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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
93+ 0.27% |
$8.96K - $9.37K
|
34.1K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
91+ 65.0% |
$8.77K - $9.17K
|
231
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90New |
$8.67K - $9.07K
|
90
$8.77K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
89+ 2.89% |
$8.57K - $8.97K
|
3.17K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
89+ 7.37% |
$8.57K - $8.97K
|
1.3K
$126K
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
88+ 1.33% |
$8.48K - $8.87K
|
6.7K
$653K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
84+ 0.06% |
$8.09K - $8.47K
|
146K
$14.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
82+ 1.03% |
$7.9K - $8.26K
|
8.05K
$785K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 1.36% |
$7.61K - $7.96K
|
5.89K
$574K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
78New |
$7.51K - $7.86K
|
78
$7.6K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
77+ 0.19% |
$7.42K - $7.76K
|
40.8K
$3.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
75+ 2.77% |
$7.22K - $7.56K
|
2.79K
$271K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
74+ 2.48% |
$7.13K - $7.46K
|
3.05K
$298K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
71+ 7100.0% |
$6.84K - $7.16K
|
72
$7.02K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
70+ 2.96% |
$6.74K - $7.06K
|
2.44K
$237K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
66+ 0.48% |
$6.36K - $6.65K
|
13.8K
$1.34M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
66+ 8.86% |
$6.36K - $6.65K
|
811
$79K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
65+ 0.31% |
$6.26K - $6.55K
|
20.8K
$2.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
61+ 1.28% |
$5.88K - $6.15K
|
4.82K
$469K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
60+ 4.43% |
$5.78K - $6.05K
|
1.42K
$138K
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
60+ 0.49% |
$5.78K - $6.05K
|
12.3K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 19.02% |
$5.59K - $5.85K
|
363
$35.4K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
58+ 0.02% |
$5.59K - $5.85K
|
312K
$30.4M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
57+ 1.57% |
$5.49K - $5.75K
|
3.68K
$359K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
55+ 1.81% |
$5.3K - $5.54K
|
3.1K
$302K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
52+ 1.61% |
$5.01K - $5.24K
|
3.29K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
52+ 1.63% |
$5.01K - $5.24K
|
3.25K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 6.01% |
$4.82K - $5.04K
|
882
$86K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
47+ 0.65% |
$4.53K - $4.74K
|
7.28K
$709K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
41+ 2.95% |
$3.95K - $4.13K
|
1.43K
$140K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
41+ 1.64% |
$3.95K - $4.13K
|
2.55K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
40+ 1.84% |
$3.85K - $4.03K
|
2.21K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 46.43% |
$3.76K - $3.93K
|
123
$12K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
39+ 0.49% |
$3.76K - $3.93K
|
8.02K
$781K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35+ 0.88% |
$3.37K - $3.53K
|
4K
$390K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 0.58% |
$3.27K - $3.43K
|
5.95K
$579K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
33+ 1.95% |
$3.18K - $3.33K
|
1.73K
$169K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
30+ 0.27% |
$2.89K - $3.02K
|
11K
$1.08M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
29New |
$2.79K - $2.92K
|
29
$2.83K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
29+ 20.0% |
$2.79K - $2.92K
|
174
$17K
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
25+ 0.05% |
$2.41K - $2.52K
|
49.8K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
24+ 0.61% |
$2.31K - $2.42K
|
3.94K
$384K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 800.0% |
$2.31K - $2.42K
|
27
$2.63K
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
22+ 0.49% |
$2.12K - $2.22K
|
4.5K
$439K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.73% |
$2.12K - $2.22K
|
3.03K
$295K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.81% |
$1.93K - $2.02K
|
2.49K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 0.49% |
$1.83K - $1.92K
|
3.89K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
19+ 0.65% |
$1.83K - $1.92K
|
2.92K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
18+ 0.21% |
$1.73K - $1.81K
|
8.53K
$831K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17+ 4.17% |
$1.64K - $1.71K
|
425
$41.4K
|