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 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-7.9K- 22.06% |
$755K - $823K
|
27.9K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.92K- 13.55% |
$756K - $825K
|
50.5K
$5.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8.07K- 33.37% |
$771K - $842K
|
16.1K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.1K- 7.72% |
$774K - $844K
|
96.8K
$9.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8.18K- 57.44% |
$782K - $853K
|
6.06K
$610K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.21K- 4.52% |
$784K - $856K
|
173K
$17.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.32K- 13.58% |
$795K - $867K
|
52.9K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.37K- 15.72% |
$800K - $873K
|
44.9K
$4.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8.4K- 48.13% |
$802K - $875K
|
9.05K
$911K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-8.47K- 18.36% |
$810K - $883K
|
37.7K
$3.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.48K- 1.4% |
$810K - $884K
|
596K
$60M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8.51K- 50.88% |
$813K - $887K
|
8.22K
$827K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.63K- 2.93% |
$824K - $899K
|
286K
$28.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.66K- 3.09% |
$827K - $902K
|
271K
$27.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8.68K- 46.38% |
$829K - $905K
|
10K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.87K- 17.13% |
$848K - $925K
|
42.9K
$4.32M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.92K- 4.14% |
$852K - $929K
|
206K
$20.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.94K- 4.28% |
$854K - $932K
|
200K
$20.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.94K- 71.24% |
$854K - $932K
|
3.61K
$363K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-8.95K- 22.46% |
$855K - $932K
|
30.9K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.24K- 4.45% |
$883K - $963K
|
199K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.33K- 47.31% |
$891K - $972K
|
10.4K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.39K- 3.9% |
$898K - $979K
|
231K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.4K- 9.64% |
$898K - $980K
|
88.1K
$8.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.45K- 3.66% |
$903K - $985K
|
248K
$25M
|
|
|
Nov 03, 2022
Q3 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-9.52K- 2.46% |
$909K - $992K
|
377K
$37.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.53K- 1.31% |
$911K - $994K
|
719K
$72.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.67K- 5.8% |
$923K - $1.01M
|
157K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-9.7K- 7.29% |
$927K - $1.01M
|
123K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-9.94K- 27.71% |
$949K - $1.04M
|
25.9K
$2.61M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-10.1K- 94.9% |
$964K - $1.05M
|
542
$54.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-10.2K- 71.3% |
$979K - $1.07M
|
4.12K
$415K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10.3K- 28.89% |
$982K - $1.07M
|
25.3K
$2.55M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10.3K- 47.3% |
$986K - $1.08M
|
11.5K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.5K- 31.72% |
$1M - $1.09M
|
22.6K
$2.27M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-10.5K- 7.48% |
$1.01M - $1.1M
|
130K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.7K- 2.02% |
$1.02M - $1.11M
|
520K
$52.3M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-10.7K- 5.94% |
$1.03M - $1.12M
|
170K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.1K- 2.37% |
$1.06M - $1.16M
|
458K
$46.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.1K- 2.08% |
$1.06M - $1.16M
|
524K
$52.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.3K- 74.8% |
$1.08M - $1.18M
|
3.8K
$383K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-11.4K- 29.29% |
$1.09M - $1.18M
|
27.4K
$2.76M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-11.5K- 51.06% |
$1.1M - $1.2M
|
11.1K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-11.7K- 8.04% |
$1.12M - $1.22M
|
134K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12K- 43.96% |
$1.14M - $1.25M
|
15.3K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-12.1K- 6.57% |
$1.15M - $1.26M
|
172K
$17.3M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.1K- 24.96% |
$1.16M - $1.26M
|
36.4K
$3.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.1K- 7.44% |
$1.16M - $1.26M
|
151K
$15.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.1K- 2.97% |
$1.16M - $1.26M
|
396K
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-12.2K- 58.21% |
$1.16M - $1.27M
|
8.73K
$878K
|