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 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6.21K+ 1.98% |
$593K - $647K
|
319K
$31.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.09K+ 6.55% |
$582K - $635K
|
99.1K
$9.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5.93K+ 34.2% |
$566K - $618K
|
23.3K
$2.27M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.85KNew |
$559K - $609K
|
5.85K
$571K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.72K+ 4.65% |
$547K - $596K
|
129K
$12.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.69K+ 0.85% |
$543K - $593K
|
671K
$65.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.66K+ 180.88% |
$540K - $590K
|
8.78K
$857K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.5KNew |
$525K - $573K
|
5.5K
$537K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
5.46K+ 10.94% |
$521K - $569K
|
55.3K
$5.4M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
5.39K+ 94.33% |
$515K - $562K
|
11.1K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.32KNew |
$508K - $554K
|
5.32K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.31K+ 8.27% |
$508K - $554K
|
69.5K
$6.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.27K+ 1.88% |
$503K - $549K
|
285K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.17K+ 4.01% |
$494K - $539K
|
134K
$13.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.16K+ 8.02% |
$493K - $538K
|
69.5K
$6.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.14KNew |
$491K - $535K
|
5.14K
$501K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.11KNew |
$488K - $533K
|
5.11K
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.07KNew |
$484K - $528K
|
5.07K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.03KNew |
$480K - $524K
|
5.03K
$491K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.02K+ 10.63% |
$479K - $523K
|
52.2K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.94KNew |
$472K - $515K
|
4.94K
$482K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.87K+ 94.57% |
$466K - $508K
|
10K
$978K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.85K+ 10.53% |
$464K - $506K
|
50.9K
$4.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.84K+ 2.04% |
$462K - $504K
|
242K
$23.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
4.7K+ 1.62% |
$449K - $490K
|
295K
$28.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.63K+ 1263.66% |
$442K - $482K
|
4.99K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.59K+ 125.88% |
$438K - $478K
|
8.23K
$803K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.58K+ 32.41% |
$438K - $477K
|
18.7K
$1.83M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.58KNew |
$437K - $477K
|
4.58K
$447K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.52K+ 27.06% |
$432K - $471K
|
21.2K
$2.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.42KNew |
$422K - $461K
|
4.42K
$432K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.4K+ 2.52% |
$421K - $459K
|
179K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.38KNew |
$418K - $456K
|
4.38K
$427K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.35KNew |
$416K - $453K
|
4.35K
$425K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.32K+ 56.96% |
$413K - $451K
|
11.9K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.32K+ 2.69% |
$413K - $450K
|
165K
$16.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.26K+ 3.78% |
$407K - $443K
|
117K
$11.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.18KNew |
$399K - $436K
|
4.18K
$408K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.15K+ 2.45% |
$397K - $433K
|
173K
$16.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.15K+ 22.08% |
$396K - $432K
|
22.9K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
4.1K+ 76.17% |
$391K - $427K
|
9.47K
$924K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.09K+ 128.39% |
$391K - $426K
|
7.27K
$710K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.06K+ 4.1% |
$388K - $423K
|
103K
$10.1M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.03KNew |
$385K - $420K
|
4.03K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.93K+ 74.07% |
$375K - $409K
|
9.22K
$900K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.87K+ 82.12% |
$370K - $403K
|
8.59K
$838K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.85K+ 4.73% |
$367K - $401K
|
85.1K
$8.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.84KNew |
$367K - $401K
|
3.84K
$375K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.83K+ 21.39% |
$366K - $399K
|
21.7K
$2.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.83KNew |
$366K - $399K
|
3.83K
$374K
|