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 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-22.4K- 22.63% |
$2.1M - $2.23M
|
76.6K
$7.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-22.6K- 41.72% |
$2.12M - $2.26M
|
31.6K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-23.1K- 21.42% |
$2.17M - $2.31M
|
84.9K
$8.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.2K- 25.4% |
$2.17M - $2.31M
|
68.1K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-23.2K- 32.91% |
$2.17M - $2.31M
|
47.3K
$4.61M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-23.3K- 7.54% |
$2.18M - $2.32M
|
285K
$27.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-23.5K- 11.85% |
$2.2M - $2.35M
|
175K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.5K- 23.15% |
$2.2M - $2.35M
|
78.1K
$7.62M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.8K- 27.52% |
$2.23M - $2.38M
|
62.8K
$6.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-24.6K- 9.89% |
$2.3M - $2.45M
|
224K
$21.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-24.7K- 8.29% |
$2.32M - $2.47M
|
274K
$26.7M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-24.8K- 6.27% |
$2.32M - $2.47M
|
371K
$36.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-25K- 50.56% |
$2.34M - $2.49M
|
24.4K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-25K- 20.24% |
$2.34M - $2.49M
|
98.5K
$9.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-25.1K- 6.66% |
$2.35M - $2.5M
|
352K
$34.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-25.1K- 49.75% |
$2.35M - $2.51M
|
25.4K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-25.7K- 26.38% |
$2.41M - $2.56M
|
71.7K
$6.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25.8K- 60.84% |
$2.41M - $2.57M
|
16.6K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-26K- 19.83% |
$2.44M - $2.6M
|
105K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-26.3K- 85.4% |
$2.46M - $2.62M
|
4.5K
$438K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-26.3K- 22.24% |
$2.46M - $2.62M
|
92K
$8.97M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 5.23% |
$2.57M - $2.73M
|
497K
$48.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-27.5K- 9.55% |
$2.57M - $2.74M
|
260K
$25.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-27.7K- 87.11% |
$2.59M - $2.76M
|
4.1K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.6K- 0.29% |
$2.68M - $2.85M
|
9.78M
$953M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-28.9K- 80.71% |
$2.71M - $2.89M
|
6.92K
$674K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.2K- 20.44% |
$2.73M - $2.91M
|
114K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-29.6K- 25.49% |
$2.77M - $2.95M
|
86.5K
$8.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-31.1K- 2.03% |
$2.91M - $3.1M
|
1.51M
$147M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-31.2K- 31.9% |
$2.92M - $3.11M
|
66.6K
$6.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-31.6K- 29.97% |
$2.95M - $3.15M
|
73.7K
$7.19M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-32.1K- 12.17% |
$3M - $3.2M
|
231K
$22.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-32.4K- 91.32% |
$3.03M - $3.23M
|
3.08K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-32.4K- 21.87% |
$3.04M - $3.23M
|
116K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-33.3K- 57.48% |
$3.12M - $3.32M
|
24.6K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 5.38% |
$3.12M - $3.33M
|
587K
$57.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-33.4K- 67.42% |
$3.13M - $3.33M
|
16.2K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-33.5K- 4.99% |
$3.14M - $3.34M
|
637K
$62.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-34.2K- 33.22% |
$3.2M - $3.4M
|
68.7K
$6.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-34.5K- 27.01% |
$3.23M - $3.44M
|
93.2K
$9.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35.3K- 44.7% |
$3.3M - $3.52M
|
43.7K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-35.6K- 9.71% |
$3.34M - $3.55M
|
331K
$32.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.8K- 12.21% |
$3.35M - $3.56M
|
257K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36K- 28.81% |
$3.37M - $3.59M
|
89K
$8.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-36.1K- 8.02% |
$3.38M - $3.6M
|
414K
$40.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-37.5K- 5.18% |
$3.51M - $3.74M
|
686K
$66.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-37.7K- 29.88% |
$3.53M - $3.76M
|
88.6K
$8.63M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-38.6K- 34.4% |
$3.61M - $3.84M
|
73.5K
$7.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-40K- 37.12% |
$3.75M - $3.99M
|
67.8K
$6.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.2K- 16.64% |
$3.85M - $4.1M
|
206K
$20.1M
|