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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
496+ 5.27% |
$47.4K - $51.7K
|
9.91K
$960K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
491+ 5.33% |
$46.9K - $51.2K
|
9.7K
$941K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
490New |
$46.8K - $51.1K
|
490
$47.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
471+ 4.64% |
$45K - $49.1K
|
10.6K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
461+ 10.17% |
$44K - $48.1K
|
4.99K
$484K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
448+ 1.39% |
$42.8K - $46.7K
|
32.7K
$3.17M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
448+ 1.39% |
$42.8K - $46.7K
|
32.7K
$3.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
444+ 4.0% |
$42.4K - $46.3K
|
11.5K
$1.12M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
439+ 9.7% |
$41.9K - $45.8K
|
4.96K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
436+ 10.73% |
$41.7K - $45.4K
|
4.5K
$436K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
430+ 32.26% |
$41.1K - $44.8K
|
1.76K
$171K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
419+ 3.4% |
$40K - $43.7K
|
12.7K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
407+ 16.53% |
$38.9K - $42.4K
|
2.87K
$278K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
400+ 0.35% |
$38.2K - $41.7K
|
116K
$11.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
397+ 0.47% |
$37.9K - $41.4K
|
85.7K
$8.31M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
395+ 11.76% |
$37.7K - $41.2K
|
3.76K
$364K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
394+ 2.63% |
$37.6K - $41.1K
|
15.4K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
386+ 2.59% |
$36.9K - $40.2K
|
15.3K
$1.48M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
384+ 18.61% |
$36.7K - $40K
|
2.45K
$237K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
377+ 13.66% |
$36K - $39.3K
|
3.14K
$304K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
374+ 0.39% |
$35.7K - $39K
|
97.2K
$9.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
369+ 0.96% |
$35.3K - $38.5K
|
38.8K
$3.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
364+ 4.92% |
$34.8K - $37.9K
|
7.77K
$753K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
362+ 10.92% |
$34.6K - $37.7K
|
3.68K
$357K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
358+ 16.83% |
$34.2K - $37.3K
|
2.49K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
353+ 0.58% |
$33.7K - $36.8K
|
61.6K
$5.97M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
341New |
$32.6K - $35.5K
|
341
$33.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
335+ 15.73% |
$32K - $34.9K
|
2.47K
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
322+ 2.99% |
$30.8K - $33.6K
|
11.1K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
317+ 40.33% |
$30.3K - $33K
|
1.1K
$107K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
314New |
$30K - $32.7K
|
314
$30.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
308+ 2.27% |
$29.4K - $32.1K
|
13.9K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
301+ 10.69% |
$28.8K - $31.4K
|
3.12K
$302K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
290+ 13.56% |
$27.7K - $30.2K
|
2.43K
$236K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
286+ 2.51% |
$27.3K - $29.8K
|
11.7K
$1.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
284+ 0.98% |
$27.1K - $29.6K
|
29.4K
$2.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
278+ 0.38% |
$26.6K - $29K
|
73K
$7.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
277+ 4.11% |
$26.5K - $28.9K
|
7.01K
$680K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
273+ 2.75% |
$26.1K - $28.5K
|
10.2K
$989K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
272+ 2.54% |
$26K - $28.4K
|
11K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
268+ 4.6% |
$25.6K - $27.9K
|
6.09K
$590K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
265+ 0.7% |
$25.3K - $27.6K
|
38.3K
$3.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
248+ 4.77% |
$23.7K - $25.8K
|
5.44K
$528K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
237+ 9.17% |
$22.6K - $24.7K
|
2.82K
$274K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
226+ 0.59% |
$21.6K - $23.6K
|
38.6K
$3.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
212+ 1.6% |
$20.3K - $22.1K
|
13.4K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
212+ 6.8% |
$20.3K - $22.1K
|
3.33K
$323K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
205+ 68.33% |
$19.6K - $21.4K
|
505
$49K
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
200+ 6.51% |
$19.1K - $20.8K
|
3.27K
$317K
|