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
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
14.5K
+ 140.01%
$1.39M - $1.51M
24.9K $2.46M
Oct 20, 2022 Q3 2022
Colton Groome Financial Advisors, LLC

BUY
 -
14.5K
+ 36.44%
$1.38M - $1.51M
54.3K $5.36M
Nov 08, 2022 Q3 2022
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
14.4K
New
$1.38M - $1.5M
14.4K $1.42M
Oct 26, 2022 Q3 2022
D.B. Root & Company, LLC

BUY
 -
14K
+ 464.73%
$1.34M - $1.46M
17K $1.68M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
13.8K
New
$1.31M - $1.43M
13.8K $1.36M
Oct 20, 2022 Q3 2022
Signature Estate & Investment Advisors LLC

BUY
 -
13.7K
+ 107.06%
$1.31M - $1.43M
26.5K $2.62M
Nov 02, 2022 Q3 2022
Middleton & CO Inc

BUY
 -
13.7K
New
$1.31M - $1.43M
13.7K $1.35M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
13.5K
+ 15.06%
$1.29M - $1.4M
103K $10.2M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
13.4K
+ 321.44%
$1.28M - $1.4M
17.6K $1.73M
Nov 10, 2022 Q3 2022
Jackson Hole Capital Partners, LLC

BUY
 -
13.3K
+ 27.25%
$1.27M - $1.39M
62.2K $6.14M
Oct 12, 2022 Q3 2022
Affinity Capital Advisors, LLC

BUY
 -
13.1K
+ 12.48%
$1.25M - $1.37M
118K $11.7M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
13.1K
+ 23.18%
$1.25M - $1.36M
69.6K $6.87M
Oct 11, 2022 Q3 2022
Marcum Wealth, LLC

BUY
 -
13K
+ 20.33%
$1.25M - $1.36M
77.2K $7.62M
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
12.9K
+ 16.25%
$1.24M - $1.35M
92.5K $9.13M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
12.8K
+ 16.35%
$1.22M - $1.33M
90.8K $8.97M
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

BUY
 -
12.7K
New
$1.22M - $1.33M
12.7K $1.26M
Nov 08, 2022 Q3 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
12.7K
+ 62.58%
$1.21M - $1.32M
33K $3.26M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
12.6K
+ 11.87%
$1.2M - $1.31M
119K $11.7M
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
12.6K
+ 6.2%
$1.2M - $1.31M
215K $21.2M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
12.5K
+ 6.94%
$1.2M - $1.31M
193K $19.1M
May 09, 2023 Q3 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
12.5K
+ 4.83%
$1.2M - $1.31M
272K $26.9M
Oct 20, 2022 Q3 2022
Db Fitzpatrick & Co, Inc

BUY
 -
12.4K
+ 4.33%
$1.18M - $1.29M
298K $29.4M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
12.2K
+ 222.01%
$1.17M - $1.27M
17.7K $1.75M
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 -
12.2K
New
$1.16M - $1.27M
12.2K $1.2M
Nov 02, 2022 Q3 2022
Hamilton Wealth, LLC

BUY
 -
12.1K
+ 96.37%
$1.16M - $1.26M
24.7K $2.44M
Nov 08, 2022 Q3 2022
Fort Pitt Capital Group, LLC

BUY
 -
12K
New
$1.14M - $1.25M
12K $1.18M
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
11.9K
+ 11.26%
$1.14M - $1.24M
118K $11.6M
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
11.5K
New
$1.1M - $1.2M
11.5K $1.13M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
11.4K
+ 17.77%
$1.09M - $1.19M
75.8K $7.49M
Oct 31, 2022 Q3 2022
One Day In July LLC

BUY
 -
11.3K
+ 29.69%
$1.08M - $1.18M
49.5K $4.89M
Oct 24, 2022 Q3 2022
Goal Fusion Wealth Management, LLC

BUY
 -
11K
+ 4.55%
$1.05M - $1.14M
252K $24.9M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
10.9K
+ 87.77%
$1.04M - $1.14M
23.4K $2.31M
Nov 04, 2022 Q3 2022
Empowered Funds, LLC

BUY
 -
10.9K
New
$1.04M - $1.14M
10.9K $1.08M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
10.8K
+ 5.76%
$1.03M - $1.13M
199K $19.6M
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
10.6K
+ 91.39%
$1.01M - $1.1M
22.1K $2.18M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
10.6K
+ 17.94%
$1.01M - $1.1M
69.4K $6.85M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
10.5K
+ 8.11%
$1M - $1.09M
139K $13.8M
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
10.4K
+ 7.31%
$994K - $1.08M
153K $15.1M
Nov 14, 2022 Q3 2022
Richard Bernstein Advisors LLC

BUY
 -
10.4K
+ 24.09%
$991K - $1.08M
53.4K $5.28M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
10.3K
+ 139.17%
$984K - $1.07M
17.7K $1.75M
Nov 09, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
10.3K
+ 18.04%
$982K - $1.07M
67.2K $6.64M
Oct 31, 2022 Q3 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
10.2K
New
$979K - $1.07M
10.2K $1.01M
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
10K
+ 421.4%
$959K - $1.05M
12.4K $1.23M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
9.81K
+ 18.7%
$937K - $1.02M
62.3K $6.15M
Nov 10, 2022 Q3 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
9.71K
+ 391.85%
$928K - $1.01M
12.2K $1.2M
Oct 19, 2022 Q3 2022
Wealth Cmt

BUY
 -
9.7K
New
$927K - $1.01M
9.7K $958K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
9.64K
+ 61.46%
$921K - $1M
25.3K $2.5M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
9.59K
+ 12.98%
$916K - $1M
83.5K $8.24M
Nov 03, 2022 Q3 2022
Cibc Asset Management Inc

Toronto, A6
BUY
 -
9.41K
New
$899K - $981K
9.41K $929K

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