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 17, 2022 Q3 2022
Archford Capital Strategies, LLC

BUY
 -
2.36K
+ 2.15%
$226K - $246K
112K $10.9M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
2.31K
+ 436.86%
$221K - $241K
2.84K $274K
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.27K
New
$217K - $237K
2.27K $219K
May 10, 2024 Q3 2022
V2 Financial Group LLC

Naperville, IL
BUY
 -
2.23K
+ 89.45%
$213K - $233K
4.73K $457K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
2.2K
New
$210K - $229K
2.2K $213K
Oct 14, 2022 Q3 2022
Flc Capital Advisors

BUY
 -
2.2K
New
$210K - $229K
2.2K $212K
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
2.19K
+ 17.94%
$210K - $229K
14.4K $1.39M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.17K
New
$208K - $226K
2.17K $210K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
2.16K
+ 29.3%
$206K - $225K
9.52K $920K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2.15K
+ 409.13%
$206K - $224K
2.68K $259K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.14K
New
$204K - $223K
2.14K $207K
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
2.13K
+ 100.71%
$203K - $222K
4.24K $409K
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
2.12K
+ 54.45%
$203K - $221K
6.02K $582K
Oct 13, 2022 Q3 2022
Patten Group, Inc.

BUY
 -
2.1K
+ 12.49%
$200K - $218K
18.9K $1.82M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
2.09K
+ 14.64%
$200K - $218K
16.4K $1.58M
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
2.07K
+ 3.32%
$198K - $216K
64.6K $6.24M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.07K
+ 7.81%
$197K - $215K
28.5K $2.76M
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.01K
+ 22.68%
$192K - $210K
10.9K $1.05M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
2.01K
+ 20.07%
$192K - $210K
12K $1.16M
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
1.97K
+ 6.84%
$189K - $206K
30.8K $2.98M
Nov 07, 2022 Q3 2022
Davidson Trust CO

BUY
 -
1.94K
+ 11.81%
$185K - $202K
18.3K $1.77M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
1.9K
+ 19.55%
$182K - $198K
11.6K $1.12M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.89K
+ 0.4%
$180K - $197K
474K $45.8M
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.85K
+ 311.78%
$177K - $193K
2.45K $236K
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
1.85K
+ 40.31%
$177K - $193K
6.43K $622K
Oct 17, 2022 Q3 2022
Rede Wealth, LLC

BUY
 -
1.84K
+ 7.48%
$175K - $191K
26.4K $2.55M
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.78K
+ 1.45%
$170K - $186K
125K $12.1M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
1.77K
+ 38.0%
$169K - $184K
6.41K $619K
Oct 12, 2022 Q3 2022
City Holding CO

BUY
 -
1.76K
+ 81.61%
$168K - $184K
3.92K $379K
Oct 25, 2022 Q3 2022
Sterling Investment Advisors LLC

BUY
 -
1.76K
+ 4.47%
$168K - $183K
41.2K $3.98M
Nov 10, 2022 Q3 2022
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
1.75K
+ 1.56%
$167K - $182K
114K $11M
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
1.73K
+ 49.12%
$165K - $180K
5.25K $507K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.69K
+ 7.5%
$162K - $176K
24.3K $2.34M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
1.69K
+ 0.26%
$161K - $176K
651K $62.9M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
1.69K
+ 8.1%
$161K - $176K
22.5K $2.18M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.69K
+ 0.26%
$161K - $176K
651K $62.9M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
1.61K
+ 23.17%
$154K - $168K
8.57K $828K
Nov 15, 2022 Q3 2022
Family Firm, Inc.

BUY
 -
1.61K
+ 2.68%
$154K - $168K
61.5K $5.94M
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.6K
+ 9.88%
$153K - $167K
17.8K $1.72M
Oct 14, 2022 Q3 2022
Aletheian Wealth Advisors LLC

BUY
 -
1.6K
+ 20.35%
$153K - $167K
9.46K $914K
Nov 14, 2022 Q3 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.57K
+ 40.9%
$150K - $163K
5.39K $521K
Nov 02, 2022 Q3 2022
Atwater Malick LLC

BUY
 -
1.56K
+ 7.67%
$149K - $162K
21.9K $2.11M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
1.55K
+ 6.89%
$148K - $162K
24.1K $2.33M
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
1.52K
+ 2.83%
$145K - $158K
55.1K $5.32M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 11.44%
$143K - $156K
14.6K $1.41M
Nov 14, 2022 Q3 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.5K
+ 66.62%
$143K - $156K
3.75K $362K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 11.44%
$143K - $156K
14.6K $1.41M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
1.5K
New
$143K - $156K
1.5K $145K
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
1.48K
+ 27.75%
$142K - $154K
6.82K $659K

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