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 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
28.4K+ 6.25% |
$2.74M - $2.87M
|
483K
$46.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
28.3KNew |
$2.72M - $2.85M
|
28.3K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
28.2K+ 111.14% |
$2.71M - $2.84M
|
53.5K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
28.1K+ 25.6% |
$2.71M - $2.84M
|
138K
$13.4M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.9KNew |
$2.69M - $2.81M
|
27.9K
$2.7M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.9K+ 23.01% |
$2.69M - $2.81M
|
149K
$14.4M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27.6K+ 1337.57% |
$2.66M - $2.78M
|
29.7K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5K+ 9.49% |
$2.65M - $2.77M
|
317K
$30.7M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 89.15% |
$2.65M - $2.77M
|
58.3K
$5.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
27.2K+ 5.48% |
$2.62M - $2.74M
|
524K
$50.8M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.2K+ 26.24% |
$2.62M - $2.74M
|
131K
$12.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26.5K+ 114.63% |
$2.55M - $2.67M
|
49.6K
$4.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
26.4K+ 25.08% |
$2.54M - $2.66M
|
132K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
26.2KNew |
$2.52M - $2.64M
|
26.2K
$2.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
25.9K+ 24.03% |
$2.5M - $2.61M
|
134K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25.8KNew |
$2.49M - $2.6M
|
25.8K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.8K+ 318.84% |
$2.48M - $2.6M
|
33.8K
$3.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
25.7K+ 16.25% |
$2.48M - $2.59M
|
184K
$17.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
25.6K+ 30.69% |
$2.47M - $2.58M
|
109K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
25.3K+ 63.3% |
$2.44M - $2.55M
|
65.2K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
25K+ 0.49% |
$2.41M - $2.52M
|
5.16M
$499M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
24.9K+ 27.49% |
$2.39M - $2.51M
|
115K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
24.7K+ 8.92% |
$2.38M - $2.49M
|
301K
$29.2M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
24.5K+ 11.53% |
$2.36M - $2.47M
|
237K
$22.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.2K+ 642.58% |
$2.33M - $2.44M
|
28K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
23.9K+ 4.92% |
$2.3M - $2.4M
|
508K
$49.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 45.11% |
$2.3M - $2.4M
|
76.7K
$7.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
23K+ 36.91% |
$2.21M - $2.31M
|
85.2K
$8.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
22.8KNew |
$2.2M - $2.3M
|
22.8K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
22.4KNew |
$2.15M - $2.25M
|
22.4K
$2.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
22.2K+ 54.41% |
$2.14M - $2.24M
|
63.1K
$6.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.1K+ 30.0% |
$2.13M - $2.22M
|
95.6K
$9.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
21.5K+ 58.61% |
$2.07M - $2.17M
|
58.2K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
21.5KNew |
$2.07M - $2.17M
|
21.5K
$2.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21.5KNew |
$2.07M - $2.16M
|
21.5K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21.1K+ 2.53% |
$2.03M - $2.13M
|
855K
$82.8M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
21.1KNew |
$2.03M - $2.12M
|
21.1K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21.1K+ 6.35% |
$2.03M - $2.12M
|
353K
$34.2M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.9K+ 37.78% |
$2.01M - $2.11M
|
76.2K
$7.38M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
20.6K+ 8.11% |
$1.99M - $2.08M
|
275K
$26.6M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20.6K+ 32.82% |
$1.99M - $2.08M
|
83.4K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
20.5K+ 29.23% |
$1.97M - $2.07M
|
90.6K
$8.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
20.5K+ 6.7% |
$1.97M - $2.06M
|
326K
$31.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
20.4K+ 80.31% |
$1.96M - $2.05M
|
45.8K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.95M - $2.04M
|
20.2K
$1.96M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.1KNew |
$1.94M - $2.03M
|
20.1K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
20K+ 145.85% |
$1.93M - $2.02M
|
33.8K
$3.27M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.7KNew |
$1.9M - $1.99M
|
19.7K
$1.91M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
19.7K+ 66.25% |
$1.89M - $1.98M
|
49.3K
$4.78M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
19.7K+ 54.97% |
$1.89M - $1.98M
|
55.4K
$5.37M
|