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 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.18% |
$2.15K - $2.29K
|
13.1K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-25- 0.07% |
$2.34K - $2.49K
|
35.5K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26- 0.63% |
$2.43K - $2.59K
|
4.13K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-27- 0.92% |
$2.53K - $2.69K
|
2.92K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-28- 0.02% |
$2.62K - $2.79K
|
114K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-28- 0.61% |
$2.62K - $2.79K
|
4.59K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-29- 0.94% |
$2.72K - $2.89K
|
3.04K
$301K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-31- 0.11% |
$2.9K - $3.09K
|
27.3K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-31- 0.93% |
$2.9K - $3.09K
|
3.3K
$326K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-33- 1.3% |
$3.09K - $3.29K
|
2.51K
$248K
|
|
|
Feb 02, 2023
Q4 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-40- 0.03% |
$3.75K - $3.99K
|
146K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-40- 0.25% |
$3.75K - $3.99K
|
16.3K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-41- 17.23% |
$3.84K - $4.09K
|
197
$19.5K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-41- 1.47% |
$3.84K - $4.09K
|
2.75K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-42- 0.63% |
$3.93K - $4.19K
|
6.61K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-43- 0.21% |
$4.03K - $4.29K
|
20.1K
$1.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-44- 0.57% |
$4.12K - $4.39K
|
7.62K
$752K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-45- 0.37% |
$4.21K - $4.49K
|
12.3K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-45- 69.23% |
$4.21K - $4.49K
|
20
$1.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45- 0.83% |
$4.21K - $4.49K
|
5.39K
$533K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-49- 0.55% |
$4.59K - $4.88K
|
8.91K
$880K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-51- 1.39% |
$4.78K - $5.08K
|
3.62K
$358K
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-52- 0.09% |
$4.87K - $5.18K
|
58.4K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-52- 0.35% |
$4.87K - $5.18K
|
14.8K
$1.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53- 0.05% |
$4.96K - $5.28K
|
102K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-68- 0.4% |
$6.37K - $6.78K
|
16.9K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-74- 2.83% |
$6.93K - $7.38K
|
2.54K
$251K
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-75- 0.55% |
$7.02K - $7.48K
|
13.5K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-77- 0.07% |
$7.21K - $7.68K
|
104K
$10.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.27% |
$7.3K - $7.78K
|
6.06K
$599K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-89- 8.07% |
$8.33K - $8.87K
|
1.01K
$100K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-89- 58.17% |
$8.33K - $8.87K
|
64
$6.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-95- 4.09% |
$8.89K - $9.47K
|
2.23K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-96- 0.78% |
$8.99K - $9.57K
|
12.2K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-100- 22.57% |
$9.36K - $9.97K
|
343
$33.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 14.25% |
$9.36K - $9.97K
|
602
$59.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-103- 3.96% |
$9.64K - $10.3K
|
2.5K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-106- 1.72% |
$9.92K - $10.6K
|
6.07K
$600K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-107- 0.56% |
$10K - $10.7K
|
18.8K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-109- 8.18% |
$10.2K - $10.9K
|
1.22K
$121K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-111- 1.17% |
$10.4K - $11.1K
|
9.35K
$924K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-117- 2.86% |
$11K - $11.7K
|
3.97K
$392K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-119- 0.24% |
$11.1K - $11.9K
|
49.8K
$4.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-119- 0.01% |
$11.1K - $11.9K
|
1.76M
$174M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-119- 0.21% |
$11.1K - $11.9K
|
55.3K
$5.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-121- 3.71% |
$11.3K - $12.1K
|
3.14K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 17.86% |
$11.7K - $12.5K
|
575
$56.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-129- 94.85% |
$12.1K - $12.9K
|
7
$692
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-130- 2.19% |
$12.2K - $13K
|
5.8K
$573K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 2.21% |
$12.3K - $13.1K
|
5.81K
$574K
|