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 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$472K - $494K
|
4.9K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.89KNew |
$471K - $492K
|
4.89K
$476K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.88K+ 1.39% |
$470K - $492K
|
357K
$34.8M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.86KNew |
$468K - $490K
|
4.86K
$474K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 72.76% |
$468K - $490K
|
11.5K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.8K+ 540.04% |
$462K - $484K
|
5.69K
$555K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
4.8K+ 6.26% |
$462K - $484K
|
81.5K
$7.94M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.77K+ 11.6% |
$459K - $480K
|
45.8K
$4.47M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.65K+ 61.38% |
$448K - $469K
|
12.2K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.6KNew |
$443K - $464K
|
4.6K
$448K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.57KNew |
$440K - $461K
|
4.57K
$445K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.56K+ 3.43% |
$440K - $460K
|
138K
$13.4M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
4.54KNew |
$438K - $458K
|
4.54K
$443K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.53K+ 26.92% |
$436K - $456K
|
21.4K
$2.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.51KNew |
$435K - $455K
|
4.51K
$440K
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
4.51K+ 154.57% |
$435K - $455K
|
7.43K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.45K+ 6.66% |
$429K - $449K
|
71.3K
$6.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.34K+ 30.19% |
$418K - $437K
|
18.7K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 2.85% |
$413K - $432K
|
155K
$15.1M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.29K+ 0.48% |
$413K - $432K
|
906K
$88.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.25K+ 2.5% |
$409K - $428K
|
174K
$17M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.23KNew |
$407K - $426K
|
4.23K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
4.21K+ 237.97% |
$405K - $424K
|
5.97K
$582K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.17KNew |
$401K - $420K
|
4.17K
$406K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$395K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.02K+ 18.3% |
$387K - $405K
|
26K
$2.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4KNew |
$386K - $403K
|
4K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4KNew |
$385K - $403K
|
4K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.94KNew |
$380K - $397K
|
3.94K
$384K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.93K+ 3.92% |
$378K - $396K
|
104K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
3.91KNew |
$377K - $394K
|
3.91K
$381K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.89K+ 123.77% |
$375K - $392K
|
7.03K
$685K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.88K+ 119.85% |
$374K - $391K
|
7.12K
$694K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.88K+ 33.48% |
$374K - $391K
|
15.5K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.87K+ 8.86% |
$373K - $390K
|
47.5K
$4.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.82K+ 16.39% |
$368K - $385K
|
27.1K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.81K+ 10.29% |
$367K - $384K
|
40.9K
$3.98M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
3.8K+ 8.01% |
$366K - $383K
|
51.3K
$5M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.8K+ 1.84% |
$366K - $382K
|
210K
$20.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.77K+ 19.06% |
$363K - $380K
|
23.6K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 3.44% |
$361K - $378K
|
113K
$11M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.71KNew |
$358K - $374K
|
3.71K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
3.66KNew |
$353K - $369K
|
3.66K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.62K+ 11.44% |
$348K - $364K
|
35.2K
$3.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.61KNew |
$348K - $364K
|
3.61K
$352K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.59K+ 1.31% |
$346K - $362K
|
278K
$27M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.52K+ 1.32% |
$339K - $355K
|
271K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.47K+ 4.62% |
$334K - $350K
|
78.6K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.46K+ 10.12% |
$333K - $349K
|
37.6K
$3.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3.39K+ 241.17% |
$326K - $341K
|
4.79K
$467K
|