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 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 7.35% |
$3.84K - $4.09K
|
599
$58.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40+ 0.92% |
$3.75K - $3.99K
|
4.39K
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
37+ 0.66% |
$3.46K - $3.69K
|
5.61K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36New |
$3.37K - $3.59K
|
36
$3.52K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
32+ 0.9% |
$3K - $3.19K
|
3.57K
$349K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
30+ 1.89% |
$2.81K - $2.99K
|
1.62K
$159K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
30+ 1.33% |
$2.81K - $2.99K
|
2.29K
$224K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
29+ 0.88% |
$2.72K - $2.89K
|
3.32K
$324K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
29+ 0.63% |
$2.72K - $2.89K
|
4.66K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
29+ 0.92% |
$2.72K - $2.89K
|
3.17K
$310K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 0.73% |
$1.97K - $2.09K
|
2.91K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
21+ 0.7% |
$1.97K - $2.09K
|
3K
$294K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.62% |
$1.87K - $1.99K
|
3.24K
$317K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
17+ 13.28% |
$1.59K - $1.69K
|
145
$14.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
17+ 0.63% |
$1.59K - $1.69K
|
2.71K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.68% |
$1.4K - $1.5K
|
2.23K
$218K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14+ 1.48% |
$1.31K - $1.4K
|
958
$93.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$1.22K - $1.3K
|
13
$1.27K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11+ 0.02% |
$1.03K - $1.1K
|
55.1K
$5.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.62% |
$1.03K - $1.1K
|
1.78K
$174K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10+ 0.19% |
$936 - $997
|
5.25K
$514K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$843 - $897
|
3.42K
$334K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.33% |
$749 - $798
|
2.43K
$237K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.03% |
$655 - $698
|
27.7K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
6+ 0.19% |
$562 - $598
|
3.22K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6+ 0.06% |
$562 - $598
|
10.1K
$985K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.09% |
$468 - $498
|
5.63K
$551K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.2% |
$281 - $299
|
1.53K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 0.25% |
$281 - $299
|
1.21K
$118K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$187 - $199
|
2
$196
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.57% |
$187 - $199
|
129
$12.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.86% |
$187 - $199
|
235
$23K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.09% |
$187 - $199
|
2.32K
$227K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.01% |
$93.6 - $99.7
|
9.19K
$898K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$93.6 - $99.7
|
1.11K
$109K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.04% |
$93.6 - $99.7
|
97
$9.49K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 2.13% |
$93.6 - $99.7
|
48
$4.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-1- 0.01% |
$93.6 - $99.7
|
9.3K
$910K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1- 0.01% |
$93.6 - $99.7
|
8.66K
$847K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$93.6 - $99.7
|
7.88K
$771K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$93.6 - $99.7
|
13.5K
$1.32M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.13% |
$281 - $299
|
2.27K
$222K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.19% |
$749 - $798
|
4.24K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-10- 0.46% |
$936 - $997
|
2.16K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12- 5.06% |
$1.12K - $1.2K
|
225
$22K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13- 0.24% |
$1.22K - $1.3K
|
5.37K
$525K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-15- 0.19% |
$1.4K - $1.5K
|
8.05K
$787K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.4K - $1.5K
|
4.37K
$427K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-21- 0.67% |
$1.97K - $2.09K
|
3.1K
$303K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 0.79% |
$2.06K - $2.19K
|
2.78K
$272K
|