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 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.39K+ 97.52% |
$808K - $846K
|
17K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
8.39K+ 6.1% |
$808K - $845K
|
146K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
8.26K+ 11477.78% |
$796K - $833K
|
8.34K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.26K+ 2.1% |
$795K - $832K
|
402K
$38.9M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.26K+ 2.1% |
$795K - $832K
|
402K
$38.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.21K+ 0.49% |
$791K - $828K
|
1.68M
$163M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
8.2K+ 1.58% |
$790K - $827K
|
526K
$51M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.05K+ 17.01% |
$776K - $812K
|
55.4K
$5.36M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.98K+ 3.5% |
$769K - $804K
|
236K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.96K+ 1.6% |
$767K - $802K
|
505K
$48.9M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.96K+ 7.2% |
$766K - $802K
|
118K
$11.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.85K+ 104.51% |
$756K - $792K
|
15.4K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.78K+ 34.12% |
$749K - $784K
|
30.6K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.7K+ 6.2% |
$742K - $776K
|
132K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.69KNew |
$741K - $775K
|
7.69K
$745K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.68K+ 5.47% |
$740K - $774K
|
148K
$14.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.42K+ 4.2% |
$714K - $748K
|
184K
$17.8M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.27K+ 1.37% |
$701K - $733K
|
537K
$52M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.27K+ 10.41% |
$700K - $732K
|
77.1K
$7.46M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.17K+ 72.21% |
$690K - $722K
|
17.1K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7.15K+ 3.21% |
$689K - $721K
|
230K
$22.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.11K+ 13.44% |
$684K - $716K
|
60K
$5.81M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 5.34% |
$678K - $710K
|
139K
$13.4M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 20.1% |
$642K - $672K
|
39.8K
$3.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6.58K+ 28.42% |
$634K - $663K
|
29.7K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.49K+ 11.6% |
$625K - $654K
|
62.5K
$6.05M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.45K+ 13.94% |
$622K - $650K
|
52.7K
$5.11M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
6.41K+ 10.08% |
$618K - $646K
|
70K
$6.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.36K+ 139.26% |
$612K - $641K
|
10.9K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.36K+ 11.87% |
$612K - $641K
|
59.9K
$5.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
6.31K+ 2.48% |
$608K - $636K
|
261K
$25.2M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.28K+ 26.29% |
$605K - $633K
|
30.1K
$2.92M
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
6.11KNew |
$588K - $615K
|
6.11K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.02KNew |
$579K - $606K
|
6.02K
$582K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
5.97K+ 32.14% |
$575K - $602K
|
24.6K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.89K+ 46.81% |
$567K - $593K
|
18.5K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.8K+ 605.22% |
$558K - $584K
|
6.76K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.71K+ 10.53% |
$550K - $575K
|
59.9K
$5.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.68K+ 10.03% |
$547K - $573K
|
62.4K
$6.04M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.65K+ 1.19% |
$544K - $569K
|
480K
$46.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
5.59K+ 10.01% |
$538K - $563K
|
61.5K
$5.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.53K+ 3.44% |
$532K - $557K
|
166K
$16.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5.37K+ 2.28% |
$517K - $541K
|
241K
$23.3M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.29KNew |
$509K - $533K
|
5.29K
$512K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.27K+ 3.14% |
$508K - $531K
|
173K
$16.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.26K+ 63.85% |
$507K - $530K
|
13.5K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.2K+ 6.83% |
$501K - $524K
|
81.4K
$7.88M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.2K+ 5.96% |
$501K - $524K
|
92.4K
$8.95M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.05K+ 13.64% |
$487K - $509K
|
42.1K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.92K+ 12.8% |
$474K - $496K
|
43.4K
$4.2M
|