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 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-7.85K- 76.6% |
$777K - $838K
|
2.4K
$233K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.87K- 53.09% |
$780K - $841K
|
6.96K
$678K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.01K- 17.28% |
$793K - $856K
|
38.4K
$3.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-8.03K- 27.82% |
$795K - $858K
|
20.8K
$2.03M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.24K- 9.21% |
$816K - $880K
|
81.2K
$7.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8.29K- 18.85% |
$820K - $885K
|
35.7K
$3.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.43K- 72.3% |
$834K - $900K
|
3.23K
$314K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.79KClosed |
$870K - $939K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-8.82K- 10.78% |
$873K - $942K
|
72.9K
$7.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-8.85K- 3.0% |
$876K - $946K
|
286K
$27.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.87K- 48.81% |
$878K - $948K
|
9.3K
$906K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.87K- 48.81% |
$878K - $948K
|
9.3K
$906K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.95K- 55.52% |
$887K - $957K
|
7.17K
$699K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-9.04K- 4.47% |
$895K - $966K
|
193K
$18.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-9.05K- 28.64% |
$896K - $967K
|
22.5K
$2.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-9.12K- 1.9% |
$902K - $974K
|
469K
$45.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.13K- 62.93% |
$904K - $976K
|
5.38K
$524K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.25K- 11.49% |
$916K - $988K
|
71.2K
$6.94M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.36K- 6.69% |
$927K - $1M
|
131K
$12.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-9.36K- 6.63% |
$927K - $1M
|
132K
$12.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-9.38K- 64.89% |
$929K - $1M
|
5.08K
$494K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-9.38K- 31.95% |
$929K - $1M
|
20K
$1.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-9.4KClosed |
$931K - $1M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-9.52KClosed |
$943K - $1.02M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-9.57K- 8.76% |
$947K - $1.02M
|
99.6K
$9.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-9.61K- 20.78% |
$951K - $1.03M
|
36.6K
$3.57M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.65K- 61.99% |
$955K - $1.03M
|
5.92K
$576K
|
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-9.7K- 79.55% |
$961K - $1.04M
|
2.49K
$243K
|
|
|
Aug 05, 2022
Q2 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-9.78K- 8.08% |
$968K - $1.04M
|
111K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-9.83KClosed |
$973K - $1.05M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-9.89K- 98.55% |
$979K - $1.06M
|
146
$14.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-10K- 52.15% |
$990K - $1.07M
|
9.18K
$894K
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10.1K- 9.12% |
$998K - $1.08M
|
100K
$9.78M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.1K- 18.33% |
$1M - $1.08M
|
45.1K
$4.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-10.3K- 3.21% |
$1.02M - $1.1M
|
309K
$30.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.3K- 59.04% |
$1.02M - $1.1M
|
7.15K
$696K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.5K- 3.62% |
$1.04M - $1.12M
|
280K
$27.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 31.86% |
$1.04M - $1.13M
|
22.6K
$2.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 64.42% |
$1.06M - $1.14M
|
5.91K
$575K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.7KClosed |
$1.06M - $1.15M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-10.8K- 25.58% |
$1.07M - $1.15M
|
31.4K
$3.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.9K- 13.0% |
$1.08M - $1.16M
|
72.7K
$7.08M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.1KClosed |
$1.1M - $1.18M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-11.1K- 16.39% |
$1.1M - $1.18M
|
56.5K
$5.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 23.55% |
$1.1M - $1.18M
|
36K
$3.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.1K- 42.39% |
$1.1M - $1.19M
|
15.1K
$1.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-11.2KClosed |
$1.11M - $1.19M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11.2K- 39.43% |
$1.11M - $1.19M
|
17.2K
$1.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.2K- 7.6% |
$1.11M - $1.19M
|
136K
$13.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 3.89% |
$1.12M - $1.21M
|
280K
$27.3M
|