |
$48.9M - $52.1M
|
967K
$97.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
513K+ 2299.1% |
$48M - $51.1M
|
535K
$53.9M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
513K+ 23.29% |
$48M - $51.1M
|
2.71M
$273M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
500K+ 6076.97% |
$46.9M - $49.9M
|
509K
$51.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
492K+ 154.99% |
$46.1M - $49.1M
|
810K
$81.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
482K+ 4861.34% |
$45.1M - $48M
|
492K
$49.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
458K+ 76.78% |
$42.9M - $45.6M
|
1.05M
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
404K+ 5.38% |
$37.8M - $40.3M
|
7.92M
$798M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
403K+ 761.87% |
$37.8M - $40.2M
|
456K
$45.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
392K+ 0.84% |
$36.7M - $39.1M
|
46.9M
$4.72B
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
392K+ 56.53% |
$36.7M - $39.1M
|
1.09M
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
384KNew |
$35.9M - $38.3M
|
384K
$38.6M
|