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 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.53KNew |
$330K - $352K
|
3.53K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.48K+ 29016.67% |
$326K - $347K
|
3.49K
$342K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.48KNew |
$326K - $347K
|
3.48K
$340K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.29K+ 2.68% |
$308K - $328K
|
126K
$12.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
3.27KNew |
$307K - $326K
|
3.27K
$320K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.27KNew |
$306K - $325K
|
3.27K
$319K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.23KNew |
$302K - $322K
|
3.23K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.22K+ 37.5% |
$301K - $321K
|
11.8K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.19K+ 20.64% |
$299K - $318K
|
18.7K
$1.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 3.02% |
$299K - $318K
|
109K
$10.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.18KNew |
$297K - $317K
|
3.18K
$311K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.08KNew |
$289K - $307K
|
3.08K
$301K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.07KNew |
$287K - $306K
|
3.07K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.06K+ 4.25% |
$287K - $305K
|
75.1K
$7.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.04K+ 6.58% |
$284K - $303K
|
49.2K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.04KNew |
$284K - $303K
|
3.04K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.02K+ 15.14% |
$283K - $301K
|
23K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
3.02K+ 16.45% |
$282K - $301K
|
21.4K
$2.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.02KNew |
$282K - $301K
|
3.02K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3K+ 3.14% |
$281K - $299K
|
98.6K
$9.64M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
3K+ 4.83% |
$280K - $299K
|
65K
$6.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.99K+ 65.14% |
$280K - $298K
|
7.58K
$741K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.98KNew |
$279K - $297K
|
2.98K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.95KNew |
$276K - $294K
|
2.95K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95K+ 94.64% |
$276K - $294K
|
6.07K
$594K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.95K+ 46.34% |
$276K - $294K
|
9.31K
$910K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.85KNew |
$267K - $284K
|
2.85K
$279K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.81KNew |
$263K - $280K
|
2.81K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.81K+ 1.1% |
$263K - $280K
|
257K
$25.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.79K+ 0.69% |
$262K - $279K
|
410K
$40.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.77KNew |
$259K - $276K
|
2.77K
$271K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.76K+ 7.69% |
$258K - $275K
|
38.6K
$3.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.73KNew |
$255K - $272K
|
2.73K
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71KNew |
$254K - $270K
|
2.71K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.71KNew |
$253K - $270K
|
2.71K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.7K+ 59.99% |
$253K - $269K
|
7.2K
$704K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.7K+ 8.6% |
$253K - $269K
|
34K
$3.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.69K+ 15.84% |
$252K - $268K
|
19.7K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.66K+ 22.35% |
$249K - $265K
|
14.6K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.61K+ 8.22% |
$245K - $260K
|
34.4K
$3.36M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.61KNew |
$244K - $260K
|
2.61K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.59K+ 2.95% |
$243K - $258K
|
90.5K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.59KNew |
$242K - $258K
|
2.59K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$240K - $256K
|
2.56K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.56KNew |
$240K - $255K
|
2.56K
$250K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.56K+ 11.21% |
$239K - $255K
|
25.4K
$2.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.56K+ 13.53% |
$239K - $255K
|
21.4K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.56KNew |
$239K - $255K
|
2.56K
$250K
|