Purchases and Sales Made in Q4 2022 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 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 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
463
New
$43.4K - $46.2K
463 $45.1K
Feb 08, 2023 Q4 2022
Mma Asset Management LLC

New York, NY
BUY
 -
458
+ 6.09%
$42.9K - $45.7K
7.98K $778K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
439
New
$41.1K - $43.8K
439 $42.8K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
414
+ 7.44%
$38.8K - $41.3K
5.98K $582K
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
409
+ 0.54%
$38.3K - $40.8K
76.2K $7.42M
Jan 31, 2023 Q4 2022
Clean Yield Group

BUY
 -
406
New
$38K - $40.5K
406 $39.6K
Jan 04, 2023 Q4 2022
Agincourt Capital Management, LLC

BUY
 -
387
+ 0.21%
$36.2K - $38.6K
183K $17.8M
Jan 12, 2023 Q4 2022
First National Bank Of South Miami

BUY
 -
386
+ 3.12%
$36.1K - $38.5K
12.8K $1.24M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
369
New
$34.5K - $36.8K
369 $36K
Jan 20, 2023 Q4 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
368
New
$34.5K - $36.7K
368 $35.9K
Jan 10, 2023 Q4 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
356
+ 3.48%
$33.3K - $35.5K
10.6K $1.03M
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
350
+ 10.69%
$32.8K - $34.9K
3.62K $353K
Jan 18, 2023 Q4 2022
Intergy Private Wealth, LLC

BUY
 -
344
+ 3.81%
$32.2K - $34.3K
9.37K $913K
Feb 08, 2023 Q4 2022
Aspireon Wealth Advisors

BUY
 -
341
+ 3.07%
$31.9K - $34K
11.5K $1.12M
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
330
+ 69.33%
$30.9K - $32.9K
806 $78.6K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
328
+ 697.87%
$30.7K - $32.7K
375 $36.5K
May 24, 2023 Q4 2022
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
327
New
$30.6K - $32.6K
327 $31.9K
Jan 31, 2023 Q4 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
326
+ 64.43%
$30.5K - $32.5K
832 $81.1K
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
325
+ 451.39%
$30.4K - $32.4K
397 $38.7K
Feb 13, 2023 Q4 2022
Cadence Bank

Tupelo, MS
BUY
 -
319
+ 6.3%
$29.9K - $31.8K
5.39K $525K
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
317
New
$29.7K - $31.6K
317 $30.9K
Feb 10, 2023 Q4 2022
Clear Investment Research, LLC

BUY
 -
316
+ 7.43%
$29.6K - $31.5K
4.57K $445K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
316
+ 1.43%
$29.6K - $31.5K
22.4K $2.18M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
312
New
$29.2K - $31.1K
312 $30.4K
Jan 30, 2023 Q4 2022
Sound Financial Strategies Group, LLC

BUY
 -
305
New
$28.6K - $30.4K
305 $29.7K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
299
+ 0.24%
$28K - $29.8K
126K $12.3M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
293
+ 13.43%
$27.4K - $29.2K
2.47K $241K
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
292
New
$27.3K - $29.1K
292 $28.5K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
288
New
$27K - $28.7K
288 $28.1K
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
287
+ 10.12%
$26.9K - $28.6K
3.12K $304K
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

BUY
 -
286
+ 9.49%
$26.8K - $28.5K
3.3K $322K
Feb 08, 2023 Q4 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
285
New
$26.7K - $28.4K
285 $27.8K
Feb 06, 2023 Q4 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
280
+ 6.24%
$26.2K - $27.9K
4.77K $465K
Feb 14, 2023 Q4 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
277
+ 3.36%
$25.9K - $27.6K
8.51K $829K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
275
+ 1.06%
$25.7K - $27.4K
26.2K $2.56M
Jan 26, 2023 Q4 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
267
+ 1.5%
$25K - $26.6K
18.1K $1.76M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
258
+ 15.91%
$24.2K - $25.7K
1.88K $183K
Feb 14, 2023 Q4 2022
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
253
+ 0.63%
$23.7K - $25.2K
40.7K $3.97M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
251
New
$23.5K - $25K
251 $24.5K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
230
+ 6.71%
$21.5K - $22.9K
3.66K $357K
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

BUY
 -
223
New
$20.9K - $22.2K
223 $21.7K
Jan 10, 2023 Q4 2022
Bank Of New Hampshire

BUY
 -
221
+ 74.92%
$20.7K - $22K
516 $50.3K
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
220
+ 3.3%
$20.6K - $21.9K
6.89K $671K
Jan 31, 2023 Q4 2022
Ingalls & Snyder LLC

New York, NY
BUY
 -
220
+ 2.0%
$20.6K - $21.9K
11.2K $1.09M
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
211
+ 188.39%
$19.8K - $21K
323 $31.5K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
211
New
$19.8K - $21K
211 $20.6K
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

BUY
 -
207
+ 4.14%
$19.4K - $20.6K
5.2K $507K
Jan 13, 2023 Q4 2022
Ballew Advisors, Inc

BUY
 -
201
+ 0.54%
$18.8K - $20K
37.3K $3.63M
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
195
+ 0.24%
$18.3K - $19.4K
81.1K $7.9M

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