Purchases and Sales Made in Q3 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-159
- 0.59%
$15.2K - $16.6K
27K $2.6M
Nov 14, 2022 Q3 2022
Sandbox Financial Partners, LLC

Bethesda, MD
SELL
 -
-169
- 3.9%
$16.1K - $17.6K
4.16K $401K
Nov 01, 2022 Q3 2022
Blooom, Inc.

SELL
 -
-178
- 7.56%
$17K - $18.6K
2.18K $210K
Oct 13, 2022 Q3 2022
Activest Wealth Management

SELL
 -
-180
Closed
$17.2K - $18.8K
0 $0
Oct 12, 2022 Q3 2022
Successful Portfolios LLC

SELL
 -
-183
- 3.18%
$17.5K - $19.1K
5.58K $538K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

SELL
 -
-187
- 2.0%
$17.9K - $19.5K
9.17K $884K
Nov 14, 2022 Q3 2022
Peddock Capital Advisors, LLC

SELL
 -
-190
- 0.26%
$18.2K - $19.8K
73K $7.03M
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

SELL
 -
-192
- 2.47%
$18.3K - $20K
7.59K $732K
Nov 08, 2022 Q3 2022
Mattern Capital Management, LLC

Lakewood, CO
SELL
 -
-194
- 4.14%
$18.5K - $20.2K
4.49K $433K
Oct 31, 2022 Q3 2022
Harbor Advisory Corp

SELL
 -
-200
- 3.51%
$19.1K - $20.8K
5.5K $530K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

SELL
 -
-206
- 3.53%
$19.7K - $21.5K
5.64K $543K
Oct 17, 2022 Q3 2022
H&H Retirement Design & Management Inc

SELL
 -
-206
- 0.98%
$19.7K - $21.5K
20.8K $2.01M
Nov 14, 2022 Q3 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-214
- 67.72%
$20.4K - $22.3K
102 $9.83K
Oct 27, 2022 Q3 2022
Delta Financial Advisors LLC

SELL
 -
-217
- 3.53%
$20.7K - $22.6K
5.94K $572K
Oct 20, 2022 Q3 2022
Beacon Investment Advisory Services, Inc.

SELL
 -
-221
- 3.9%
$21.1K - $23K
5.44K $524K
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

SELL
 -
-221
- 3.95%
$21.1K - $23K
5.38K $518K
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-224
- 31.82%
$21.4K - $23.3K
480 $46.3K
Nov 04, 2022 Q3 2022
Retirement Systems Of Alabama

SELL
 -
-228
- 1.23%
$21.8K - $23.8K
18.4K $1.77M
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
SELL
 -
-232
- 3.97%
$22.2K - $24.2K
5.61K $541K
Dec 19, 2024 Q3 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-239
Closed
$22.8K - $24.9K
0 $0
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

SELL
 -
-241
- 0.82%
$23K - $25.1K
29.2K $2.82M
Nov 07, 2022 Q3 2022
Neirg Wealth Management, LLC

SELL
 -
-242
- 2.34%
$23.1K - $25.2K
10.1K $974K
Nov 09, 2022 Q3 2022
Bedell Frazier Investment Counseling, LLC

SELL
 -
-245
- 0.85%
$23.4K - $25.5K
28.7K $2.77M
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-248
- 2.88%
$23.7K - $25.8K
8.37K $807K
Oct 20, 2022 Q3 2022
Tsfg, LLC

SELL
 -
-257
- 11.52%
$24.6K - $26.8K
1.97K $190K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-258
- 84.59%
$24.6K - $26.9K
47 $4.53K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-261
Closed
$24.9K - $27.2K
0 $0
Nov 14, 2022 Q3 2022
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-266
- 3.08%
$25.4K - $27.7K
8.37K $806K
Nov 14, 2022 Q3 2022
Boston Research & Management Inc

Manchester, MA
SELL
 -
-270
- 6.04%
$25.8K - $28.1K
4.2K $405K
Oct 25, 2022 Q3 2022
Family Capital Trust CO

SELL
 -
-271
- 0.46%
$25.9K - $28.2K
58.5K $5.64M
Oct 20, 2022 Q3 2022
Girard Partners Ltd.

SELL
 -
-284
- 8.78%
$27.1K - $29.6K
2.95K $284K
Nov 10, 2022 Q3 2022
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-285
- 0.26%
$27.2K - $29.7K
109K $10.5M
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-300
Closed
$28.7K - $31.3K
0 $0
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-302
- 4.33%
$28.9K - $31.5K
6.67K $643K
Oct 18, 2022 Q3 2022
Colorado Capital Management, Inc.

SELL
 -
-304
- 8.56%
$29K - $31.7K
3.25K $313K
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-313
- 16.18%
$29.9K - $32.6K
1.62K $156K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-315
- 10.22%
$30.1K - $32.8K
2.77K $267K
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-320
- 5.78%
$30.6K - $33.4K
5.22K $503K
Nov 14, 2022 Q3 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-322
- 12.86%
$30.8K - $33.6K
2.18K $210K
Oct 03, 2022 Q3 2022
Thomasville National Bank

SELL
 -
-327
- 5.49%
$31.2K - $34.1K
5.63K $542K
Nov 14, 2022 Q3 2022
Loomis Sayles & CO L P

SELL
 -
-329
- 3.79%
$31.4K - $34.3K
8.34K $804K
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-337
- 0.91%
$32.2K - $35.1K
36.7K $3.54M
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-338
- 2.74%
$32.3K - $35.2K
12K $1.16M
Nov 01, 2022 Q3 2022
Fagan Associates, Inc.

SELL
 -
-347
- 1.05%
$33.2K - $36.2K
32.6K $3.14M
Nov 14, 2022 Q3 2022
Vestor Capital, LLC

Chicago, IL
SELL
 -
-350
- 38.25%
$33.4K - $36.5K
565 $54.4K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-350
- 11.84%
$33.4K - $36.5K
2.61K $251K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-353
- 10.43%
$33.7K - $36.8K
3.03K $292K
Nov 10, 2022 Q3 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-355
- 12.03%
$33.9K - $37K
2.6K $250K
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-361
- 45.93%
$34.5K - $37.6K
425 $41K

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