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 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 64.1% |
$3.23M - $3.49M
|
83.6K
$8.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
32.2KNew |
$3.19M - $3.44M
|
32.2K
$3.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8K+ 114.23% |
$3.15M - $3.39M
|
59.6K
$5.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.4K+ 52.59% |
$3.11M - $3.35M
|
91.1K
$8.94M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.1K+ 7.37% |
$3.08M - $3.32M
|
453K
$44.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
30.6K+ 541.39% |
$3.03M - $3.26M
|
36.2K
$3.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
29.5K+ 26.41% |
$2.92M - $3.15M
|
141K
$13.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
29.2K+ 1123.08% |
$2.89M - $3.12M
|
31.8K
$3.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
28.9K+ 9.67% |
$2.86M - $3.08M
|
327K
$32.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
28.6K+ 19.31% |
$2.83M - $3.06M
|
177K
$17.4M
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
28.4K+ 66.01% |
$2.81M - $3.04M
|
71.5K
$7.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
27.8K+ 13.08% |
$2.75M - $2.97M
|
240K
$23.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
27.7K+ 3.76% |
$2.74M - $2.96M
|
765K
$75.1M
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
27.7K+ 6.06% |
$2.74M - $2.96M
|
485K
$47.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
27.6KNew |
$2.74M - $2.95M
|
27.6K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27.6K+ 7.31% |
$2.74M - $2.95M
|
406K
$39.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
27.5K+ 592.8% |
$2.72M - $2.94M
|
32.1K
$3.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
27.4K+ 4.41% |
$2.71M - $2.93M
|
649K
$63.7M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27.4K+ 4.41% |
$2.71M - $2.93M
|
649K
$63.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27.4K+ 23.46% |
$2.71M - $2.93M
|
144K
$14.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.5K+ 14.5% |
$2.62M - $2.83M
|
209K
$20.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26.1KNew |
$2.59M - $2.79M
|
26.1K
$2.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
25.4K+ 20.74% |
$2.51M - $2.71M
|
148K
$14.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.1K+ 19.38% |
$2.49M - $2.68M
|
155K
$15.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
24.5K+ 222.42% |
$2.43M - $2.62M
|
35.6K
$3.49M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
24.5KNew |
$2.43M - $2.62M
|
24.5K
$2.41M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
23.8K+ 89.31% |
$2.36M - $2.54M
|
50.5K
$4.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
23.5K+ 8.68% |
$2.32M - $2.51M
|
294K
$28.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
23.5K+ 458.58% |
$2.32M - $2.51M
|
28.6K
$2.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.2K+ 7581.7% |
$2.3M - $2.48M
|
23.5K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23.1K+ 737.38% |
$2.29M - $2.47M
|
26.3K
$2.58M
|
|
|
Jul 12, 2022
Q2 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
22K+ 14.32% |
$2.17M - $2.35M
|
175K
$17.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21.6K+ 5.36% |
$2.14M - $2.31M
|
424K
$41.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
21.4K+ 127.68% |
$2.12M - $2.29M
|
38.2K
$3.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.3K+ 15.07% |
$2.11M - $2.28M
|
163K
$16M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.1K+ 10.64% |
$2.09M - $2.26M
|
219K
$21.5M
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
21KNew |
$2.08M - $2.25M
|
21K
$2.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 918.19% |
$2.06M - $2.23M
|
23.1K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.5K+ 980.6% |
$2.03M - $2.19M
|
22.6K
$2.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
20.4K+ 1.76% |
$2.02M - $2.18M
|
1.18M
$116M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$1.98M - $2.14M
|
20K
$1.96M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
19.9K+ 11.94% |
$1.97M - $2.12M
|
186K
$18.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 72.18% |
$1.96M - $2.12M
|
47.3K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7KNew |
$1.95M - $2.11M
|
19.7K
$1.94M
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
- |
19.5K+ 17.19% |
$1.93M - $2.08M
|
133K
$13M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19.1KNew |
$1.89M - $2.04M
|
19.1K
$1.88M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.9K+ 3.38% |
$1.87M - $2.02M
|
578K
$56.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 11.57% |
$1.83M - $1.97M
|
178K
$17.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.1K+ 224.73% |
$1.79M - $1.94M
|
26.2K
$2.57M
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
18.1K+ 101.75% |
$1.79M - $1.93M
|
35.8K
$3.51M
|