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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
89.6K+ 153.47% |
$8.63M - $9.03M
|
148K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88.7K+ 92.38% |
$8.54M - $8.94M
|
185K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
88.2K+ 12.39% |
$8.5M - $8.89M
|
800K
$78M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
87.6K+ 23.63% |
$8.43M - $8.82M
|
458K
$44.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
87.2KNew |
$8.4M - $8.79M
|
87.2K
$8.5M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
86.9K+ 320.03% |
$8.37M - $8.76M
|
114K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
86.7K+ 23.39% |
$8.35M - $8.74M
|
457K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
86.3KNew |
$8.31M - $8.69M
|
86.3K
$8.41M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
85.3K+ 22.52% |
$8.22M - $8.6M
|
464K
$45.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
83.3K+ 4.97% |
$8.02M - $8.39M
|
1.76M
$171M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
82.5K+ 29.92% |
$7.95M - $8.31M
|
358K
$34.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
81.1KNew |
$7.81M - $8.17M
|
81.1K
$7.9M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
80.5K+ 37.55% |
$7.75M - $8.11M
|
295K
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
79.7K+ 45.54% |
$7.68M - $8.04M
|
255K
$24.8M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
79.5K+ 102.89% |
$7.66M - $8.02M
|
157K
$15.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
79.4KNew |
$7.65M - $8M
|
79.4K
$7.74M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
78.3KNew |
$7.54M - $7.89M
|
78.3K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74.2K+ 65.72% |
$7.14M - $7.48M
|
187K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71.8K+ 466.19% |
$6.91M - $7.23M
|
87.2K
$8.49M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.9K+ 55.82% |
$6.83M - $7.14M
|
198K
$19.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
70.5K+ 143.43% |
$6.79M - $7.11M
|
120K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
70.3KNew |
$6.77M - $7.09M
|
70.3K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
69.9K+ 3.8% |
$6.73M - $7.05M
|
1.91M
$186M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
69.6K+ 2.57% |
$6.71M - $7.02M
|
2.78M
$271M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
68.2K+ 228.44% |
$6.57M - $6.88M
|
98.1K
$9.56M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
65.9K+ 202.92% |
$6.35M - $6.64M
|
98.4K
$9.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64.5K+ 3.67% |
$6.21M - $6.5M
|
1.82M
$178M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
61.5K+ 46.52% |
$5.92M - $6.2M
|
194K
$18.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
60.2K+ 20.08% |
$5.8M - $6.07M
|
360K
$35.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
59.6K+ 25.09% |
$5.74M - $6.01M
|
297K
$29M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58.9K+ 15.55% |
$5.67M - $5.93M
|
437K
$42.6M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
57.5K+ 8.87% |
$5.54M - $5.8M
|
706K
$68.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
56.2K+ 159.39% |
$5.41M - $5.66M
|
91.5K
$8.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
55.9KNew |
$5.39M - $5.64M
|
55.9K
$5.45M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
55.4K+ 58.22% |
$5.34M - $5.59M
|
151K
$14.7M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
55.4KNew |
$5.34M - $5.58M
|
55.4K
$5.4M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
54.6KNew |
$5.26M - $5.5M
|
54.6K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
54.4K+ 96.79% |
$5.24M - $5.48M
|
111K
$10.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54K+ 8.6% |
$5.2M - $5.44M
|
681K
$66.4M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
53.7K+ 576.88% |
$5.17M - $5.41M
|
63K
$6.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
53.6K+ 49.23% |
$5.17M - $5.41M
|
163K
$15.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53.4K+ 2.74% |
$5.14M - $5.38M
|
2M
$195M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
53.2K+ 7.22% |
$5.12M - $5.36M
|
790K
$77M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
52.9K+ 2.32% |
$5.09M - $5.33M
|
2.33M
$227M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
52.6K+ 182.28% |
$5.06M - $5.3M
|
81.4K
$7.93M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
51.9K+ 28.78% |
$5M - $5.23M
|
232K
$22.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
51.7K+ 14.79% |
$4.98M - $5.21M
|
401K
$39.1M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
51.7K+ 8.11% |
$4.98M - $5.21M
|
689K
$67.2M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
51K+ 18.3% |
$4.92M - $5.14M
|
330K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
50.8K+ 7.4% |
$4.89M - $5.12M
|
737K
$71.8M
|