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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.25K- 5.36% |
$119K - $130K
|
22.1K
$2.14M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.26K- 18.45% |
$120K - $131K
|
5.57K
$540K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.26K- 5.72% |
$121K - $132K
|
20.8K
$2.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.28K- 35.67% |
$122K - $133K
|
2.31K
$224K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 29.83% |
$123K - $134K
|
3.02K
$293K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.29K- 18.87% |
$124K - $135K
|
5.56K
$539K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 9.55% |
$124K - $136K
|
12.3K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.33K- 5.66% |
$127K - $139K
|
22.2K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.34K- 0.33% |
$128K - $140K
|
404K
$39.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.34K- 15.0% |
$128K - $140K
|
7.6K
$737K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.34K- 3.7% |
$128K - $140K
|
34.8K
$3.38M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.36K- 25.04% |
$130K - $142K
|
4.07K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.38K- 14.85% |
$132K - $144K
|
7.92K
$768K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.38K- 14.85% |
$132K - $144K
|
7.92K
$768K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.4K- 85.48% |
$134K - $146K
|
238
$23.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.41K- 26.66% |
$135K - $147K
|
3.88K
$376K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.47K- 5.31% |
$140K - $153K
|
26.2K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.47K- 8.21% |
$140K - $153K
|
16.4K
$1.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.47K- 20.4% |
$141K - $153K
|
5.74K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.47K- 2.64% |
$141K - $153K
|
54.2K
$5.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.48K- 1.54% |
$141K - $154K
|
94.6K
$9.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.49K- 9.75% |
$143K - $156K
|
13.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.49K- 13.5% |
$143K - $156K
|
9.57K
$928K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.5K- 8.26% |
$144K - $157K
|
16.7K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.52K- 9.09% |
$146K - $159K
|
15.2K
$1.48M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.53K- 13.02% |
$146K - $160K
|
10.2K
$991K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.55K- 43.0% |
$148K - $161K
|
2.05K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.56K- 3.08% |
$149K - $163K
|
49.1K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.57K- 4.97% |
$150K - $163K
|
29.9K
$2.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 16.03% |
$152K - $166K
|
8.33K
$807K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.59K- 2.21% |
$152K - $166K
|
70.6K
$6.84M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.6K- 4.97% |
$153K - $167K
|
30.6K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.6K- 3.17% |
$153K - $167K
|
48.9K
$4.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.61K- 9.57% |
$154K - $168K
|
15.2K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.62K- 77.26% |
$154K - $169K
|
476
$46.2K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.66K- 4.76% |
$159K - $173K
|
33.2K
$3.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.69K- 0.7% |
$161K - $176K
|
239K
$23.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.71K- 8.35% |
$163K - $178K
|
18.7K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.71K- 12.03% |
$163K - $178K
|
12.5K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.75KClosed |
$167K - $182K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.79K- 0.23% |
$171K - $186K
|
788K
$76.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.79K- 68.17% |
$171K - $186K
|
835
$81K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.79K- 2.52% |
$171K - $187K
|
69.3K
$6.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.81K- 22.32% |
$173K - $188K
|
6.29K
$610K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-1.81K- 28.65% |
$173K - $189K
|
4.51K
$437K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.82K- 8.9% |
$174K - $190K
|
18.7K
$1.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.86K- 7.12% |
$178K - $194K
|
24.3K
$2.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.88K- 47.14% |
$180K - $196K
|
2.11K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.9K- 3.85% |
$182K - $198K
|
47.5K
$4.6M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 0.71% |
$183K - $199K
|
269K
$26.1M
|