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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
9.39K+ 46.72% |
$879K - $936K
|
29.5K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.3KNew |
$871K - $927K
|
9.3K
$907K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.2KNew |
$861K - $917K
|
9.2K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.18K+ 19.44% |
$860K - $916K
|
56.4K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9K+ 29.32% |
$843K - $898K
|
39.7K
$3.87M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
8.99K+ 66.0% |
$842K - $896K
|
22.6K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.96K+ 231.03% |
$839K - $894K
|
12.8K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8.94K+ 19.5% |
$837K - $891K
|
54.8K
$5.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.9K+ 81.73% |
$833K - $887K
|
19.8K
$1.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.7K+ 11.61% |
$814K - $867K
|
83.6K
$8.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.68K+ 2.15% |
$812K - $865K
|
413K
$40.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
8.63K+ 83.57% |
$808K - $860K
|
19K
$1.85M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.56K+ 30.0% |
$801K - $853K
|
37.1K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
8.52K+ 8.4% |
$798K - $849K
|
110K
$10.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.42K+ 158.33% |
$788K - $839K
|
13.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.4K+ 256.91% |
$787K - $837K
|
11.7K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8.38K+ 12.91% |
$785K - $836K
|
73.3K
$7.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
8.23K+ 15.59% |
$770K - $820K
|
61K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.23K+ 9.24% |
$770K - $820K
|
97.2K
$9.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
8.19KNew |
$767K - $816K
|
8.19K
$798K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
8.14KNew |
$762K - $812K
|
8.14K
$794K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8.14K+ 4.74% |
$762K - $811K
|
180K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.09KNew |
$758K - $807K
|
8.09K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.08KNew |
$757K - $805K
|
8.08K
$788K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.08K+ 54.99% |
$756K - $805K
|
22.8K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.07KNew |
$755K - $804K
|
8.07K
$786K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.05K+ 58.2% |
$754K - $802K
|
21.9K
$2.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.04K+ 21.02% |
$753K - $802K
|
46.3K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
7.99K+ 4.87% |
$748K - $796K
|
172K
$16.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.98K+ 16.82% |
$748K - $796K
|
55.4K
$5.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.97K+ 46.69% |
$746K - $794K
|
25K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.96K+ 201.19% |
$745K - $793K
|
11.9K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.69K+ 52.6% |
$720K - $767K
|
22.3K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.69KNew |
$720K - $766K
|
7.69K
$749K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7.66KNew |
$718K - $764K
|
7.66K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.57K+ 83.27% |
$709K - $755K
|
16.7K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.57KNew |
$709K - $755K
|
7.57K
$739K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.57KNew |
$709K - $755K
|
7.57K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.56K+ 125.38% |
$708K - $754K
|
13.6K
$1.33M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.56K+ 125.38% |
$708K - $754K
|
13.6K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
7.53KNew |
$705K - $751K
|
7.53K
$734K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.51KNew |
$704K - $749K
|
7.51K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.5KNew |
$702K - $747K
|
7.5K
$731K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
7.4K+ 48.39% |
$693K - $738K
|
22.7K
$2.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.38KNew |
$691K - $736K
|
7.38K
$720K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.35KNew |
$688K - $733K
|
7.35K
$717K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 20.18% |
$685K - $729K
|
43.5K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.28K+ 59.72% |
$682K - $726K
|
19.5K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.25K+ 22.07% |
$679K - $723K
|
40.1K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
7.22KNew |
$676K - $720K
|
7.22K
$704K
|