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 $11M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
2.31K
+ 436.86%
$221K - $241K
2.84K $277K
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.27K
New
$217K - $237K
2.27K $222K
May 10, 2024 Q3 2022
V2 Financial Group LLC

Naperville, IL
BUY
 -
2.23K
+ 89.45%
$213K - $233K
4.73K $461K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
2.2K
New
$210K - $229K
2.2K $215K
Oct 14, 2022 Q3 2022
Flc Capital Advisors

BUY
 -
2.2K
New
$210K - $229K
2.2K $214K
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
2.19K
+ 17.94%
$210K - $229K
14.4K $1.41M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.17K
New
$208K - $226K
2.17K $212K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
2.16K
+ 29.3%
$206K - $225K
9.52K $929K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2.15K
+ 409.13%
$206K - $224K
2.68K $261K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.14K
New
$204K - $223K
2.14K $209K
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
2.13K
+ 100.71%
$203K - $222K
4.24K $413K
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
2.12K
+ 54.45%
$203K - $221K
6.02K $587K
Oct 13, 2022 Q3 2022
Patten Group, Inc.

BUY
 -
2.1K
+ 12.49%
$200K - $218K
18.9K $1.84M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
2.09K
+ 14.64%
$200K - $218K
16.4K $1.6M
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
2.07K
+ 3.32%
$198K - $216K
64.6K $6.3M
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.07K
+ 7.81%
$197K - $215K
28.5K $2.78M
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.01K
+ 22.68%
$192K - $210K
10.9K $1.06M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
2.01K
+ 20.07%
$192K - $210K
12K $1.17M
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
1.97K
+ 6.84%
$189K - $206K
30.8K $3.01M
Nov 07, 2022 Q3 2022
Davidson Trust CO

BUY
 -
1.94K
+ 11.81%
$185K - $202K
18.3K $1.79M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
1.9K
+ 19.55%
$182K - $198K
11.6K $1.14M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.89K
+ 0.4%
$180K - $197K
474K $46.2M
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.85K
+ 311.78%
$177K - $193K
2.45K $239K
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
1.85K
+ 40.31%
$177K - $193K
6.43K $628K
Oct 17, 2022 Q3 2022
Rede Wealth, LLC

BUY
 -
1.84K
+ 7.48%
$175K - $191K
26.4K $2.57M
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.78K
+ 1.45%
$170K - $186K
125K $12.2M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
1.77K
+ 38.0%
$169K - $184K
6.41K $626K
Oct 12, 2022 Q3 2022
City Holding CO

BUY
 -
1.76K
+ 81.61%
$168K - $184K
3.92K $383K
Oct 25, 2022 Q3 2022
Sterling Investment Advisors LLC

BUY
 -
1.76K
+ 4.47%
$168K - $183K
41.2K $4.02M
Nov 10, 2022 Q3 2022
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
1.75K
+ 1.56%
$167K - $182K
114K $11.1M
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
1.73K
+ 49.12%
$165K - $180K
5.25K $512K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.69K
+ 7.5%
$162K - $176K
24.3K $2.37M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
1.69K
+ 0.26%
$161K - $176K
651K $63.5M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
1.69K
+ 8.1%
$161K - $176K
22.5K $2.2M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
1.69K
+ 0.26%
$161K - $176K
651K $63.5M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
1.61K
+ 23.17%
$154K - $168K
8.57K $836K
Nov 15, 2022 Q3 2022
Family Firm, Inc.

BUY
 -
1.61K
+ 2.68%
$154K - $168K
61.5K $6M
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
1.6K
+ 9.88%
$153K - $167K
17.8K $1.74M
Oct 14, 2022 Q3 2022
Aletheian Wealth Advisors LLC

BUY
 -
1.6K
+ 20.35%
$153K - $167K
9.46K $923K
Nov 14, 2022 Q3 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.57K
+ 40.9%
$150K - $163K
5.39K $526K
Nov 02, 2022 Q3 2022
Atwater Malick LLC

BUY
 -
1.56K
+ 7.67%
$149K - $162K
21.9K $2.14M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
1.55K
+ 6.89%
$148K - $162K
24.1K $2.35M
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
1.52K
+ 2.83%
$145K - $158K
55.1K $5.37M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 11.44%
$143K - $156K
14.6K $1.42M
Nov 14, 2022 Q3 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.5K
+ 66.62%
$143K - $156K
3.75K $366K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.5K
+ 11.44%
$143K - $156K
14.6K $1.42M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
1.5K
New
$143K - $156K
1.5K $146K
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
1.48K
+ 27.75%
$142K - $154K
6.82K $666K

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