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
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
50.3K
New
$4.84M - $5.07M
50.3K $4.87M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
49.4K
New
$4.76M - $4.98M
49.4K $4.78M
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
49.1K
+ 488.32%
$4.73M - $4.95M
59.2K $5.73M
Apr 25, 2023 Q1 2023
Amarillo National Bank

BUY
 -
48.9K
+ 13.76%
$4.71M - $4.93M
405K $39.2M
Apr 11, 2023 Q1 2023
P/E Global LLC

BUY
 -
48K
+ 1.31%
$4.62M - $4.84M
3.72M $360M
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
47.9K
New
$4.61M - $4.82M
47.9K $4.63M
Apr 19, 2023 Q1 2023
Bell Bank

BUY
 -
47.4K
+ 17.75%
$4.56M - $4.77M
314K $30.4M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
47.3K
+ 18.92%
$4.55M - $4.76M
297K $28.8M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
47.1K
New
$4.54M - $4.75M
47.1K $4.56M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
46.7K
+ 29.03%
$4.5M - $4.71M
208K $20.1M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
46.5K
+ 63.19%
$4.47M - $4.68M
120K $11.6M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
45.2K
New
$4.36M - $4.56M
45.2K $4.38M
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
43.1K
+ 261.46%
$4.15M - $4.34M
59.6K $5.77M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
42.1K
New
$4.06M - $4.25M
42.1K $4.08M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
42.1K
+ 832.92%
$4.06M - $4.25M
47.2K $4.57M
May 12, 2023 Q1 2023
J.Safra Asset Management Corp

BUY
 -
41.8K
New
$4.02M - $4.21M
41.8K $4.05M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
41.6K
+ 11.63%
$4.01M - $4.2M
400K $38.7M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
41.3K
+ 515.12%
$3.98M - $4.16M
49.3K $4.78M
May 12, 2023 Q1 2023
Security Benefit Life Insurance CO

Topeka, KS
BUY
 -
41.3K
New
$3.98M - $4.16M
41.3K $4M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
40.9K
+ 230.96%
$3.94M - $4.12M
58.6K $5.67M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
40.1K
+ 20.19%
$3.86M - $4.04M
239K $23.1M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
39.4K
+ 3.22%
$3.8M - $3.97M
1.26M $122M
Apr 25, 2023 Q1 2023
Atlas Financial Advisors, Inc.

BUY
 -
38.8K
+ 30.87%
$3.74M - $3.91M
165K $15.9M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
38.8K
+ 22.94%
$3.73M - $3.91M
208K $20.1M
May 15, 2023 Q1 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
38.6K
+ 343.84%
$3.72M - $3.89M
49.9K $4.83M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
38.6K
+ 9.67%
$3.72M - $3.89M
438K $42.4M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
38K
+ 4.42%
$3.66M - $3.83M
898K $87M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
37.8K
+ 124.43%
$3.64M - $3.81M
68.2K $6.61M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
37.4K
+ 282.3%
$3.6M - $3.77M
50.7K $4.91M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
36.5K
+ 777.14%
$3.52M - $3.68M
41.2K $3.99M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
35.8K
+ 2.66%
$3.45M - $3.61M
1.38M $134M
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
35.5K
+ 5.73%
$3.42M - $3.57M
654K $63.3M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
35.3K
+ 9.03%
$3.4M - $3.56M
427K $41.3M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
35.2K
+ 9.54%
$3.39M - $3.55M
404K $39.1M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
34.7K
+ 99.98%
$3.34M - $3.5M
69.4K $6.72M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
34.7K
New
$3.34M - $3.49M
34.7K $3.36M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
34.1K
+ 67.25%
$3.29M - $3.44M
84.9K $8.22M
Apr 11, 2023 Q1 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
33.6K
+ 1493.29%
$3.24M - $3.39M
35.9K $3.47M
May 11, 2023 Q1 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
33.4K
New
$3.22M - $3.37M
33.4K $3.24M
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
32.7K
New
$3.15M - $3.29M
32.7K $3.16M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
32.6K
+ 52.13%
$3.14M - $3.29M
95.2K $9.22M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
32.3K
+ 45.22%
$3.12M - $3.26M
104K $10.1M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
32.1K
+ 30.52%
$3.09M - $3.24M
137K $13.3M
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
31.8K
+ 10.65%
$3.06M - $3.2M
330K $32M
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
31.4K
+ 7.58%
$3.02M - $3.16M
445K $43.1M
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
31.1K
+ 623.46%
$3M - $3.14M
36.1K $3.5M
May 12, 2023 Q1 2023
Perella Weinberg Partners Capital Management LP

BUY
 -
29.4K
+ 44.26%
$2.83M - $2.96M
95.9K $9.28M
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
29.2K
+ 17.0%
$2.82M - $2.95M
201K $19.5M
May 01, 2023 Q1 2023
Grant

BUY
 -
28.8K
+ 52.81%
$2.77M - $2.9M
83.4K $8.07M

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