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
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
17.7K
+ 61.63%
$1.66M - $1.77M
46.5K $4.54M
Feb 09, 2023 Q4 2022
Schiavi & CO LLC

Wilmington, DE
BUY
 -
17.7K
+ 168.53%
$1.66M - $1.77M
28.2K $2.75M
Feb 10, 2023 Q4 2022
Anchor Capital Advisors LLC

BUY
 -
17.6K
New
$1.65M - $1.76M
17.6K $1.72M
Jan 24, 2023 Q4 2022
Matrix Trust CO

BUY
 -
17.5K
+ 8.37%
$1.64M - $1.75M
227K $22.1M
Feb 13, 2023 Q4 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
17.5K
+ 69.24%
$1.64M - $1.74M
42.7K $4.17M
Feb 02, 2023 Q4 2022
Peddock Capital Advisors, LLC

BUY
 -
17.5K
+ 23.96%
$1.64M - $1.74M
90.4K $8.82M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
17.4K
+ 24.69%
$1.63M - $1.74M
88K $8.59M
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
17.2K
+ 44.37%
$1.61M - $1.72M
56K $5.46M
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
17.1K
New
$1.6M - $1.71M
17.1K $1.67M
Jan 10, 2023 Q4 2022
Tl Private Wealth

BUY
 -
16.7K
New
$1.57M - $1.67M
16.7K $1.63M
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
16.6K
+ 24.42%
$1.55M - $1.65M
84.4K $8.23M
Jan 25, 2023 Q4 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
16.4K
+ 714.07%
$1.54M - $1.63M
18.7K $1.82M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
16.3K
+ 41.5%
$1.52M - $1.62M
55.4K $5.4M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

BUY
 -
16.2K
+ 301.91%
$1.52M - $1.62M
21.6K $2.11M
Feb 14, 2023 Q4 2022
Reston Wealth Management LLC

BUY
 -
16.2K
New
$1.51M - $1.61M
16.2K $1.58M
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
16.2K
New
$1.51M - $1.61M
16.2K $1.58M
Feb 07, 2023 Q4 2022
Cardinal Point Wealth Management Partners, LLC

BUY
 -
15.9K
New
$1.48M - $1.58M
15.9K $1.55M
Jun 21, 2023 Q4 2022
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
15.9K
New
$1.48M - $1.58M
15.9K $1.55M
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
15.7K
+ 170.21%
$1.47M - $1.57M
24.9K $2.43M
Jan 24, 2023 Q4 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
15.7K
+ 54.61%
$1.47M - $1.56M
44.3K $4.32M
Oct 26, 2023 Q4 2022
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
15.7K
New
$1.47M - $1.56M
15.7K $1.53M
Feb 09, 2023 Q4 2022
Dohj, LLC

Seattle, WA
BUY
 -
15.5K
+ 39.94%
$1.45M - $1.55M
54.4K $5.3M
Feb 09, 2023 Q4 2022
Blue Barn Wealth, LLC

BUY
 -
15.5K
+ 33.6%
$1.45M - $1.54M
61.6K $6M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
15.4K
+ 63.94%
$1.44M - $1.54M
39.5K $3.86M
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
15.3K
New
$1.43M - $1.52M
15.3K $1.49M
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
15.2K
New
$1.42M - $1.52M
15.2K $1.48M
Feb 13, 2023 Q4 2022
Retirement Guys Formula LLC

BUY
 -
15K
New
$1.4M - $1.49M
15K $1.46M
Jan 26, 2023 Q4 2022
Ballast Advisors LLC

BUY
 -
14.9K
+ 12.16%
$1.4M - $1.49M
138K $13.4M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
14.6K
+ 23.35%
$1.37M - $1.46M
77.3K $7.54M
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
14.4K
+ 7.89%
$1.35M - $1.43M
197K $19.2M
Jan 17, 2023 Q4 2022
Oxinas Partners Wealth Management LLC

BUY
 -
14.4K
+ 280.75%
$1.34M - $1.43M
19.5K $1.9M
Jan 06, 2023 Q4 2022
Tompkins Financial Corp

BUY
 -
14.3K
+ 274.86%
$1.34M - $1.43M
19.5K $1.9M
Jan 03, 2023 Q4 2022
Confluence Investment Management LLC

BUY
 -
14.1K
New
$1.32M - $1.41M
14.1K $1.38M
Feb 03, 2023 Q4 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
14K
New
$1.31M - $1.4M
14K $1.37M
Feb 08, 2023 Q4 2022
Estate Counselors, LLC

BUY
 -
14K
+ 6.45%
$1.31M - $1.4M
231K $22.5M
Jan 25, 2023 Q4 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
14K
+ 14.9%
$1.31M - $1.39M
108K $10.5M
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
14K
+ 48.39%
$1.31M - $1.39M
42.8K $4.17M
Jan 30, 2023 Q4 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
13.8K
+ 6.94%
$1.3M - $1.38M
213K $20.8M
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
13.8K
+ 555.81%
$1.29M - $1.38M
16.3K $1.59M
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
13.7K
+ 694.02%
$1.28M - $1.37M
15.7K $1.53M
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

BUY
 -
13.7K
New
$1.28M - $1.36M
13.7K $1.33M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13.7K
+ 1.84%
$1.28M - $1.36M
758K $74M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
13.6K
+ 3.6%
$1.28M - $1.36M
391K $38.2M
Jan 30, 2023 Q4 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
13.6K
+ 5.03%
$1.27M - $1.36M
284K $27.7M
Jan 31, 2023 Q4 2022
Bank Of The West

BUY
 -
13.6K
New
$1.27M - $1.35M
13.6K $1.33M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
13.6K
+ 10.67%
$1.27M - $1.35M
141K $13.7M
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

BUY
 -
13.5K
+ 11.59%
$1.27M - $1.35M
130K $12.7M
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
13.4K
+ 19.09%
$1.25M - $1.33M
83.5K $8.15M
Feb 09, 2023 Q4 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
13.3K
+ 2.15%
$1.25M - $1.33M
632K $61.7M

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