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
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
95+ 1.43% |
$9.41K - $10.1K
|
6.74K
$657K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
93+ 0.46% |
$9.21K - $9.94K
|
20.3K
$1.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
90+ 2.66% |
$8.91K - $9.62K
|
3.47K
$338K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90+ 12.93% |
$8.91K - $9.62K
|
786
$76.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
87+ 1.99% |
$8.61K - $9.3K
|
4.47K
$435K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
82New |
$8.12K - $8.76K
|
82
$7.99K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 3.07% |
$8.12K - $8.76K
|
2.76K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
75+ 3.14% |
$7.43K - $8.01K
|
2.46K
$240K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
74+ 4.59% |
$7.33K - $7.91K
|
1.69K
$164K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73+ 11.57% |
$7.23K - $7.8K
|
704
$68.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
72New |
$7.13K - $7.69K
|
72
$7.01K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
71+ 1.33% |
$7.03K - $7.59K
|
5.43K
$529K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
68+ 2.4% |
$6.73K - $7.27K
|
2.9K
$282K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 3.0% |
$6.14K - $6.62K
|
2.13K
$207K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
61+ 0.03% |
$6.04K - $6.52K
|
241K
$23.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 0.41% |
$5.94K - $6.41K
|
14.6K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
60+ 2.58% |
$5.94K - $6.41K
|
2.39K
$233K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
56+ 1.95% |
$5.54K - $5.98K
|
2.93K
$286K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
45New |
$4.46K - $4.81K
|
45
$4.38K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
42+ 0.82% |
$4.16K - $4.49K
|
5.17K
$504K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
38+ 1.08% |
$3.76K - $4.06K
|
3.55K
$346K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
38+ 0.21% |
$3.76K - $4.06K
|
17.9K
$1.74M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 4.28% |
$3.27K - $3.53K
|
804
$78.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
31+ 12.45% |
$3.07K - $3.31K
|
280
$27.3K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
30+ 0.14% |
$2.97K - $3.21K
|
21.8K
$2.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
30+ 0.72% |
$2.97K - $3.21K
|
4.22K
$411K
|
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
28+ 0.93% |
$2.77K - $2.99K
|
3.04K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28+ 0.08% |
$2.77K - $2.99K
|
34.9K
$3.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28New |
$2.77K - $2.99K
|
28
$2.73K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
27+ 0.35% |
$2.67K - $2.88K
|
7.73K
$753K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
25+ 0.71% |
$2.48K - $2.67K
|
3.57K
$347K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22+ 0.18% |
$2.18K - $2.35K
|
12K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
21+ 0.56% |
$2.08K - $2.24K
|
3.74K
$364K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20New |
$1.98K - $2.14K
|
20
$1.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.78K - $1.92K
|
18
$1.75K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
18+ 0.51% |
$1.78K - $1.92K
|
3.52K
$343K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.58K - $1.71K
|
3.27K
$318K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
15+ 0.51% |
$1.49K - $1.6K
|
2.96K
$288K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 2.56% |
$1.09K - $1.18K
|
440
$42.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.35% |
$990 - $1.07K
|
2.86K
$279K
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.17% |
$891 - $962
|
5.31K
$517K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.19% |
$693 - $748
|
3.75K
$365K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 0.32% |
$594 - $641
|
1.88K
$183K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.55% |
$594 - $641
|
1.1K
$107K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.21% |
$495 - $534
|
2.41K
$235K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.19% |
$495 - $534
|
2.69K
$262K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
5+ 0.15% |
$495 - $534
|
3.31K
$322K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.25% |
$495 - $534
|
1.99K
$194K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.22% |
$396 - $427
|
1.86K
$181K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.43% |
$396 - $427
|
944
$91.9K
|