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 04, 2022
Q3 2022
|
Spence Asset Management
|
SELL
|
- |
-365- 12.01% |
$34.9K - $38K
|
2.68K
$259K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-386- 8.63% |
$36.9K - $40.2K
|
4.09K
$396K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-393- 14.13% |
$37.5K - $41K
|
2.39K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-396- 6.79% |
$37.8K - $41.3K
|
5.44K
$527K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-402- 2.63% |
$38.4K - $41.9K
|
14.9K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-403- 1.28% |
$38.5K - $42K
|
31K
$3M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$39.6K - $43.2K
|
256
$24.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-418- 6.0% |
$39.9K - $43.6K
|
6.55K
$635K
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-421- 3.41% |
$40.2K - $43.9K
|
11.9K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-428- 0.72% |
$40.9K - $44.6K
|
58.9K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-433- 11.69% |
$41.4K - $45.1K
|
3.27K
$317K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-437- 83.56% |
$41.8K - $45.5K
|
86
$8.34K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-449- 5.42% |
$42.9K - $46.8K
|
7.84K
$760K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-459- 4.38% |
$43.9K - $47.8K
|
10K
$971K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-459- 10.09% |
$43.9K - $47.8K
|
4.09K
$396K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-462- 11.58% |
$44.1K - $48.2K
|
3.53K
$342K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-465- 0.36% |
$44.4K - $48.5K
|
127K
$12.3M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-472- 3.65% |
$45.1K - $49.2K
|
12.5K
$1.21M
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-495- 0.43% |
$47.3K - $51.6K
|
114K
$11.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-508- 2.34% |
$48.5K - $52.9K
|
21.2K
$2.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-515- 6.14% |
$49.2K - $53.7K
|
7.88K
$764K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-522- 28.14% |
$49.9K - $54.4K
|
1.33K
$129K
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-524- 7.61% |
$50.1K - $54.6K
|
6.37K
$617K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-533- 6.16% |
$50.9K - $55.6K
|
8.12K
$788K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-541- 4.19% |
$51.7K - $56.4K
|
12.4K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-548- 65.24% |
$52.4K - $57.1K
|
292
$28.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-549- 1.26% |
$52.5K - $57.2K
|
43.1K
$4.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-551- 5.44% |
$52.6K - $57.4K
|
9.58K
$929K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-554- 3.28% |
$52.9K - $57.7K
|
16.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-568- 0.85% |
$54.3K - $59.2K
|
66.6K
$6.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-574- 9.6% |
$54.8K - $59.8K
|
5.41K
$524K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-577- 20.69% |
$55.1K - $60.1K
|
2.21K
$214K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-591- 11.33% |
$56.5K - $61.6K
|
4.63K
$449K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-598- 2.11% |
$57.1K - $62.3K
|
27.8K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-599- 14.02% |
$57.2K - $62.4K
|
3.67K
$356K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-600- 20.72% |
$57.3K - $62.5K
|
2.3K
$223K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-604- 0.61% |
$57.7K - $63K
|
98.3K
$9.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-604- 55.11% |
$57.7K - $63K
|
492
$47.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-609- 4.32% |
$58.2K - $63.5K
|
13.5K
$1.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-615- 7.2% |
$58.8K - $64.1K
|
7.92K
$768K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-628- 8.29% |
$60K - $65.5K
|
6.95K
$674K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-639- 12.37% |
$61.1K - $66.6K
|
4.53K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-642- 9.52% |
$61.3K - $66.9K
|
6.1K
$592K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-644- 17.1% |
$61.5K - $67.1K
|
3.12K
$303K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-656- 1.63% |
$62.7K - $68.4K
|
39.7K
$3.85M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-658- 26.32% |
$62.9K - $68.6K
|
1.84K
$179K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-696- 1.84% |
$66.5K - $72.5K
|
37.1K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-709- 13.26% |
$67.7K - $73.9K
|
4.64K
$450K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-731- 5.24% |
$69.8K - $76.2K
|
13.2K
$1.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 7.19% |
$70.4K - $76.8K
|
9.51K
$922K
|