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 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
7.14K+ 2.06% |
$668K - $711K
|
354K
$35M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.95KNew |
$650K - $693K
|
6.95K
$686K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.9K+ 6.44% |
$646K - $688K
|
114K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.85K+ 78.04% |
$642K - $683K
|
15.6K
$1.55M
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
6.81K+ 144.02% |
$637K - $678K
|
11.5K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.72K+ 9.66% |
$629K - $670K
|
76.2K
$7.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
6.61K+ 29.92% |
$619K - $659K
|
28.7K
$2.84M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.61K+ 5.06% |
$619K - $659K
|
137K
$13.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
6.6K+ 20.44% |
$618K - $658K
|
38.9K
$3.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
6.57K+ 6.53% |
$615K - $655K
|
107K
$10.6M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
6.53KNew |
$611K - $651K
|
6.53K
$645K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6.41K+ 115.16% |
$600K - $639K
|
12K
$1.18M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.28KNew |
$588K - $626K
|
6.28K
$621K
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
6.15K+ 4.44% |
$576K - $613K
|
145K
$14.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
6.12K+ 12.63% |
$573K - $610K
|
54.6K
$5.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.11K+ 17.46% |
$572K - $609K
|
41.1K
$4.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.09K+ 750.0% |
$570K - $607K
|
6.9K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.08KNew |
$569K - $606K
|
6.08K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.01K+ 49.92% |
$563K - $599K
|
18K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.97K+ 100.03% |
$559K - $595K
|
11.9K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.96K+ 145.96% |
$558K - $594K
|
10K
$993K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
5.88K+ 3.16% |
$550K - $586K
|
192K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.67K+ 1.22% |
$531K - $565K
|
471K
$46.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
5.57K+ 246.5% |
$521K - $555K
|
7.82K
$773K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.56K+ 1.87% |
$520K - $554K
|
303K
$29.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.5K+ 51.49% |
$515K - $548K
|
16.2K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.5KNew |
$515K - $548K
|
5.5K
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.44KNew |
$509K - $542K
|
5.44K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.3KNew |
$496K - $528K
|
5.3K
$524K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.3KNew |
$496K - $528K
|
5.3K
$523K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.28K+ 27.47% |
$494K - $526K
|
24.5K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5.25K+ 1500.57% |
$492K - $524K
|
5.6K
$554K
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.13KNew |
$481K - $512K
|
5.13K
$507K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.13KNew |
$481K - $512K
|
5.13K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.08K+ 20.07% |
$476K - $507K
|
30.4K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.05K+ 8.16% |
$473K - $504K
|
67K
$6.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$468K - $498K
|
5K
$494K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.96KNew |
$465K - $495K
|
4.96K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
4.93KNew |
$462K - $492K
|
4.93K
$487K
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4.86K+ 1.07% |
$455K - $484K
|
460K
$45.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.84KNew |
$453K - $482K
|
4.84K
$478K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.81KNew |
$451K - $480K
|
4.81K
$476K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.78K+ 20.86% |
$448K - $477K
|
27.7K
$2.74M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.76K+ 11.58% |
$445K - $474K
|
45.8K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.75KNew |
$445K - $474K
|
4.75K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.75K+ 31.74% |
$444K - $473K
|
19.7K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.69K+ 36.43% |
$439K - $468K
|
17.6K
$1.74M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.69K+ 32.59% |
$439K - $467K
|
19.1K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.6KNew |
$431K - $459K
|
4.6K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.57KNew |
$427K - $455K
|
4.57K
$451K
|