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
Oct 18, 2022 Q3 2022
Charles Schwab Trust CO

BUY
 -
154K
+ 18.19%
$14.7M - $16M
1M $97.5M
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
153K
+ 36.4%
$14.6M - $15.9M
573K $55.9M
Nov 08, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
153K
New
$14.6M - $15.9M
153K $14.9M
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
152K
+ 51.61%
$14.5M - $15.8M
446K $43.5M
Nov 10, 2022 Q3 2022
Schroder Investment Management Group

London, X0
BUY
 -
150K
+ 23.62%
$14.3M - $15.6M
784K $76.5M
Nov 14, 2022 Q3 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
146K
+ 75.81%
$14M - $15.3M
340K $33.1M
Nov 14, 2022 Q3 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
143K
New
$13.7M - $14.9M
143K $14M
Oct 07, 2022 Q3 2022
Crestmont Private Wealth LLC

BUY
 -
139K
New
$13.2M - $14.4M
139K $13.5M
Nov 14, 2022 Q3 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
137K
+ 218.98%
$13.1M - $14.3M
200K $19.5M
Oct 13, 2022 Q3 2022
Aprio Wealth Management, LLC

BUY
 -
137K
+ 2207.55%
$13.1M - $14.3M
143K $14M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
135K
+ 119.21%
$12.9M - $14M
247K $24.1M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
134K
+ 49.07%
$12.8M - $14M
407K $39.7M
Oct 04, 2022 Q3 2022
P/E Global LLC

BUY
 -
131K
+ 3.69%
$12.5M - $13.6M
3.67M $358M
Nov 14, 2022 Q3 2022
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
126K
+ 37.35%
$12.1M - $13.2M
465K $45.4M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
123K
+ 845.78%
$11.7M - $12.8M
137K $13.4M
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
115K
+ 5.2%
$10.9M - $11.9M
2.32M $226M
Nov 14, 2022 Q3 2022
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
108K
New
$10.3M - $11.3M
108K $10.5M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
108K
New
$10.3M - $11.2M
108K $10.5M
Oct 27, 2022 Q3 2022
Naviter Wealth, LLC

BUY
 -
107K
New
$10.3M - $11.2M
107K $10.5M
Oct 27, 2022 Q3 2022
Measured Wealth Private Client Group, LLC

BUY
 -
105K
New
$10.1M - $11M
105K $10.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
105K
New
$10M - $10.9M
105K $10.2M
Oct 28, 2022 Q3 2022
Jordan Park Group LLC

BUY
 -
104K
+ 70.42%
$9.95M - $10.9M
252K $24.6M
Nov 14, 2022 Q3 2022
Hsbc Holdings PLC

London, X0
BUY
 -
104K
+ 13.58%
$9.92M - $10.8M
869K $84.8M
Nov 04, 2022 Q3 2022
Milliman Financial Risk Management LLC

Chicago, IL
BUY
 -
102K
+ 0.86%
$9.78M - $10.7M
12.1M $1.18B
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
101K
+ 62.3%
$9.63M - $10.5M
263K $25.6M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
95.1K
New
$9.08M - $9.91M
95.1K $9.28M
Nov 14, 2022 Q3 2022
Main Management LLC

San Francisco, CA
BUY
 -
94.8K
+ 210.16%
$9.06M - $9.88M
140K $13.7M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
93.9K
+ 1238.25%
$8.97M - $9.78M
101K $9.9M
Nov 14, 2022 Q3 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
92.4K
New
$8.83M - $9.63M
92.4K $9.02M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
86.9K
New
$8.3M - $9.06M
86.9K $8.48M
Nov 09, 2022 Q3 2022
Legacy Financial Advisors, Inc.

BUY
 -
85.8K
+ 28.56%
$8.19M - $8.94M
386K $37.7M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
81.5K
+ 3.12%
$7.78M - $8.49M
2.69M $263M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
81K
+ 360.39%
$7.73M - $8.44M
103K $10.1M
Nov 08, 2022 Q3 2022
Divergent Wealth Advisors

BUY
 -
76.1K
+ 31.77%
$7.27M - $7.93M
316K $30.8M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
75.3K
+ 38.44%
$7.19M - $7.85M
271K $26.5M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
71K
+ 748.61%
$6.78M - $7.4M
80.5K $7.85M
Nov 10, 2022 Q3 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
70.4K
+ 1183.35%
$6.72M - $7.34M
76.3K $7.45M
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
70.2K
New
$6.7M - $7.31M
70.2K $6.85M
Oct 20, 2022 Q3 2022
Arden Trust CO

BUY
 -
68.6K
+ 75.84%
$6.56M - $7.15M
159K $15.5M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
68.5K
+ 22.92%
$6.54M - $7.14M
367K $35.8M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
68.1K
+ 24.32%
$6.51M - $7.1M
348K $34M
Nov 14, 2022 Q3 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
67.8K
New
$6.48M - $7.07M
67.8K $6.62M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
67.7K
+ 10.1%
$6.47M - $7.05M
738K $72M
Nov 01, 2022 Q3 2022
Tenret CO LLC

BUY
 -
66.8K
+ 1589.73%
$6.39M - $6.97M
71.1K $6.93M
Oct 30, 2023 Q3 2022
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
66.6K
New
$6.36M - $6.94M
66.6K $6.5M
Nov 10, 2022 Q3 2022
Souders Financial Advisors

BUY
 -
65.1K
+ 2235.67%
$6.22M - $6.79M
68K $6.64M
Nov 10, 2022 Q3 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
64.8K
+ 1129.05%
$6.19M - $6.76M
70.6K $6.89M
Nov 14, 2022 Q3 2022
Enzi Wealth

Austin, TX
BUY
 -
64.4K
New
$6.15M - $6.71M
64.4K $6.28M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
60.6K
+ 107.91%
$5.79M - $6.31M
117K $11.4M

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