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 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 12.91% |
$1.25M - $1.33M
|
116K
$11.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
13.2K+ 9.7% |
$1.24M - $1.32M
|
150K
$14.6M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.2K+ 11.89% |
$1.23M - $1.31M
|
124K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
13.2KNew |
$1.23M - $1.31M
|
13.2K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
13.1K+ 185.5% |
$1.23M - $1.31M
|
20.2K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$1.22M - $1.3M
|
13K
$1.27M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13K+ 483.76% |
$1.21M - $1.29M
|
15.6K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12.7K+ 5.68% |
$1.19M - $1.27M
|
237K
$23.1M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
12.7KNew |
$1.19M - $1.27M
|
12.7K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
12.7K+ 1.91% |
$1.19M - $1.26M
|
677K
$66.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.6KNew |
$1.18M - $1.26M
|
12.6K
$1.24M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.6K+ 9.91% |
$1.18M - $1.25M
|
139K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
12.6KNew |
$1.18M - $1.25M
|
12.6K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 15.03% |
$1.17M - $1.25M
|
96K
$9.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.7% |
$1.17M - $1.25M
|
232K
$22.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
12.3K+ 24.19% |
$1.15M - $1.23M
|
63.2K
$6.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11.6KNew |
$1.09M - $1.16M
|
11.6K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.5KNew |
$1.08M - $1.15M
|
11.5K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$1.08M - $1.15M
|
11.5K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
11.5K+ 74.77% |
$1.07M - $1.14M
|
26.8K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
11.5KNew |
$1.07M - $1.14M
|
11.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
11.3K+ 70.56% |
$1.06M - $1.12M
|
27.3K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$1.05M - $1.12M
|
11.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
11.2KNew |
$1.05M - $1.11M
|
11.2K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.1KNew |
$1.04M - $1.11M
|
11.1K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10.8K+ 179.48% |
$1.01M - $1.08M
|
16.8K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
10.8K+ 57.25% |
$1.01M - $1.08M
|
29.7K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10.7K+ 17.93% |
$1M - $1.07M
|
70.4K
$6.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.6KNew |
$994K - $1.06M
|
10.6K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10.6KNew |
$993K - $1.06M
|
10.6K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.6K+ 4.05% |
$990K - $1.05M
|
272K
$26.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
10.6K+ 9.16% |
$989K - $1.05M
|
126K
$12.3M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.6K+ 79.43% |
$989K - $1.05M
|
23.9K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.5K+ 2.07% |
$985K - $1.05M
|
519K
$50.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
10.5K+ 68.54% |
$984K - $1.05M
|
25.9K
$2.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.4K+ 120.96% |
$970K - $1.03M
|
18.9K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.2KNew |
$959K - $1.02M
|
10.2K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.2K+ 92.22% |
$954K - $1.02M
|
21.2K
$2.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
10.2K+ 39.6% |
$952K - $1.01M
|
35.9K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
10.1K+ 141.37% |
$946K - $1.01M
|
17.3K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.99KNew |
$935K - $995K
|
9.99K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.95K+ 65.31% |
$932K - $992K
|
25.2K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.84K+ 85.66% |
$921K - $981K
|
21.3K
$2.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.8K+ 106.0% |
$918K - $977K
|
19K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.7KNew |
$908K - $967K
|
9.7K
$948K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.51K+ 443.5% |
$891K - $948K
|
11.7K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.48K+ 298.21% |
$887K - $945K
|
12.7K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.42K+ 7.42% |
$882K - $939K
|
136K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
9.4K+ 13.81% |
$880K - $937K
|
77.4K
$7.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
9.39K+ 40.68% |
$879K - $936K
|
32.5K
$3.17M
|