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 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.19K- 10.64% |
$118K - $127K
|
9.98K
$972K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.19K- 5.23% |
$118K - $127K
|
21.6K
$2.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.21K- 15.48% |
$119K - $129K
|
6.59K
$641K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.21K- 12.7% |
$119K - $129K
|
8.29K
$807K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-1.23K- 36.29% |
$122K - $131K
|
2.16K
$210K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.24K- 3.86% |
$123K - $133K
|
31K
$3.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.26K- 14.87% |
$125K - $135K
|
7.21K
$703K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.27K- 4.5% |
$126K - $136K
|
26.9K
$2.62M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.28K- 1.13% |
$127K - $137K
|
112K
$10.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.28K- 31.26% |
$127K - $137K
|
2.82K
$274K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.29K- 4.31% |
$128K - $138K
|
28.6K
$2.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.29K- 11.07% |
$128K - $138K
|
10.4K
$1.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.29K- 6.07% |
$128K - $138K
|
20K
$1.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.29KClosed |
$128K - $138K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.31K- 14.72% |
$130K - $140K
|
7.58K
$738K
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.32K- 39.86% |
$130K - $141K
|
1.99K
$194K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.32K- 26.55% |
$130K - $141K
|
3.64K
$355K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.32K- 37.32% |
$130K - $141K
|
2.21K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.34K- 13.47% |
$133K - $143K
|
8.63K
$841K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.36K- 19.79% |
$135K - $145K
|
5.51K
$537K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.37K- 96.81% |
$135K - $146K
|
45
$4.38K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.37K- 3.64% |
$135K - $146K
|
36.2K
$3.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.37K- 5.73% |
$136K - $146K
|
22.6K
$2.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.38K- 12.74% |
$136K - $147K
|
9.43K
$919K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.39K- 4.89% |
$137K - $148K
|
27K
$2.63M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 22.34% |
$139K - $150K
|
4.87K
$474K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 16.07% |
$140K - $151K
|
7.37K
$717K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.42K- 0.87% |
$141K - $152K
|
161K
$15.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.43K- 4.0% |
$142K - $153K
|
34.4K
$3.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.44K- 7.9% |
$142K - $154K
|
16.8K
$1.63M
|
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-1.45K- 0.86% |
$144K - $155K
|
168K
$16.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 24.28% |
$144K - $155K
|
4.53K
$441K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.48K- 5.54% |
$146K - $158K
|
25.2K
$2.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.5K- 83.33% |
$149K - $160K
|
300
$29.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.5K- 27.34% |
$149K - $161K
|
4K
$389K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.54K- 26.73% |
$152K - $165K
|
4.22K
$411K
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.54K- 41.77% |
$153K - $165K
|
2.15K
$209K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.55K- 33.41% |
$153K - $166K
|
3.09K
$301K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 10.26% |
$154K - $166K
|
13.6K
$1.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.58K- 14.89% |
$156K - $168K
|
9.02K
$878K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.59K- 5.91% |
$157K - $169K
|
25.2K
$2.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 4.89% |
$158K - $170K
|
31K
$3.02M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.63K- 25.96% |
$161K - $174K
|
4.65K
$452K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.63K- 10.11% |
$161K - $174K
|
14.5K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.64K- 21.0% |
$162K - $175K
|
6.16K
$600K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.64K- 10.43% |
$163K - $175K
|
14.1K
$1.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.69K- 6.81% |
$168K - $181K
|
23.1K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.69K- 8.64% |
$168K - $181K
|
17.9K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.7K- 22.6% |
$169K - $182K
|
5.83K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 50.72% |
$170K - $184K
|
1.67K
$163K
|