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
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
81.1K+ 1378.05% |
$7.59M - $8.08M
|
87K
$8.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
79.1K+ 511.66% |
$7.4M - $7.88M
|
94.5K
$9.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
78.3K+ 810.0% |
$7.33M - $7.8M
|
87.9K
$8.57M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
77.9KNew |
$7.29M - $7.77M
|
77.9K
$7.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
76.5K+ 8.4% |
$7.17M - $7.63M
|
987K
$96.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
76.1K+ 86.35% |
$7.13M - $7.59M
|
164K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
74.8KNew |
$7M - $7.46M
|
74.8K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.4K+ 13.03% |
$6.96M - $7.42M
|
645K
$62.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
74K+ 85.17% |
$6.93M - $7.38M
|
161K
$15.7M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
73.9KNew |
$6.92M - $7.37M
|
73.9K
$7.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
73.2KNew |
$6.85M - $7.3M
|
73.2K
$7.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
70.5K+ 147.43% |
$6.6M - $7.03M
|
118K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
70.5K+ 844.83% |
$6.6M - $7.02M
|
78.8K
$7.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
69.5K+ 31.91% |
$6.5M - $6.93M
|
287K
$28M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
69.4K+ 29.11% |
$6.5M - $6.92M
|
308K
$30M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
69K+ 479.17% |
$6.46M - $6.88M
|
83.4K
$8.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68.8K+ 18.22% |
$6.44M - $6.86M
|
446K
$43.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
67.7K+ 400.43% |
$6.34M - $6.75M
|
84.6K
$8.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
66.1KNew |
$6.19M - $6.59M
|
66.1K
$6.45M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
65.9KNew |
$6.17M - $6.57M
|
65.9K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
65.7K+ 1593.21% |
$6.15M - $6.55M
|
69.8K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 28.58% |
$6.04M - $6.43M
|
290K
$28.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
64K+ 489.11% |
$5.99M - $6.38M
|
77K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
64KNew |
$5.99M - $6.38M
|
64K
$6.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
62.2KNew |
$5.83M - $6.2M
|
62.2K
$6.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
61.1K+ 589.98% |
$5.72M - $6.09M
|
71.4K
$6.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
60.5KNew |
$5.66M - $6.03M
|
60.5K
$5.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
59.9KNew |
$5.61M - $5.97M
|
59.9K
$5.84M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
59.3K+ 3750.82% |
$5.56M - $5.92M
|
60.9K
$5.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
59.3K+ 4.74% |
$5.55M - $5.91M
|
1.31M
$128M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
59.1K+ 184.75% |
$5.53M - $5.89M
|
91.1K
$8.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$5.51M - $5.87M
|
58.9K
$5.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
58.3K+ 101.74% |
$5.46M - $5.81M
|
116K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58K+ 15.79% |
$5.43M - $5.78M
|
425K
$41.4M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
57.5K+ 27.86% |
$5.38M - $5.73M
|
264K
$25.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
56.2KNew |
$5.26M - $5.6M
|
56.2K
$5.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
56KNew |
$5.24M - $5.58M
|
56K
$5.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
55.3K+ 729.4% |
$5.17M - $5.51M
|
62.8K
$6.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
53.9KNew |
$5.04M - $5.37M
|
53.9K
$5.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 19.82% |
$5M - $5.33M
|
323K
$31.5M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
53.1K+ 23.53% |
$4.97M - $5.3M
|
279K
$27.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51.3K+ 175.41% |
$4.8M - $5.11M
|
80.5K
$7.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50.3K+ 6.41% |
$4.71M - $5.01M
|
834K
$81.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.9K+ 521.31% |
$4.67M - $4.97M
|
59.5K
$5.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49.3KNew |
$4.62M - $4.91M
|
49.3K
$4.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
48.4K+ 23.35% |
$4.53M - $4.83M
|
256K
$24.9M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
48.2KNew |
$4.52M - $4.81M
|
48.2K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
47.9K+ 10.32% |
$4.49M - $4.78M
|
512K
$50M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
47.8KNew |
$4.47M - $4.76M
|
47.8K
$4.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
47.7K+ 23.08% |
$4.47M - $4.76M
|
254K
$24.8M
|