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 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
380KNew |
$35.6M - $37.9M
|
380K
$37.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
371KNew |
$34.7M - $36.9M
|
371K
$36.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
363K+ 1533.18% |
$34M - $36.2M
|
387K
$37.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354K+ 9217.64% |
$33.2M - $35.3M
|
358K
$35M
|
|
|
Jan 31, 2023
Q4 2022
|
Trustees Of The Smith College
|
BUY
|
- |
348K+ 263.82% |
$32.6M - $34.7M
|
481K
$47M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
347K+ 7.61% |
$32.4M - $34.5M
|
4.9M
$479M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
334K+ 625.63% |
$31.3M - $33.3M
|
388K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
331KNew |
$31M - $33M
|
331K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
330KNew |
$30.9M - $32.9M
|
330K
$32.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Wealth Navi Inc.
|
BUY
|
- |
324K+ 4.8% |
$30.4M - $32.3M
|
7.08M
$693M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318K+ 15.95% |
$29.8M - $31.7M
|
2.31M
$226M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
317KNew |
$29.7M - $31.6M
|
317K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
316K+ 130.47% |
$29.6M - $31.5M
|
558K
$54.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
313K+ 9.78% |
$29.3M - $31.2M
|
3.52M
$344M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
312KNew |
$29.2M - $31.1M
|
312K
$30.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
306K+ 71.25% |
$28.7M - $30.5M
|
737K
$72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
289KNew |
$27M - $28.8M
|
289K
$28.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
267KNew |
$25M - $26.6M
|
267K
$26.1M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
254KNew |
$23.8M - $25.3M
|
254K
$24.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
251K+ 12.82% |
$23.5M - $25M
|
2.21M
$216M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
245K+ 143.16% |
$22.9M - $24.4M
|
416K
$40.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
242K+ 289.89% |
$22.7M - $24.2M
|
326K
$31.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
238K+ 343.16% |
$22.3M - $23.7M
|
307K
$30.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
235K+ 278.26% |
$22M - $23.4M
|
319K
$31.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
227K+ 7581.85% |
$21.3M - $22.7M
|
230K
$22.5M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
226K+ 680.04% |
$21.2M - $22.5M
|
259K
$25.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
226KNew |
$21.1M - $22.5M
|
226K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
225KNew |
$21M - $22.4M
|
225K
$22M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
221K+ 8.2% |
$20.7M - $22M
|
2.92M
$285M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
218K+ 9.03% |
$20.4M - $21.8M
|
2.63M
$258M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
211K+ 107.2% |
$19.7M - $21M
|
407K
$39.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
210KNew |
$19.6M - $20.9M
|
210K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
209K+ 9.76% |
$19.6M - $20.8M
|
2.35M
$230M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
207K+ 99.23% |
$19.4M - $20.7M
|
416K
$40.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
207K+ 512.41% |
$19.3M - $20.6M
|
247K
$24.1M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
198K+ 13207.47% |
$18.5M - $19.7M
|
200K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
187K+ 143.23% |
$17.5M - $18.6M
|
317K
$31M
|
|
|
Feb 06, 2023
Q4 2022
|
Passaic Partners LLC
|
BUY
|
- |
184KNew |
$17.2M - $18.3M
|
184K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
180KNew |
$16.9M - $18M
|
180K
$17.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
178K+ 4653.16% |
$16.7M - $17.8M
|
182K
$17.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
173KNew |
$16.2M - $17.2M
|
173K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
172K+ 25.46% |
$16.1M - $17.1M
|
847K
$82.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
168KNew |
$15.7M - $16.8M
|
168K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
164K+ 76.05% |
$15.3M - $16.3M
|
379K
$37.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
160KNew |
$15M - $15.9M
|
160K
$15.6M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
153K+ 28.23% |
$14.3M - $15.3M
|
696K
$68M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
147K+ 661.88% |
$13.7M - $14.6M
|
169K
$16.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
145K+ 931.02% |
$13.6M - $14.5M
|
161K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
140K+ 257.35% |
$13.1M - $13.9M
|
194K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
137K+ 87.46% |
$12.8M - $13.6M
|
293K
$28.7M
|