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 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
947+ 10.4% |
$88.7K - $94.4K
|
10.1K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
920New |
$86.1K - $91.7K
|
920
$90K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
912+ 185.37% |
$85.4K - $90.9K
|
1.4K
$137K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
909+ 41.6% |
$85.1K - $90.6K
|
3.09K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
894+ 3.2% |
$83.7K - $89.1K
|
28.8K
$2.82M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
892New |
$83.5K - $88.9K
|
892
$87.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
889New |
$83.2K - $88.6K
|
889
$87K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
867+ 35.06% |
$81.2K - $86.4K
|
3.34K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
843New |
$78.9K - $84K
|
843
$82.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
843+ 7.24% |
$78.9K - $84K
|
12.5K
$1.22M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
831New |
$77.8K - $82.8K
|
831
$81.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
800+ 27.71% |
$74.9K - $79.8K
|
3.69K
$361K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
794New |
$74.3K - $79.2K
|
794
$77.7K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
791+ 1.5% |
$74.1K - $78.9K
|
53.5K
$5.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
784+ 5600.0% |
$73.4K - $78.2K
|
798
$78.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
782+ 1.39% |
$73.2K - $78K
|
57K
$5.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
771+ 11.43% |
$72.2K - $76.9K
|
7.52K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
762+ 293.08% |
$71.3K - $76K
|
1.02K
$100K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
760+ 13.75% |
$71.2K - $75.8K
|
6.29K
$615K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
758+ 30.54% |
$71K - $75.6K
|
3.24K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
741+ 13.61% |
$69.4K - $73.9K
|
6.19K
$605K
|
|
|
Feb 10, 2023
Q4 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
730+ 0.91% |
$68.3K - $72.8K
|
81K
$7.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
713+ 3.88% |
$66.8K - $71.1K
|
19.1K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
708+ 3.18% |
$66.3K - $70.6K
|
23K
$2.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
707New |
$66.2K - $70.5K
|
707
$69.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
707+ 26.32% |
$66.2K - $70.5K
|
3.39K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
697+ 2.25% |
$65.3K - $69.5K
|
31.7K
$3.1M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
693+ 19.85% |
$64.9K - $69.1K
|
4.18K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
658+ 27.82% |
$61.6K - $65.6K
|
3.02K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
650+ 9.88% |
$60.9K - $64.8K
|
7.23K
$707K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
646+ 8.24% |
$60.5K - $64.4K
|
8.49K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
633+ 0.89% |
$59.3K - $63.1K
|
71.5K
$7M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
623+ 7.76% |
$58.3K - $62.1K
|
8.65K
$846K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
582+ 3.71% |
$54.5K - $58K
|
16.3K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
578+ 15.32% |
$54.1K - $57.6K
|
4.35K
$425K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
570New |
$53.4K - $56.8K
|
570
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
557+ 0.9% |
$52.2K - $55.5K
|
62.1K
$6.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
552+ 4.58% |
$51.7K - $55K
|
12.6K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
551+ 23.27% |
$51.6K - $54.9K
|
2.92K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
530+ 1.45% |
$49.6K - $52.8K
|
37K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
528+ 12.46% |
$49.4K - $52.6K
|
4.77K
$466K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
524+ 8.51% |
$49.1K - $52.2K
|
6.68K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
520+ 11.96% |
$48.7K - $51.8K
|
4.87K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
515+ 58.72% |
$48.2K - $51.3K
|
1.39K
$136K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
515+ 8.01% |
$48.2K - $51.3K
|
6.95K
$679K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
514+ 4.31% |
$48.1K - $51.2K
|
12.4K
$1.22M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
510+ 11.67% |
$47.8K - $50.8K
|
4.88K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
492+ 11.72% |
$46.1K - $49K
|
4.69K
$459K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
463New |
$43.4K - $46.2K
|
463
$45.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
458+ 6.09% |
$42.9K - $45.7K
|
7.98K
$780K
|