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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
136K+ 1161.85% |
$12.7M - $13.5M
|
147K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
134K+ 189.86% |
$12.6M - $13.4M
|
205K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
133K+ 111.55% |
$12.5M - $13.3M
|
253K
$24.7M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
132K+ 706.53% |
$12.4M - $13.2M
|
151K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
131K+ 48.62% |
$12.2M - $13M
|
399K
$39M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
130KNew |
$12.1M - $12.9M
|
130K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
127K+ 5.91% |
$11.9M - $12.7M
|
2.27M
$222M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
127K+ 293.44% |
$11.9M - $12.6M
|
170K
$16.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
124K+ 12.39% |
$11.6M - $12.3M
|
1.12M
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 16.6% |
$11.5M - $12.2M
|
860K
$84M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
122K+ 1235.04% |
$11.5M - $12.2M
|
132K
$12.9M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121KNew |
$11.3M - $12.1M
|
121K
$11.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
120K+ 480.45% |
$11.2M - $11.9M
|
144K
$14.1M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
118KNew |
$11.1M - $11.8M
|
118K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
118K+ 57.26% |
$11.1M - $11.8M
|
324K
$31.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
117K+ 251.04% |
$10.9M - $11.7M
|
163K
$16M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
116KNew |
$10.9M - $11.6M
|
116K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
115K+ 33.9% |
$10.8M - $11.5M
|
455K
$44.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
115K+ 2.2% |
$10.8M - $11.5M
|
5.35M
$523M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
113K+ 51.6% |
$10.6M - $11.3M
|
332K
$32.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
112K+ 100.43% |
$10.5M - $11.2M
|
223K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
111K+ 1695.18% |
$10.4M - $11.1M
|
118K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
110KNew |
$10.3M - $11M
|
110K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
110K+ 6.68% |
$10.3M - $11M
|
1.76M
$172M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
110K+ 266.75% |
$10.3M - $11M
|
151K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
107KNew |
$10M - $10.7M
|
107K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
106K+ 99.23% |
$9.9M - $10.5M
|
212K
$20.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
105K+ 293.19% |
$9.86M - $10.5M
|
141K
$13.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
105KNew |
$9.85M - $10.5M
|
105K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
105K+ 92.74% |
$9.79M - $10.4M
|
217K
$21.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
104K+ 87.56% |
$9.74M - $10.4M
|
223K
$21.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
103K+ 114.39% |
$9.6M - $10.2M
|
192K
$18.8M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
102KNew |
$9.55M - $10.2M
|
102K
$9.97M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
101K+ 160.16% |
$9.46M - $10.1M
|
164K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
101K+ 9.54% |
$9.42M - $10M
|
1.16M
$113M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
99.5K+ 57.01% |
$9.31M - $9.92M
|
274K
$26.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
99.1K+ 142.36% |
$9.27M - $9.87M
|
169K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98.3K+ 26.62% |
$9.2M - $9.8M
|
467K
$45.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
98.3KNew |
$9.2M - $9.8M
|
98.3K
$9.6M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
93.6K+ 69.76% |
$8.76M - $9.33M
|
228K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
93.6K+ 414.55% |
$8.76M - $9.33M
|
116K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
92.9KNew |
$8.7M - $9.26M
|
92.9K
$9.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
91.9KNew |
$8.6M - $9.16M
|
91.9K
$8.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
88.7K+ 30.07% |
$8.3M - $8.84M
|
384K
$37.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
88.3K+ 152.22% |
$8.27M - $8.81M
|
146K
$14.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
85.3K+ 617.57% |
$7.99M - $8.51M
|
99.1K
$9.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
84.1K+ 625.45% |
$7.87M - $8.38M
|
97.5K
$9.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
83.1K+ 29.09% |
$7.78M - $8.29M
|
369K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
83.1K+ 18.95% |
$7.78M - $8.28M
|
521K
$50.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
82.1KNew |
$7.69M - $8.19M
|
82.1K
$8.03M
|