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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4.55K+ 21.06% |
$426K - $453K
|
26.1K
$2.56M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
4.51K+ 2.69% |
$422K - $449K
|
172K
$16.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.51K+ 2.81% |
$422K - $449K
|
165K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 51.57% |
$421K - $449K
|
13.2K
$1.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.49KNew |
$421K - $448K
|
4.49K
$440K
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4.48KNew |
$419K - $447K
|
4.48K
$438K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.42KNew |
$414K - $440K
|
4.42K
$432K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.38K+ 28.69% |
$410K - $437K
|
19.6K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.35KNew |
$408K - $434K
|
4.35K
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.35K+ 23.26% |
$407K - $433K
|
23K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$407K - $433K
|
4.34K
$425K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.31K+ 131.61% |
$403K - $429K
|
7.58K
$741K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.29K+ 15.89% |
$401K - $427K
|
31.3K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.28K+ 6.88% |
$401K - $427K
|
66.5K
$6.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.27KNew |
$400K - $426K
|
4.27K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.25K+ 11.56% |
$398K - $423K
|
41K
$4.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.21KNew |
$394K - $419K
|
4.21K
$411K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.13K+ 187.55% |
$387K - $412K
|
6.33K
$619K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.12K+ 16.66% |
$385K - $410K
|
28.8K
$2.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.11K+ 169.54% |
$385K - $410K
|
6.54K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$383K - $408K
|
4.09K
$400K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.08K+ 63.71% |
$382K - $407K
|
10.5K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
4.06K+ 27.98% |
$380K - $405K
|
18.6K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.06K+ 32.64% |
$380K - $404K
|
16.5K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.04KNew |
$378K - $403K
|
4.04K
$395K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.04KNew |
$378K - $402K
|
4.04K
$395K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.03K+ 133.05% |
$377K - $401K
|
7.05K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 73.35% |
$376K - $400K
|
9.48K
$927K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.01K+ 23.51% |
$375K - $399K
|
21K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.99KNew |
$374K - $398K
|
3.99K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.99K+ 74.06% |
$373K - $397K
|
9.37K
$916K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.98K+ 3.56% |
$373K - $397K
|
116K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.94KNew |
$369K - $393K
|
3.94K
$386K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.94KNew |
$369K - $393K
|
3.94K
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.86K+ 31.2% |
$362K - $385K
|
16.2K
$1.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.86KNew |
$361K - $385K
|
3.86K
$378K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $383K
|
3.84K
$375K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.81KNew |
$357K - $380K
|
3.81K
$373K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.76KNew |
$352K - $374K
|
3.76K
$367K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.74K+ 16.3% |
$350K - $373K
|
26.7K
$2.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 4.0% |
$348K - $370K
|
96.5K
$9.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3.69KNew |
$345K - $368K
|
3.69K
$361K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.69KNew |
$345K - $368K
|
3.69K
$361K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.68KNew |
$345K - $367K
|
3.68K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
3.64K+ 2.09% |
$341K - $363K
|
178K
$17.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.61KNew |
$338K - $360K
|
3.61K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.59K+ 36.92% |
$336K - $358K
|
13.3K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.57KNew |
$334K - $356K
|
3.57K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.55KNew |
$333K - $354K
|
3.55K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.53KNew |
$331K - $352K
|
3.53K
$346K
|