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 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-749- 5.72% |
$71.6K - $78.1K
|
12.3K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-752- 2.02% |
$71.8K - $78.4K
|
36.5K
$3.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-764- 1.11% |
$73K - $79.6K
|
68.4K
$6.73M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-765- 3.88% |
$73.1K - $79.7K
|
18.9K
$1.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-769- 11.13% |
$73.5K - $80.2K
|
6.14K
$605K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-791- 8.41% |
$75.6K - $82.4K
|
8.62K
$849K
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-800- 4.01% |
$76.4K - $83.4K
|
19.2K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-805- 2.17% |
$76.9K - $83.9K
|
36.3K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-823- 19.44% |
$78.6K - $85.8K
|
3.41K
$336K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-846- 3.66% |
$80.8K - $88.2K
|
22.3K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-863- 24.21% |
$82.5K - $90K
|
2.7K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-871- 26.44% |
$83.2K - $90.8K
|
2.42K
$239K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-875- 5.79% |
$83.6K - $91.2K
|
14.2K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-876- 23.83% |
$83.7K - $91.3K
|
2.8K
$276K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-881- 12.28% |
$84.2K - $91.8K
|
6.29K
$620K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-895- 36.0% |
$85.5K - $93.3K
|
1.59K
$157K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-899- 13.65% |
$85.9K - $93.7K
|
5.69K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-904- 25.69% |
$86.4K - $94.2K
|
2.62K
$258K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-916- 12.79% |
$87.5K - $95.5K
|
6.25K
$615K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-964- 7.67% |
$92.1K - $100K
|
11.6K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1K- 2.07% |
$95.5K - $104K
|
47.2K
$4.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1K- 20.24% |
$95.9K - $105K
|
3.96K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.02K- 16.91% |
$97.5K - $106K
|
5.02K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.02K- 19.58% |
$97.6K - $107K
|
4.2K
$414K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.51% |
$97.8K - $107K
|
14.7K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.03K- 6.49% |
$97.9K - $107K
|
14.8K
$1.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.03K- 3.83% |
$98K - $107K
|
25.8K
$2.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.03K- 19.13% |
$98.3K - $107K
|
4.35K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.04K- 1.09% |
$99K - $108K
|
94.1K
$9.27M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.04KClosed |
$99.5K - $109K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.04K- 20.45% |
$99.6K - $109K
|
4.05K
$399K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.07K- 85.43% |
$103K - $112K
|
183
$18K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.12K- 1.42% |
$107K - $116K
|
77.7K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.14K- 4.95% |
$109K - $119K
|
21.9K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-1.16K- 9.93% |
$111K - $121K
|
10.5K
$1.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.17K- 3.76% |
$111K - $121K
|
29.8K
$2.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 24.97% |
$111K - $122K
|
3.51K
$345K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.18K- 4.66% |
$112K - $123K
|
24.1K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.19K- 3.47% |
$114K - $124K
|
33.2K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.2K- 11.97% |
$114K - $125K
|
8.79K
$866K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.2K- 4.01% |
$115K - $125K
|
28.7K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.2K- 12.21% |
$115K - $125K
|
8.62K
$849K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.21K- 8.48% |
$116K - $126K
|
13.1K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.99% |
$116K - $127K
|
12.3K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.22K- 3.84% |
$116K - $127K
|
30.6K
$3.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.23K- 6.23% |
$117K - $128K
|
18.5K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.23K- 11.83% |
$118K - $128K
|
9.17K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.25K- 4.27% |
$119K - $130K
|
27.9K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.25K- 5.36% |
$119K - $130K
|
22.1K
$2.17M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.26K- 18.45% |
$120K - $131K
|
5.57K
$549K
|