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 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.7K- 28.97% |
$1.16M - $1.25M
|
28.6K
$2.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-12K- 9.65% |
$1.19M - $1.28M
|
112K
$10.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-12.2K- 23.88% |
$1.2M - $1.3M
|
38.8K
$3.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.4K- 61.39% |
$1.23M - $1.32M
|
7.78K
$758K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-12.5K- 29.37% |
$1.23M - $1.33M
|
30K
$2.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-12.6KClosed |
$1.25M - $1.34M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-12.6K- 21.51% |
$1.25M - $1.35M
|
46.1K
$4.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-12.6K- 39.02% |
$1.25M - $1.35M
|
19.8K
$1.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-12.7K- 7.75% |
$1.26M - $1.36M
|
152K
$14.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.3K- 25.9% |
$1.31M - $1.42M
|
38K
$3.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13.7K- 41.15% |
$1.36M - $1.47M
|
19.6K
$1.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-13.9K- 9.85% |
$1.38M - $1.49M
|
128K
$12.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.2K- 3.19% |
$1.4M - $1.52M
|
431K
$42M
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-14.3K- 23.28% |
$1.42M - $1.53M
|
47.1K
$4.59M
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-14.4K- 35.52% |
$1.43M - $1.54M
|
26.1K
$2.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.6K- 38.62% |
$1.45M - $1.56M
|
23.2K
$2.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-14.9K- 14.24% |
$1.47M - $1.59M
|
89.5K
$8.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-14.9K- 14.28% |
$1.48M - $1.59M
|
89.5K
$8.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-15K- 8.9% |
$1.48M - $1.6M
|
153K
$14.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15K- 12.52% |
$1.49M - $1.61M
|
105K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.2K- 3.14% |
$1.5M - $1.62M
|
469K
$45.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-15.2K- 11.91% |
$1.51M - $1.63M
|
113K
$11M
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.3K- 4.36% |
$1.51M - $1.63M
|
335K
$32.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-15.3KClosed |
$1.51M - $1.63M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-15.3K- 98.87% |
$1.51M - $1.63M
|
175
$17K
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-15.5K- 6.76% |
$1.53M - $1.65M
|
213K
$20.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.9K- 32.52% |
$1.58M - $1.7M
|
33.1K
$3.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-16K- 4.78% |
$1.58M - $1.71M
|
318K
$31M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.5K- 1.93% |
$1.63M - $1.76M
|
839K
$81.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.6K- 6.65% |
$1.64M - $1.77M
|
233K
$22.7M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.6K- 6.65% |
$1.64M - $1.77M
|
233K
$22.7M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-16.7K- 36.1% |
$1.65M - $1.78M
|
29.5K
$2.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-16.9K- 9.61% |
$1.67M - $1.81M
|
159K
$15.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-17.5KClosed |
$1.73M - $1.86M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-17.5K- 20.62% |
$1.73M - $1.87M
|
67.2K
$6.55M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-17.5K- 10.57% |
$1.73M - $1.87M
|
148K
$14.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-17.7K- 69.23% |
$1.75M - $1.89M
|
7.86K
$766K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-17.9K- 12.34% |
$1.77M - $1.91M
|
127K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17.9K- 99.79% |
$1.77M - $1.92M
|
37
$3.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-18.1K- 49.16% |
$1.79M - $1.93M
|
18.7K
$1.82M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18.3K- 2.58% |
$1.81M - $1.95M
|
690K
$67.3M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.5K- 1.22% |
$1.83M - $1.97M
|
1.5M
$146M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.6K- 10.32% |
$1.84M - $1.99M
|
162K
$15.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-19.3KClosed |
$1.91M - $2.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-19.9KClosed |
$1.97M - $2.13M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20K- 1.13% |
$1.98M - $2.14M
|
1.75M
$170M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-20.3KClosed |
$2.01M - $2.17M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-20.5K- 85.84% |
$2.03M - $2.19M
|
3.38K
$329K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20.6K- 7.9% |
$2.04M - $2.2M
|
240K
$23.4M
|