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 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
58+ 1.96% |
$5.54K - $6.05K
|
3.01K
$292K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
58+ 33.14% |
$5.54K - $6.05K
|
233
$22.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 2.18% |
$5.06K - $5.52K
|
2.48K
$241K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
52+ 0.55% |
$4.97K - $5.42K
|
9.5K
$921K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
51+ 0.33% |
$4.87K - $5.32K
|
15.5K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48+ 1.8% |
$4.59K - $5K
|
2.72K
$264K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
48+ 12.15% |
$4.59K - $5K
|
443
$43K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
46+ 0.54% |
$4.39K - $4.79K
|
8.57K
$831K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.17K
|
40
$3.88K
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
39+ 5.05% |
$3.73K - $4.06K
|
812
$78.7K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
37New |
$3.53K - $3.86K
|
37
$3.59K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.59% |
$3.34K - $3.65K
|
5.94K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
32New |
$3.06K - $3.34K
|
32
$3.1K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
30+ 0.99% |
$2.87K - $3.13K
|
3.07K
$298K
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
28+ 0.6% |
$2.68K - $2.92K
|
4.71K
$456K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
27+ 0.64% |
$2.58K - $2.81K
|
4.25K
$412K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 0.58% |
$2.39K - $2.61K
|
4.35K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
24+ 0.81% |
$2.29K - $2.5K
|
2.98K
$289K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21+ 0.57% |
$2.01K - $2.19K
|
3.68K
$357K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
21+ 0.6% |
$2.01K - $2.19K
|
3.54K
$343K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.58% |
$1.82K - $1.98K
|
3.29K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
18+ 0.43% |
$1.72K - $1.88K
|
4.24K
$411K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 0.83% |
$1.34K - $1.46K
|
1.7K
$165K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
14+ 0.48% |
$1.34K - $1.46K
|
2.91K
$282K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14+ 0.04% |
$1.34K - $1.46K
|
31.8K
$3.08M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.41% |
$1.24K - $1.35K
|
3.22K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13New |
$1.24K - $1.35K
|
13
$1.26K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 0.58% |
$1.24K - $1.35K
|
2.27K
$220K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12+ 5.33% |
$1.15K - $1.25K
|
237
$23K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
12+ 48.0% |
$1.15K - $1.25K
|
37
$3.59K
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
12+ 0.14% |
$1.15K - $1.25K
|
8.66K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
12New |
$1.15K - $1.25K
|
12
$1.16K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9+ 6.16% |
$860 - $938
|
155
$15K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.24% |
$860 - $938
|
3.71K
$360K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.32% |
$764 - $834
|
2.55K
$247K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.4% |
$669 - $730
|
1.77K
$172K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.54% |
$573 - $625
|
1.11K
$108K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
6+ 0.0% |
$573 - $625
|
124K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
6+ 0.04% |
$573 - $625
|
17.1K
$1.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.21% |
$478 - $521
|
2.42K
$234K
|
|
|
Oct 24, 2022
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.67% |
$478 - $521
|
749
$72.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
5+ 0.08% |
$478 - $521
|
5.93K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.05% |
$478 - $521
|
10.7K
$1.04M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.09% |
$382 - $417
|
4.58K
$444K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$287 - $313
|
3
$291
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3+ 0.06% |
$287 - $313
|
5K
$484K
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.09% |
$191 - $208
|
2.32K
$225K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.2% |
$191 - $208
|
1.03K
$99.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.04% |
$191 - $208
|
5.3K
$514K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 0.93% |
$191 - $208
|
218
$21.1K
|