Purchases and Sales Made in Q4 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 13, 2023 Q4 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
1.65K
+ 0.85%
$155K - $165K
195K $19.1M
Feb 09, 2023 Q4 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
1.65K
+ 17.42%
$154K - $164K
11.1K $1.09M
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
1.64K
+ 18.74%
$154K - $164K
10.4K $1.02M
Jan 11, 2023 Q4 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
1.62K
+ 4.36%
$152K - $161K
38.8K $3.79M
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.62K
+ 60.9%
$151K - $161K
4.28K $418K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.58K
+ 6.51%
$148K - $157K
25.8K $2.53M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
1.56K
New
$146K - $155K
1.56K $152K
Feb 07, 2023 Q4 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.55K
+ 18.54%
$145K - $155K
9.92K $970K
Jan 18, 2023 Q4 2022
Retirement Planning Group

BUY
 -
1.54K
+ 36.23%
$144K - $153K
5.77K $565K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
1.52K
+ 1.15%
$142K - $152K
133K $13M
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

BUY
 -
1.5K
+ 61.74%
$140K - $149K
3.92K $383K
Jan 18, 2023 Q4 2022
Silverhawk Asset Management, LLC

BUY
 -
1.49K
+ 3.59%
$140K - $149K
43.1K $4.21M
Feb 14, 2023 Q4 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.48K
+ 27.49%
$139K - $148K
6.87K $672K
Jan 20, 2023 Q4 2022
Fort Henry Capital, LLC

BUY
 -
1.48K
+ 0.74%
$138K - $147K
200K $19.6M
Feb 14, 2023 Q4 2022
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
1.47K
+ 9.93%
$137K - $146K
16.2K $1.59M
Jan 18, 2023 Q4 2022
Hbc Financial Services, Pllc

BUY
 -
1.43K
+ 1.3%
$134K - $142K
111K $10.8M
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.42K
+ 49.63%
$133K - $141K
4.28K $418K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
1.41K
New
$132K - $141K
1.41K $138K
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
BUY
 -
1.4K
+ 12.99%
$131K - $140K
12.2K $1.19M
Feb 07, 2023 Q4 2022
My Legacy Advisors, LLC

BUY
 -
1.39K
+ 57.14%
$130K - $138K
3.82K $373K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

BUY
 -
1.37K
+ 20.34%
$129K - $137K
8.13K $795K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
1.37K
New
$129K - $137K
1.37K $134K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.36K
+ 45.12%
$128K - $136K
4.39K $429K
Feb 14, 2023 Q4 2022
Choate Investment Advisors

Boston, MA
BUY
 -
1.36K
+ 3686.49%
$128K - $136K
1.4K $137K
Jan 20, 2023 Q4 2022
Transcend Capital Advisors, LLC

BUY
 -
1.36K
+ 16.28%
$127K - $135K
9.68K $947K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
1.3K
New
$122K - $130K
1.3K $127K
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
1.3K
New
$121K - $129K
1.3K $127K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.3K
+ 7.88%
$121K - $129K
17.7K $1.73M
Feb 01, 2023 Q4 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.28K
+ 28.95%
$120K - $128K
5.7K $558K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
1.26K
New
$118K - $125K
1.26K $123K
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
1.2K
+ 4.18%
$112K - $120K
29.9K $2.92M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.17K
New
$110K - $117K
1.17K $114K
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
1.15K
+ 952.89%
$108K - $115K
1.27K $125K
Feb 13, 2023 Q4 2022
Inscription Capital, LLC

Houston, TX
BUY
 -
1.14K
+ 13.29%
$107K - $114K
9.71K $950K
Feb 08, 2023 Q4 2022
Highland Financial Advisors, LLC

BUY
 -
1.13K
+ 10.62%
$106K - $113K
11.8K $1.15M
Feb 10, 2023 Q4 2022
Snider Financial Group

Bellevue, WA
BUY
 -
1.13K
+ 0.62%
$105K - $112K
183K $17.9M
Feb 02, 2023 Q4 2022
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
1.11K
+ 39.4%
$104K - $111K
3.94K $385K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
1.1K
+ 6.2%
$103K - $109K
18.8K $1.84M
Feb 03, 2023 Q4 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
1.1K
+ 1.18%
$103K - $109K
93.5K $9.15M
Jan 30, 2023 Q4 2022
Cubic Asset Management, LLC

BUY
 -
1.08K
+ 31.27%
$101K - $107K
4.52K $442K
Jan 19, 2023 Q4 2022
Roth Financial Partners LLC

BUY
 -
1.06K
+ 38.5%
$99.2K - $106K
3.81K $373K
Feb 06, 2023 Q4 2022
Rkl Wealth Management LLC

BUY
 -
1.03K
+ 2.76%
$96.6K - $103K
38.5K $3.76M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.01K
New
$94.4K - $100K
1.01K $98.6K
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
1.01K
+ 16.37%
$94.4K - $100K
7.17K $701K
Feb 01, 2023 Q4 2022
Slate Stone Wealth, LLC

BUY
 -
1K
+ 6.7%
$93.8K - $99.9K
16K $1.56M
Feb 15, 2023 Q4 2022
Vestcor Inc

Fredericton, A3
BUY
 -
1K
+ 1.82%
$93.6K - $99.7K
55.8K $5.46M
Jan 27, 2023 Q4 2022
First Personal Financial Services

BUY
 -
977
+ 2640.54%
$91.5K - $97.4K
1.01K $99.2K
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
970
+ 1197.53%
$90.8K - $96.7K
1.05K $103K
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
951
+ 3.63%
$89K - $94.8K
27.2K $2.66M

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