Purchases and Sales Made in Q1 2023 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 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 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49K- 73.54% |
$4.72M - $4.94M
|
17.6K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-49.9K- 61.92% |
$4.8M - $5.03M
|
30.7K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50.2K- 34.76% |
$4.84M - $5.06M
|
94.2K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51K- 10.91% |
$4.91M - $5.14M
|
416K
$40.6M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-52K- 34.46% |
$5.01M - $5.24M
|
98.9K
$9.64M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-52.9K- 72.8% |
$5.1M - $5.33M
|
19.8K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-56.9K- 52.24% |
$5.48M - $5.73M
|
52K
$5.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-57.2K- 5.95% |
$5.51M - $5.76M
|
904K
$88.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-57.5K- 95.99% |
$5.54M - $5.8M
|
2.4K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-57.6K- 9.1% |
$5.54M - $5.8M
|
575K
$56M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-59.4K- 35.88% |
$5.72M - $5.99M
|
106K
$10.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-64.5K- 89.81% |
$6.22M - $6.51M
|
7.33K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-65.8K- 75.66% |
$6.34M - $6.63M
|
21.2K
$2.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-65.9K- 28.43% |
$6.35M - $6.64M
|
166K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-67.1K- 6.8% |
$6.47M - $6.77M
|
920K
$89.7M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-68.9K- 59.61% |
$6.64M - $6.94M
|
46.7K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-69.3K- 27.57% |
$6.67M - $6.98M
|
182K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-72.2K- 28.94% |
$6.95M - $7.28M
|
177K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-75.5K- 78.63% |
$7.27M - $7.6M
|
20.5K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-76.2K- 65.57% |
$7.33M - $7.68M
|
40K
$3.9M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-78.7K- 83.32% |
$7.58M - $7.94M
|
15.8K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-78.8K- 29.86% |
$7.59M - $7.94M
|
185K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-81K- 88.14% |
$7.8M - $8.16M
|
10.9K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81.7K- 92.93% |
$7.87M - $8.23M
|
6.22K
$606K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-85.1K- 19.14% |
$8.2M - $8.58M
|
360K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-87.1K- 7.02% |
$8.39M - $8.78M
|
1.15M
$112M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-87.3K- 88.08% |
$8.41M - $8.8M
|
11.8K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-87.7K- 38.51% |
$8.45M - $8.84M
|
140K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-90.7K- 97.55% |
$8.73M - $9.14M
|
2.28K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-91.7K- 6.09% |
$8.83M - $9.24M
|
1.41M
$138M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-92.1K- 60.95% |
$8.87M - $9.28M
|
59K
$5.75M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-92.7K- 19.68% |
$8.93M - $9.34M
|
378K
$36.8M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-92.8K- 96.3% |
$8.94M - $9.36M
|
3.57K
$348K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-93.2K- 46.71% |
$8.98M - $9.4M
|
106K
$10.4M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-93.6K- 91.71% |
$9.01M - $9.43M
|
8.46K
$824K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-95.9K- 58.47% |
$9.24M - $9.67M
|
68.1K
$6.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-101K- 49.37% |
$9.76M - $10.2M
|
104K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-104K- 47.76% |
$9.99M - $10.5M
|
114K
$11.1M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-104K- 49.76% |
$10M - $10.5M
|
105K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-114K- 78.91% |
$11M - $11.5M
|
30.5K
$2.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-121K- 94.46% |
$11.6M - $12.2M
|
7.07K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-122K- 27.35% |
$11.8M - $12.3M
|
324K
$31.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-122K- 22.13% |
$11.8M - $12.3M
|
431K
$42M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-133K- 90.18% |
$12.8M - $13.4M
|
14.5K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-134K- 81.67% |
$12.9M - $13.5M
|
30.1K
$2.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-139K- 45.43% |
$13.4M - $14M
|
167K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-148K- 37.4% |
$14.2M - $14.9M
|
247K
$24.1M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-148K- 31.8% |
$14.3M - $14.9M
|
318K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-167K- 10.62% |
$16M - $16.8M
|
1.4M
$137M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-172K- 99.9% |
$16.6M - $17.3M
|
168
$16.4K
|