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
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
29K+ 6.8% |
$2.77M - $3.02M
|
455K
$44.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.5K+ 59.11% |
$2.72M - $2.97M
|
76.6K
$7.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1K+ 41.63% |
$2.69M - $2.93M
|
95.7K
$9.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
27.6K+ 18.88% |
$2.64M - $2.88M
|
174K
$17M
|
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
27.4K+ 23.12% |
$2.62M - $2.85M
|
146K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
27.2K+ 35.41% |
$2.6M - $2.83M
|
104K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27.2K+ 10.64% |
$2.6M - $2.83M
|
283K
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
26.8K+ 13.61% |
$2.56M - $2.8M
|
224K
$21.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
26.4K+ 11.22% |
$2.52M - $2.75M
|
261K
$25.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24.6K+ 586.03% |
$2.35M - $2.57M
|
28.8K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.1K+ 33.66% |
$2.3M - $2.51M
|
95.6K
$9.33M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
23.6K+ 2.0% |
$2.26M - $2.46M
|
1.2M
$117M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
23.4K+ 11.93% |
$2.23M - $2.44M
|
219K
$21.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
23.2K+ 48.96% |
$2.22M - $2.42M
|
70.6K
$6.89M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.8KNew |
$2.18M - $2.38M
|
22.8K
$2.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
22.6K+ 23.2% |
$2.16M - $2.36M
|
120K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
21.2K+ 38.83% |
$2.02M - $2.21M
|
75.8K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
20.8K+ 4.4% |
$1.99M - $2.17M
|
494K
$48.3M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
20.4K+ 62.76% |
$1.95M - $2.13M
|
52.9K
$5.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
20.3K+ 8.5% |
$1.94M - $2.12M
|
259K
$25.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
20.1K+ 179.27% |
$1.92M - $2.1M
|
31.3K
$3.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20K+ 98.02% |
$1.91M - $2.08M
|
40.3K
$3.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
19.9K+ 52.02% |
$1.9M - $2.07M
|
58K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 0.73% |
$1.89M - $2.07M
|
2.72M
$266M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 9.6% |
$1.89M - $2.06M
|
226K
$22M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
19.5K+ 21.39% |
$1.87M - $2.04M
|
111K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
18.8K+ 3.13% |
$1.79M - $1.96M
|
620K
$60.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
18.7KNew |
$1.78M - $1.95M
|
18.7K
$1.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
18.5K+ 709.57% |
$1.77M - $1.93M
|
21.2K
$2.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
18.5K+ 30.52% |
$1.76M - $1.92M
|
78.9K
$7.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
18.4K+ 4.27% |
$1.75M - $1.91M
|
448K
$43.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
17.9K+ 814.66% |
$1.71M - $1.87M
|
20.1K
$1.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
17.8K+ 110.56% |
$1.7M - $1.85M
|
33.9K
$3.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
17.7K+ 73.3% |
$1.69M - $1.85M
|
41.9K
$4.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
17.3KNew |
$1.65M - $1.8M
|
17.3K
$1.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
17.2K+ 2.67% |
$1.65M - $1.8M
|
663K
$64.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
17K+ 6.73% |
$1.63M - $1.78M
|
270K
$26.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
17K+ 152.07% |
$1.62M - $1.77M
|
28.2K
$2.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
16.6K+ 86.54% |
$1.59M - $1.73M
|
35.9K
$3.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.3K+ 6.43% |
$1.56M - $1.7M
|
270K
$26.3M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
16.3K+ 55.15% |
$1.56M - $1.7M
|
45.8K
$4.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
16.2K+ 35.24% |
$1.54M - $1.68M
|
62K
$6.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.8K+ 11.39% |
$1.51M - $1.65M
|
154K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.7KNew |
$1.5M - $1.64M
|
15.7K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.6K+ 112.4% |
$1.49M - $1.62M
|
29.5K
$2.88M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15.5KNew |
$1.48M - $1.61M
|
15.5K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 104.58% |
$1.46M - $1.6M
|
30K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
14.6K+ 4.73% |
$1.4M - $1.53M
|
324K
$31.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14.5K+ 140.01% |
$1.39M - $1.51M
|
24.9K
$2.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 36.44% |
$1.38M - $1.51M
|
54.3K
$5.29M
|