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
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 3.2% |
$109K - $116K
|
35.3K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.18K- 7.33% |
$111K - $118K
|
14.9K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.2K- 34.19% |
$112K - $119K
|
2.3K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.2K- 3.82% |
$112K - $120K
|
30.2K
$2.95M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 11.74% |
$112K - $120K
|
9.02K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 1.38% |
$115K - $122K
|
87.2K
$8.53M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.22K- 13.93% |
$115K - $122K
|
7.56K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.23K- 21.21% |
$115K - $123K
|
4.57K
$447K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.24K- 13.16% |
$116K - $123K
|
8.17K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.25K- 57.52% |
$117K - $125K
|
923
$90.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 0.62% |
$118K - $125K
|
203K
$19.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 15.76% |
$120K - $128K
|
6.84K
$669K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.29K- 27.12% |
$121K - $129K
|
3.47K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.29K- 9.52% |
$121K - $129K
|
12.3K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 59.1% |
$121K - $129K
|
897
$87.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.35K- 1.07% |
$126K - $134K
|
125K
$12.2M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.35K- 1.06% |
$126K - $135K
|
126K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.36K- 27.32% |
$128K - $136K
|
3.63K
$355K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.37K- 9.51% |
$128K - $137K
|
13.1K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.42K- 59.33% |
$132K - $141K
|
970
$94.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 2.62% |
$133K - $142K
|
52.8K
$5.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.43K- 22.65% |
$133K - $142K
|
4.87K
$476K
|
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.44K- 2.45% |
$135K - $144K
|
57.5K
$5.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.45K- 11.89% |
$136K - $145K
|
10.8K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.46K- 2.79% |
$136K - $145K
|
50.8K
$4.97M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.46K- 13.05% |
$137K - $146K
|
9.76K
$954K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-1.48K- 0.59% |
$138K - $147K
|
250K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.49K- 61.08% |
$140K - $149K
|
952
$93.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.52K- 12.29% |
$142K - $151K
|
10.8K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.55K- 16.21% |
$145K - $155K
|
8.03K
$785K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 0.78% |
$146K - $155K
|
199K
$19.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.56K- 6.5% |
$146K - $156K
|
22.5K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 6.69% |
$146K - $156K
|
21.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 6.67% |
$151K - $160K
|
22.5K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.63K- 1.79% |
$153K - $162K
|
89.4K
$8.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.65K- 2.16% |
$155K - $165K
|
74.7K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.67K- 13.91% |
$156K - $167K
|
10.3K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.71K- 13.41% |
$160K - $170K
|
11K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.71K- 7.58% |
$160K - $170K
|
20.8K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.79K- 19.16% |
$167K - $178K
|
7.53K
$737K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.79K- 17.71% |
$168K - $178K
|
8.31K
$813K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.8K- 11.76% |
$168K - $179K
|
13.5K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.83K- 5.6% |
$171K - $182K
|
30.9K
$3.02M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.85K- 9.78% |
$173K - $184K
|
17.1K
$1.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.85K- 2.04% |
$173K - $185K
|
89K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.86K- 39.0% |
$174K - $185K
|
2.9K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.88K- 12.04% |
$176K - $187K
|
13.7K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$177K - $189K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.9K- 40.12% |
$178K - $189K
|
2.83K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.91K- 41.34% |
$179K - $191K
|
2.71K
$265K
|