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 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-45- 0.55% |
$4.46K - $4.81K
|
8.07K
$786K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-48- 4.48% |
$4.75K - $5.13K
|
1.02K
$99.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51- 1.23% |
$5.05K - $5.45K
|
4.09K
$398K
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-55- 0.09% |
$5.45K - $5.88K
|
58.8K
$5.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-57- 2.61% |
$5.64K - $6.09K
|
2.13K
$207K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-58- 55.24% |
$5.74K - $6.2K
|
47
$4.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-60- 2.54% |
$5.94K - $6.41K
|
2.3K
$224K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 4.53% |
$5.94K - $6.41K
|
1.27K
$123K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-60- 2.22% |
$5.94K - $6.41K
|
2.65K
$258K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-62- 2.2% |
$6.14K - $6.62K
|
2.76K
$269K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-62Closed |
$6.14K - $6.62K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-62- 0.76% |
$6.14K - $6.62K
|
8.1K
$789K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-63- 0.46% |
$6.24K - $6.73K
|
13.6K
$1.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-64- 2.75% |
$6.34K - $6.84K
|
2.27K
$221K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-65- 5.78% |
$6.44K - $6.94K
|
1.06K
$103K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-67- 24.91% |
$6.63K - $7.16K
|
202
$19.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-68- 0.34% |
$6.73K - $7.27K
|
20.2K
$1.97M
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-70- 1.67% |
$6.93K - $7.48K
|
4.12K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-71Closed |
$7.03K - $7.59K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-78- 1.32% |
$7.72K - $8.33K
|
5.83K
$568K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-79- 2.7% |
$7.82K - $8.44K
|
2.84K
$277K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-80- 48.78% |
$7.92K - $8.55K
|
84
$8.18K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-80Closed |
$7.92K - $8.55K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-80- 3.84% |
$7.92K - $8.55K
|
2K
$195K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80- 0.62% |
$7.92K - $8.55K
|
12.9K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-81- 0.22% |
$8.02K - $8.65K
|
36.2K
$3.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-81- 18.12% |
$8.02K - $8.65K
|
366
$35.6K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-83- 0.42% |
$8.22K - $8.87K
|
19.7K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-85- 1.52% |
$8.42K - $9.08K
|
5.51K
$537K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-86- 0.26% |
$8.51K - $9.19K
|
32.9K
$3.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-87- 1.39% |
$8.61K - $9.3K
|
6.15K
$599K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-93- 1.9% |
$9.21K - $9.94K
|
4.79K
$467K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-93- 0.69% |
$9.21K - $9.94K
|
13.5K
$1.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-97- 2.15% |
$9.6K - $10.4K
|
4.41K
$430K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-98- 67.12% |
$9.7K - $10.5K
|
48
$4.68K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-99- 0.3% |
$9.8K - $10.6K
|
32.5K
$3.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 2.76% |
$9.9K - $10.7K
|
3.52K
$343K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-100Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-102- 1.13% |
$10.1K - $10.9K
|
8.96K
$872K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-103- 93.64% |
$10.2K - $11K
|
7
$682
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-107- 1.39% |
$10.6K - $11.4K
|
7.59K
$739K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-107- 3.79% |
$10.6K - $11.4K
|
2.72K
$265K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-111- 0.29% |
$11K - $11.9K
|
38.4K
$3.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-112- 26.17% |
$11.1K - $12K
|
316
$30.8K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-113- 3.4% |
$11.2K - $12.1K
|
3.22K
$313K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-120- 1.03% |
$11.9K - $12.8K
|
11.6K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-121- 0.24% |
$12K - $12.9K
|
50.6K
$4.93M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-122- 0.14% |
$12.1K - $13K
|
87.8K
$8.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-124Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-125Closed |
$12.4K - $13.4K
|
0
$0
|