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
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-58.2K- 8.92% |
$5.56M - $6.06M
|
594K
$57.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Mass General Brigham, Inc
|
SELL
|
- |
-59K- 6.92% |
$5.63M - $6.15M
|
793K
$76.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60.3K- 16.67% |
$5.76M - $6.29M
|
302K
$29.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.8K- 7.85% |
$5.91M - $6.44M
|
726K
$70.1M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-61.9K- 13.53% |
$5.91M - $6.45M
|
396K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-61.9K- 7.68% |
$5.91M - $6.45M
|
745K
$72M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-63.5K- 41.0% |
$6.06M - $6.61M
|
91.3K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-63.6K- 74.04% |
$6.08M - $6.63M
|
22.3K
$2.16M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-64.2K- 37.59% |
$6.14M - $6.7M
|
107K
$10.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-68K- 72.19% |
$6.5M - $7.09M
|
26.2K
$2.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
SELL
|
- |
-71.2K- 14.27% |
$6.8M - $7.42M
|
428K
$41.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-77.1K- 5.46% |
$7.36M - $8.03M
|
1.33M
$129M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79K- 0.68% |
$7.55M - $8.23M
|
11.5M
$1.11B
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-79.9K- 51.59% |
$7.64M - $8.33M
|
75K
$7.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-80.7K- 95.33% |
$7.71M - $8.42M
|
3.96K
$382K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-83.9K- 28.4% |
$8.02M - $8.75M
|
212K
$20.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-84.2K- 24.79% |
$8.05M - $8.78M
|
256K
$24.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.25K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-87.8K- 70.54% |
$8.38M - $9.15M
|
36.6K
$3.54M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-89.6K- 18.47% |
$8.56M - $9.34M
|
396K
$38.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-98.8K- 5.66% |
$9.44M - $10.3M
|
1.65M
$159M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-103K- 48.1% |
$9.87M - $10.8M
|
111K
$10.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-105K- 5.59% |
$10M - $10.9M
|
1.77M
$171M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-105K- 14.53% |
$10.1M - $11M
|
619K
$59.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-114K- 31.6% |
$10.9M - $11.9M
|
247K
$23.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-117K- 26.41% |
$11.2M - $12.2M
|
326K
$31.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-120KClosed |
$11.5M - $12.5M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-120KClosed |
$11.5M - $12.5M
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-121K- 2.26% |
$11.6M - $12.6M
|
5.24M
$506M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-128K- 41.2% |
$12.2M - $13.3M
|
182K
$17.6M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-137K- 46.66% |
$13.1M - $14.3M
|
156K
$15.1M
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-139K- 98.3% |
$13.3M - $14.5M
|
2.4K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-140K- 41.74% |
$13.3M - $14.6M
|
195K
$18.8M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-141K- 23.19% |
$13.4M - $14.6M
|
466K
$45M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-144K- 71.59% |
$13.8M - $15M
|
57.3K
$5.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-154K- 34.51% |
$14.7M - $16.1M
|
293K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-161K- 51.24% |
$15.4M - $16.8M
|
153K
$14.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-168K- 93.51% |
$16M - $17.5M
|
11.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-218K- 49.16% |
$20.9M - $22.8M
|
226K
$21.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-224K- 89.7% |
$21.4M - $23.3M
|
25.7K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-247K- 14.22% |
$23.6M - $25.8M
|
1.49M
$144M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-254K- 34.88% |
$24.3M - $26.5M
|
474K
$45.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-257K- 98.14% |
$24.6M - $26.8M
|
4.88K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-279K- 83.68% |
$26.6M - $29.1M
|
54.4K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-281K- 8.05% |
$26.8M - $29.2M
|
3.21M
$310M
|
|
|
Oct 12, 2022
Q3 2022
|
Trustees Of The Smith College
|
SELL
|
- |
-290K- 68.73% |
$27.7M - $30.3M
|
132K
$12.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-306K- 95.04% |
$29.3M - $31.9M
|
16K
$1.54M
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-315K- 62.29% |
$30.1M - $32.9M
|
191K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-320K- 7.8% |
$30.6M - $33.4M
|
3.79M
$366M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-365K- 80.05% |
$34.9M - $38.1M
|
91K
$8.79M
|