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 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-270- 6.89% |
$26.7K - $28.8K
|
3.65K
$356K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-270Closed |
$26.7K - $28.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-271- 11.13% |
$26.8K - $29K
|
2.16K
$211K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-272- 1.7% |
$26.9K - $29.1K
|
15.7K
$1.53M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-275- 91.06% |
$27.2K - $29.4K
|
27
$2.63K
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-295- 0.79% |
$29.2K - $31.5K
|
37.1K
$3.61M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 30.0% |
$29.7K - $32.1K
|
700
$68.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-300- 0.97% |
$29.7K - $32.1K
|
30.7K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-307- 1.13% |
$30.4K - $32.8K
|
26.9K
$2.62M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-310- 1.0% |
$30.7K - $33.1K
|
30.7K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-317- 1.17% |
$31.4K - $33.9K
|
26.8K
$2.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-318Closed |
$31.5K - $34K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-328- 0.37% |
$32.5K - $35K
|
89.4K
$8.7M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-330- 8.89% |
$32.7K - $35.3K
|
3.38K
$330K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-331- 6.04% |
$32.8K - $35.4K
|
5.15K
$502K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-333- 7.19% |
$33K - $35.6K
|
4.3K
$419K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-341- 8.65% |
$33.8K - $36.4K
|
3.6K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-347- 12.18% |
$34.4K - $37.1K
|
2.5K
$244K
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-349- 10.7% |
$34.6K - $37.3K
|
2.91K
$284K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-352- 2.43% |
$34.9K - $37.6K
|
14.1K
$1.38M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-353- 7.57% |
$35K - $37.7K
|
4.31K
$420K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-374- 7.35% |
$37K - $40K
|
4.71K
$459K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-380- 6.48% |
$37.6K - $40.6K
|
5.48K
$534K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-382- 2.68% |
$37.8K - $40.8K
|
13.9K
$1.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-384- 6.06% |
$38K - $41K
|
5.95K
$580K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-385- 42.12% |
$38.1K - $41.1K
|
529
$51.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-388- 2.31% |
$38.4K - $41.5K
|
16.4K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-391- 1.06% |
$38.7K - $41.8K
|
36.4K
$3.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-399- 1.75% |
$39.5K - $42.6K
|
22.5K
$2.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-400- 3.95% |
$39.6K - $42.7K
|
9.73K
$948K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-400- 0.81% |
$39.6K - $42.7K
|
48.9K
$4.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-403- 49.69% |
$39.9K - $43.1K
|
408
$39.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-407- 8.22% |
$40.3K - $43.5K
|
4.55K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-407- 0.66% |
$40.3K - $43.5K
|
61.1K
$5.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-410- 13.07% |
$40.6K - $43.8K
|
2.73K
$266K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-414- 1.82% |
$41K - $44.2K
|
22.3K
$2.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-415- 12.95% |
$41.1K - $44.3K
|
2.79K
$272K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-416- 4.48% |
$41.2K - $44.4K
|
8.87K
$864K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-420- 5.69% |
$41.6K - $44.9K
|
6.96K
$678K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-423- 1.69% |
$41.9K - $45.2K
|
24.7K
$2.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-425- 3.55% |
$42.1K - $45.4K
|
11.5K
$1.12M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-426- 7.87% |
$42.2K - $45.5K
|
4.99K
$486K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 10.78% |
$43.1K - $46.5K
|
3.6K
$351K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-437- 7.3% |
$43.3K - $46.7K
|
5.55K
$540K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-446- 2.71% |
$44.2K - $47.7K
|
16K
$1.56M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-459- 5.51% |
$45.4K - $49K
|
7.88K
$767K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-462- 3.2% |
$45.7K - $49.4K
|
14K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-467- 10.07% |
$46.2K - $49.9K
|
4.17K
$406K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-468- 16.4% |
$46.3K - $50K
|
2.39K
$232K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475- 15.33% |
$47K - $50.7K
|
2.62K
$255K
|