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
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.34K+ 2938.05% |
$893K - $974K
|
9.66K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9.29K+ 87.26% |
$888K - $968K
|
19.9K
$1.93M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
9.28K+ 34.42% |
$886K - $967K
|
36.2K
$3.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
9.19KNew |
$878K - $957K
|
9.19K
$891K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.09K+ 20.81% |
$869K - $948K
|
52.8K
$5.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
9.09K+ 39.19% |
$869K - $948K
|
32.3K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.05K+ 116.59% |
$865K - $943K
|
16.8K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
8.87KNew |
$847K - $924K
|
8.87K
$860K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
8.8K+ 175.01% |
$840K - $917K
|
13.8K
$1.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
8.76K+ 5.14% |
$837K - $913K
|
179K
$17.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.66K+ 6.24% |
$827K - $902K
|
147K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.53K+ 13.67% |
$815K - $889K
|
70.9K
$6.87M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.48K+ 48.16% |
$810K - $883K
|
26.1K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.44K+ 27.48% |
$806K - $880K
|
39.2K
$3.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.41K+ 57.03% |
$804K - $877K
|
23.2K
$2.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
8.32K+ 9.3% |
$795K - $867K
|
97.8K
$9.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8.19KNew |
$783K - $854K
|
8.19K
$794K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
8.17K+ 22.37% |
$780K - $851K
|
44.7K
$4.33M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
8.06K+ 2.89% |
$770K - $840K
|
287K
$27.9M
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
7.92K+ 14.66% |
$757K - $826K
|
62K
$6.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.92KNew |
$757K - $826K
|
7.92K
$768K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.86K+ 17.23% |
$751K - $820K
|
53.5K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
7.69K+ 8.0% |
$735K - $801K
|
104K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
7.58KNew |
$724K - $790K
|
7.58K
$734K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.54K+ 200.21% |
$721K - $786K
|
11.3K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
7.52K+ 2.5% |
$718K - $783K
|
309K
$29.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.38K+ 34.69% |
$705K - $769K
|
28.7K
$2.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.35KNew |
$703K - $767K
|
7.35K
$713K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.29K+ 49.24% |
$697K - $760K
|
22.1K
$2.14M
|
|
|
Oct 05, 2022
Q3 2022
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.21K+ 4.11% |
$689K - $751K
|
182K
$17.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.16K+ 7.63% |
$684K - $746K
|
101K
$9.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.14K+ 39.43% |
$682K - $744K
|
25.3K
$2.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.04K+ 2.05% |
$673K - $734K
|
351K
$34M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.02K+ 104.81% |
$671K - $732K
|
13.7K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.97K+ 13.48% |
$666K - $726K
|
58.7K
$5.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
6.88K+ 38.42% |
$658K - $718K
|
24.8K
$2.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
6.81K+ 7.39% |
$651K - $710K
|
99K
$9.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.8K+ 6.03% |
$649K - $708K
|
119K
$11.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.74KNew |
$644K - $703K
|
6.74K
$654K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.71K+ 3.48% |
$641K - $699K
|
199K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.71K+ 19.36% |
$641K - $699K
|
41.4K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.68KNew |
$638K - $696K
|
6.68K
$648K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.67K+ 120.48% |
$637K - $695K
|
12.2K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6.64K+ 311.5% |
$634K - $692K
|
8.77K
$850K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.59K+ 328.79% |
$630K - $687K
|
8.59K
$833K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 9.01% |
$621K - $677K
|
78.6K
$7.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$617K - $673K
|
6.46K
$626K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.43K+ 26.0% |
$614K - $670K
|
31.2K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.3K+ 174.47% |
$602K - $657K
|
9.91K
$961K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.25KNew |
$598K - $652K
|
6.25K
$606K
|