Purchases and Sales Made in Q2 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 20, 2022 Q2 2022
Harbour Capital Advisors, LLC

SELL
 -
-2.25K
Closed
$223K - $240K
0 $0
Aug 08, 2022 Q2 2022
Windsor Group LTD

SELL
 -
-2.28K
- 20.37%
$226K - $244K
8.92K $869K
Jul 21, 2022 Q2 2022
Beacon Investment Advisory Services, Inc.

SELL
 -
-2.29K
- 28.76%
$226K - $244K
5.66K $551K
Aug 03, 2022 Q2 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-2.29K
Closed
$226K - $244K
0 $0
Jul 21, 2022 Q2 2022
Retirement Solution Inc.

SELL
 -
-2.29K
Closed
$227K - $245K
0 $0
Aug 09, 2022 Q2 2022
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-2.3K
- 5.44%
$227K - $245K
39.9K $3.89M
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-2.31K
- 11.9%
$229K - $247K
17.1K $1.67M
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
SELL
 -
-2.33K
- 36.23%
$231K - $249K
4.1K $400K
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

SELL
 -
-2.35K
- 14.54%
$233K - $251K
13.8K $1.35M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

SELL
 -
-2.38K
- 36.89%
$235K - $254K
4.06K $396K
Jul 11, 2022 Q2 2022
Carmel Capital Partners, LLC

SELL
 -
-2.38K
Closed
$236K - $254K
0 $0
Jul 29, 2022 Q2 2022
Ti Trust, Inc

SELL
 -
-2.38K
- 5.58%
$236K - $254K
40.3K $3.93M
Jul 12, 2022 Q2 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-2.39K
Closed
$236K - $255K
0 $0
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

SELL
 -
-2.39K
- 3.52%
$236K - $255K
65.4K $6.37M
Aug 02, 2022 Q2 2022
Holistic Financial Partners

SELL
 -
-2.39K
- 28.79%
$237K - $256K
5.92K $577K
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
SELL
 -
-2.43K
Closed
$240K - $259K
0 $0
Jul 22, 2022 Q2 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-2.43K
- 12.24%
$241K - $260K
17.4K $1.7M
Aug 12, 2022 Q2 2022
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-2.44K
- 6.36%
$241K - $260K
35.9K $3.49M
May 23, 2024 Q2 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
SELL
 -
-2.45K
Closed
$242K - $261K
0 $0
Jul 12, 2022 Q2 2022
Dock Street Asset Management Inc

SELL
 -
-2.45K
- 1.98%
$242K - $262K
121K $11.8M
Jul 27, 2022 Q2 2022
Sharkey, Howes & Javer

SELL
 -
-2.45K
- 28.17%
$243K - $262K
6.25K $608K
Jul 22, 2022 Q2 2022
Demars Financial Group, LLC

SELL
 -
-2.45K
Closed
$243K - $262K
0 $0
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-2.46K
Closed
$243K - $263K
0 $0
Aug 02, 2022 Q2 2022
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-2.48K
- 5.66%
$245K - $264K
41.3K $4.02M
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

SELL
 -
-2.48K
- 22.44%
$245K - $265K
8.56K $834K
Jul 18, 2022 Q2 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-2.49K
Closed
$247K - $266K
0 $0
Aug 11, 2022 Q2 2022
Nixon Peabody Trust CO

Boston, MA
SELL
 -
-2.5K
Closed
$248K - $267K
0 $0
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-2.51K
- 24.85%
$248K - $268K
7.58K $738K
Jan 25, 2023 Q2 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-2.54K
Closed
$251K - $271K
0 $0
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-2.56K
Closed
$254K - $274K
0 $0
Aug 09, 2022 Q2 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-2.57K
Closed
$255K - $275K
0 $0
Jul 19, 2022 Q2 2022
Ledyard National Bank

SELL
 -
-2.59K
Closed
$257K - $277K
0 $0
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

SELL
 -
-2.61K
Closed
$258K - $279K
0 $0
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
SELL
 -
-2.62K
- 14.28%
$260K - $280K
15.7K $1.53M
Aug 09, 2022 Q2 2022
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-2.63K
Closed
$260K - $281K
0 $0
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.63K
- 13.58%
$261K - $281K
16.8K $1.63M
Jul 06, 2022 Q2 2022
Enterprise Bank & Trust CO

SELL
 -
-2.66K
- 1.12%
$263K - $284K
235K $22.9M
Jul 06, 2022 Q2 2022
Adirondack Trust CO

SELL
 -
-2.66K
- 5.45%
$263K - $284K
46.2K $4.5M
Oct 04, 2022 Q2 2022
Bull Oak Capital, LLC

San Diego, CA
SELL
 -
-2.67K
Closed
$264K - $285K
0 $0
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-2.69K
Closed
$266K - $287K
0 $0
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-2.72K
Closed
$269K - $291K
0 $0
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-2.73K
- 13.48%
$270K - $291K
17.5K $1.7M
Aug 08, 2022 Q2 2022
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-2.76K
Closed
$273K - $295K
0 $0
Dec 18, 2023 Q2 2022
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-2.76K
- 90.2%
$273K - $295K
300 $29.2K
Aug 05, 2022 Q2 2022
Smith & Howard Wealth Management, LLC

SELL
 -
-2.77K
- 1.15%
$274K - $296K
239K $23.2M
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-2.78K
- 64.34%
$275K - $296K
1.54K $150K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-2.78K
- 21.77%
$275K - $297K
9.98K $972K
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

SELL
 -
-2.78K
Closed
$275K - $297K
0 $0
Aug 12, 2022 Q2 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-2.79K
Closed
$276K - $298K
0 $0

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