Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
274K
+ 118.84%
$26.4M - $27.6M
504K $49.1M
May 10, 2023 Q1 2023
Rock Creek Group, LP

BUY
 -
260K
+ 112.33%
$25.1M - $26.2M
492K $48M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
251K
+ 182.13%
$24.1M - $25.3M
388K $37.8M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
239K
+ 6.81%
$23.1M - $24.1M
3.76M $366M
Apr 17, 2023 Q1 2023
Wall Capital Group, Inc.

BUY
 -
233K
+ 27628.59%
$22.4M - $23.5M
234K $22.8M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
232K
+ 57.11%
$22.4M - $23.4M
639K $62.3M
May 09, 2023 Q1 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
220K
+ 2199.79%
$21.2M - $22.1M
230K $22.4M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
216K
+ 9.2%
$20.8M - $21.8M
2.56M $250M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
212K
New
$20.5M - $21.4M
212K $20.7M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
196K
+ 55.67%
$18.9M - $19.7M
548K $53.4M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
176K
+ 7.67%
$17M - $17.8M
2.47M $241M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
172K
+ 66.74%
$16.5M - $17.3M
429K $41.8M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
171K
+ 17.31%
$16.5M - $17.2M
1.16M $113M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
167K
+ 0.32%
$16.1M - $16.9M
53.2M $5.18B
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
167K
+ 99649.4%
$16.1M - $16.9M
168K $16.3M
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
158K
+ 12592.37%
$15.3M - $16M
160K $15.6M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
158K
New
$15.2M - $15.9M
158K $15.4M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
154K
New
$14.8M - $15.5M
154K $15M
May 12, 2023 Q1 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
150K
+ 75.0%
$14.4M - $15.1M
350K $34.1M
May 16, 2023 Q1 2023
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
144K
+ 169.42%
$13.9M - $14.5M
229K $22.3M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
143K
+ 101.71%
$13.8M - $14.4M
284K $27.7M
May 15, 2023 Q1 2023
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
141K
+ 2589.01%
$13.6M - $14.2M
147K $14.3M
Jan 15, 2025 Q1 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
140K
New
$13.5M - $14.1M
140K $13.6M
May 11, 2023 Q1 2023
Rhumbline Advisers

Boston, MA
BUY
 -
139K
+ 27.08%
$13.4M - $14M
651K $63.5M
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
136K
+ 45.24%
$13.1M - $13.7M
438K $42.6M
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
135K
+ 103.35%
$13M - $13.6M
265K $25.8M
May 15, 2023 Q1 2023
Janus Henderson Group PLC

London, X0
BUY
 -
128K
+ 4.87%
$12.4M - $12.9M
2.76M $269M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
128K
+ 11.36%
$12.3M - $12.9M
1.25M $122M
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
127K
+ 46.76%
$12.2M - $12.8M
399K $38.9M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
122K
+ 7.35%
$11.8M - $12.3M
1.79M $174M
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
120K
+ 2494.89%
$11.6M - $12.1M
125K $12.2M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
116K
+ 27.18%
$11.1M - $11.6M
541K $52.7M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
114K
+ 59.38%
$11M - $11.5M
306K $29.8M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
114K
+ 2387.32%
$11M - $11.5M
119K $11.6M
May 04, 2023 Q1 2023
Palladiem, LLC

BUY
 -
113K
New
$10.8M - $11.3M
113K $11M
Apr 21, 2023 Q1 2023
Trustees Of The Smith College

BUY
 -
112K
+ 23.25%
$10.8M - $11.3M
592K $57.7M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
112K
New
$10.7M - $11.2M
112K $10.9M
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
108K
+ 512.65%
$10.4M - $10.9M
129K $12.6M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
107K
New
$10.4M - $10.8M
107K $10.5M
Apr 27, 2023 Q1 2023
Capital Insight Partners, LLC

BUY
 -
106K
+ 77.64%
$10.2M - $10.7M
242K $23.6M
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
103K
+ 17.29%
$9.94M - $10.4M
700K $68.2M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
103K
+ 10.97%
$9.93M - $10.4M
1.04M $102M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
100K
+ 109.8%
$9.63M - $10.1M
191K $18.6M
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
96.2K
+ 155.51%
$9.26M - $9.69M
158K $15.4M
May 15, 2023 Q1 2023
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
95.8K
+ 21.52%
$9.23M - $9.66M
541K $52.7M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
95K
+ 1264.64%
$9.15M - $9.58M
103K $9.99M
May 15, 2023 Q1 2023
Metropolitan Life Insurance CO

New York, NY
BUY
 -
92.5K
New
$8.91M - $9.33M
92.5K $9.02M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
92.3K
+ 60.84%
$8.89M - $9.3M
244K $23.8M
May 15, 2023 Q1 2023
Mason Street Advisors, LLC

Milwaukee, WI
BUY
 -
90.6K
+ 16.93%
$8.73M - $9.13M
626K $61M

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