Purchases and Sales Made in Q3 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
59.7K
New
$5.71M - $6.23M
59.7K $5.83M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
58.9K
+ 28.05%
$5.62M - $6.13M
269K $26.2M
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
56.2K
+ 5.75%
$5.37M - $5.86M
1.03M $101M
Nov 14, 2022 Q3 2022
Prudential PLC

London, England, X0
BUY
 -
56K
+ 23.25%
$5.35M - $5.84M
297K $29M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
55.7K
+ 5.09%
$5.32M - $5.81M
1.15M $112M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
54.8K
+ 95.79%
$5.24M - $5.71M
112K $10.9M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
54.6K
+ 0.87%
$5.22M - $5.69M
6.33M $618M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
54.4K
+ 114.88%
$5.19M - $5.67M
102K $9.92M
Nov 07, 2022 Q3 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
53.6K
+ 38.32%
$5.12M - $5.59M
194K $18.9M
Oct 26, 2022 Q3 2022
Hancock Whitney Corp

BUY
 -
49.2K
+ 40.35%
$4.7M - $5.13M
171K $16.7M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
48K
+ 48.73%
$4.58M - $5M
146K $14.3M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
47.8K
New
$4.57M - $4.98M
47.8K $4.67M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
47.2K
New
$4.51M - $4.92M
47.2K $4.61M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
47K
+ 14.36%
$4.49M - $4.9M
374K $36.5M
Oct 21, 2022 Q3 2022
Royal Harbor Partners, LLC

BUY
 -
46.1K
New
$4.41M - $4.81M
46.1K $4.5M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
45.5K
+ 8.65%
$4.34M - $4.74M
571K $55.7M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
42.3K
+ 7.31%
$4.04M - $4.41M
621K $60.6M
Nov 09, 2022 Q3 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
41.9K
+ 23.65%
$4M - $4.36M
219K $21.4M
Oct 11, 2022 Q3 2022
Gp Brinson Investments LLC

BUY
 -
41.5K
New
$3.96M - $4.33M
41.5K $4.05M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
41.2K
+ 12.26%
$3.94M - $4.3M
377K $36.8M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
39.4K
+ 32.45%
$3.77M - $4.11M
161K $15.7M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
39.4K
+ 38.09%
$3.76M - $4.1M
143K $13.9M
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
38.8K
+ 9.55%
$3.71M - $4.04M
445K $43.4M
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
38.6K
+ 1047.3%
$3.69M - $4.03M
42.3K $4.13M
Oct 24, 2022 Q3 2022
Great Diamond Partners, LLC

BUY
 -
38.6K
New
$3.68M - $4.02M
38.6K $3.76M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
38.4K
+ 8.16%
$3.67M - $4M
508K $49.6M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
37.7K
New
$3.6M - $3.93M
37.7K $3.68M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
37.5K
+ 20.66%
$3.58M - $3.91M
219K $21.4M
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
37.2K
+ 1089.37%
$3.55M - $3.88M
40.6K $3.96M
Oct 12, 2022 Q3 2022
Stone House Investment Management, LLC

BUY
 -
36.7K
+ 71.77%
$3.51M - $3.83M
87.9K $8.58M
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
36.7K
+ 100.61%
$3.5M - $3.82M
73.1K $7.13M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
36.5K
+ 6.52%
$3.49M - $3.8M
596K $58.2M
Oct 18, 2022 Q3 2022
Ledge Wealth Management, Inc.

BUY
 -
35.9K
New
$3.43M - $3.74M
35.9K $3.51M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
35.3K
+ 24.57%
$3.38M - $3.68M
179K $17.5M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
35.1K
+ 75.89%
$3.35M - $3.66M
81.4K $7.94M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
34.2K
+ 1.75%
$3.27M - $3.57M
1.99M $195M
Nov 14, 2022 Q3 2022
Summit Global Investments

Bountiful, UT
BUY
 -
34.1K
+ 20.97%
$3.25M - $3.55M
196K $19.2M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
33.5K
+ 23.73%
$3.2M - $3.49M
174K $17M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
33.2K
+ 22.32%
$3.17M - $3.46M
182K $17.8M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
33.1K
+ 17.24%
$3.16M - $3.45M
225K $22M
Nov 14, 2022 Q3 2022
Snider Financial Group

Bellevue, WA
BUY
 -
32.9K
+ 22.12%
$3.14M - $3.43M
182K $17.7M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
32.3K
+ 365.84%
$3.08M - $3.36M
41.1K $4.01M
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
31.6K
+ 6.74%
$3.02M - $3.3M
501K $48.9M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
31.2K
+ 2.76%
$2.98M - $3.25M
1.16M $113M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
31.1K
+ 1.43%
$2.97M - $3.24M
2.2M $215M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
30.6K
+ 1.54%
$2.92M - $3.18M
2.01M $196M
Nov 09, 2022 Q3 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
30.4K
+ 12.66%
$2.91M - $3.17M
271K $26.4M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
29.5K
+ 61.31%
$2.82M - $3.08M
77.6K $7.58M
Nov 14, 2022 Q3 2022
Land & Buildings Investment Management, LLC

Stamford, CT
BUY
 -
29.4K
New
$2.81M - $3.06M
29.4K $2.87M

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