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 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$95.5 - $104
|
4.78K
$464K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.01% |
$95.5 - $104
|
10.5K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$95.5 - $104
|
881
$85.4K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$95.5 - $104
|
1.81K
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$95.5 - $104
|
5.55K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3- 0.01% |
$287 - $313
|
21.6K
$2.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-6- 0.23% |
$573 - $625
|
2.63K
$255K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 5.88% |
$573 - $625
|
96
$9.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.01% |
$573 - $625
|
61.1K
$5.93M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7Closed |
$669 - $730
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9- 0.35% |
$860 - $938
|
2.58K
$250K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10- 0.33% |
$955 - $1.04K
|
3.01K
$292K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11- 0.08% |
$1.05K - $1.15K
|
13.8K
$1.34M
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
SELL
|
- |
-15- 0.01% |
$1.43K - $1.56K
|
186K
$18.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-15- 1.23% |
$1.43K - $1.56K
|
1.21K
$117K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-17- 0.19% |
$1.62K - $1.77K
|
8.91K
$863K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 2.11% |
$1.62K - $1.77K
|
787
$76.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-18- 0.2% |
$1.72K - $1.88K
|
8.86K
$859K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-20- 0.85% |
$1.91K - $2.08K
|
2.32K
$225K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-21- 0.46% |
$2.01K - $2.19K
|
4.5K
$437K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-21- 0.65% |
$2.01K - $2.19K
|
3.23K
$313K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-23- 0.45% |
$2.2K - $2.4K
|
5.05K
$490K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.47% |
$2.39K - $2.61K
|
5.29K
$513K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-26- 0.3% |
$2.48K - $2.71K
|
8.77K
$851K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-26- 0.05% |
$2.48K - $2.71K
|
55.1K
$5.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-27- 0.34% |
$2.58K - $2.81K
|
7.82K
$758K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-29- 0.31% |
$2.77K - $3.02K
|
9.3K
$902K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 2.27% |
$3.06K - $3.34K
|
1.38K
$133K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-33- 1.0% |
$3.15K - $3.44K
|
3.26K
$316K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 3.32% |
$3.34K - $3.65K
|
1.02K
$98.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-36- 0.72% |
$3.44K - $3.75K
|
4.94K
$479K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 1.02% |
$3.53K - $3.86K
|
3.6K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-40- 0.69% |
$3.82K - $4.17K
|
5.8K
$562K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-40- 88.89% |
$3.82K - $4.17K
|
5
$485
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-40- 0.41% |
$3.82K - $4.17K
|
9.71K
$941K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-41- 64.06% |
$3.92K - $4.27K
|
23
$2.23K
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-42- 0.47% |
$4.01K - $4.38K
|
8.98K
$870K
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-43- 0.34% |
$4.11K - $4.48K
|
12.7K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-44- 1.07% |
$4.2K - $4.59K
|
4.07K
$395K
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-45- 1.54% |
$4.3K - $4.69K
|
2.87K
$278K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-47- 77.05% |
$4.49K - $4.9K
|
14
$1.36K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 1.76% |
$4.59K - $5K
|
2.68K
$260K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-49- 1.14% |
$4.68K - $5.11K
|
4.25K
$412K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-51- 1.86% |
$4.87K - $5.32K
|
2.7K
$261K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 9.12% |
$4.87K - $5.32K
|
508
$49.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-53- 0.91% |
$5.06K - $5.52K
|
5.76K
$558K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-56- 1.89% |
$5.35K - $5.84K
|
2.91K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-57- 0.1% |
$5.45K - $5.94K
|
56.6K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-57- 0.49% |
$5.45K - $5.94K
|
11.5K
$1.11M
|