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 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.98K- 10.0% |
$279K - $297K
|
26.8K
$2.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-2.99K- 4.61% |
$280K - $298K
|
61.9K
$6.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-3K- 4.84% |
$281K - $299K
|
59K
$5.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.08K- 49.35% |
$289K - $307K
|
3.16K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.09K- 9.46% |
$289K - $308K
|
29.5K
$2.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-3.11K- 5.66% |
$292K - $310K
|
52K
$5.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.12K- 45.31% |
$292K - $311K
|
3.77K
$367K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 18.17% |
$299K - $318K
|
14.4K
$1.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.2K- 4.79% |
$299K - $319K
|
63.6K
$6.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.2K- 52.82% |
$300K - $319K
|
2.86K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.26K- 2.99% |
$305K - $325K
|
106K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.28K- 2.17% |
$307K - $326K
|
147K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.29K- 26.3% |
$308K - $328K
|
9.22K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.29K- 7.63% |
$308K - $328K
|
39.8K
$3.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.3K- 17.24% |
$309K - $329K
|
15.8K
$1.54M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-3.34K- 37.01% |
$313K - $333K
|
5.69K
$554K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.53K- 4.6% |
$330K - $352K
|
73.2K
$7.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3.54K- 8.61% |
$332K - $353K
|
37.6K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.61K- 3.81% |
$338K - $360K
|
91K
$8.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.61K- 37.93% |
$338K - $360K
|
5.91K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.62K- 7.83% |
$339K - $361K
|
42.6K
$4.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.68K- 6.3% |
$345K - $367K
|
54.8K
$5.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.7K- 33.77% |
$347K - $369K
|
7.26K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.71K- 71.04% |
$347K - $370K
|
1.51K
$147K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-3.77K- 16.73% |
$353K - $376K
|
18.7K
$1.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.78K- 11.08% |
$354K - $377K
|
30.3K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.79K- 23.17% |
$355K - $378K
|
12.6K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.81K- 27.6% |
$357K - $380K
|
10K
$975K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.82K- 13.54% |
$357K - $380K
|
24.4K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.89K- 31.48% |
$364K - $388K
|
8.47K
$825K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 10.74% |
$366K - $389K
|
32.5K
$3.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.97K- 8.33% |
$372K - $396K
|
43.7K
$4.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4K- 25.69% |
$375K - $399K
|
11.6K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 27.84% |
$377K - $402K
|
10.4K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 16.68% |
$379K - $404K
|
20.2K
$1.97M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-4.06K- 5.78% |
$380K - $405K
|
66.3K
$6.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.09K- 15.68% |
$383K - $408K
|
22K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-4.09K- 7.85% |
$383K - $408K
|
48K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-4.13K- 56.79% |
$387K - $412K
|
3.14K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.22K- 46.99% |
$395K - $420K
|
4.76K
$464K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.23K- 35.49% |
$396K - $421K
|
7.68K
$749K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.24K- 15.45% |
$397K - $422K
|
23.2K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-4.25K- 76.64% |
$398K - $424K
|
1.3K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 77.55% |
$408K - $434K
|
1.26K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.37K- 12.53% |
$409K - $435K
|
30.5K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-4.47K- 1.28% |
$419K - $446K
|
344K
$33.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.58K- 99.78% |
$429K - $457K
|
10
$975
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.63K- 52.23% |
$433K - $461K
|
4.23K
$412K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-4.81K- 58.72% |
$450K - $480K
|
3.38K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-4.85K- 2.05% |
$454K - $483K
|
232K
$22.6M
|