Purchases and Sales Made in Q1 2023 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2023. 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
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
2.27K
+ 29.53%
$219K - $229K
9.95K $970K
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
2.26K
New
$218K - $228K
2.26K $220K
May 10, 2023 Q1 2023
Sepio Capital, LP

BUY
 -
2.23K
New
$215K - $225K
2.23K $218K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
2.21K
+ 0.69%
$212K - $222K
321K $31.2M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.21K
+ 0.69%
$212K - $222K
321K $31.2M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
2.2K
+ 2.4%
$212K - $222K
93.7K $9.13M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
2.19K
+ 15.82%
$211K - $220K
16K $1.56M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
2.14K
+ 68.55%
$206K - $216K
5.26K $513K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.1K
+ 8.9%
$202K - $211K
25.7K $2.5M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.09K
+ 3.43%
$201K - $211K
63K $6.14M
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.08K
New
$201K - $210K
2.08K $203K
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
2.08K
+ 42.49%
$200K - $209K
6.96K $679K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.07K
+ 1.81%
$199K - $208K
116K $11.3M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
2.07K
New
$199K - $208K
2.07K $201K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
2.05K
+ 200.88%
$198K - $207K
3.08K $300K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
2.05K
+ 41.85%
$197K - $207K
6.95K $677K
Apr 17, 2023 Q1 2023
Winthrop Advisory Group LLC

BUY
 -
2.03K
New
$196K - $205K
2.03K $198K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
2K
+ 2.56%
$192K - $201K
79.9K $7.79M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.98K
+ 10.79%
$190K - $199K
20.3K $1.98M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.94K
+ 15.48%
$187K - $195K
14.5K $1.41M
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
1.93K
+ 8.66%
$186K - $195K
24.2K $2.36M
Apr 28, 2023 Q1 2023
Colorado Capital Management, Inc.

BUY
 -
1.92K
+ 502.62%
$185K - $194K
2.3K $224K
Apr 20, 2023 Q1 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1.91K
+ 1.96%
$183K - $192K
99.1K $9.66M
May 15, 2023 Q1 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.86K
+ 67.36%
$179K - $187K
4.61K $449K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
1.85K
+ 10.84%
$178K - $186K
18.9K $1.84M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.83K
+ 2.73%
$176K - $184K
68.8K $6.7M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
1.82K
+ 51.0%
$175K - $183K
5.39K $525K
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
1.82K
+ 25.04%
$175K - $183K
9.08K $885K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
1.8K
+ 21.1%
$173K - $181K
10.3K $1M
Apr 17, 2023 Q1 2023
Sterling Investment Advisors LLC

BUY
 -
1.79K
+ 4.75%
$172K - $180K
39.4K $3.84M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.74K
New
$168K - $176K
1.74K $170K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
1.74K
+ 24.19%
$168K - $175K
8.94K $871K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.73K
+ 1.94%
$166K - $174K
90.8K $8.85M
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.72K
+ 2.69%
$166K - $174K
65.7K $6.4M
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
1.71K
+ 12.57%
$165K - $172K
15.3K $1.49M
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
1.69K
+ 2.29%
$163K - $171K
75.6K $7.37M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.67K
+ 3.64%
$161K - $168K
47.5K $4.63M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.66K
+ 38.18%
$160K - $167K
6.01K $586K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
1.65K
+ 3.46%
$159K - $166K
49.2K $4.8M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
1.65K
+ 2.31%
$159K - $166K
73.1K $7.12M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.62K
+ 4.7%
$156K - $163K
36K $3.51M
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.59K
+ 73.31%
$153K - $161K
3.77K $367K
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
1.59K
+ 19.46%
$153K - $160K
9.73K $948K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
1.58K
+ 2.54%
$152K - $159K
63.9K $6.23M
May 03, 2023 Q1 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.55K
+ 2.66%
$149K - $156K
59.7K $5.82M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
1.52K
+ 8.66%
$146K - $153K
19K $1.86M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
1.52K
+ 30.53%
$146K - $153K
6.48K $631K
Apr 03, 2023 Q1 2023
Range Financial Group LLC

BUY
 -
1.5K
+ 19.72%
$145K - $151K
9.12K $889K
May 12, 2023 Q1 2023
Bowie Capital Management, LLC

Richardson, TX
BUY
 -
1.5K
+ 10.0%
$144K - $151K
16.5K $1.61M

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