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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.75K- 3.1% |
$454K - $495K
|
148K
$14.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-4.76K- 28.0% |
$454K - $496K
|
12.2K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.86K- 2.72% |
$464K - $506K
|
173K
$16.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.97K- 3.36% |
$474K - $518K
|
143K
$13.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.07KClosed |
$484K - $529K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-5.08K- 3.83% |
$485K - $529K
|
128K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.12KClosed |
$489K - $533K
|
0
$0
|
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-5.14K- 4.39% |
$491K - $535K
|
112K
$10.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.24K- 59.94% |
$501K - $546K
|
3.5K
$339K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-5.24K- 10.07% |
$501K - $547K
|
46.9K
$4.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-5.3K- 4.72% |
$506K - $552K
|
107K
$10.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5.48K- 19.17% |
$523K - $571K
|
23.1K
$2.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-5.48K- 5.16% |
$523K - $571K
|
101K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 14.29% |
$530K - $578K
|
33.3K
$3.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-5.56K- 24.64% |
$531K - $579K
|
17K
$1.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.6K- 21.57% |
$535K - $584K
|
20.4K
$1.98M
|
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-5.63K- 1.54% |
$538K - $587K
|
360K
$34.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.64K- 15.55% |
$538K - $587K
|
30.6K
$2.97M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.74K- 8.35% |
$549K - $599K
|
63.1K
$6.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.78K- 29.48% |
$552K - $603K
|
13.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.82K- 14.56% |
$556K - $606K
|
34.1K
$3.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-5.85K- 1.96% |
$559K - $609K
|
292K
$28.3M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.96K- 55.95% |
$570K - $621K
|
4.69K
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-6.02K- 7.08% |
$575K - $627K
|
78.9K
$7.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-6.31KClosed |
$603K - $658K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-6.53K- 6.5% |
$624K - $681K
|
93.9K
$9.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.56K- 2.51% |
$626K - $683K
|
255K
$24.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-6.59K- 45.1% |
$630K - $687K
|
8.03K
$778K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.63K- 11.34% |
$634K - $691K
|
51.8K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.64K- 11.96% |
$634K - $692K
|
48.8K
$4.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-6.7K- 5.08% |
$640K - $698K
|
125K
$12.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-6.74K- 11.77% |
$644K - $702K
|
50.5K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.75K- 7.42% |
$645K - $704K
|
84.3K
$8.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.82K- 22.36% |
$652K - $711K
|
23.7K
$2.3M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.94K- 23.52% |
$663K - $724K
|
22.6K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.11K- 55.07% |
$679K - $741K
|
5.8K
$562K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.43K- 0.46% |
$710K - $775K
|
1.62M
$157M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.5K- 1.64% |
$716K - $781K
|
450K
$43.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.52K- 52.19% |
$719K - $784K
|
6.89K
$668K
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-7.52K- 4.49% |
$719K - $784K
|
160K
$15.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.58K- 1.12% |
$724K - $790K
|
672K
$65.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.66K- 58.75% |
$732K - $799K
|
5.38K
$522K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-7.77K- 49.65% |
$743K - $810K
|
7.88K
$764K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-7.85K- 10.04% |
$750K - $818K
|
70.4K
$6.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-7.9K- 22.06% |
$755K - $823K
|
27.9K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.92K- 13.55% |
$756K - $825K
|
50.5K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8.07K- 33.37% |
$771K - $842K
|
16.1K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.1K- 7.72% |
$774K - $844K
|
96.8K
$9.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8.18K- 57.44% |
$782K - $853K
|
6.06K
$588K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.21K- 4.52% |
$784K - $856K
|
173K
$16.8M
|