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 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.13% |
$396 - $427
|
3K
$292K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.05% |
$396 - $427
|
7.72K
$752K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 300.0% |
$297 - $321
|
4
$390
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3+ 0.1% |
$297 - $321
|
3.09K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$297 - $321
|
744
$72.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.58% |
$297 - $321
|
523
$50.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.17% |
$297 - $321
|
1.76K
$172K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$297 - $321
|
744
$72.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.27% |
$198 - $214
|
740
$72.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.63% |
$198 - $214
|
318
$31K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.56% |
$99 - $107
|
180
$17.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
1+ 0.04% |
$99 - $107
|
2.63K
$256K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.36% |
$99 - $107
|
277
$27K
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.0% |
$99 - $107
|
43.7K
$4.25M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$99 - $107
|
1.81K
$177K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.05% |
$99 - $107
|
1.98K
$193K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$99 - $107
|
3.2K
$311K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.47% |
$99 - $107
|
216
$21K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1Closed |
$99 - $107
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-1- 0.02% |
$99 - $107
|
4.68K
$456K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$198 - $214
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$198 - $214
|
15.7K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-5- 1.52% |
$495 - $534
|
325
$31.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 4.67% |
$495 - $534
|
102
$9.93K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12Closed |
$1.19K - $1.28K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14- 0.09% |
$1.39K - $1.5K
|
16.2K
$1.58M
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$1.49K - $1.6K
|
3.44K
$335K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-15- 0.26% |
$1.49K - $1.6K
|
5.84K
$568K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.52% |
$1.58K - $1.71K
|
3.08K
$300K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-17- 0.44% |
$1.68K - $1.82K
|
3.85K
$375K
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-19- 0.41% |
$1.88K - $2.03K
|
4.61K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-22Closed |
$2.18K - $2.35K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-23- 0.96% |
$2.28K - $2.46K
|
2.36K
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-23- 0.75% |
$2.28K - $2.46K
|
3.04K
$296K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-25- 3.08% |
$2.48K - $2.67K
|
786
$76.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-28- 1.65% |
$2.77K - $2.99K
|
1.67K
$162K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-30- 14.08% |
$2.97K - $3.21K
|
183
$17.8K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-30- 5.63% |
$2.97K - $3.21K
|
503
$49K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-31- 0.12% |
$3.07K - $3.31K
|
26K
$2.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-31- 1.51% |
$3.07K - $3.31K
|
2.02K
$196K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-35- 0.33% |
$3.47K - $3.74K
|
10.6K
$1.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-36- 20.0% |
$3.56K - $3.85K
|
144
$14K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-37Closed |
$3.66K - $3.95K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-39- 8.35% |
$3.86K - $4.17K
|
428
$41.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-39- 10.13% |
$3.86K - $4.17K
|
346
$33.7K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-39- 0.23% |
$3.86K - $4.17K
|
16.7K
$1.63M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-43- 9.84% |
$4.26K - $4.59K
|
394
$38.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-44- 1.07% |
$4.36K - $4.7K
|
4.07K
$396K
|