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
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-2.81K
- 9.59%
$278K - $300K
26.5K $2.58M
Jul 27, 2022 Q2 2022
Sterling Investment Advisors LLC

SELL
 -
-2.82K
- 6.68%
$279K - $301K
39.4K $3.84M
Jul 08, 2022 Q2 2022
Taylor & Morgan Wealth Management, LLC

SELL
 -
-2.86K
- 52.53%
$283K - $306K
2.59K $252K
Jul 29, 2022 Q2 2022
Ridgecrest Wealth Partners, LLC

SELL
 -
-2.87K
- 55.07%
$284K - $306K
2.34K $228K
Aug 09, 2022 Q2 2022
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-2.9K
- 7.72%
$287K - $310K
34.6K $3.37M
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

SELL
 -
-2.9K
- 3.57%
$287K - $310K
78.2K $7.62M
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

SELL
 -
-2.9K
Closed
$288K - $310K
0 $0
Aug 02, 2022 Q2 2022
In Track Investment Management Inc

SELL
 -
-2.91K
Closed
$288K - $311K
0 $0
Aug 15, 2022 Q2 2022
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-2.93K
- 59.38%
$290K - $313K
2K $195K
Jul 25, 2022 Q2 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-2.94K
- 1.65%
$291K - $314K
175K $17M
Aug 30, 2022 Q2 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-2.95K
- 15.0%
$292K - $315K
16.7K $1.63M
Aug 10, 2022 Q2 2022
Kwb Wealth

Redlands, CA
SELL
 -
-3.02K
- 45.99%
$299K - $323K
3.55K $346K
Aug 24, 2022 Q2 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-3.04K
Closed
$301K - $325K
0 $0
Jul 27, 2022 Q2 2022
Country Club Bank

SELL
 -
-3.08K
- 19.97%
$304K - $329K
12.3K $1.2M
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-3.08K
- 19.95%
$305K - $329K
12.4K $1.2M
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

SELL
 -
-3.08K
Closed
$305K - $329K
0 $0
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-3.1K
- 8.76%
$307K - $331K
32.2K $3.14M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-3.1K
- 8.76%
$307K - $331K
32.2K $3.14M
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-3.11K
Closed
$308K - $333K
0 $0
Jul 25, 2022 Q2 2022
Regal Wealth Group, Inc.

SELL
 -
-3.15K
- 3.24%
$312K - $336K
94K $9.16M
Aug 15, 2022 Q2 2022
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-3.27K
- 6.07%
$323K - $349K
50.5K $4.92M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-3.27K
- 3.4%
$324K - $350K
93K $9.06M
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-3.35K
- 22.16%
$331K - $358K
11.8K $1.15M
Aug 04, 2022 Q2 2022
Stordahl Capital Management, Inc.

SELL
 -
-3.37K
- 42.63%
$333K - $360K
4.53K $441K
Jul 08, 2022 Q2 2022
Old Port Advisors

SELL
 -
-3.38K
- 20.29%
$334K - $361K
13.3K $1.29M
Aug 04, 2022 Q2 2022
Petix & Botte CO

SELL
 -
-3.43K
Closed
$339K - $366K
0 $0
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-3.43K
- 25.1%
$340K - $367K
10.2K $998K
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

SELL
 -
-3.44K
- 68.97%
$341K - $368K
1.55K $151K
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-3.46K
- 27.25%
$342K - $369K
9.23K $899K
Jul 08, 2022 Q2 2022
Kohmann Bosshard Financial Services, LLC

SELL
 -
-3.48K
- 10.69%
$344K - $372K
29.1K $2.83M
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-3.49K
- 3.0%
$345K - $373K
113K $11M
Aug 08, 2022 Q2 2022
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-3.51K
Closed
$347K - $375K
0 $0
Aug 05, 2022 Q2 2022
Pekin Hardy Strauss, Inc.

SELL
 -
-3.52K
Closed
$348K - $376K
0 $0
Jul 14, 2022 Q2 2022
Spectrum Asset Management, Inc.

SELL
 -
-3.55K
Closed
$352K - $380K
0 $0
Jul 28, 2022 Q2 2022
Traynor Capital Management, Inc.

SELL
 -
-3.55K
- 20.05%
$352K - $380K
14.2K $1.38M
Jul 26, 2022 Q2 2022
Wt Wealth Management

SELL
 -
-3.57K
Closed
$353K - $381K
0 $0
Sep 06, 2022 Q2 2022
First National Bank Of Omaha

Omaha, NE
SELL
 -
-3.59K
- 6.48%
$355K - $383K
51.7K $5.04M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

SELL
 -
-3.64K
- 96.79%
$361K - $389K
121 $11.8K
Jul 27, 2022 Q2 2022
John G Ullman & Associates Inc

SELL
 -
-3.65K
Closed
$361K - $390K
0 $0
Jul 14, 2022 Q2 2022
Zhang Financial LLC

SELL
 -
-3.72K
- 18.78%
$368K - $397K
16.1K $1.57M
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-3.72K
- 21.92%
$369K - $398K
13.3K $1.29M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-3.73K
- 5.48%
$369K - $398K
64.2K $6.26M
Jul 29, 2022 Q2 2022
Evergreen Advisors, LLC

SELL
 -
-3.74K
- 0.47%
$371K - $400K
790K $76.9M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-3.75K
- 7.2%
$371K - $400K
48.3K $4.7M
Jul 28, 2022 Q2 2022
Exchange Capital Management, Inc.

SELL
 -
-3.76K
- 4.22%
$372K - $401K
85.3K $8.31M
Jul 22, 2022 Q2 2022
Grimes & Company, Inc.

SELL
 -
-3.78K
- 2.92%
$374K - $404K
126K $12.2M
Aug 10, 2022 Q2 2022
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-3.81K
- 10.23%
$377K - $407K
33.4K $3.25M
Aug 08, 2022 Q2 2022
Banque Pictet & Cie Sa

SELL
 -
-3.85K
- 4.78%
$381K - $411K
76.7K $7.47M
Jul 15, 2022 Q2 2022
Plimoth Trust CO LLC

SELL
 -
-3.87K
- 5.95%
$383K - $413K
61.2K $5.96M

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