Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.54M+ 8.91% |
$449M - $485M
|
55.4M
$5.37B
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.1M+ 11.29% |
$406M - $438M
|
40.4M
$3.92B
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
BUY
|
- |
2.4M+ 141.73% |
$238M - $257M
|
4.1M
$398M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.27M+ 87.3% |
$225M - $242M
|
4.87M
$472M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.17MNew |
$215M - $232M
|
2.17M
$210M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.16M+ 184.35% |
$214M - $230M
|
3.33M
$323M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.07M+ 23.17% |
$205M - $221M
|
11M
$1.07B
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.98MNew |
$196M - $212M
|
1.98M
$192M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94M+ 2.44% |
$193M - $208M
|
81.7M
$7.92B
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.81M+ 7295.68% |
$179M - $194M
|
1.84M
$178M
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
BUY
|
- |
1.74MNew |
$172M - $186M
|
1.74M
$169M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.33M+ 8.61% |
$132M - $142M
|
16.8M
$1.63B
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.33M+ 8.61% |
$132M - $142M
|
16.8M
$1.63B
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
BUY
|
- |
1.23MNew |
$122M - $131M
|
1.23M
$119M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.18M+ 30.74% |
$117M - $126M
|
5.03M
$487M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.15M+ 8.2% |
$114M - $123M
|
15.1M
$1.47B
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 2.8% |
$109M - $118M
|
40.5M
$3.93B
|
|
Jul 06, 2022
Q2 2022
|
P/E Global LLC
|
BUY
|
- |
953K+ 36.83% |
$94.4M - $102M
|
3.54M
$343M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
938K+ 17.57% |
$92.9M - $100M
|
6.28M
$609M
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
728KNew |
$72.1M - $77.8M
|
728K
$70.6M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
633K+ 18.2% |
$62.7M - $67.6M
|
4.11M
$399M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
591K+ 45.27% |
$58.5M - $63.2M
|
1.9M
$184M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
582K+ 1118.28% |
$57.7M - $62.2M
|
635K
$61.5M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
509K+ 232.75% |
$50.4M - $54.4M
|
728K
$70.6M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
500KNew |
$49.5M - $53.4M
|
500K
$48.5M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
479K+ 1755.1% |
$47.4M - $51.2M
|
506K
$49.1M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
458KNew |
$45.3M - $48.9M
|
458K
$44.4M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
428K+ 4.02% |
$42.3M - $45.7M
|
11.1M
$1.07B
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
422K+ 1.71% |
$41.8M - $45.1M
|
25.1M
$2.43B
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
386K+ 549.22% |
$38.2M - $41.2M
|
456K
$44.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
359K+ 14.33% |
$35.6M - $38.4M
|
2.87M
$278M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
358K+ 548.15% |
$35.4M - $38.2M
|
423K
$41M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
346K+ 41.21% |
$34.3M - $37M
|
1.19M
$115M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
332K+ 6.61% |
$32.9M - $35.5M
|
5.36M
$519M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
330K+ 430.12% |
$32.6M - $35.2M
|
406K
$39.4M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
308K+ 1227.39% |
$30.5M - $32.9M
|
333K
$32.3M
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
302K+ 509.81% |
$29.9M - $32.3M
|
362K
$35.1M
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
299K+ 1313.74% |
$29.6M - $32M
|
322K
$31.2M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
297K+ 1649.86% |
$29.4M - $31.7M
|
315K
$30.5M
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
283K+ 4151.03% |
$28.1M - $30.3M
|
290K
$28.1M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
279K+ 299.9% |
$27.7M - $29.8M
|
373K
$36.1M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
273K+ 227595.83% |
$27M - $29.2M
|
273K
$26.5M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
271K+ 3.01% |
$26.8M - $28.9M
|
9.26M
$898M
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
268K+ 73.05% |
$26.5M - $28.6M
|
634K
$61.5M
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
BUY
|
- |
262KNew |
$25.9M - $28M
|
262K
$25.4M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
250KNew |
$24.7M - $26.7M
|
250K
$24.2M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
247K+ 394.75% |
$24.5M - $26.4M
|
310K
$30.1M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
240K+ 65.55% |
$23.8M - $25.6M
|
606K
$58.8M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
236K+ 394.2% |
$23.3M - $25.2M
|
296K
$28.7M
|
|
Jul 25, 2022
Q2 2022
|
Wealth Navi Inc.
|
BUY
|
- |
213K+ 3.36% |
$21.1M - $22.8M
|
6.55M
$635M
|