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 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-484- 32.4% |
$47.9K - $51.7K
|
1.01K
$98.4K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-495- 4.04% |
$49K - $52.9K
|
11.8K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-497- 13.5% |
$49.2K - $53.1K
|
3.18K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-499- 15.75% |
$49.4K - $53.3K
|
2.67K
$260K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-499- 6.8% |
$49.4K - $53.3K
|
6.83K
$666K
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 33.33% |
$49.5K - $53.4K
|
1K
$97.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$49.5K - $53.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-512- 0.8% |
$50.7K - $54.7K
|
63.7K
$6.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-512- 6.45% |
$50.7K - $54.7K
|
7.43K
$723K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-515- 96.26% |
$51K - $55K
|
20
$1.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-530- 8.86% |
$52.5K - $56.6K
|
5.45K
$531K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-531- 7.19% |
$52.6K - $56.7K
|
6.86K
$668K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-536- 6.33% |
$53.1K - $57.3K
|
7.93K
$772K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-546- 0.89% |
$54.1K - $58.3K
|
60.5K
$5.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-548- 5.47% |
$54.3K - $58.5K
|
9.46K
$922K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-552- 0.32% |
$54.7K - $59K
|
173K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-553- 28.32% |
$54.8K - $59.1K
|
1.4K
$136K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-554- 5.28% |
$54.9K - $59.2K
|
9.93K
$967K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-558- 3.64% |
$55.2K - $59.6K
|
14.8K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-560- 15.95% |
$55.4K - $59.8K
|
2.95K
$288K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-573- 2.68% |
$56.7K - $61.2K
|
20.8K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-573- 5.0% |
$56.7K - $61.2K
|
10.9K
$1.06M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-574- 11.76% |
$56.8K - $61.3K
|
4.31K
$420K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-585- 13.44% |
$57.9K - $62.5K
|
3.77K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-587- 20.82% |
$58.1K - $62.7K
|
2.23K
$217K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-592- 0.54% |
$58.6K - $63.2K
|
110K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-596- 4.97% |
$59K - $63.7K
|
11.4K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-618- 15.99% |
$61.2K - $66K
|
3.25K
$316K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-620- 50.0% |
$61.4K - $66.2K
|
620
$60.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-620- 10.07% |
$61.4K - $66.2K
|
5.54K
$539K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-622- 12.71% |
$61.6K - $66.5K
|
4.27K
$416K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-624- 6.95% |
$61.8K - $66.7K
|
8.36K
$814K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-624- 6.74% |
$61.8K - $66.7K
|
8.64K
$842K
|
|
|
Jul 15, 2022
Q2 2022
|
Bradley Mark J.
|
SELL
|
- |
-630- 4.67% |
$62.4K - $67.3K
|
12.9K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-630- 5.91% |
$62.4K - $67.3K
|
10K
$976K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-635- 47.74% |
$62.9K - $67.8K
|
695
$67.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-640- 1.08% |
$63.4K - $68.4K
|
58.8K
$5.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-644- 47.85% |
$63.8K - $68.8K
|
702
$68.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-645- 53.75% |
$63.9K - $68.9K
|
555
$54.1K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-660- 15.13% |
$65.3K - $70.5K
|
3.7K
$361K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-664- 21.13% |
$65.7K - $70.9K
|
2.48K
$241K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-666- 5.62% |
$65.9K - $71.2K
|
11.2K
$1.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-668- 2.29% |
$66.1K - $71.4K
|
28.5K
$2.77M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-670- 24.27% |
$66.3K - $71.6K
|
2.09K
$204K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-676- 19.85% |
$66.9K - $72.2K
|
2.73K
$266K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-685- 5.08% |
$67.8K - $73.2K
|
12.8K
$1.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-691- 8.8% |
$68.4K - $73.8K
|
7.16K
$697K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-692- 16.31% |
$68.5K - $73.9K
|
3.55K
$346K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-693- 13.13% |
$68.6K - $74K
|
4.58K
$446K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-698- 0.58% |
$69.1K - $74.6K
|
120K
$11.7M
|