Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 9.52% |
$144K - $150K
|
17.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.46K+ 1.76% |
$141K - $147K
|
84.4K
$8.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.45K+ 4.84% |
$139K - $146K
|
31.3K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.44K+ 0.78% |
$139K - $145K
|
186K
$18.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.41K+ 0.98% |
$136K - $142K
|
146K
$14.2M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.4K+ 26.42% |
$135K - $141K
|
6.7K
$653K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.4K+ 2.21% |
$135K - $141K
|
64.6K
$6.3M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 2.44% |
$132K - $139K
|
57.7K
$5.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.35K+ 223.59% |
$130K - $136K
|
1.95K
$190K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.34K+ 16.09% |
$129K - $135K
|
9.65K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.34K+ 19.23% |
$129K - $135K
|
8.28K
$807K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 167.38% |
$128K - $134K
|
2.12K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.31K+ 1.15% |
$127K - $132K
|
115K
$11.2M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.3K+ 37.15% |
$125K - $131K
|
4.79K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 3.21% |
$124K - $130K
|
41.4K
$4.03M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.28K+ 7.29% |
$123K - $129K
|
18.9K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.28K+ 5.55% |
$123K - $129K
|
24.3K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.25K+ 6.35% |
$120K - $126K
|
20.9K
$2.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.25K+ 1.75% |
$120K - $126K
|
72.7K
$7.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.25K+ 10.44% |
$120K - $126K
|
13.2K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.23K+ 5.05% |
$119K - $124K
|
25.6K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.23K+ 1.11% |
$118K - $124K
|
112K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.21K+ 34.76% |
$116K - $121K
|
4.67K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.2K+ 3.97% |
$116K - $121K
|
31.4K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.18K+ 16.52% |
$114K - $119K
|
8.35K
$814K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.17K+ 36.93% |
$113K - $118K
|
4.35K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.17K+ 1209.28% |
$113K - $118K
|
1.27K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 0.34% |
$113K - $118K
|
347K
$33.8M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.16K+ 25.33% |
$111K - $117K
|
5.73K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.16K+ 2.9% |
$111K - $117K
|
41K
$3.99M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13K+ 39.57% |
$109K - $114K
|
3.98K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.13K+ 9.39% |
$108K - $113K
|
13.1K
$1.28M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.11KNew |
$107K - $112K
|
1.11K
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.1K+ 1.35% |
$106K - $111K
|
82.8K
$8.07M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.1K+ 14.43% |
$106K - $111K
|
8.72K
$850K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
1.09K+ 33.35% |
$105K - $110K
|
4.37K
$426K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.09K+ 0.46% |
$105K - $110K
|
237K
$23.1M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.06K+ 15.29% |
$102K - $107K
|
8.01K
$781K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 6.33% |
$101K - $106K
|
17.6K
$1.71M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.05K+ 5.82% |
$101K - $105K
|
19K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04K+ 14.1% |
$99.8K - $104K
|
8.39K
$817K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.03K+ 18.3% |
$99.3K - $104K
|
6.67K
$650K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.02K+ 1.16% |
$98.2K - $103K
|
89.1K
$8.68M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.02K+ 4.3% |
$97.8K - $102K
|
24.6K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.01K+ 5.92% |
$97.7K - $102K
|
18.2K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.01K+ 2.17% |
$97.1K - $102K
|
47.5K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
999+ 10.68% |
$96.2K - $101K
|
10.4K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
974+ 2.62% |
$93.8K - $98.2K
|
38.1K
$3.72M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
968+ 3.55% |
$93.2K - $97.6K
|
28.2K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
968+ 28.72% |
$93.2K - $97.6K
|
4.34K
$423K
|