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 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.7K- 15.72% |
$2.05M - $2.22M
|
111K
$10.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-20.9KClosed |
$2.07M - $2.23M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-21.4K- 26.86% |
$2.12M - $2.29M
|
58.2K
$5.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-21.6K- 16.52% |
$2.14M - $2.31M
|
109K
$10.6M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.2K- 2.67% |
$2.19M - $2.37M
|
807K
$78.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-22.2K- 5.42% |
$2.19M - $2.37M
|
386K
$37.6M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-22.4K- 6.8% |
$2.21M - $2.39M
|
307K
$29.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.4K- 5.13% |
$2.22M - $2.39M
|
414K
$40.3M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.4K- 5.13% |
$2.22M - $2.39M
|
414K
$40.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.6K- 13.24% |
$2.23M - $2.41M
|
148K
$14.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-23K- 10.44% |
$2.28M - $2.46M
|
197K
$19.2M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-23KClosed |
$2.28M - $2.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.3KClosed |
$2.31M - $2.49M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.4K- 29.42% |
$2.32M - $2.5M
|
56.1K
$5.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-23.4KClosed |
$2.32M - $2.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-23.6K- 20.0% |
$2.33M - $2.52M
|
94.2K
$9.18M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-24.3K- 52.6% |
$2.4M - $2.59M
|
21.9K
$2.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-24.3K- 57.15% |
$2.41M - $2.6M
|
18.2K
$1.78M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24.7K- 11.59% |
$2.44M - $2.64M
|
188K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.9KClosed |
$2.47M - $2.66M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 2.57% |
$2.5M - $2.7M
|
957K
$93.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-25.8K- 7.59% |
$2.55M - $2.75M
|
314K
$30.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-25.9K- 77.03% |
$2.56M - $2.77M
|
7.72K
$752K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-26.6K- 5.65% |
$2.63M - $2.84M
|
444K
$43.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-26.8K- 49.64% |
$2.65M - $2.86M
|
27.2K
$2.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-26.8K- 3.8% |
$2.66M - $2.87M
|
679K
$66.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-27.5K- 67.05% |
$2.72M - $2.94M
|
13.5K
$1.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-27.9K- 21.99% |
$2.77M - $2.98M
|
99.1K
$9.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-28.2K- 48.74% |
$2.8M - $3.02M
|
29.7K
$2.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-28.4K- 68.84% |
$2.81M - $3.03M
|
12.9K
$1.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-28.4K- 34.49% |
$2.81M - $3.04M
|
54K
$5.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-28.5K- 9.94% |
$2.82M - $3.04M
|
258K
$25.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-28.7K- 84.32% |
$2.84M - $3.07M
|
5.34K
$520K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-28.9K- 2.87% |
$2.86M - $3.08M
|
978K
$95.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.4K- 13.05% |
$2.91M - $3.14M
|
196K
$19.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-29.4KClosed |
$2.91M - $3.14M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-29.9K- 10.77% |
$2.96M - $3.19M
|
247K
$24.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-30.2K- 52.51% |
$2.99M - $3.22M
|
27.3K
$2.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 44.11% |
$3.03M - $3.27M
|
38.8K
$3.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-30.7K- 64.5% |
$3.04M - $3.28M
|
16.9K
$1.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-31.2K- 9.32% |
$3.09M - $3.34M
|
304K
$29.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-31.4K- 90.2% |
$3.11M - $3.36M
|
3.41K
$332K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-31.9K- 63.77% |
$3.16M - $3.41M
|
18.1K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-32.6K- 45.44% |
$3.23M - $3.49M
|
39.2K
$3.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-33.2K- 63.22% |
$3.29M - $3.55M
|
19.3K
$1.88M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33.5K- 94.12% |
$3.32M - $3.58M
|
2.09K
$204K
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$3.34M - $3.6M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-34.1K- 25.9% |
$3.38M - $3.64M
|
97.5K
$9.5M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34.6K- 10.97% |
$3.42M - $3.69M
|
281K
$27.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-34.6K- 67.32% |
$3.43M - $3.7M
|
16.8K
$1.64M
|