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 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
720+ 1.47% |
$71.3K - $76.9K
|
49.7K
$4.86M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
667+ 0.89% |
$66K - $71.3K
|
75.7K
$7.4M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
663New |
$65.6K - $70.8K
|
663
$64.8K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
629+ 5.11% |
$62.3K - $67.2K
|
12.9K
$1.27M
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
621+ 16.34% |
$61.5K - $66.3K
|
4.42K
$432K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
610+ 12.37% |
$60.4K - $65.2K
|
5.54K
$541K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
600+ 162.16% |
$59.4K - $64.1K
|
970
$94.8K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
578+ 18.49% |
$57.2K - $61.8K
|
3.7K
$362K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
570+ 5.95% |
$56.4K - $60.9K
|
10.1K
$991K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
569+ 52.93% |
$56.3K - $60.8K
|
1.64K
$161K
|
|
Aug 04, 2022
Q2 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
532+ 0.51% |
$52.7K - $56.8K
|
104K
$10.2M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
525+ 25.05% |
$52K - $56.1K
|
2.62K
$256K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
523+ 16.79% |
$51.8K - $55.9K
|
3.64K
$355K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
523+ 11.5% |
$51.8K - $55.9K
|
5.07K
$495K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
515+ 0.97% |
$51K - $55K
|
53.5K
$5.23M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
513+ 22.12% |
$50.8K - $54.8K
|
2.83K
$277K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
507New |
$50.2K - $54.2K
|
507
$49.5K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
505+ 1.18% |
$50K - $54K
|
43.3K
$4.23M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
495+ 23.4% |
$49K - $52.9K
|
2.61K
$255K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
475+ 0.48% |
$47K - $50.7K
|
100K
$9.8M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
474+ 0.37% |
$46.9K - $50.6K
|
129K
$12.6M
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
470+ 0.43% |
$46.5K - $50.2K
|
109K
$10.7M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
454+ 12.23% |
$45K - $48.5K
|
4.17K
$407K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
438+ 12.99% |
$43.4K - $46.8K
|
3.81K
$372K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
435+ 4.59% |
$43.1K - $46.5K
|
9.91K
$969K
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
423+ 11.45% |
$41.9K - $45.2K
|
4.12K
$402K
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
419+ 3.89% |
$41.5K - $44.8K
|
11.2K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
416+ 4.17% |
$41.2K - $44.4K
|
10.4K
$1.02M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
415+ 18.88% |
$41.1K - $44.3K
|
2.61K
$255K
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
411+ 6.39% |
$40.7K - $43.9K
|
6.84K
$668K
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
400+ 3.12% |
$39.6K - $42.7K
|
13.2K
$1.29M
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
394+ 2.71% |
$39K - $42.1K
|
15K
$1.46M
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
390+ 20.26% |
$38.6K - $41.7K
|
2.32K
$226K
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
388+ 4.34% |
$38.4K - $41.5K
|
9.33K
$911K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
380+ 2.73% |
$37.6K - $40.6K
|
14.3K
$1.39M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
374+ 20.14% |
$37K - $40K
|
2.23K
$218K
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
373+ 4.0% |
$36.9K - $39.9K
|
9.71K
$948K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
372+ 1.58% |
$36.8K - $39.7K
|
23.8K
$2.33M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
371+ 0.98% |
$36.7K - $39.6K
|
38.1K
$3.72M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
358+ 3.88% |
$35.4K - $38.2K
|
9.58K
$936K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
358+ 74.27% |
$35.4K - $38.2K
|
840
$82.1K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
357+ 2.48% |
$35.3K - $38.1K
|
14.8K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
353+ 0.63% |
$35K - $37.7K
|
56.7K
$5.54M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
338+ 768.18% |
$33.5K - $36.1K
|
382
$37.3K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
334+ 33.43% |
$33.1K - $35.7K
|
1.33K
$130K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
333+ 14.81% |
$33K - $35.6K
|
2.58K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
325+ 7.16% |
$32.2K - $34.7K
|
4.86K
$475K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
322New |
$31.9K - $34.4K
|
322
$31.5K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
320+ 0.29% |
$31.7K - $34.2K
|
113K
$11M
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
319+ 0.26% |
$31.6K - $34.1K
|
122K
$11.9M
|