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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$177K - $189K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.9K- 40.12% |
$178K - $189K
|
2.83K
$276K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.91K- 41.34% |
$179K - $191K
|
2.71K
$265K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.98K- 24.05% |
$185K - $197K
|
6.24K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 51.48% |
$190K - $202K
|
1.91K
$186K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.04K- 6.9% |
$191K - $203K
|
27.5K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.06K- 38.93% |
$193K - $206K
|
3.24K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-2.07K- 16.34% |
$194K - $206K
|
10.6K
$1.03M
|
|
Jan 13, 2023
Q4 2022
|
P/E Global LLC
|
SELL
|
- |
-2.09K- 0.06% |
$196K - $209K
|
3.67M
$358M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.1K- 6.76% |
$197K - $210K
|
29K
$2.83M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.11K- 4.29% |
$197K - $210K
|
47K
$4.58M
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 9.92% |
$197K - $210K
|
19.1K
$1.86M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.12K- 29.27% |
$198K - $211K
|
5.12K
$499K
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
SELL
|
- |
-2.13K- 9.72% |
$199K - $212K
|
19.8K
$1.92M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.2K- 15.52% |
$206K - $219K
|
12K
$1.16M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.2K- 0.73% |
$206K - $220K
|
300K
$29.2M
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 4.39% |
$209K - $222K
|
48.5K
$4.73M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.23K- 32.06% |
$209K - $223K
|
4.73K
$461K
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.25K- 1.39% |
$211K - $224K
|
160K
$15.6M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.36K- 67.38% |
$221K - $236K
|
1.14K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.38K- 88.74% |
$223K - $237K
|
302
$29.4K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.38K- 15.13% |
$223K - $237K
|
13.4K
$1.3M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.39K- 19.13% |
$223K - $238K
|
10.1K
$983K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.41K- 6.39% |
$225K - $240K
|
35.3K
$3.44M
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.43K- 2.85% |
$228K - $242K
|
83K
$8.09M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.45KClosed |
$229K - $244K
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.48K- 3.19% |
$232K - $247K
|
75.2K
$7.33M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.49K- 8.94% |
$233K - $248K
|
25.3K
$2.47M
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-2.49K- 6.28% |
$233K - $248K
|
37.2K
$3.62M
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.51K- 20.97% |
$235K - $251K
|
9.47K
$923K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.53K- 8.94% |
$237K - $253K
|
25.8K
$2.51M
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-2.54K- 1.01% |
$238K - $253K
|
249K
$24.3M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.56K- 31.09% |
$240K - $255K
|
5.67K
$553K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.58K- 52.65% |
$242K - $257K
|
2.32K
$226K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.68K- 1.64% |
$251K - $267K
|
161K
$15.7M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.69K- 94.82% |
$252K - $268K
|
147
$14.3K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.71K- 29.58% |
$254K - $270K
|
6.46K
$629K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.72K- 5.14% |
$255K - $272K
|
50.2K
$4.89M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.73K- 24.56% |
$255K - $272K
|
8.38K
$816K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.74K- 51.13% |
$256K - $273K
|
2.62K
$255K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-2.79K- 7.4% |
$261K - $278K
|
34.9K
$3.4M
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-2.79K- 10.0% |
$261K - $278K
|
25.1K
$2.45M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.81K- 14.25% |
$263K - $280K
|
16.9K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.82K- 18.6% |
$264K - $281K
|
12.4K
$1.2M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.86K- 23.39% |
$267K - $285K
|
9.35K
$911K
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.86K- 88.23% |
$268K - $286K
|
382
$37.2K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 8.69% |
$271K - $288K
|
30.4K
$2.96M
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.92K- 24.96% |
$273K - $291K
|
8.77K
$855K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.93K- 9.45% |
$274K - $292K
|
28K
$2.73M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.93K- 21.96% |
$275K - $292K
|
10.4K
$1.02M
|