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 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.53KNew |
$237K - $253K
|
2.53K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.52K+ 39.58% |
$236K - $251K
|
8.88K
$869K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.51KNew |
$235K - $250K
|
2.51K
$245K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.47KNew |
$231K - $246K
|
2.47K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.43K+ 43.05% |
$227K - $242K
|
8.06K
$788K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 6.34% |
$227K - $241K
|
40.6K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.38KNew |
$223K - $237K
|
2.38K
$232K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.37KNew |
$222K - $236K
|
2.37K
$231K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.35KNew |
$220K - $235K
|
2.35K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.33K+ 10.97% |
$218K - $232K
|
23.6K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.77% |
$216K - $230K
|
8.41K
$822K
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.3K+ 10017.39% |
$216K - $230K
|
2.33K
$228K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.3KNew |
$215K - $229K
|
2.3K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.29KNew |
$214K - $228K
|
2.29K
$224K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
2.28KNew |
$213K - $227K
|
2.28K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.28K+ 58.65% |
$213K - $227K
|
6.15K
$602K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.24KNew |
$210K - $224K
|
2.24K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.24K+ 0.89% |
$210K - $224K
|
254K
$24.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
2.24KNew |
$210K - $223K
|
2.24K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.23KNew |
$208K - $222K
|
2.23K
$218K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$215K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$215K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.18KNew |
$204K - $217K
|
2.18K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.17KNew |
$203K - $217K
|
2.17K
$213K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$203K - $216K
|
2.17K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.13KNew |
$199K - $212K
|
2.13K
$208K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.11KNew |
$197K - $210K
|
2.11K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1K+ 46.47% |
$197K - $210K
|
6.63K
$649K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 77.37% |
$197K - $210K
|
4.82K
$472K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.09KNew |
$195K - $208K
|
2.09K
$204K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.08K+ 26.03% |
$195K - $207K
|
10.1K
$984K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.08KNew |
$194K - $207K
|
2.08K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.07KNew |
$194K - $206K
|
2.07K
$202K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
2.02K+ 83.05% |
$189K - $201K
|
4.45K
$435K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.96K+ 12.6% |
$184K - $195K
|
17.5K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.95K+ 0.78% |
$182K - $194K
|
251K
$24.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.92K+ 51.85% |
$180K - $192K
|
5.64K
$551K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.89K+ 32.34% |
$177K - $189K
|
7.74K
$757K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.89K+ 21.23% |
$177K - $188K
|
10.8K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.84K+ 20.78% |
$172K - $184K
|
10.7K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.84K+ 6.35% |
$172K - $183K
|
30.8K
$3.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.82K+ 69.42% |
$170K - $181K
|
4.43K
$433K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.81K+ 44.2% |
$169K - $180K
|
5.9K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.81K+ 74.83% |
$169K - $180K
|
4.22K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
1.76K+ 35240.0% |
$165K - $176K
|
1.77K
$173K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 5.84% |
$164K - $175K
|
31.7K
$3.1M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.74K+ 8.35% |
$163K - $173K
|
22.5K
$2.21M
|
|
|
Jun 20, 2024
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.7K+ 0.54% |
$159K - $169K
|
314K
$30.7M
|