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
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-41.5K- 23.18% |
$3.89M - $4.14M
|
138K
$13.4M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-41.6K- 6.03% |
$3.9M - $4.15M
|
649K
$63.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-43.4K- 5.91% |
$4.07M - $4.33M
|
692K
$67.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-43.6K- 11.02% |
$4.08M - $4.35M
|
352K
$34.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-43.7K- 50.1% |
$4.09M - $4.36M
|
43.5K
$4.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.9K- 7.37% |
$4.11M - $4.38M
|
552K
$53.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-47.3K- 27.71% |
$4.43M - $4.72M
|
123K
$12.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-47.8K- 19.33% |
$4.48M - $4.77M
|
200K
$19.5M
|
|
|
Apr 11, 2023
Q4 2022
|
P/E Global LLC
|
SELL
|
- |
-48K- 1.29% |
$4.49M - $4.78M
|
3.67M
$358M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-48.6K- 24.94% |
$4.55M - $4.84M
|
146K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-48.8K- 97.73% |
$4.57M - $4.86M
|
1.13K
$110K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-50.8K- 9.88% |
$4.76M - $5.06M
|
463K
$45.3M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-50.8K- 12.05% |
$4.76M - $5.06M
|
371K
$36.2M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-51.7K- 12.89% |
$4.84M - $5.16M
|
350K
$34.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-52.5K- 44.64% |
$4.92M - $5.23M
|
65.1K
$6.36M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.9K- 15.43% |
$4.95M - $5.27M
|
290K
$28.3M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-55.8K- 41.69% |
$5.22M - $5.56M
|
78K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-56.3K- 32.46% |
$5.27M - $5.61M
|
117K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-57.4K- 33.45% |
$5.37M - $5.72M
|
114K
$11.2M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-58.4K- 11.23% |
$5.46M - $5.82M
|
461K
$45.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-58.5K- 47.14% |
$5.48M - $5.83M
|
65.6K
$6.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-60.7K- 20.35% |
$5.68M - $6.05M
|
238K
$23.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-62.6K- 9.32% |
$5.86M - $6.24M
|
610K
$59.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-63.3K- 19.85% |
$5.93M - $6.31M
|
256K
$25M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-63.7K- 33.62% |
$5.96M - $6.35M
|
126K
$12.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66.6K- 3.31% |
$6.24M - $6.64M
|
1.95M
$190M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-69.3K- 4.64% |
$6.49M - $6.91M
|
1.42M
$139M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-72K- 9.19% |
$6.74M - $7.18M
|
712K
$69.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-72.3K- 16.9% |
$6.77M - $7.21M
|
356K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-76.7K- 34.67% |
$7.18M - $7.65M
|
144K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-79.2K- 25.1% |
$7.42M - $7.9M
|
236K
$23.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-82.2K- 35.52% |
$7.7M - $8.2M
|
149K
$14.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-82.3K- 56.83% |
$7.71M - $8.21M
|
62.6K
$6.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-84.1K- 23.38% |
$7.87M - $8.38M
|
276K
$26.9M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-86.7K- 18.95% |
$8.12M - $8.64M
|
371K
$36.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-87K- 8.06% |
$8.14M - $8.67M
|
993K
$97M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-87.2K- 54.83% |
$8.17M - $8.7M
|
71.9K
$7.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-88.5K- 14.28% |
$8.29M - $8.82M
|
531K
$51.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-91.8K- 11.18% |
$8.59M - $9.15M
|
729K
$71.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-93.2K- 6.98% |
$8.72M - $9.29M
|
1.24M
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-95.7K- 48.38% |
$8.96M - $9.55M
|
102K
$9.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-102K- 26.3% |
$9.51M - $10.1M
|
285K
$27.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-102K- 90.85% |
$9.56M - $10.2M
|
10.3K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-107K- 47.46% |
$10M - $10.7M
|
119K
$11.6M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-112K- 65.81% |
$10.5M - $11.1M
|
58.1K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-114K- 81.55% |
$10.7M - $11.4M
|
25.8K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-118K- 19.88% |
$11.1M - $11.8M
|
476K
$46.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-121K- 20.44% |
$11.3M - $12.1M
|
471K
$46M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-132K- 25.82% |
$12.3M - $13.1M
|
378K
$37M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139K- 96.67% |
$13M - $13.8M
|
4.77K
$466K
|