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
|
Successful Portfolios LLC
|
SELL
|
- |
-699- 10.82% |
$69.2K - $74.7K
|
5.76K
$561K
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-707- 1.54% |
$70K - $75.5K
|
45.2K
$4.4M
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-709- 13.55% |
$70.2K - $75.7K
|
4.52K
$441K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-713- 4.26% |
$70.6K - $76.2K
|
16K
$1.56M
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-713- 6.82% |
$70.6K - $76.2K
|
9.75K
$949K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-719Closed |
$71.2K - $76.8K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-722- 7.7% |
$71.5K - $77.1K
|
8.66K
$843K
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-722- 3.74% |
$71.5K - $77.1K
|
18.6K
$1.81M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-729- 14.41% |
$72.2K - $77.9K
|
4.33K
$422K
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-753- 20.31% |
$74.6K - $80.5K
|
2.96K
$288K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-771- 5.76% |
$76.3K - $82.4K
|
12.6K
$1.23M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-812- 3.66% |
$80.4K - $86.8K
|
21.4K
$2.08M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-815- 25.83% |
$80.7K - $87.1K
|
2.34K
$228K
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-822- 3.46% |
$81.4K - $87.8K
|
23K
$2.24M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-822- 3.22% |
$81.4K - $87.8K
|
24.7K
$2.41M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-831- 2.55% |
$82.3K - $88.8K
|
31.8K
$3.1M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-848- 10.75% |
$84K - $90.6K
|
7.04K
$686K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-859- 28.6% |
$85K - $91.8K
|
2.15K
$209K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-864- 3.12% |
$85.5K - $92.3K
|
26.8K
$2.61M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-870- 7.63% |
$86.1K - $93K
|
10.5K
$1.03M
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-887Closed |
$87.8K - $94.8K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-898- 3.9% |
$88.9K - $95.9K
|
22.1K
$2.15M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-900- 75.31% |
$89.1K - $96.2K
|
295
$28.7K
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-902- 30.33% |
$89.3K - $96.4K
|
2.07K
$202K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-903- 57.12% |
$89.4K - $96.5K
|
678
$66K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-905- 3.17% |
$89.6K - $96.7K
|
27.6K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-908- 8.8% |
$89.9K - $97K
|
9.41K
$916K
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-909- 29.23% |
$90K - $97.1K
|
2.2K
$214K
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-917- 27.79% |
$90.8K - $98K
|
2.38K
$232K
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-935- 8.07% |
$92.6K - $99.9K
|
10.6K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-953- 3.36% |
$94.4K - $102K
|
27.4K
$2.67M
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-964- 31.3% |
$95.4K - $103K
|
2.12K
$206K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-968- 2.56% |
$95.8K - $103K
|
36.9K
$3.59M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-994- 1.75% |
$98.4K - $106K
|
55.7K
$5.43M
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1K- 9.24% |
$99K - $107K
|
9.82K
$957K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-1K- 2.28% |
$99.3K - $107K
|
42.9K
$4.18M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.01K- 13.04% |
$100K - $108K
|
6.74K
$657K
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-1.01K- 3.52% |
$100K - $108K
|
27.7K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.02K- 8.41% |
$101K - $109K
|
11.1K
$1.08M
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.02K- 8.53% |
$101K - $109K
|
11K
$1.07M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04K- 66.37% |
$103K - $111K
|
526
$51.2K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.06K- 24.02% |
$105K - $113K
|
3.36K
$327K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.08K- 29.42% |
$107K - $115K
|
2.59K
$252K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.1K- 17.42% |
$109K - $118K
|
5.22K
$508K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.11K- 3.45% |
$110K - $118K
|
31K
$3.02M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.13K- 27.31% |
$112K - $121K
|
3.01K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.13K- 19.12% |
$112K - $121K
|
4.78K
$466K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.13K- 17.29% |
$112K - $121K
|
5.42K
$528K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.16K- 27.74% |
$115K - $124K
|
3.02K
$294K
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 2.06% |
$115K - $124K
|
55.1K
$5.37M
|