Purchases and Sales Made in Q4 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 27, 2023 Q4 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
29.4K
+ 141.16%
$2.76M - $2.93M
50.3K $4.9M
Jan 30, 2023 Q4 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
29.4K
+ 88.99%
$2.75M - $2.93M
62.3K $6.08M
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
29.3K
+ 590.34%
$2.75M - $2.93M
34.3K $3.35M
Jan 12, 2023 Q4 2022
Sharper & Granite LLC

El Segundo, CA
BUY
 -
28.7K
New
$2.68M - $2.86M
28.7K $2.79M
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
BUY
 -
28.6K
+ 2979.71%
$2.68M - $2.85M
29.6K $2.89M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
28.5K
New
$2.67M - $2.84M
28.5K $2.78M
Feb 10, 2023 Q4 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
28.3K
New
$2.65M - $2.82M
28.3K $2.76M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
27.5K
+ 17.52%
$2.58M - $2.74M
184K $18M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
26.5K
+ 5.6%
$2.48M - $2.65M
500K $48.8M
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
26.4K
New
$2.47M - $2.63M
26.4K $2.57M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
25.7K
+ 5.73%
$2.41M - $2.56M
474K $46.2M
Feb 06, 2023 Q4 2022
Fi3 Financial Advisors, LLC

BUY
 -
25.5K
New
$2.39M - $2.54M
25.5K $2.49M
Jan 26, 2023 Q4 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
25.4K
+ 31762.5%
$2.38M - $2.53M
25.5K $2.49M
Feb 09, 2023 Q4 2022
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
25.2K
New
$2.36M - $2.51M
25.2K $2.46M
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

BUY
 -
25K
+ 220.9%
$2.34M - $2.49M
36.3K $3.54M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
24.9K
+ 1.52%
$2.33M - $2.48M
1.67M $162M
Feb 06, 2023 Q4 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
24.6K
+ 16.67%
$2.3M - $2.45M
172K $16.8M
Jan 24, 2023 Q4 2022
Bouchey Financial Group LTD

BUY
 -
24.5K
+ 9.92%
$2.3M - $2.45M
272K $26.5M
Feb 08, 2023 Q4 2022
Sierra Capital LLC

BUY
 -
24.4K
+ 1384.52%
$2.29M - $2.43M
26.2K $2.55M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
23.9K
+ 69.57%
$2.24M - $2.39M
58.4K $5.69M
Feb 08, 2023 Q4 2022
Simmons Bank

BUY
 -
23.8K
+ 36.77%
$2.22M - $2.37M
88.3K $8.62M
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

BUY
 -
23.6K
+ 30.63%
$2.21M - $2.36M
101K $9.83M
Feb 13, 2023 Q4 2022
Compton Financial Group, LLC

BUY
 -
23.5K
+ 4.75%
$2.2M - $2.34M
518K $50.5M
Jan 20, 2023 Q4 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
23K
+ 23.61%
$2.15M - $2.29M
120K $11.7M
Mar 01, 2023 Q4 2022
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
22.9K
New
$2.14M - $2.28M
22.9K $2.23M
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

BUY
 -
22.2K
+ 28.22%
$2.08M - $2.21M
101K $9.83M
Feb 09, 2023 Q4 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
21.8K
+ 10.41%
$2.04M - $2.17M
231K $22.6M
Feb 02, 2023 Q4 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
21.7K
+ 42.54%
$2.03M - $2.16M
72.7K $7.09M
Jan 25, 2023 Q4 2022
Calamos Wealth Management LLC

BUY
 -
21.3K
+ 6.37%
$2M - $2.12M
356K $34.7M
Jan 12, 2023 Q4 2022
Bremer Bank National Association

BUY
 -
21.2K
+ 239.95%
$1.99M - $2.12M
30.1K $2.93M
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
21.2K
+ 15.45%
$1.99M - $2.11M
158K $15.5M
Feb 13, 2023 Q4 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
20.9K
+ 27.93%
$1.96M - $2.09M
96K $9.36M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
20.7K
+ 69.29%
$1.94M - $2.07M
50.7K $4.94M
Feb 06, 2023 Q4 2022
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
20.7K
New
$1.94M - $2.07M
20.7K $2.02M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
20.6K
+ 7.65%
$1.93M - $2.05M
290K $28.3M
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
20.5K
+ 15037.5%
$1.91M - $2.04M
20.6K $2.01M
Jan 31, 2023 Q4 2022
Naviter Wealth, LLC

BUY
 -
20.2K
+ 18.79%
$1.89M - $2.01M
128K $12.5M
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
20K
New
$1.88M - $2M
20K $1.95M
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
19.8K
+ 1.65%
$1.86M - $1.98M
1.22M $119M
Feb 08, 2023 Q4 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
19.7K
+ 73.81%
$1.85M - $1.97M
46.5K $4.53M
Feb 09, 2023 Q4 2022
Texas Capital Bancshares Inc

BUY
 -
19.7K
New
$1.84M - $1.96M
19.7K $1.92M
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

BUY
 -
19K
+ 60.82%
$1.78M - $1.89M
50.2K $4.89M
Feb 14, 2023 Q4 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
18.8K
+ 6.64%
$1.76M - $1.87M
301K $29.4M
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
18.5K
New
$1.74M - $1.85M
18.5K $1.81M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
18.3K
New
$1.72M - $1.83M
18.3K $1.79M
Jan 13, 2023 Q4 2022
John W. Brooker & Co., Cp As

BUY
 -
18.2K
+ 5329.91%
$1.7M - $1.81M
18.5K $1.81M
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
18K
New
$1.68M - $1.79M
18K $1.75M
Feb 01, 2023 Q4 2022
Blue Chip Partners, Inc.

BUY
 -
17.9K
New
$1.68M - $1.79M
17.9K $1.75M
Feb 06, 2023 Q4 2022
Private Wealth Group, LLC

BUY
 -
17.9K
New
$1.67M - $1.78M
17.9K $1.74M

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