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 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-13.8K- 10.81% |
$1.29M - $1.38M
|
114K
$11.1M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.9K- 19.68% |
$1.3M - $1.38M
|
56.7K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-14K- 22.84% |
$1.32M - $1.4M
|
47.5K
$4.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-14.1K- 7.37% |
$1.32M - $1.4M
|
177K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-14.1K- 74.4% |
$1.32M - $1.41M
|
4.86K
$475K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-14.4K- 65.49% |
$1.35M - $1.44M
|
7.6K
$742K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14.5K- 46.86% |
$1.36M - $1.44M
|
16.4K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-14.5K- 9.06% |
$1.36M - $1.44M
|
145K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-14.5K- 20.62% |
$1.36M - $1.45M
|
55.9K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-14.8K- 30.19% |
$1.38M - $1.47M
|
34.1K
$3.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.64% |
$1.42M - $1.51M
|
213K
$20.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15.6K- 18.15% |
$1.46M - $1.55M
|
70.2K
$6.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$99.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16.4K- 4.38% |
$1.54M - $1.64M
|
358K
$35M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.8K- 58.36% |
$1.57M - $1.67M
|
12K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16.8K- 3.67% |
$1.57M - $1.67M
|
441K
$43.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-16.8K- 49.6% |
$1.57M - $1.67M
|
17.1K
$1.67M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16.8K- 57.11% |
$1.58M - $1.68M
|
12.6K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-16.9K- 79.83% |
$1.58M - $1.68M
|
4.27K
$417K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-16.9K- 65.24% |
$1.58M - $1.69M
|
9.01K
$880K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17K- 4.17% |
$1.59M - $1.69M
|
390K
$38.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 6.32% |
$1.61M - $1.71M
|
254K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.2K- 4.5% |
$1.61M - $1.71M
|
364K
$35.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-17.6K- 10.16% |
$1.65M - $1.76M
|
156K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.7K- 1.1% |
$1.66M - $1.77M
|
1.6M
$156M
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-17.8K- 15.62% |
$1.67M - $1.78M
|
96.4K
$9.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-18.5K- 8.74% |
$1.73M - $1.84M
|
193K
$18.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-19.1K- 28.63% |
$1.79M - $1.9M
|
47.6K
$4.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.2K- 45.36% |
$1.79M - $1.91M
|
23.1K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-19.3K- 19.15% |
$1.81M - $1.93M
|
81.7K
$7.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-19.7K- 69.65% |
$1.85M - $1.97M
|
8.6K
$841K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-20K- 7.81% |
$1.87M - $1.99M
|
236K
$23M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.1K- 6.16% |
$1.88M - $2M
|
306K
$29.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-20.2K- 68.66% |
$1.89M - $2.02M
|
9.23K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.3K- 4.36% |
$1.9M - $2.02M
|
445K
$43.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-20.4K- 7.11% |
$1.91M - $2.03M
|
267K
$26.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 1.11% |
$1.94M - $2.06M
|
1.84M
$180M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-20.9K- 49.82% |
$1.95M - $2.08M
|
21K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-21K- 10.87% |
$1.97M - $2.1M
|
173K
$16.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-21.1K- 11.75% |
$1.97M - $2.1M
|
158K
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-21.2K- 40.88% |
$1.98M - $2.11M
|
30.6K
$2.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.87M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-21.5K- 63.02% |
$2.01M - $2.14M
|
12.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-21.5K- 72.1% |
$2.02M - $2.15M
|
8.33K
$814K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-21.6K- 44.21% |
$2.02M - $2.15M
|
27.3K
$2.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-21.6K- 31.67% |
$2.03M - $2.16M
|
46.7K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21.7K- 12.53% |
$2.04M - $2.17M
|
152K
$14.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22K- 0.19% |
$2.06M - $2.2M
|
11.5M
$1.12B
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-22.3K- 28.3% |
$2.09M - $2.23M
|
56.6K
$5.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-22.4K- 86.75% |
$2.09M - $2.23M
|
3.42K
$334K
|