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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-831- 13.69% |
$80K - $83.8K
|
5.24K
$510K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-850- 6.36% |
$81.9K - $85.7K
|
12.5K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-850- 17.0% |
$81.9K - $85.7K
|
4.15K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-851- 26.22% |
$82K - $85.8K
|
2.4K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-864- 28.16% |
$83.2K - $87.1K
|
2.2K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-877- 0.33% |
$84.5K - $88.4K
|
269K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-889- 63.45% |
$85.6K - $89.6K
|
512
$49.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-890- 0.35% |
$85.7K - $89.7K
|
255K
$24.8M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-914- 11.16% |
$88K - $92.1K
|
7.27K
$709K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-924- 22.76% |
$89K - $93.1K
|
3.14K
$306K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-950- 75.1% |
$91.5K - $95.8K
|
315
$30.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-975- 3.91% |
$93.9K - $98.3K
|
23.9K
$2.33M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-975- 20.65% |
$93.9K - $98.3K
|
3.75K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-1.03K- 0.58% |
$98.8K - $103K
|
177K
$17.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 0.34% |
$100K - $105K
|
306K
$29.9M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.05K- 12.9% |
$101K - $106K
|
7.09K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 12.08% |
$101K - $106K
|
7.64K
$745K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.05K- 6.48% |
$101K - $106K
|
15.2K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.06K- 5.66% |
$102K - $107K
|
17.7K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.07K- 23.36% |
$103K - $108K
|
3.5K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.48% |
$105K - $110K
|
6.44K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.1K- 1.89% |
$106K - $111K
|
57K
$5.55M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.11K- 9.34% |
$107K - $112K
|
10.8K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.11K- 11.08% |
$107K - $112K
|
8.94K
$871K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.12K- 70.04% |
$107K - $112K
|
477
$46.5K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.12K- 13.8% |
$108K - $113K
|
7.01K
$683K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.12K- 19.47% |
$108K - $113K
|
4.65K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.13K- 12.86% |
$109K - $114K
|
7.66K
$746K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.14K- 18.51% |
$110K - $115K
|
5.02K
$489K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.15K- 22.12% |
$111K - $116K
|
4.05K
$395K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16K- 20.37% |
$111K - $116K
|
4.52K
$440K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.16K- 10.1% |
$111K - $117K
|
10.3K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 14.37% |
$113K - $118K
|
7K
$682K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.18K- 1.52% |
$114K - $119K
|
76.8K
$7.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.21K- 11.7% |
$117K - $122K
|
9.13K
$890K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.21K- 28.61% |
$117K - $122K
|
3.02K
$294K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.22K- 3.18% |
$117K - $123K
|
37.1K
$3.61M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.24K- 6.92% |
$119K - $125K
|
16.7K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.26K- 16.31% |
$122K - $127K
|
6.48K
$631K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.26K- 5.95% |
$122K - $127K
|
20K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.27K- 1.43% |
$122K - $128K
|
87.3K
$8.51M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.27K- 67.45% |
$122K - $128K
|
612
$59.6K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.28K- 10.45% |
$123K - $129K
|
10.9K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.28K- 17.05% |
$123K - $129K
|
6.23K
$607K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.29K- 11.14% |
$124K - $130K
|
10.3K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.31K- 13.41% |
$126K - $132K
|
8.45K
$823K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.32K- 0.4% |
$127K - $133K
|
330K
$32.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.33K- 4.8% |
$128K - $134K
|
26.4K
$2.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.34K- 4.11% |
$129K - $135K
|
31.1K
$3.04M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 0.42% |
$132K - $138K
|
322K
$31.3M
|