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 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
960
+ 19.85%
$92.5K - $96.8K
5.8K $565K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
958
+ 7.81%
$92.3K - $96.6K
13.2K $1.29M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
957
+ 54.16%
$92.2K - $96.5K
2.72K $265K
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
944
+ 9.44%
$90.9K - $95.1K
10.9K $1.07M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
940
+ 14.17%
$90.5K - $94.7K
7.57K $738K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
921
+ 151.73%
$88.7K - $92.8K
1.53K $149K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
911
+ 13014.29%
$87.7K - $91.8K
918 $89.5K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
900
+ 16.7%
$86.7K - $90.7K
6.29K $613K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
899
+ 5.07%
$86.6K - $90.6K
18.6K $1.82M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
881
+ 14.52%
$84.9K - $88.8K
6.95K $677K
Apr 18, 2023 Q1 2023
Retirement Guys Formula LLC

BUY
 -
856
+ 5.72%
$82.4K - $86.3K
15.8K $1.54M
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
853
+ 5.58%
$82.2K - $86K
16.1K $1.57M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
831
+ 8.76%
$80K - $83.8K
10.3K $1.01M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
818
+ 4.36%
$78.8K - $82.4K
19.6K $1.91M
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
789
+ 7.55%
$76K - $79.5K
11.2K $1.09M
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
765
+ 0.82%
$73.7K - $77.1K
94.3K $9.19M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
758
+ 18.82%
$73K - $76.4K
4.79K $466K
May 02, 2023 Q1 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
750
+ 7.36%
$72.2K - $75.6K
10.9K $1.07M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
744
+ 3.82%
$71.7K - $75K
20.2K $1.97M
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
743
New
$71.6K - $74.9K
743 $72.4K
Apr 27, 2023 Q1 2023
Silverhawk Asset Management, LLC

BUY
 -
701
+ 1.63%
$67.5K - $70.7K
43.8K $4.26M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
699
+ 2.36%
$67.3K - $70.5K
30.4K $2.96M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
698
+ 5.7%
$67.2K - $70.4K
13K $1.26M
Apr 06, 2023 Q1 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
696
+ 20.71%
$67K - $70.1K
4.06K $395K
May 15, 2023 Q1 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
669
New
$64.4K - $67.4K
669 $65.2K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
656
+ 21.28%
$63.2K - $66.1K
3.74K $364K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
652
+ 0.41%
$62.8K - $65.7K
159K $15.5M
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
650
+ 6.69%
$62.6K - $65.5K
10.4K $1.01M
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
636
+ 1.0%
$61.3K - $64.1K
64.2K $6.26M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
634
+ 27.77%
$61.1K - $63.9K
2.92K $284K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
629
New
$60.6K - $63.4K
629 $61.3K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
619
+ 1.42%
$59.6K - $62.4K
44.2K $4.3M
May 03, 2023 Q1 2023
Wells Financial Advisors Inc

BUY
 -
618
+ 7.38%
$59.5K - $62.3K
8.99K $877K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
615
+ 5.04%
$59.2K - $62K
12.8K $1.25M
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
611
+ 19.47%
$58.9K - $61.6K
3.75K $365K
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
607
+ 22.19%
$58.5K - $61.2K
3.34K $326K
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
605
+ 8.21%
$58.3K - $61K
7.98K $778K
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
603
+ 427.66%
$58.1K - $60.8K
744 $72.5K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
602
New
$58K - $60.7K
602 $58.7K
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
588
New
$56.6K - $59.3K
588 $57.3K
May 04, 2023 Q1 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
581
+ 13.6%
$56K - $58.6K
4.85K $473K
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
574
+ 0.41%
$55.3K - $57.9K
140K $13.7M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
534
+ 4.09%
$51.4K - $53.8K
13.6K $1.32M
May 03, 2023 Q1 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
519
+ 1.09%
$50K - $52.3K
48.3K $4.71M
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
516
+ 5.51%
$49.7K - $52K
9.89K $964K
May 11, 2023 Q1 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
516
+ 4.42%
$49.7K - $52K
12.2K $1.19M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
510
+ 0.07%
$49.1K - $51.4K
764K $74.4M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
501
+ 10.39%
$48.3K - $50.5K
5.32K $519K
May 12, 2023 Q1 2023
United Bank

BUY
 -
479
+ 17.41%
$46.1K - $48.3K
3.23K $315K

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