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 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-396- 3.76% |
$37.1K - $39.5K
|
10.1K
$992K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-398- 0.65% |
$37.3K - $39.7K
|
60.8K
$5.95M
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-398- 1.66% |
$37.3K - $39.7K
|
23.6K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-399- 6.55% |
$37.4K - $39.8K
|
5.69K
$557K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 6.4% |
$37.5K - $39.9K
|
5.85K
$573K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-409- 5.16% |
$38.3K - $40.8K
|
7.51K
$735K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$38.8K - $41.3K
|
256
$25K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-416- 18.81% |
$39K - $41.5K
|
1.8K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-416- 3.35% |
$39K - $41.5K
|
12K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-422- 13.29% |
$39.5K - $42.1K
|
2.75K
$269K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-424- 15.84% |
$39.7K - $42.3K
|
2.25K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-437- 3.61% |
$40.9K - $43.6K
|
11.7K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 20.95% |
$41.2K - $43.9K
|
1.66K
$162K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-446- 5.87% |
$41.8K - $44.5K
|
7.15K
$699K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-447- 5.19% |
$41.9K - $44.6K
|
8.17K
$799K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-448- 9.94% |
$41.9K - $44.7K
|
4.06K
$397K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-449- 10.22% |
$42K - $44.8K
|
3.94K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-450- 1.09% |
$42.1K - $44.9K
|
40.8K
$3.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-460- 1.98% |
$43.1K - $45.9K
|
22.8K
$2.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-462- 5.39% |
$43.3K - $46.1K
|
8.11K
$793K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-463- 64.31% |
$43.4K - $46.2K
|
257
$25.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-465- 2.62% |
$43.5K - $46.4K
|
17.3K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-475- 1.23% |
$44.5K - $47.4K
|
38.3K
$3.75M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-483- 5.54% |
$45.2K - $48.2K
|
8.24K
$806K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-492- 3.58% |
$46.1K - $49K
|
13.3K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-500- 9.09% |
$46.8K - $49.8K
|
5K
$489K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-505- 12.88% |
$47.3K - $50.3K
|
3.42K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-505- 0.86% |
$47.3K - $50.3K
|
58.2K
$5.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-507- 9.66% |
$47.5K - $50.5K
|
4.74K
$464K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-508- 4.49% |
$47.6K - $50.6K
|
10.8K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-510- 5.43% |
$47.8K - $50.8K
|
8.89K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-522- 16.02% |
$48.9K - $52K
|
2.74K
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-539- 99.45% |
$50.5K - $53.7K
|
3
$293
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-551- 19.44% |
$51.6K - $54.9K
|
2.28K
$223K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-564- 20.85% |
$52.8K - $56.2K
|
2.14K
$209K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-574- 11.56% |
$53.7K - $57.2K
|
4.39K
$429K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-580- 2.43% |
$54.3K - $57.8K
|
23.3K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-588- 4.49% |
$55.1K - $58.6K
|
12.5K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-591- 20.51% |
$55.3K - $58.9K
|
2.29K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-594- 14.15% |
$55.6K - $59.2K
|
3.6K
$353K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-599- 14.72% |
$56.1K - $59.7K
|
3.47K
$339K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-601- 11.05% |
$56.3K - $59.9K
|
4.84K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-608- 13.11% |
$56.9K - $60.6K
|
4.03K
$394K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-610- 16.25% |
$57.1K - $60.8K
|
3.15K
$308K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-617- 21.86% |
$57.8K - $61.5K
|
2.21K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-621- 9.87% |
$58.1K - $61.9K
|
5.67K
$555K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-630- 6.37% |
$59K - $62.8K
|
9.27K
$906K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-634- 3.39% |
$59.4K - $63.2K
|
18.1K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-641- 22.03% |
$60K - $63.9K
|
2.27K
$222K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-653- 11.48% |
$61.1K - $65.1K
|
5.03K
$492K
|