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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
307+ 3.29% |
$30.4K - $32.8K
|
9.64K
$939K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
305+ 120.08% |
$30.2K - $32.6K
|
559
$54.4K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
300New |
$29.7K - $32.1K
|
300
$29.2K
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
300+ 26.09% |
$29.7K - $32.1K
|
1.45K
$141K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
286+ 3.47% |
$28.3K - $30.6K
|
8.52K
$830K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
282New |
$27.9K - $30.1K
|
282
$27.5K
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
274+ 4.92% |
$27.1K - $29.3K
|
5.85K
$569K
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
265+ 8.69% |
$26.2K - $28.3K
|
3.32K
$323K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
260+ 1.77% |
$25.7K - $27.8K
|
14.9K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
260New |
$25.7K - $27.8K
|
260
$25.3K
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
257+ 2.02% |
$25.4K - $27.5K
|
13K
$1.26M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
249+ 1.41% |
$24.7K - $26.6K
|
17.9K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
249+ 0.2% |
$24.7K - $26.6K
|
123K
$12M
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
235New |
$23.3K - $25.1K
|
235
$22.9K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
234+ 4.42% |
$23.2K - $25K
|
5.53K
$538K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
230+ 4.28% |
$22.8K - $24.6K
|
5.6K
$545K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
224+ 1.04% |
$22.2K - $23.9K
|
21.7K
$2.12M
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
219+ 31.47% |
$21.7K - $23.4K
|
915
$89.1K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
196New |
$19.4K - $20.9K
|
196
$19.1K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
196+ 2800.0% |
$19.4K - $20.9K
|
203
$19.8K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
192+ 8.47% |
$19K - $20.5K
|
2.46K
$240K
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
182+ 9.4% |
$18K - $19.4K
|
2.12K
$206K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
182+ 0.71% |
$18K - $19.4K
|
25.9K
$2.52M
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
181+ 5.16% |
$17.9K - $19.3K
|
3.69K
$359K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
179+ 4.91% |
$17.7K - $19.1K
|
3.83K
$373K
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
174+ 1.43% |
$17.2K - $18.6K
|
12.3K
$1.2M
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
166+ 18.63% |
$16.4K - $17.7K
|
1.06K
$103K
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
164+ 7.55% |
$16.2K - $17.5K
|
2.34K
$228K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
152+ 0.29% |
$15K - $16.2K
|
52.8K
$5.14M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
151+ 0.11% |
$15K - $16.1K
|
139K
$13.5M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
147+ 1.28% |
$14.6K - $15.7K
|
11.6K
$1.13M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
144+ 0.2% |
$14.3K - $15.4K
|
71.1K
$6.92M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
143+ 22.7% |
$14.2K - $15.3K
|
773
$75.3K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
138+ 0.37% |
$13.7K - $14.7K
|
37.1K
$3.61M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
135+ 0.06% |
$13.4K - $14.4K
|
234K
$22.8M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
133+ 0.14% |
$13.2K - $14.2K
|
96.8K
$9.43M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
127+ 2.26% |
$12.6K - $13.6K
|
5.74K
$559K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
127New |
$12.6K - $13.6K
|
127
$12.4K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
123+ 54.19% |
$12.2K - $13.1K
|
350
$34.1K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
121+ 1.39% |
$12K - $12.9K
|
8.8K
$857K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
115+ 3.15% |
$11.4K - $12.3K
|
3.77K
$367K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
112New |
$11.1K - $12K
|
112
$10.9K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
111+ 4.95% |
$11K - $11.9K
|
2.35K
$229K
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
109+ 3.82% |
$10.8K - $11.6K
|
2.96K
$289K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
109+ 1.65% |
$10.8K - $11.6K
|
6.7K
$652K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
104+ 0.3% |
$10.3K - $11.1K
|
34.2K
$3.33M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 2.27% |
$10.3K - $11.1K
|
4.68K
$456K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
102+ 0.31% |
$10.1K - $10.9K
|
33.5K
$3.26M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
101+ 4.39% |
$10K - $10.8K
|
2.4K
$234K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
96+ 20.6% |
$9.5K - $10.3K
|
562
$54.7K
|