Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.13M+ 15.17% |
$585M - $639M
|
46.5M
$4.51B
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.09MNew |
$486M - $530M
|
5.09M
$493M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.77M+ 19.02% |
$456M - $497M
|
29.8M
$2.89B
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.92M+ 71.31% |
$374M - $408M
|
9.41M
$912M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.92M+ 71.31% |
$374M - $408M
|
9.41M
$912M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.58M+ 21.32% |
$342M - $373M
|
20.3M
$1.97B
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33M+ 49.11% |
$223M - $243M
|
7.07M
$686M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.6M+ 320.0% |
$153M - $167M
|
2.1M
$204M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.48M+ 6307.37% |
$141M - $154M
|
1.5M
$146M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.24M+ 9635.48% |
$118M - $129M
|
1.25M
$121M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
949K+ 1.16% |
$90.7M - $98.9M
|
82.7M
$8.01B
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
821K+ 5.42% |
$78.4M - $85.5M
|
16M
$1.55B
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
788K+ 14.54% |
$75.3M - $82.1M
|
6.21M
$602M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
786K+ 34587.76% |
$75.1M - $81.9M
|
788K
$76.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
610K+ 1.68% |
$58.3M - $63.6M
|
36.8M
$3.57B
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
543K+ 54.73% |
$51.9M - $56.6M
|
1.54M
$149M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
541K+ 100.29% |
$51.6M - $56.3M
|
1.08M
$105M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
501K+ 1204.05% |
$47.8M - $52.2M
|
542K
$52.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
455K+ 38.35% |
$43.4M - $47.4M
|
1.64M
$159M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
446K+ 7.27% |
$42.7M - $46.5M
|
6.59M
$639M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
443K+ 10.77% |
$42.3M - $46.1M
|
4.55M
$441M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
431K+ 3.92% |
$41.2M - $45M
|
11.4M
$1.11B
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
377K+ 4.0% |
$36M - $39.3M
|
9.8M
$951M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
376K+ 604.56% |
$35.9M - $39.2M
|
438K
$42.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
364K+ 17.76% |
$34.8M - $38M
|
2.42M
$234M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
362K+ 24.2% |
$34.6M - $37.8M
|
1.86M
$180M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
353K+ 10.56% |
$33.8M - $36.8M
|
3.7M
$359M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
352K+ 10.97% |
$33.6M - $36.7M
|
3.56M
$345M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
347KNew |
$33.1M - $36.2M
|
347K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
292K+ 4.15% |
$27.9M - $30.4M
|
7.32M
$710M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
282K+ 533.93% |
$26.9M - $29.4M
|
335K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
274K+ 143.12% |
$26.2M - $28.6M
|
465K
$45.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
244K+ 12.85% |
$23.3M - $25.4M
|
2.14M
$208M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
244K+ 6467.89% |
$23.3M - $25.4M
|
247K
$24M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
238K+ 57.34% |
$22.7M - $24.8M
|
652K
$63.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
221KNew |
$21.1M - $23.1M
|
221K
$21.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
217KNew |
$20.8M - $22.6M
|
217K
$21.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
217K+ 87.77% |
$20.7M - $22.6M
|
464K
$45M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Navi Inc.
|
BUY
|
- |
213K+ 3.25% |
$20.3M - $22.2M
|
6.76M
$655M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
207KNew |
$19.7M - $21.5M
|
207K
$20M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
206K+ 6041.45% |
$19.7M - $21.5M
|
209K
$20.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
205K+ 11.75% |
$19.6M - $21.4M
|
1.95M
$190M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
190KNew |
$18.2M - $19.9M
|
190K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
181K+ 661.97% |
$17.3M - $18.9M
|
209K
$20.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
177K+ 53.13% |
$16.9M - $18.4M
|
510K
$49.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
175K+ 19.85% |
$16.7M - $18.2M
|
1.05M
$102M
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
172KNew |
$16.4M - $17.9M
|
172K
$16.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165K+ 5.77% |
$15.8M - $17.2M
|
3.03M
$294M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
164K+ 145.87% |
$15.7M - $17.1M
|
277K
$26.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
160KNew |
$15.3M - $16.7M
|
160K
$15.5M
|