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 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.48K+ 16.66% |
$141K - $154K
|
10.3K
$1.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.46K+ 3.27% |
$139K - $152K
|
46.1K
$4.54M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.44K+ 2.81% |
$138K - $150K
|
52.7K
$5.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.43K+ 0.72% |
$136K - $149K
|
199K
$19.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.43K+ 16.5% |
$136K - $149K
|
10.1K
$992K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.42K+ 5.26% |
$135K - $148K
|
28.3K
$2.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.41K+ 14.63% |
$135K - $147K
|
11K
$1.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.4K+ 38.36% |
$134K - $146K
|
5.05K
$497K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.39K+ 58.27% |
$133K - $145K
|
3.78K
$372K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
1.31K+ 0.53% |
$125K - $137K
|
249K
$24.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.31K+ 4.75% |
$125K - $137K
|
28.9K
$2.85M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
1.3K+ 5.29% |
$125K - $136K
|
26K
$2.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 26.47% |
$123K - $134K
|
6.16K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.27K+ 6.43% |
$121K - $132K
|
21K
$2.07M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.27K+ 0.43% |
$121K - $132K
|
297K
$29.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.25K+ 3.46% |
$120K - $131K
|
37.4K
$3.69M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.25K+ 4.35% |
$119K - $130K
|
29.9K
$2.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.24K+ 41.73% |
$118K - $129K
|
4.2K
$414K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
1.24K+ 4.76% |
$118K - $129K
|
27.2K
$2.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.24K+ 0.77% |
$118K - $129K
|
162K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.22K+ 34.42% |
$116K - $127K
|
4.76K
$469K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 2.0% |
$116K - $127K
|
61.9K
$6.1M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.19K+ 9.53% |
$113K - $124K
|
13.6K
$1.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 14.83% |
$112K - $122K
|
9.1K
$896K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.17K+ 3.27% |
$112K - $122K
|
37K
$3.64M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.16K+ 1.33% |
$111K - $121K
|
89K
$8.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.14K+ 203.38% |
$109K - $119K
|
1.71K
$168K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
1.14K+ 15.37% |
$109K - $119K
|
8.57K
$844K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
1.12K+ 42.38% |
$107K - $117K
|
3.76K
$371K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.11K+ 24.91% |
$106K - $116K
|
5.57K
$548K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.08K+ 13.66% |
$103K - $113K
|
9.01K
$887K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.07K+ 7.35% |
$103K - $112K
|
15.7K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 21.69% |
$102K - $111K
|
5.96K
$587K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 19.33% |
$101K - $111K
|
6.56K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.05K+ 1.51% |
$101K - $110K
|
70.8K
$6.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.05K+ 6.57% |
$101K - $110K
|
17.1K
$1.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 3.3% |
$100K - $109K
|
32.9K
$3.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.03K+ 17.71% |
$98.7K - $108K
|
6.87K
$676K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.03K+ 10.52% |
$98.5K - $107K
|
10.8K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 68.97% |
$95.5K - $104K
|
2.45K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1K+ 1.86% |
$95.5K - $104K
|
54.8K
$5.4M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
989+ 18.25% |
$94.5K - $103K
|
6.41K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
984+ 2.01% |
$94K - $103K
|
49.9K
$4.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
965+ 3.48% |
$92.2K - $101K
|
28.7K
$2.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
957+ 47.99% |
$91.4K - $99.7K
|
2.95K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
946+ 42.38% |
$90.4K - $98.6K
|
3.18K
$313K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
942+ 0.9% |
$90K - $98.2K
|
106K
$10.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
928+ 30.36% |
$88.7K - $96.7K
|
3.99K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
915+ 0.75% |
$87.4K - $95.4K
|
123K
$12.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
905+ 13.42% |
$86.5K - $94.3K
|
7.65K
$753K
|