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 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-177K- 78.48% |
$17.1M - $17.9M
|
48.6K
$4.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-178K- 97.76% |
$17.1M - $17.9M
|
4.07K
$397K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-183K- 12.86% |
$17.6M - $18.4M
|
1.24M
$121M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-194K- 77.08% |
$18.7M - $19.6M
|
57.7K
$5.63M
|
|
|
May 11, 2023
Q1 2023
|
Deere & CO
Moline, IL |
SELL
|
- |
-202K- 17.22% |
$19.5M - $20.4M
|
972K
$94.8M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-208K- 49.93% |
$20M - $20.9M
|
208K
$20.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-208K- 49.93% |
$20M - $20.9M
|
208K
$20.3M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-210K- 30.32% |
$20.2M - $21.1M
|
482K
$47M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-220K- 89.14% |
$21.2M - $22.2M
|
26.8K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-224K- 86.52% |
$21.6M - $22.6M
|
34.9K
$3.4M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-237K- 48.1% |
$22.9M - $23.9M
|
256K
$25M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-254K- 48.94% |
$24.5M - $25.6M
|
265K
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-260K- 81.4% |
$25M - $26.2M
|
59.3K
$5.78M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-261K- 90.28% |
$25.1M - $26.3M
|
28.1K
$2.74M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-262K- 4.62% |
$25.2M - $26.4M
|
5.4M
$527M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-263K- 11.95% |
$25.4M - $26.6M
|
1.94M
$189M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-269K- 98.37% |
$25.9M - $27.1M
|
4.47K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-301K- 77.88% |
$29M - $30.4M
|
85.6K
$8.34M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-308K- 1.65% |
$29.7M - $31.1M
|
18.4M
$1.79B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-308K- 1.65% |
$29.7M - $31.1M
|
18.4M
$1.79B
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-314K- 60.25% |
$30.3M - $31.7M
|
207K
$20.2M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-330K- 54.33% |
$31.8M - $33.3M
|
278K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-330K- 59.25% |
$31.8M - $33.3M
|
227K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-332K- 23.93% |
$32M - $33.4M
|
1.05M
$103M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-347K- 88.84% |
$33.4M - $34.9M
|
43.6K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-350K- 3.04% |
$33.7M - $35.2M
|
11.1M
$1.09B
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-356K- 61.42% |
$34.3M - $35.9M
|
223K
$21.8M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-383K- 99.87% |
$36.9M - $38.6M
|
483
$47.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-385K- 35.44% |
$37M - $38.8M
|
701K
$68.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-420K- 29.14% |
$40.5M - $42.4M
|
1.02M
$99.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-522K- 46.17% |
$50.2M - $52.6M
|
608K
$59.3M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-522K- 28.8% |
$50.3M - $52.6M
|
1.29M
$126M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-562K- 10.28% |
$54.2M - $56.7M
|
4.91M
$478M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-681K- 7.41% |
$65.6M - $68.6M
|
8.51M
$830M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-708K- 99.55% |
$68.2M - $71.3M
|
3.22K
$314K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-774K- 96.35% |
$74.6M - $78M
|
29.3K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-862K- 12.83% |
$83M - $86.9M
|
5.85M
$570M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-899K- 99.0% |
$86.6M - $90.6M
|
9.12K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-914K- 5.55% |
$88M - $92.1M
|
15.5M
$1.51B
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.05M- 78.22% |
$101M - $105M
|
291K
$28.4M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.43M- 89.44% |
$138M - $144M
|
169K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.6M- 99.0% |
$154M - $161M
|
16.2K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.06M- 7.06% |
$294M - $308M
|
40.2M
$3.92B
|