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 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.76K- 19.13% |
$174K - $188K
|
7.43K
$724K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.79K- 6.09% |
$177K - $191K
|
27.6K
$2.69M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.81K- 49.28% |
$179K - $193K
|
1.86K
$181K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.83K- 20.67% |
$181K - $196K
|
7.03K
$685K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.88KClosed |
$186K - $201K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.88KClosed |
$186K - $201K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.9KClosed |
$188K - $203K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-1.91K- 21.67% |
$189K - $204K
|
6.9K
$672K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.92K- 53.88% |
$190K - $205K
|
1.64K
$160K
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-1.92K- 1.72% |
$190K - $205K
|
110K
$10.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.92K- 0.92% |
$190K - $205K
|
207K
$20.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.92K- 0.04% |
$190K - $206K
|
5.42M
$528M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-1.93K- 68.72% |
$191K - $206K
|
877
$85.4K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.93KClosed |
$191K - $206K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.94KClosed |
$192K - $207K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.94KClosed |
$192K - $207K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.95K- 37.62% |
$193K - $208K
|
3.23K
$315K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.96K- 5.0% |
$194K - $209K
|
37.3K
$3.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.96K- 1.49% |
$194K - $210K
|
130K
$12.7M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.96K- 1.49% |
$194K - $210K
|
130K
$12.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.97KClosed |
$195K - $211K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.98K- 0.7% |
$196K - $212K
|
280K
$27.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2K- 49.65% |
$198K - $214K
|
2.03K
$197K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$202K - $218K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.05K- 51.33% |
$203K - $219K
|
1.94K
$189K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.06KClosed |
$204K - $220K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.06KClosed |
$204K - $220K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.07KClosed |
$205K - $221K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.07K- 51.7% |
$205K - $221K
|
1.94K
$188K
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.1K- 29.73% |
$208K - $224K
|
4.96K
$483K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.12KClosed |
$209K - $226K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.12KClosed |
$210K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.13KClosed |
$210K - $227K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 2.61% |
$210K - $227K
|
79.2K
$7.71M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.13K- 41.42% |
$211K - $228K
|
3.02K
$294K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.14K- 0.92% |
$212K - $228K
|
229K
$22.3M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.14K- 14.62% |
$212K - $229K
|
12.5K
$1.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.15K- 23.69% |
$212K - $229K
|
6.91K
$673K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.17K- 17.31% |
$214K - $231K
|
10.3K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.18K- 42.35% |
$216K - $233K
|
2.97K
$289K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.19K- 30.91% |
$217K - $234K
|
4.9K
$477K
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.2KClosed |
$218K - $235K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.21KClosed |
$219K - $236K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.22K- 2.07% |
$219K - $237K
|
105K
$10.2M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$220K - $237K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.22K- 27.54% |
$220K - $237K
|
5.84K
$569K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.25K- 12.3% |
$222K - $240K
|
16K
$1.56M
|