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
|
Csenge Advisory Group
|
SELL
|
- |
-2.89K- 11.56% |
$276K - $302K
|
22.1K
$2.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.97K- 2.01% |
$284K - $309K
|
145K
$14.6M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.98K- 0.97% |
$285K - $311K
|
304K
$30.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-3K- 5.07% |
$287K - $313K
|
56.2K
$5.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.05K- 9.12% |
$291K - $318K
|
30.4K
$3.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.07K- 18.98% |
$293K - $320K
|
13.1K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.09K- 11.37% |
$295K - $322K
|
24.1K
$2.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.14K- 58.87% |
$300K - $327K
|
2.19K
$221K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.15K- 2.74% |
$301K - $328K
|
112K
$11.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.22K- 24.27% |
$308K - $336K
|
10K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.22K- 19.05% |
$308K - $336K
|
13.7K
$1.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.23KClosed |
$308K - $336K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.29K- 0.88% |
$315K - $343K
|
369K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.33K- 8.51% |
$318K - $347K
|
35.8K
$3.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.38K- 26.76% |
$323K - $352K
|
9.25K
$931K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.38K- 10.52% |
$323K - $352K
|
28.7K
$2.89M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.4K- 18.63% |
$325K - $354K
|
14.8K
$1.49M
|
|
|
Oct 01, 2025
Q3 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-3.41K- 3.2% |
$326K - $355K
|
103K
$10.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.51K- 15.84% |
$336K - $366K
|
18.7K
$1.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.55K- 47.79% |
$339K - $370K
|
3.88K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 17.0% |
$342K - $373K
|
17.5K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.6K- 43.95% |
$344K - $375K
|
4.59K
$462K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.62K- 4.78% |
$345K - $377K
|
72.1K
$7.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.63K- 8.03% |
$347K - $378K
|
41.6K
$4.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.64K- 22.75% |
$348K - $379K
|
12.4K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.65K- 3.31% |
$349K - $381K
|
107K
$10.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-3.66K- 22.8% |
$349K - $381K
|
12.4K
$1.25M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.66K- 2.81% |
$350K - $382K
|
127K
$12.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.68K- 98.27% |
$352K - $384K
|
65
$6.54K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-3.82K- 2.28% |
$365K - $398K
|
164K
$16.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.89K- 1.82% |
$372K - $405K
|
210K
$21.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.91K- 16.54% |
$373K - $407K
|
19.7K
$1.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.92K- 3.26% |
$374K - $408K
|
116K
$11.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.94K- 2.91% |
$377K - $411K
|
131K
$13.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-3.95K- 4.28% |
$377K - $412K
|
88.4K
$8.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-4.01K- 54.98% |
$383K - $418K
|
3.28K
$331K
|
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.01K- 41.23% |
$383K - $418K
|
5.72K
$576K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.08K- 65.24% |
$389K - $425K
|
2.17K
$219K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-4.13K- 2.72% |
$394K - $430K
|
147K
$14.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.13K- 60.62% |
$395K - $431K
|
2.69K
$270K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 5.36% |
$406K - $443K
|
75K
$7.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-4.25K- 25.97% |
$406K - $443K
|
12.1K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.33K- 6.09% |
$413K - $451K
|
66.8K
$6.72M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-4.35K- 1.7% |
$415K - $453K
|
251K
$25.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.38K- 13.1% |
$419K - $457K
|
29.1K
$2.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.41K- 24.79% |
$421K - $459K
|
13.4K
$1.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-4.43K- 8.2% |
$423K - $461K
|
49.6K
$4.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.46K- 23.31% |
$426K - $465K
|
14.7K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.47K- 18.55% |
$427K - $466K
|
19.6K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.51K- 99.49% |
$431K - $470K
|
23
$2.32K
|