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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.5K+ 72.78% |
$4.45M - $4.74M
|
113K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
46.2KNew |
$4.33M - $4.61M
|
46.2K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
46.2K+ 0.91% |
$4.32M - $4.6M
|
5.13M
$502M
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
46.1KNew |
$4.31M - $4.59M
|
46.1K
$4.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
45.7K+ 23.05% |
$4.28M - $4.55M
|
244K
$23.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.5K+ 12.69% |
$4.17M - $4.44M
|
395K
$38.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
44.3K+ 441.41% |
$4.14M - $4.41M
|
54.3K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
43.7KNew |
$4.1M - $4.36M
|
43.7K
$4.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
43.5KNew |
$4.07M - $4.33M
|
43.5K
$4.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7K+ 16.26% |
$4M - $4.26M
|
305K
$29.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
42.4KNew |
$3.97M - $4.23M
|
42.4K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.3K+ 66.35% |
$3.87M - $4.12M
|
104K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
41.1K+ 1668.76% |
$3.85M - $4.1M
|
43.6K
$4.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41.1KNew |
$3.85M - $4.1M
|
41.1K
$4.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.7K+ 105.65% |
$3.81M - $4.06M
|
79.3K
$7.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
40.3K+ 12.42% |
$3.77M - $4.01M
|
364K
$35.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
40KNew |
$3.74M - $3.98M
|
40K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
39.9K+ 8.74% |
$3.73M - $3.98M
|
496K
$48.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
39.3KNew |
$3.68M - $3.92M
|
39.3K
$3.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
38.8KNew |
$3.63M - $3.87M
|
38.8K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
38.3K+ 39.21% |
$3.59M - $3.82M
|
136K
$13.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
37.5KNew |
$3.51M - $3.74M
|
37.5K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
37.4K+ 24.21% |
$3.5M - $3.73M
|
192K
$18.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 5.15% |
$3.5M - $3.73M
|
763K
$74.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
37.2K+ 151.09% |
$3.49M - $3.71M
|
61.9K
$6.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36.9KNew |
$3.45M - $3.67M
|
36.9K
$3.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
36.7KNew |
$3.44M - $3.66M
|
36.7K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36K+ 72.66% |
$3.38M - $3.59M
|
85.7K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
35.9KNew |
$3.37M - $3.58M
|
35.9K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34.7KNew |
$3.25M - $3.46M
|
34.7K
$3.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.1K+ 151.03% |
$3.19M - $3.4M
|
56.6K
$5.54M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34K+ 24.41% |
$3.19M - $3.39M
|
174K
$17M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33.8K+ 6.78% |
$3.16M - $3.37M
|
532K
$52M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
33.4KNew |
$3.13M - $3.33M
|
33.4K
$3.27M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
33.4K+ 31.27% |
$3.12M - $3.32M
|
140K
$13.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 32.97% |
$3.06M - $3.26M
|
132K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
32.7K+ 372.6% |
$3.06M - $3.26M
|
41.4K
$4.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
32.5KNew |
$3.04M - $3.24M
|
32.5K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.1K+ 14.29% |
$3.01M - $3.2M
|
257K
$25.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 7.32% |
$2.98M - $3.18M
|
467K
$45.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.3K+ 32.7% |
$2.93M - $3.12M
|
127K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.2KNew |
$2.93M - $3.11M
|
31.2K
$3.06M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.8KNew |
$2.89M - $3.07M
|
30.8K
$3.01M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
30.8K+ 176.05% |
$2.88M - $3.07M
|
48.2K
$4.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.3K+ 1.31% |
$2.83M - $3.02M
|
2.35M
$230M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
30.2K+ 138.93% |
$2.83M - $3.01M
|
52K
$5.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.9KNew |
$2.8M - $2.98M
|
29.9K
$2.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29.8K+ 680.4% |
$2.79M - $2.97M
|
34.2K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
29.6KNew |
$2.78M - $2.96M
|
29.6K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29.5K+ 72.75% |
$2.77M - $2.94M
|
70.1K
$6.86M
|