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 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-135- 1.16% |
$12.6K - $13.5K
|
11.5K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-136- 4.49% |
$12.7K - $13.6K
|
2.9K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-142- 1.83% |
$13.3K - $14.2K
|
7.62K
$746K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 3.7% |
$14K - $15K
|
3.91K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-152- 1.46% |
$14.2K - $15.2K
|
10.2K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-154- 1.97% |
$14.4K - $15.4K
|
7.66K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-155- 4.4% |
$14.5K - $15.5K
|
3.37K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-162- 5.65% |
$15.2K - $16.1K
|
2.71K
$265K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-168- 4.1% |
$15.7K - $16.7K
|
3.93K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-176- 6.69% |
$16.5K - $17.5K
|
2.46K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-181- 0.42% |
$16.9K - $18K
|
42.6K
$4.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-189- 1.88% |
$17.7K - $18.8K
|
9.86K
$964K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-191- 37.6% |
$17.9K - $19K
|
317
$31K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-196- 1.66% |
$18.4K - $19.5K
|
11.6K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200- 22.7% |
$18.7K - $19.9K
|
681
$66.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-200- 3.93% |
$18.7K - $19.9K
|
4.89K
$478K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-200Closed |
$18.7K - $19.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-201- 1.73% |
$18.8K - $20K
|
11.4K
$1.12M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-206- 4.82% |
$19.3K - $20.5K
|
4.07K
$398K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-214- 27.19% |
$20K - $21.3K
|
573
$56K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-221- 4.62% |
$20.7K - $22K
|
4.56K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-230- 13.49% |
$21.5K - $22.9K
|
1.48K
$144K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-235- 4.06% |
$22K - $23.4K
|
5.56K
$544K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-236- 8.53% |
$22.1K - $23.5K
|
2.53K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-236- 3.42% |
$22.1K - $23.5K
|
6.66K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-237- 5.26% |
$22.2K - $23.6K
|
4.27K
$417K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-241- 6.69% |
$22.6K - $24K
|
3.36K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-242- 1.12% |
$22.7K - $24.1K
|
21.3K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-249- 0.53% |
$23.3K - $24.8K
|
46.6K
$4.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-252- 9.76% |
$23.6K - $25.1K
|
2.33K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-254- 10.06% |
$23.8K - $25.3K
|
2.27K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-259- 1.75% |
$24.3K - $25.8K
|
14.6K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-259- 7.18% |
$24.3K - $25.8K
|
3.35K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-271- 10.32% |
$25.4K - $27K
|
2.36K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-272- 1.22% |
$25.5K - $27.1K
|
22.1K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-275- 3.6% |
$25.7K - $27.4K
|
7.37K
$721K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-294- 10.88% |
$27.5K - $29.3K
|
2.41K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-294- 0.52% |
$27.5K - $29.3K
|
56.3K
$5.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-298- 89.22% |
$27.9K - $29.7K
|
36
$3.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-304- 4.37% |
$28.5K - $30.3K
|
6.65K
$650K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-319- 6.36% |
$29.9K - $31.8K
|
4.7K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-324- 3.76% |
$30.3K - $32.3K
|
8.3K
$812K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-327- 26.04% |
$30.6K - $32.6K
|
929
$90.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-342- 3.12% |
$32K - $34.1K
|
10.6K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-356- 64.14% |
$33.3K - $35.5K
|
199
$19.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-363- 4.78% |
$34K - $36.2K
|
7.23K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-368- 6.96% |
$34.5K - $36.7K
|
4.92K
$481K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-375- 5.73% |
$35.1K - $37.4K
|
6.17K
$603K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-392- 1.58% |
$36.7K - $39.1K
|
24.4K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-394- 1.29% |
$36.9K - $39.3K
|
30.2K
$2.95M
|