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 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-149K- 29.77% |
$14M - $14.9M
|
352K
$34.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-174K- 15.01% |
$16.3M - $17.4M
|
987K
$96.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-175K- 87.79% |
$16.4M - $17.4M
|
24.3K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-180K- 1.08% |
$16.9M - $17.9M
|
16.5M
$1.61B
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-185K- 88.9% |
$17.4M - $18.5M
|
23.1K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-188K- 69.48% |
$17.6M - $18.7M
|
82.5K
$8.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-194K- 96.38% |
$18.1M - $19.3M
|
7.26K
$710K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-212KClosed |
$19.9M - $21.2M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-230K- 77.48% |
$21.5M - $22.9M
|
66.8K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-231K- 13.0% |
$21.6M - $23M
|
1.54M
$151M
|
|
|
Jan 19, 2023
Q4 2022
|
Mass General Brigham, Inc
|
SELL
|
- |
-240K- 30.29% |
$22.5M - $24M
|
553K
$54.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-258K- 97.74% |
$24.1M - $25.7M
|
5.96K
$583K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-258K- 30.47% |
$24.2M - $25.7M
|
589K
$57.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-281K- 13.56% |
$26.3M - $28M
|
1.79M
$175M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-313K- 46.56% |
$29.3M - $31.2M
|
359K
$35.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-314K- 47.29% |
$29.4M - $31.3M
|
350K
$34.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-333K- 51.1% |
$31.1M - $33.2M
|
318K
$31.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333K- 51.1% |
$31.1M - $33.2M
|
318K
$31.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-358K- 5.07% |
$33.5M - $35.7M
|
6.72M
$657M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-389K- 82.03% |
$36.4M - $38.8M
|
85.2K
$8.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-419K- 4.73% |
$39.2M - $41.8M
|
8.45M
$826M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-425K- 15.62% |
$39.8M - $42.4M
|
2.3M
$225M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-482K- 0.58% |
$45.1M - $48M
|
82.2M
$8.04B
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-483K- 49.91% |
$45.2M - $48.1M
|
484K
$47.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-485K- 67.48% |
$45.4M - $48.3M
|
234K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-503K- 98.97% |
$47.1M - $50.2M
|
5.24K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-554K- 52.74% |
$51.9M - $55.2M
|
497K
$48.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-566K- 50.08% |
$53M - $56.4M
|
564K
$55.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-578K- 97.74% |
$54.1M - $57.6M
|
13.3K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-604K- 12.31% |
$56.5M - $60.2M
|
4.3M
$420M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-618K- 9.95% |
$57.9M - $61.6M
|
5.59M
$547M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-762K- 96.74% |
$71.4M - $76M
|
25.7K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-769K- 18.94% |
$72M - $76.6M
|
3.29M
$322M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-825K- 98.25% |
$77.2M - $82.2M
|
14.7K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.06M- 50.24% |
$98.8M - $105M
|
1.05M
$102M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12M- 16.96% |
$105M - $111M
|
5.47M
$535M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29M- 2.38% |
$121M - $129M
|
53M
$5.19B
|
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-1.52M- 87.21% |
$142M - $151M
|
223K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.23M- 19.53% |
$209M - $222M
|
9.19M
$899M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.47M- 94.27% |
$232M - $247M
|
151K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.75M- 59.29% |
$351M - $374M
|
2.58M
$252M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-62.9M- 100.0% |
$5.89B - $6.27B
|
1.58K
$155K
|