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 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-125- 2.34% |
$12.4K - $13.4K
|
5.22K
$508K
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-128- 0.27% |
$12.7K - $13.7K
|
48.2K
$4.69M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-129- 29.72% |
$12.8K - $13.8K
|
305
$29.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-130- 0.21% |
$12.9K - $13.9K
|
61.3K
$5.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-132- 1.29% |
$13.1K - $14.1K
|
10.1K
$987K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-135- 3.78% |
$13.4K - $14.4K
|
3.44K
$335K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-136- 2.22% |
$13.5K - $14.5K
|
5.98K
$583K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-138- 13.56% |
$13.7K - $14.7K
|
880
$85.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-139- 0.68% |
$13.8K - $14.9K
|
20.4K
$1.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-140- 6.64% |
$13.9K - $15K
|
1.97K
$192K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-143- 5.33% |
$14.2K - $15.3K
|
2.54K
$247K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-145- 1.21% |
$14.4K - $15.5K
|
11.8K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-152- 2.94% |
$15K - $16.2K
|
5.03K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-153- 2.6% |
$15.1K - $16.3K
|
5.73K
$558K
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-156- 3.9% |
$15.4K - $16.7K
|
3.84K
$374K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-158- 0.5% |
$15.6K - $16.9K
|
31.5K
$3.07M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-165- 2.38% |
$16.3K - $17.6K
|
6.77K
$660K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-166- 4.09% |
$16.4K - $17.7K
|
3.89K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-166- 1.36% |
$16.4K - $17.7K
|
12K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-167- 1.16% |
$16.5K - $17.8K
|
14.3K
$1.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-169- 68.15% |
$16.7K - $18.1K
|
79
$7.69K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-178Closed |
$17.6K - $19K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-179- 7.97% |
$17.7K - $19.1K
|
2.07K
$201K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-182- 0.82% |
$18K - $19.4K
|
22.1K
$2.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-184- 1.44% |
$18.2K - $19.7K
|
12.6K
$1.22M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-187- 1.75% |
$18.5K - $20K
|
10.5K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-188- 3.99% |
$18.6K - $20.1K
|
4.53K
$441K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-188- 2.13% |
$18.6K - $20.1K
|
8.62K
$839K
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-189- 0.32% |
$18.7K - $20.2K
|
59.4K
$5.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-200Closed |
$19.8K - $21.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-201- 76.72% |
$19.9K - $21.5K
|
61
$5.94K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-203- 43.75% |
$20.1K - $21.7K
|
261
$25.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-207- 1.13% |
$20.5K - $22.1K
|
18.2K
$1.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-211- 34.82% |
$20.9K - $22.5K
|
395
$38.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-212- 8.37% |
$21K - $22.7K
|
2.32K
$226K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-214- 0.35% |
$21.2K - $22.9K
|
61.3K
$5.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-224- 25.2% |
$22.2K - $23.9K
|
665
$64.8K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-225- 4.54% |
$22.3K - $24K
|
4.73K
$461K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-236- 8.42% |
$23.4K - $25.2K
|
2.57K
$250K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-243- 1.9% |
$24.1K - $26K
|
12.6K
$1.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-245- 4.27% |
$24.3K - $26.2K
|
5.49K
$535K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-247- 17.07% |
$24.5K - $26.4K
|
1.2K
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-248- 1.28% |
$24.6K - $26.5K
|
19.1K
$1.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-253- 18.75% |
$25K - $27K
|
1.1K
$107K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-254- 6.09% |
$25.1K - $27.1K
|
3.92K
$382K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-255- 2.58% |
$25.2K - $27.2K
|
9.64K
$939K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-260- 3.21% |
$25.7K - $27.8K
|
7.84K
$764K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-265- 7.64% |
$26.2K - $28.3K
|
3.2K
$312K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-266- 0.54% |
$26.3K - $28.4K
|
49.4K
$4.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-269- 5.47% |
$26.6K - $28.7K
|
4.65K
$453K
|