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 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.37K- 16.17% |
$132K - $138K
|
7.12K
$694K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.38K- 15.58% |
$133K - $139K
|
7.49K
$730K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 17.75% |
$135K - $141K
|
6.48K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.41K- 29.48% |
$135K - $142K
|
3.36K
$328K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.43K- 5.16% |
$138K - $144K
|
26.3K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.43K- 5.87% |
$138K - $144K
|
22.9K
$2.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.44K- 39.95% |
$138K - $145K
|
2.16K
$211K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.44K- 13.42% |
$138K - $145K
|
9.27K
$903K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.44K- 19.84% |
$139K - $145K
|
5.82K
$567K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.44K- 13.33% |
$139K - $145K
|
9.37K
$914K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.45K- 4.88% |
$139K - $146K
|
28.2K
$2.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.46K- 0.69% |
$141K - $147K
|
211K
$20.6M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.47K- 21.3% |
$141K - $148K
|
5.42K
$528K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.48K- 43.18% |
$142K - $149K
|
1.94K
$189K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.48K- 5.45% |
$142K - $149K
|
25.6K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.48K- 29.9% |
$143K - $149K
|
3.47K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.52K- 15.4% |
$146K - $153K
|
8.34K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.52K- 20.04% |
$146K - $153K
|
6.06K
$590K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.54K- 28.3% |
$148K - $155K
|
3.9K
$380K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.58K- 57.57% |
$152K - $159K
|
1.16K
$113K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.6K- 12.13% |
$154K - $161K
|
11.6K
$1.13M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.6K- 39.73% |
$154K - $161K
|
2.43K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.62K- 24.81% |
$156K - $163K
|
4.91K
$479K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.62K- 24.81% |
$156K - $163K
|
4.91K
$479K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.66K- 34.11% |
$160K - $167K
|
3.21K
$313K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.7K- 16.27% |
$163K - $171K
|
8.73K
$851K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.7KClosed |
$164K - $171K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.72K- 28.24% |
$165K - $173K
|
4.36K
$425K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.73K- 19.68% |
$167K - $175K
|
7.07K
$689K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.74K- 8.1% |
$167K - $175K
|
19.7K
$1.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-1.76K- 61.93% |
$170K - $178K
|
1.08K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.77K- 7.79% |
$170K - $178K
|
20.9K
$2.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.77K- 0.82% |
$170K - $178K
|
214K
$20.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 40.55% |
$173K - $181K
|
2.64K
$257K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.86K- 11.25% |
$179K - $187K
|
14.7K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.89K- 3.47% |
$182K - $190K
|
52.5K
$5.12M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.89K- 7.49% |
$182K - $190K
|
23.3K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.91K- 0.52% |
$184K - $193K
|
362K
$35.3M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.93K- 37.31% |
$186K - $195K
|
3.25K
$317K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.94K- 1.42% |
$186K - $195K
|
134K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.95K- 43.35% |
$188K - $196K
|
2.55K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.95K- 2.59% |
$188K - $196K
|
73.2K
$7.14M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 2.89% |
$191K - $200K
|
66.7K
$6.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-2K- 25.34% |
$193K - $202K
|
5.9K
$575K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.04K- 6.73% |
$197K - $206K
|
28.3K
$2.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.05K- 18.42% |
$197K - $206K
|
9.06K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.05K- 0.87% |
$198K - $207K
|
235K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2.07K- 48.48% |
$199K - $208K
|
2.2K
$214K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 33.28% |
$201K - $211K
|
4.19K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.1K- 49.89% |
$202K - $212K
|
2.11K
$205K
|