Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.44K+ 208.7% |
$143K - $154K
|
2.13K
$208K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 1.36% |
$141K - $152K
|
106K
$10.4M
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 23.83% |
$140K - $151K
|
7.36K
$719K
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.42K+ 12.52% |
$140K - $151K
|
12.7K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 31.81% |
$139K - $150K
|
5.81K
$568K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.4K+ 58.7% |
$138K - $149K
|
3.78K
$369K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.38K+ 8.2% |
$136K - $147K
|
18.2K
$1.77M
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
1.37K+ 1.21% |
$135K - $146K
|
115K
$11.2M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.34K+ 6.8% |
$133K - $143K
|
21.1K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.33K+ 3.79% |
$132K - $143K
|
36.5K
$3.57M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.31KNew |
$130K - $140K
|
1.31K
$128K
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.3K+ 65.74% |
$129K - $139K
|
3.28K
$320K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.3K+ 109.08% |
$128K - $139K
|
2.49K
$243K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$126K - $136K
|
1.28K
$125K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.26K+ 12.23% |
$125K - $135K
|
11.6K
$1.13M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.26K+ 10.2% |
$124K - $134K
|
13.6K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.25K+ 54.74% |
$124K - $134K
|
3.54K
$346K
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.24K+ 5.52% |
$123K - $133K
|
23.7K
$2.32M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.21K+ 8.48% |
$120K - $129K
|
15.5K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.19K+ 30.05% |
$118K - $128K
|
5.17K
$505K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.19K+ 31.15% |
$117K - $127K
|
4.99K
$488K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18K+ 0.58% |
$117K - $126K
|
206K
$20.1M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.18K+ 2.44% |
$116K - $126K
|
49.3K
$4.82M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.16K+ 7.39% |
$115K - $124K
|
16.9K
$1.65M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 30.63% |
$114K - $123K
|
4.92K
$481K
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.14K+ 8.02% |
$112K - $121K
|
15.3K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.1K+ 0.18% |
$109K - $118K
|
601K
$58.7M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.1K+ 0.18% |
$109K - $118K
|
601K
$58.7M
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
1.09K+ 4.59% |
$108K - $116K
|
24.8K
$2.42M
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.09K+ 26.48% |
$108K - $116K
|
5.2K
$508K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 15.56% |
$107K - $116K
|
8.06K
$787K
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.06K+ 2.9% |
$105K - $114K
|
37.8K
$3.69M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05KNew |
$104K - $113K
|
1.05K
$103K
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.05K+ 3.77% |
$104K - $112K
|
28.9K
$2.83M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.03K+ 10.26% |
$102K - $110K
|
11.1K
$1.08M
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.03K+ 28.22% |
$102K - $110K
|
4.68K
$458K
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
1.02K+ 34.4% |
$101K - $109K
|
3.99K
$390K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 79.81% |
$99K - $107K
|
2.25K
$220K
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
929+ 2.54% |
$92K - $99.3K
|
37.5K
$3.67M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
903+ 6.63% |
$89.4K - $96.5K
|
14.5K
$1.42M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
896+ 17.92% |
$88.7K - $95.7K
|
5.9K
$576K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
867+ 12.29% |
$85.8K - $92.6K
|
7.92K
$774K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
815+ 36.4% |
$80.7K - $87.1K
|
3.05K
$298K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
786+ 1.23% |
$77.8K - $84K
|
64.7K
$6.32M
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
766+ 1.59% |
$75.8K - $81.8K
|
48.9K
$4.78M
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
759+ 40.54% |
$75.1K - $81.1K
|
2.63K
$257K
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
743+ 0.51% |
$73.6K - $79.4K
|
146K
$14.3M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
739+ 0.96% |
$73.2K - $79K
|
78.1K
$7.63M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
733+ 15.39% |
$72.6K - $78.3K
|
5.5K
$537K
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
720+ 1.47% |
$71.3K - $76.9K
|
49.7K
$4.86M
|