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 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.89K- 18.88% |
$385K - $416K
|
16.7K
$1.63M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.89K- 5.33% |
$385K - $416K
|
69.1K
$6.73M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.9K- 3.6% |
$386K - $416K
|
104K
$10.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.9K- 1.7% |
$386K - $417K
|
225K
$21.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 56.12% |
$387K - $418K
|
3.06K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.97K- 2.9% |
$393K - $424K
|
133K
$13M
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.99KClosed |
$395K - $427K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.14K- 6.94% |
$410K - $442K
|
55.5K
$5.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.17K- 96.91% |
$412K - $445K
|
133
$13K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.23K- 20.8% |
$419K - $452K
|
16.1K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.28K- 1.94% |
$424K - $457K
|
216K
$21.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.29K- 31.44% |
$425K - $458K
|
9.36K
$911K
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.31KClosed |
$427K - $460K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-4.31K- 2.5% |
$427K - $461K
|
168K
$16.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.35K- 15.72% |
$430K - $464K
|
23.3K
$2.27M
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.35K- 4.49% |
$431K - $465K
|
92.5K
$9.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.37K- 34.24% |
$433K - $467K
|
8.39K
$817K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.37K- 22.52% |
$433K - $467K
|
15K
$1.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$436K - $471K
|
0
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.41K- 42.61% |
$437K - $471K
|
5.94K
$579K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.43K- 15.79% |
$439K - $474K
|
23.6K
$2.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-4.49K- 0.89% |
$445K - $480K
|
499K
$48.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-4.5K- 25.42% |
$446K - $481K
|
13.2K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.52K- 51.08% |
$447K - $483K
|
4.33K
$421K
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.53K- 29.57% |
$448K - $484K
|
10.8K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.55K- 2.32% |
$450K - $486K
|
191K
$18.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.57K- 5.1% |
$452K - $488K
|
85K
$8.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.57K- 6.15% |
$453K - $488K
|
69.8K
$6.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
SELL
|
- |
-4.7K- 6.12% |
$465K - $502K
|
72K
$7.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.71K- 43.82% |
$466K - $503K
|
6.04K
$588K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.72K- 6.14% |
$467K - $504K
|
72.2K
$7.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.81K- 41.36% |
$476K - $514K
|
6.82K
$664K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-4.82K- 7.16% |
$478K - $515K
|
62.5K
$6.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-4.93K- 19.39% |
$488K - $527K
|
20.5K
$2M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.94KClosed |
$489K - $528K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.98K- 7.29% |
$493K - $532K
|
63.3K
$6.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.99K- 6.42% |
$494K - $533K
|
72.7K
$7.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5K- 1.21% |
$495K - $534K
|
408K
$39.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5KClosed |
$495K - $535K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.07K- 5.82% |
$501K - $541K
|
81.9K
$7.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5.09K- 63.66% |
$504K - $544K
|
2.91K
$283K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-5.11K- 3.39% |
$506K - $546K
|
146K
$14.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-5.12K- 47.31% |
$507K - $547K
|
5.7K
$555K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.12K- 19.3% |
$507K - $547K
|
21.4K
$2.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.15KClosed |
$510K - $550K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-5.16K- 0.96% |
$511K - $551K
|
530K
$51.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.21K- 3.03% |
$516K - $556K
|
167K
$16.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.26K- 1.97% |
$521K - $562K
|
261K
$25.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.28K- 45.95% |
$523K - $564K
|
6.21K
$605K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 11.75% |
$524K - $566K
|
39.8K
$3.87M
|