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 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-670- 5.01% |
$62.7K - $66.8K
|
12.7K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-673- 75.79% |
$63K - $67.1K
|
215
$21.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-694- 0.86% |
$65K - $69.2K
|
79.8K
$7.88M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 12.7% |
$65.5K - $69.8K
|
4.81K
$475K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-700- 20.52% |
$65.5K - $69.8K
|
2.71K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-701- 12.56% |
$65.6K - $69.9K
|
4.88K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-701- 30.57% |
$65.6K - $69.9K
|
1.59K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-715- 1.73% |
$66.9K - $71.3K
|
40.6K
$4.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-720- 16.56% |
$67.4K - $71.8K
|
3.63K
$358K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-729- 18.6% |
$68.3K - $72.7K
|
3.19K
$315K
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-747- 99.73% |
$69.9K - $74.5K
|
2
$198
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-747- 99.73% |
$69.9K - $74.5K
|
2
$198
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-751- 5.38% |
$70.3K - $74.9K
|
13.2K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-754- 12.7% |
$70.6K - $75.2K
|
5.18K
$512K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-767- 74.76% |
$71.8K - $76.5K
|
259
$25.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-813- 0.18% |
$76.1K - $81K
|
445K
$44M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-815- 5.6% |
$76.3K - $81.2K
|
13.7K
$1.36M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-836- 8.67% |
$78.3K - $83.3K
|
8.8K
$870K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-841- 20.65% |
$78.7K - $83.8K
|
3.23K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-851- 16.57% |
$79.7K - $84.8K
|
4.29K
$423K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-869- 6.47% |
$81.4K - $86.6K
|
12.6K
$1.24M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-869- 4.43% |
$81.4K - $86.6K
|
18.8K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-901- 9.57% |
$84.4K - $89.8K
|
8.51K
$841K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-906- 15.19% |
$84.8K - $90.3K
|
5.06K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-947- 5.07% |
$88.7K - $94.4K
|
17.7K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-955- 21.12% |
$89.4K - $95.2K
|
3.57K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-969- 10.57% |
$90.7K - $96.6K
|
8.2K
$810K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-990- 8.86% |
$92.7K - $98.7K
|
10.2K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-994- 1.05% |
$93.1K - $99.1K
|
93.3K
$9.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1K- 10.94% |
$93.6K - $99.7K
|
8.14K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1K- 10.32% |
$93.6K - $99.7K
|
8.69K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1K- 19.89% |
$93.6K - $99.7K
|
4.03K
$398K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.01K- 3.7% |
$94.2K - $100K
|
26.2K
$2.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.01K- 11.32% |
$94.4K - $100K
|
7.9K
$780K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.01K- 25.74% |
$94.9K - $101K
|
2.93K
$289K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.03K- 28.55% |
$96.3K - $102K
|
2.57K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.04K- 11.53% |
$97.3K - $104K
|
7.97K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.05K- 35.93% |
$97.9K - $104K
|
1.87K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.05K- 0.51% |
$98.3K - $105K
|
206K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.05K- 27.65% |
$98.4K - $105K
|
2.75K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.06K- 15.12% |
$99.2K - $106K
|
5.95K
$588K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.08K- 23.68% |
$101K - $108K
|
3.49K
$345K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.09K- 10.1% |
$102K - $109K
|
9.73K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.1K- 2.92% |
$103K - $109K
|
36.4K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.1K- 17.34% |
$103K - $110K
|
5.26K
$520K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.12K- 25.96% |
$105K - $112K
|
3.19K
$316K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 11.41% |
$107K - $114K
|
8.87K
$876K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.14K- 24.7% |
$107K - $114K
|
3.49K
$345K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.15K- 5.46% |
$107K - $114K
|
19.9K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.16K- 6.69% |
$108K - $115K
|
16.1K
$1.59M
|