Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-7.9K- 5.36% |
$739K - $787K
|
140K
$13.6M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-8.02K- 69.72% |
$751K - $800K
|
3.48K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.07K- 55.25% |
$755K - $804K
|
6.53K
$638K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.07K- 55.25% |
$755K - $804K
|
6.53K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-8.07K- 73.56% |
$756K - $805K
|
2.9K
$284K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-8.16K- 38.23% |
$764K - $814K
|
13.2K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.17K- 67.13% |
$765K - $814K
|
4K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.19K- 49.08% |
$767K - $817K
|
8.5K
$830K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.26K- 2.9% |
$773K - $823K
|
277K
$27M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.57K- 21.16% |
$803K - $855K
|
31.9K
$3.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-8.58K- 1.44% |
$803K - $855K
|
586K
$57.2M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-8.83K- 52.86% |
$827K - $880K
|
7.88K
$769K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.83K- 10.33% |
$827K - $881K
|
76.7K
$7.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.9K- 20.72% |
$833K - $887K
|
34K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-9K- 65.77% |
$843K - $897K
|
4.69K
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9.11K- 3.52% |
$853K - $908K
|
250K
$24.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.12K- 44.78% |
$854K - $909K
|
11.3K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.41K- 12.89% |
$881K - $938K
|
63.6K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.55K- 1.21% |
$894K - $952K
|
782K
$76.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.6K- 9.92% |
$899K - $957K
|
87.2K
$8.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.73K- 4.09% |
$911K - $969K
|
228K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 8.34% |
$928K - $988K
|
109K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10K- 3.89% |
$941K - $1M
|
248K
$24.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 6.41% |
$966K - $1.03M
|
151K
$14.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.3K- 1.8% |
$968K - $1.03M
|
562K
$55M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-10.8K- 48.99% |
$1.02M - $1.08M
|
11.3K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.9K- 78.55% |
$1.02M - $1.09M
|
2.98K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11K- 80.26% |
$1.03M - $1.09M
|
2.7K
$264K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.4KClosed |
$1.07M - $1.14M
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.6K- 8.2% |
$1.08M - $1.15M
|
129K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-11.7K- 33.15% |
$1.1M - $1.17M
|
23.6K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-11.7K- 7.91% |
$1.1M - $1.17M
|
136K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-11.9K- 11.52% |
$1.12M - $1.19M
|
91.5K
$8.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-11.9K- 26.69% |
$1.12M - $1.19M
|
32.8K
$3.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-12.1K- 14.52% |
$1.14M - $1.21M
|
71.5K
$6.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-12.2K- 42.38% |
$1.14M - $1.21M
|
16.5K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 16.09% |
$1.14M - $1.22M
|
63.6K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.2K- 90.68% |
$1.15M - $1.22M
|
1.26K
$123K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.4K- 8.14% |
$1.17M - $1.24M
|
140K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-12.5K- 44.19% |
$1.17M - $1.24M
|
15.7K
$1.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-12.6K- 8.78% |
$1.18M - $1.25M
|
130K
$12.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-12.6K- 49.71% |
$1.18M - $1.25M
|
12.7K
$1.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.6K- 77.24% |
$1.18M - $1.26M
|
3.72K
$363K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-12.6K- 27.59% |
$1.18M - $1.26M
|
33.2K
$3.24M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12.6K- 23.64% |
$1.18M - $1.26M
|
40.8K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-12.7K- 34.92% |
$1.19M - $1.26M
|
23.6K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-13K- 19.4% |
$1.22M - $1.3M
|
54.2K
$5.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.3K- 38.85% |
$1.24M - $1.32M
|
20.9K
$2.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-13.6K- 7.61% |
$1.28M - $1.36M
|
166K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 1.44% |
$1.28M - $1.37M
|
940K
$91.9M
|