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 |
|---|---|---|---|---|---|---|---|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.97KClosed |
$188K - $205K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.98K- 11.54% |
$189K - $206K
|
15.2K
$1.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.99K- 8.91% |
$190K - $207K
|
20.3K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2K- 4.14% |
$191K - $208K
|
46.3K
$4.56M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.03K- 33.73% |
$194K - $211K
|
3.99K
$393K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-2.05K- 15.45% |
$196K - $214K
|
11.2K
$1.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 34.88% |
$201K - $219K
|
3.92K
$386K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.11K- 1.22% |
$201K - $220K
|
171K
$16.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.13K- 49.33% |
$203K - $222K
|
2.19K
$215K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.17K- 8.05% |
$207K - $226K
|
24.8K
$2.44M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.18K- 9.79% |
$208K - $227K
|
20.1K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.18K- 26.1% |
$208K - $227K
|
6.18K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.19K- 1.64% |
$209K - $228K
|
132K
$13M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.19K- 7.07% |
$209K - $228K
|
28.8K
$2.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.19K- 23.26% |
$210K - $229K
|
7.24K
$713K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.2K- 2.78% |
$210K - $229K
|
76.7K
$7.56M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.2K- 14.2% |
$210K - $230K
|
13.3K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.23K- 19.93% |
$213K - $232K
|
8.96K
$882K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.28K- 10.66% |
$218K - $238K
|
19.1K
$1.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.29K- 6.84% |
$219K - $239K
|
31.2K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31K- 49.46% |
$221K - $241K
|
2.37K
$233K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.34K- 14.56% |
$224K - $244K
|
13.7K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.39K- 10.31% |
$228K - $249K
|
20.8K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.4K- 14.67% |
$229K - $250K
|
14K
$1.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.44K- 6.84% |
$233K - $254K
|
33.2K
$3.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.46KClosed |
$235K - $256K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.51K- 14.65% |
$240K - $262K
|
14.6K
$1.44M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2.52K- 1.95% |
$241K - $263K
|
127K
$12.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.53K- 27.51% |
$241K - $263K
|
6.66K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.54K- 20.73% |
$243K - $265K
|
9.72K
$957K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.55K- 88.41% |
$243K - $265K
|
334
$32.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.55K- 15.29% |
$244K - $266K
|
14.1K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.57KClosed |
$245K - $268K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.59K- 19.08% |
$247K - $270K
|
11K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.6K- 7.03% |
$248K - $271K
|
34.4K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 1.64% |
$250K - $272K
|
156K
$15.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 3.0% |
$253K - $276K
|
85.4K
$8.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2.65K- 24.92% |
$253K - $276K
|
7.98K
$786K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.72K- 38.65% |
$260K - $283K
|
4.31K
$425K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.76K- 4.51% |
$264K - $288K
|
58.4K
$5.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.81K- 5.57% |
$269K - $293K
|
47.6K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.83K- 1.84% |
$270K - $295K
|
151K
$14.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.86K- 3.18% |
$274K - $298K
|
87.3K
$8.59M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.89K- 11.56% |
$276K - $302K
|
22.1K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.97K- 2.01% |
$284K - $309K
|
145K
$14.3M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.98K- 0.97% |
$285K - $311K
|
304K
$29.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-3K- 5.07% |
$287K - $313K
|
56.2K
$5.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.05K- 9.12% |
$291K - $318K
|
30.4K
$2.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.07K- 18.98% |
$293K - $320K
|
13.1K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.09K- 11.37% |
$295K - $322K
|
24.1K
$2.37M
|