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 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.86K- 39.34% |
$455K - $485K
|
7.5K
$733K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.87K- 37.7% |
$456K - $485K
|
8.04K
$786K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.93K- 35.95% |
$462K - $492K
|
8.79K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-5.16K- 1.69% |
$483K - $514K
|
300K
$29.3M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 5.63% |
$487K - $519K
|
87.2K
$8.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-5.22K- 53.79% |
$489K - $520K
|
4.48K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.27K- 28.53% |
$493K - $525K
|
13.2K
$1.29M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.37K- 1.77% |
$503K - $535K
|
298K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.42K- 6.37% |
$508K - $540K
|
79.7K
$7.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-5.48K- 43.02% |
$513K - $547K
|
7.26K
$709K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.48K- 53.72% |
$513K - $547K
|
4.72K
$461K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-5.56K- 37.18% |
$520K - $554K
|
9.39K
$917K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.6K- 2.53% |
$524K - $558K
|
216K
$21.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.61K- 1.41% |
$525K - $559K
|
394K
$38.5M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.61K- 1.41% |
$525K - $559K
|
394K
$38.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.62K- 3.09% |
$526K - $560K
|
176K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.67K- 42.85% |
$530K - $565K
|
7.56K
$738K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.81K- 61.91% |
$544K - $579K
|
3.57K
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-5.86K- 2.01% |
$549K - $584K
|
286K
$28M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 26.1% |
$552K - $587K
|
16.7K
$1.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.01K- 20.68% |
$563K - $600K
|
23.1K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-6.09K- 30.36% |
$570K - $607K
|
14K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.09K- 18.33% |
$570K - $607K
|
27.1K
$2.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.24KClosed |
$584K - $622K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-6.25K- 10.09% |
$586K - $623K
|
55.8K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.33K- 41.65% |
$593K - $631K
|
8.87K
$867K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.36K- 57.55% |
$596K - $634K
|
4.69K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-6.55K- 6.62% |
$613K - $653K
|
92.3K
$9.02M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-6.56K- 13.26% |
$614K - $654K
|
42.9K
$4.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-6.57K- 5.25% |
$615K - $655K
|
119K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-6.57K- 24.93% |
$615K - $655K
|
19.8K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.63K- 28.6% |
$620K - $661K
|
16.5K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.7K- 10.41% |
$627K - $668K
|
57.7K
$5.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.84K- 6.4% |
$640K - $682K
|
100K
$9.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-6.98K- 22.64% |
$654K - $696K
|
23.9K
$2.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.98K- 10.07% |
$654K - $696K
|
62.3K
$6.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7K- 24.43% |
$655K - $697K
|
21.6K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-7K- 33.7% |
$655K - $697K
|
13.8K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.03K- 6.06% |
$658K - $700K
|
109K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.03K- 64.5% |
$658K - $701K
|
3.87K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.09K- 18.38% |
$664K - $707K
|
31.5K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.26K- 24.28% |
$680K - $724K
|
22.7K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.31K- 7.91% |
$684K - $729K
|
85.2K
$8.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.6K- 2.74% |
$711K - $757K
|
269K
$26.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.66K- 6.56% |
$717K - $763K
|
109K
$10.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.8K- 9.59% |
$730K - $778K
|
73.6K
$7.19M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.84K- 3.76% |
$734K - $782K
|
201K
$19.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.86K- 26.77% |
$736K - $783K
|
21.5K
$2.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-7.9K- 5.36% |
$739K - $787K
|
140K
$13.6M
|