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 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
193+ 1.55% |
$18.4K - $20.1K
|
12.7K
$1.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
192+ 2.84% |
$18.3K - $20K
|
6.96K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
187+ 0.52% |
$17.9K - $19.5K
|
36.4K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
186+ 0.02% |
$17.8K - $19.4K
|
839K
$81.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
185+ 6.02% |
$17.7K - $19.3K
|
3.26K
$315K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
182+ 0.06% |
$17.4K - $19K
|
299K
$28.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
180+ 4.32% |
$17.2K - $18.8K
|
4.35K
$420K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
179+ 0.16% |
$17.1K - $18.7K
|
113K
$10.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
167+ 25.11% |
$16K - $17.4K
|
832
$80.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
167+ 4.94% |
$16K - $17.4K
|
3.55K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
165+ 6.13% |
$15.8K - $17.2K
|
2.86K
$276K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
160+ 10.48% |
$15.3K - $16.7K
|
1.69K
$163K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
158+ 2.76% |
$15.1K - $16.5K
|
5.89K
$569K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
154+ 5.65% |
$14.7K - $16.1K
|
2.88K
$278K
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
150+ 1.13% |
$14.3K - $15.6K
|
13.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
147+ 1.51% |
$14K - $15.3K
|
9.85K
$952K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
146+ 2.71% |
$13.9K - $15.2K
|
5.53K
$534K
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
144+ 0.29% |
$13.8K - $15K
|
49.9K
$4.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
141+ 0.83% |
$13.5K - $14.7K
|
17K
$1.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
134+ 0.12% |
$12.8K - $14K
|
109K
$10.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
129+ 4.18% |
$12.3K - $13.4K
|
3.22K
$311K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
128New |
$12.2K - $13.3K
|
128
$12.4K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
128+ 3.11% |
$12.2K - $13.3K
|
4.25K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 29.44% |
$12K - $13.1K
|
554
$53.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123New |
$11.8K - $12.8K
|
123
$11.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
121+ 27.69% |
$11.6K - $12.6K
|
558
$53.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
118+ 0.18% |
$11.3K - $12.3K
|
64.8K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
118+ 1.99% |
$11.3K - $12.3K
|
6.03K
$583K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
118+ 1.99% |
$11.3K - $12.3K
|
6.03K
$583K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
112+ 0.97% |
$10.7K - $11.7K
|
11.7K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
111+ 1.15% |
$10.6K - $11.6K
|
9.75K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
109+ 2.24% |
$10.4K - $11.4K
|
4.97K
$480K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
104+ 3.15% |
$9.94K - $10.8K
|
3.41K
$329K
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
103+ 3.04% |
$9.84K - $10.7K
|
3.49K
$337K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101+ 1.71% |
$9.65K - $10.5K
|
6.01K
$581K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$9.66K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$9.66K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
98+ 0.76% |
$9.36K - $10.2K
|
13.1K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
92+ 1.0% |
$8.79K - $9.59K
|
9.32K
$900K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
90+ 2.07% |
$8.6K - $9.38K
|
4.44K
$429K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
85+ 8.04% |
$8.12K - $8.86K
|
1.14K
$110K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
85+ 0.66% |
$8.12K - $8.86K
|
12.9K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
81+ 2.42% |
$7.74K - $8.44K
|
3.43K
$331K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
80+ 2.9% |
$7.64K - $8.34K
|
2.84K
$274K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
79+ 0.29% |
$7.55K - $8.23K
|
27.7K
$2.68M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
73+ 18.53% |
$6.97K - $7.61K
|
467
$45.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
72New |
$6.88K - $7.5K
|
72
$6.96K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
71+ 0.14% |
$6.78K - $7.4K
|
49.4K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
66+ 0.21% |
$6.31K - $6.88K
|
31K
$3M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
62+ 0.31% |
$5.92K - $6.46K
|
20K
$1.94M
|