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 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
3.71K
+ 1.58%
$354K - $387K
238K $23.1M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
3.69K
+ 11.6%
$353K - $385K
35.5K $3.44M
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
3.67K
+ 0.51%
$351K - $383K
723K $70.1M
Oct 20, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
3.6K
+ 25.37%
$343K - $375K
17.8K $1.72M
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
3.55K
+ 64.73%
$339K - $370K
9.03K $875K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
3.53K
+ 12.39%
$337K - $368K
32K $3.1M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
3.53K
New
$337K - $368K
3.53K $342K
Oct 28, 2022 Q3 2022
Brightworth

BUY
 -
3.51K
+ 157.29%
$335K - $365K
5.74K $556K
Oct 27, 2022 Q3 2022
Regis Management CO LLC

BUY
 -
3.46K
New
$331K - $361K
3.46K $335K
Oct 24, 2022 Q3 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
3.44K
+ 57.84%
$328K - $358K
9.38K $909K
Nov 09, 2022 Q3 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
3.38K
New
$322K - $352K
3.38K $327K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.37K
+ 5.69%
$322K - $351K
62.7K $6.08M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
3.36K
+ 18.68%
$321K - $350K
21.4K $2.07M
Oct 18, 2022 Q3 2022
Aquire Wealth Advisors, LLC

BUY
 -
3.29K
+ 5.34%
$314K - $343K
64.9K $6.29M
Nov 14, 2022 Q3 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
3.27K
New
$312K - $341K
3.27K $317K
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
3.24K
+ 9.74%
$310K - $338K
36.5K $3.54M
Nov 14, 2022 Q3 2022
Running Point Capital Advisors, LLC

BUY
 -
3.23K
+ 28.71%
$308K - $337K
14.5K $1.4M
Oct 19, 2022 Q3 2022
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
3.2K
New
$306K - $333K
3.2K $310K
Nov 09, 2022 Q3 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.17K
+ 3.53%
$303K - $330K
92.8K $9M
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
3.16K
+ 9.83%
$302K - $329K
35.3K $3.42M
Oct 25, 2022 Q3 2022
Roger Wittlin Investment Advisory, LLC

BUY
 -
3.14K
New
$300K - $327K
3.14K $304K
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
3.09K
New
$296K - $322K
3.09K $300K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
3.08K
+ 14.81%
$294K - $321K
23.9K $2.32M
Nov 02, 2022 Q3 2022
First National Trust CO

BUY
 -
3.03K
+ 50.54%
$289K - $316K
9.03K $875K
Oct 13, 2022 Q3 2022
Benchmark Wealth Management, LLC

BUY
 -
3.03K
New
$289K - $315K
3.03K $293K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
3.01K
+ 11.89%
$288K - $314K
28.3K $2.75M
Oct 13, 2022 Q3 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
3K
+ 12.66%
$287K - $313K
26.7K $2.59M
Oct 03, 2022 Q3 2022
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
3K
New
$286K - $312K
3K $291K
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
2.99K
+ 38.34%
$286K - $312K
10.8K $1.05M
Nov 14, 2022 Q3 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
2.99K
+ 17.02%
$286K - $312K
20.6K $1.99M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.89K
New
$276K - $301K
2.89K $280K
Nov 14, 2022 Q3 2022
Dohj, LLC

Seattle, WA
BUY
 -
2.88K
+ 7.99%
$275K - $300K
38.9K $3.77M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.83K
New
$271K - $295K
2.83K $275K
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.83K
+ 47.92%
$270K - $295K
8.72K $846K
Oct 20, 2022 Q3 2022
Hanson & Doremus Investment Management

BUY
 -
2.76K
+ 32.29%
$264K - $288K
11.3K $1.1M
Oct 07, 2022 Q3 2022
Roth Financial Partners LLC

BUY
 -
2.75K
New
$263K - $287K
2.75K $267K
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
2.74K
New
$261K - $285K
2.74K $265K
Oct 26, 2022 Q3 2022
Twele Capital Management, Inc.

BUY
 -
2.69K
+ 0.45%
$257K - $280K
594K $57.6M
Oct 19, 2022 Q3 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
2.68K
New
$256K - $279K
2.68K $259K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
2.66K
New
$254K - $277K
2.66K $258K
Nov 10, 2022 Q3 2022
Firestone Capital Management

BUY
 -
2.64K
+ 34.13%
$252K - $275K
10.4K $1M
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2.62K
New
$250K - $273K
2.62K $254K
Oct 13, 2022 Q3 2022
Chesley Taft & Associates LLC

BUY
 -
2.61K
+ 2.5%
$249K - $272K
107K $10.4M
Oct 31, 2022 Q3 2022
Raymond James Trust Co. Of Nh

BUY
 -
2.56K
+ 12.89%
$244K - $266K
22.4K $2.17M
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
2.47K
New
$236K - $258K
2.47K $240K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
2.47K
+ 5.36%
$236K - $257K
48.4K $4.7M
Oct 24, 2022 Q3 2022
Dfpg Investments, LLC

BUY
 -
2.43K
New
$232K - $253K
2.43K $235K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.41K
+ 156.37%
$230K - $251K
3.94K $382K
Oct 18, 2022 Q3 2022
Elm Partners Management LLC

BUY
 -
2.37K
New
$226K - $247K
2.37K $230K

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