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 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
179New |
$16.8K - $17.8K
|
179
$17.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
176+ 11.58% |
$16.5K - $17.5K
|
1.7K
$166K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
173+ 4.7% |
$16.2K - $17.2K
|
3.85K
$377K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
170+ 6.36% |
$15.9K - $16.9K
|
2.85K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
169New |
$15.8K - $16.8K
|
169
$16.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
166+ 1.71% |
$15.5K - $16.5K
|
9.87K
$965K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
165+ 1.16% |
$15.4K - $16.4K
|
14.4K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 2.8% |
$15.1K - $16.1K
|
5.92K
$579K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
157+ 0.17% |
$14.7K - $15.7K
|
95.2K
$9.31M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
140New |
$13.1K - $14K
|
140
$13.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137+ 6.68% |
$12.8K - $13.7K
|
2.19K
$214K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
135+ 26.84% |
$12.6K - $13.5K
|
638
$62.4K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
128+ 2.57% |
$12K - $12.8K
|
5.12K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
127+ 26.46% |
$11.9K - $12.7K
|
607
$59.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
126+ 6.84% |
$11.8K - $12.6K
|
1.97K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
126+ 0.4% |
$11.8K - $12.6K
|
31.3K
$3.06M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
113New |
$10.6K - $11.3K
|
113
$11.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
111+ 2.23% |
$10.4K - $11.1K
|
5.09K
$498K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
110New |
$10.3K - $11K
|
110
$10.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
110+ 0.91% |
$10.3K - $11K
|
12.2K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
105+ 8.4% |
$9.83K - $10.5K
|
1.36K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
100+ 0.11% |
$9.36K - $9.97K
|
93.8K
$9.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94New |
$8.8K - $9.37K
|
94
$9.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
94+ 0.95% |
$8.8K - $9.37K
|
9.95K
$973K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91+ 7.97% |
$8.52K - $9.07K
|
1.23K
$121K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
90+ 19.27% |
$8.43K - $8.97K
|
557
$54.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
89+ 4.73% |
$8.33K - $8.87K
|
1.97K
$193K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
88New |
$8.24K - $8.77K
|
88
$8.61K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
85+ 20.0% |
$7.96K - $8.47K
|
510
$49.9K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
78+ 0.75% |
$7.3K - $7.78K
|
10.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
77+ 0.9% |
$7.21K - $7.68K
|
8.67K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
74+ 2.46% |
$6.93K - $7.38K
|
3.09K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
71+ 1.88% |
$6.65K - $7.08K
|
3.86K
$377K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
70New |
$6.55K - $6.98K
|
70
$6.85K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
67+ 1.54% |
$6.27K - $6.68K
|
4.42K
$432K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
67+ 3.94% |
$6.27K - $6.68K
|
1.77K
$173K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
64+ 0.38% |
$5.99K - $6.38K
|
16.9K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
64+ 0.17% |
$5.99K - $6.38K
|
37K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
60+ 1.19% |
$5.62K - $5.98K
|
5.11K
$500K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59New |
$5.52K - $5.88K
|
59
$5.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
59+ 10.44% |
$5.52K - $5.88K
|
624
$61K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
58New |
$5.43K - $5.78K
|
58
$5.67K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
57+ 18.15% |
$5.34K - $5.68K
|
371
$36.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
56New |
$5.24K - $5.58K
|
56
$5.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
56+ 0.26% |
$5.24K - $5.58K
|
22K
$2.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51+ 1.05% |
$4.78K - $5.08K
|
4.9K
$479K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
51+ 1.44% |
$4.78K - $5.08K
|
3.6K
$352K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
48+ 1.02% |
$4.49K - $4.79K
|
4.75K
$465K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
46+ 0.98% |
$4.31K - $4.59K
|
4.75K
$465K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
43+ 0.63% |
$4.03K - $4.29K
|
6.91K
$676K
|