Purchases and Sales Made in Q2 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 21, 2022 Q2 2022
Ziegler Capital Management, LLC

BUY
 -
5.76K
+ 20.77%
$570K - $615K
33.5K $3.27M
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
5.74K
+ 3.89%
$568K - $613K
153K $15M
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
5.64K
+ 6.84%
$558K - $602K
88K $8.61M
Jul 29, 2022 Q2 2022
Peak Financial Management, Inc.

BUY
 -
5.55K
+ 5.07%
$549K - $593K
115K $11.2M
Jul 18, 2022 Q2 2022
All Season Financial Advisors, Inc.

BUY
 -
5.54K
+ 41.78%
$548K - $592K
18.8K $1.84M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
5.44K
+ 5.19%
$539K - $581K
110K $10.8M
Aug 19, 2022 Q2 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
5.38K
New
$533K - $575K
5.38K $526K
Aug 15, 2022 Q2 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
5.38K
New
$532K - $574K
5.38K $526K
Aug 04, 2022 Q2 2022
Independent Advisor Alliance

BUY
 -
5.3K
New
$524K - $566K
5.3K $518K
Jul 19, 2022 Q2 2022
Columbia Trust CO 01012016

BUY
 -
5.29K
New
$524K - $565K
5.29K $517K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

BUY
 -
5.1K
New
$504K - $544K
5.1K $498K
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
5.04K
New
$499K - $539K
5.04K $493K
Jul 28, 2022 Q2 2022
Oldfather Financial Services, LLC

BUY
 -
5.04K
+ 7.62%
$499K - $538K
71.1K $6.95M
Aug 11, 2022 Q2 2022
Bowie Capital Management, LLC

Richardson, TX
BUY
 -
5K
+ 50.0%
$495K - $534K
15K $1.47M
Aug 15, 2022 Q2 2022
First Trust Capital Management L.P.

Chicago, IL
BUY
 -
4.98K
New
$493K - $532K
4.98K $487K
Jul 26, 2022 Q2 2022
Patriot Investment Management Inc.

BUY
 -
4.98K
+ 11.73%
$493K - $532K
47.4K $4.64M
Jul 27, 2022 Q2 2022
Fort Henry Capital, LLC

BUY
 -
4.88K
+ 2.54%
$483K - $522K
197K $19.3M
Aug 10, 2022 Q2 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
4.83K
+ 31.23%
$478K - $516K
20.3K $1.98M
Jul 25, 2022 Q2 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
4.77K
+ 11.24%
$472K - $510K
47.2K $4.62M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
4.76K
New
$471K - $509K
4.76K $466K
Jul 18, 2022 Q2 2022
Sterling Investment Counsel, LLC

BUY
 -
4.75K
New
$470K - $507K
4.75K $465K
Jul 08, 2022 Q2 2022
New Capital Management LP

BUY
 -
4.7K
+ 9.53%
$466K - $502K
54K $5.28M
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
4.7K
+ 33.98%
$465K - $502K
18.5K $1.81M
Aug 17, 2022 Q2 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4.61K
+ 58.79%
$456K - $492K
12.4K $1.22M
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
4.58K
+ 14.66%
$453K - $489K
35.8K $3.5M
Aug 08, 2022 Q2 2022
Alera Investment Advisors, LLC

BUY
 -
4.45K
+ 43.56%
$440K - $475K
14.7K $1.43M
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
4.45K
+ 13.55%
$440K - $475K
37.3K $3.65M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
4.42K
+ 37.59%
$438K - $472K
16.2K $1.58M
Aug 02, 2022 Q2 2022
Compton Financial Group, LLC

BUY
 -
4.39K
+ 0.94%
$435K - $469K
474K $46.3M
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
4.37K
+ 213.18%
$432K - $466K
6.41K $627K
Nov 10, 2022 Q2 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
4.35K
New
$430K - $464K
4.35K $425K
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

BUY
 -
4.27K
+ 3.63%
$423K - $456K
122K $11.9M
Aug 01, 2022 Q2 2022
Gyl Financial Synergies, LLC

BUY
 -
4.23K
+ 179.58%
$419K - $452K
6.59K $644K
Aug 16, 2022 Q2 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
4.2K
New
$416K - $449K
4.2K $411K
Aug 11, 2022 Q2 2022
Maryland Capital Management

Towson, MD
BUY
 -
4.15K
+ 8.44%
$410K - $443K
53.3K $5.21M
Aug 17, 2022 Q2 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
4.13K
+ 21.39%
$409K - $442K
23.5K $2.29M
Aug 15, 2022 Q2 2022
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
4.12K
New
$407K - $440K
4.12K $402K
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
4.04K
+ 211.36%
$400K - $431K
5.95K $582K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
4.02K
+ 9.52%
$398K - $430K
46.3K $4.52M
Aug 03, 2022 Q2 2022
Janney Capital Management LLC

BUY
 -
4K
New
$396K - $427K
4K $391K
Aug 01, 2022 Q2 2022
Peddock Capital Advisors, LLC

BUY
 -
3.96K
+ 5.72%
$392K - $423K
73.1K $7.15M
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

BUY
 -
3.85K
+ 41.7%
$381K - $412K
13.1K $1.28M
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
3.78K
+ 43.55%
$374K - $404K
12.5K $1.22M
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
3.77K
New
$373K - $403K
3.77K $368K
Aug 03, 2022 Q2 2022
Firethorn Wealth Partners, LLC

BUY
 -
3.75K
+ 31.51%
$371K - $401K
15.7K $1.53M
Feb 28, 2024 Q2 2022
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
3.74K
+ 61.77%
$370K - $400K
9.8K $958K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

BUY
 -
3.66K
New
$362K - $391K
3.66K $358K
Jul 29, 2022 Q2 2022
Bernardo Wealth Planning LLC

BUY
 -
3.64K
+ 46.84%
$360K - $389K
11.4K $1.11M
Aug 05, 2022 Q2 2022
Interchange Capital Partners, LLC

BUY
 -
3.57K
New
$353K - $381K
3.57K $349K

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