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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
212K+ 8.84% |
$21M - $22.7M
|
2.61M
$255M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
210K+ 4.64% |
$20.8M - $22.5M
|
4.74M
$462M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
203K+ 533.78% |
$20.1M - $21.7M
|
241K
$23.5M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
200KNew |
$19.8M - $21.4M
|
200K
$19.5M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
187K+ 1321.36% |
$18.6M - $20M
|
202K
$19.7M
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
187K+ 52.94% |
$18.5M - $19.9M
|
539K
$52.5M
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
186K+ 2976.66% |
$18.5M - $19.9M
|
193K
$18.8M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
174K+ 287.72% |
$17.2M - $18.6M
|
234K
$22.8M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173K+ 106.26% |
$17.2M - $18.5M
|
336K
$32.8M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
173K+ 9.69% |
$17.1M - $18.5M
|
1.96M
$191M
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
171K+ 208.12% |
$16.9M - $18.3M
|
253K
$24.7M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
166K+ 5615.5% |
$16.5M - $17.8M
|
169K
$16.5M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
164K+ 121.12% |
$16.2M - $17.5M
|
299K
$29.1M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155K+ 9.71% |
$15.3M - $16.5M
|
1.75M
$170M
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
154K+ 72.8% |
$15.2M - $16.4M
|
365K
$35.6M
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
150K+ 17.8% |
$14.9M - $16M
|
993K
$96.8M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148K+ 10.84% |
$14.7M - $15.8M
|
1.52M
$148M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
145K+ 215.68% |
$14.3M - $15.5M
|
212K
$20.7M
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
140K+ 2.03% |
$13.9M - $15M
|
7.03M
$685M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
140KNew |
$13.9M - $15M
|
140K
$13.6M
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
140K+ 10323.34% |
$13.8M - $14.9M
|
141K
$13.8M
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
125K+ 275.22% |
$12.4M - $13.4M
|
171K
$16.7M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
124K+ 6.04% |
$12.2M - $13.2M
|
2.17M
$211M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
122K+ 17.14% |
$12.1M - $13M
|
835K
$81.3M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
122K+ 19.3% |
$12.1M - $13M
|
753K
$73.4M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
120K+ 891.1% |
$11.9M - $12.9M
|
134K
$13M
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
120KNew |
$11.9M - $12.8M
|
120K
$11.7M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
120KNew |
$11.8M - $12.8M
|
120K
$11.7M
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
115K+ 4601.24% |
$11.4M - $12.3M
|
118K
$11.5M
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
111K+ 106.51% |
$11M - $11.8M
|
215K
$20.9M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
109KNew |
$10.8M - $11.6M
|
109K
$10.6M
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
105KNew |
$10.4M - $11.2M
|
105K
$10.2M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
98.9KNew |
$9.8M - $10.6M
|
98.9K
$9.64M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
98.4KNew |
$9.75M - $10.5M
|
98.4K
$9.59M
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
97.6K+ 5.0% |
$9.66M - $10.4M
|
2.05M
$200M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
96.8K+ 36.49% |
$9.58M - $10.3M
|
362K
$35.3M
|
|
Jul 27, 2022
Q2 2022
|
Mass General Brigham, Inc
|
BUY
|
- |
96.7K+ 12.8% |
$9.58M - $10.3M
|
852K
$83.1M
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
96.1KNew |
$9.52M - $10.3M
|
96.1K
$9.37M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.9K+ 6.77% |
$9.5M - $10.2M
|
1.51M
$147M
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
95.8K+ 68.07% |
$9.49M - $10.2M
|
237K
$23.1M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
95.8K+ 267.7% |
$9.49M - $10.2M
|
132K
$12.8M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
94.6K+ 58.87% |
$9.37M - $10.1M
|
255K
$24.9M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94.1K+ 105.23% |
$9.32M - $10.1M
|
184K
$17.9M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
92.5K+ 403.44% |
$9.16M - $9.89M
|
115K
$11.3M
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
90.8K+ 36.61% |
$8.99M - $9.7M
|
339K
$33M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
90.1K+ 147634.44% |
$8.92M - $9.62M
|
90.1K
$8.78M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
89.4KNew |
$8.85M - $9.55M
|
89.4K
$8.71M
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
88.4K+ 39.38% |
$8.75M - $9.44M
|
313K
$30.5M
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
88KNew |
$8.71M - $9.4M
|
88K
$8.57M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
84.8KNew |
$8.4M - $9.06M
|
84.8K
$8.27M
|