Purchases and Sales Made in Q2 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 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 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
83.8K
+ 54.61%
$8.29M - $8.95M
237K $23.1M
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
BUY
 -
81.5K
+ 19.91%
$8.07M - $8.7M
491K $47.8M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
79.5K
New
$7.88M - $8.5M
79.5K $7.75M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
78.6K
+ 33144.73%
$7.78M - $8.39M
78.8K $7.68M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
77.6K
+ 1093.99%
$7.68M - $8.29M
84.7K $8.26M
Aug 15, 2022 Q2 2022
Portfolio Solutions, LLC

Troy, MI
BUY
 -
76.7K
New
$7.6M - $8.2M
76.7K $7.48M
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

BUY
 -
74.6K
New
$7.39M - $7.97M
74.6K $7.27M
Aug 12, 2022 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
71.5K
New
$7.08M - $7.64M
71.5K $6.97M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
71.4K
+ 39.24%
$7.07M - $7.63M
253K $24.7M
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
62.7K
New
$6.21M - $6.7M
62.7K $6.11M
Jul 08, 2022 Q2 2022
Next Capital Advisers, Inc.

BUY
 -
61.2K
+ 0.75%
$6.06M - $6.54M
8.17M $796M
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
59.3K
+ 128.04%
$5.88M - $6.34M
106K $10.3M
Aug 15, 2022 Q2 2022
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
58.8K
New
$5.82M - $6.28M
58.8K $5.73M
Jul 05, 2022 Q2 2022
Ellenbecker Investment Group

BUY
 -
57.3K
+ 23.52%
$5.67M - $6.12M
301K $29.3M
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

BUY
 -
55.6K
+ 9.13%
$5.51M - $5.94M
665K $64.8M
Aug 04, 2022 Q2 2022
Beaumont Financial Partners, LLC

BUY
 -
55.3K
+ 139.06%
$5.48M - $5.91M
95.1K $9.27M
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
53.1K
+ 93.07%
$5.26M - $5.68M
110K $10.7M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
52.4K
+ 132.03%
$5.19M - $5.6M
92.2K $8.98M
Jul 15, 2022 Q2 2022
Pds Planning, Inc

BUY
 -
51.2K
+ 18.39%
$5.07M - $5.47M
329K $32.1M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
50.2K
+ 2.68%
$4.97M - $5.36M
1.93M $188M
Aug 15, 2022 Q2 2022
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
49.9K
New
$4.94M - $5.33M
49.9K $4.86M
Jul 12, 2022 Q2 2022
Arden Trust CO

BUY
 -
49.7K
+ 121.78%
$4.92M - $5.31M
90.5K $8.82M
Aug 08, 2022 Q2 2022
Legacy Financial Advisors, Inc.

BUY
 -
48.9K
+ 19.44%
$4.84M - $5.22M
300K $29.3M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
48.3K
+ 106.05%
$4.78M - $5.16M
93.8K $9.15M
Jul 19, 2022 Q2 2022
Stone House Investment Management, LLC

BUY
 -
47.6K
+ 1326.78%
$4.71M - $5.09M
51.2K $4.99M
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
47.5K
+ 52.11%
$4.7M - $5.08M
139K $13.5M
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

BUY
 -
47.4K
+ 156.17%
$4.69M - $5.06M
77.7K $7.58M
Aug 05, 2022 Q2 2022
Weil Company, Inc.

BUY
 -
46.9K
+ 282.63%
$4.64M - $5.01M
63.5K $6.18M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
45.7K
+ 44.3%
$4.52M - $4.88M
149K $14.5M
Jul 18, 2022 Q2 2022
Wesbanco Bank Inc

BUY
 -
45.3K
+ 18.18%
$4.48M - $4.84M
294K $28.7M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
44.3K
+ 32.31%
$4.39M - $4.73M
181K $17.7M
Jul 12, 2022 Q2 2022
Exane Derivatives

BUY
 -
44.3K
New
$4.39M - $4.73M
44.3K $4.32M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
43.8K
+ 7.94%
$4.34M - $4.68M
595K $58M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
43.3K
+ 0.58%
$4.29M - $4.63M
7.52M $733M
Aug 02, 2022 Q2 2022
Advisor Os, LLC

BUY
 -
42.9K
+ 263.07%
$4.25M - $4.59M
59.2K $5.77M
Aug 12, 2022 Q2 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
42.7K
+ 11.15%
$4.23M - $4.56M
426K $41.5M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
42.5K
+ 38.06%
$4.21M - $4.54M
154K $15M
Jul 20, 2022 Q2 2022
Grant

BUY
 -
41.4K
+ 896.6%
$4.1M - $4.42M
46K $4.48M
Jul 27, 2022 Q2 2022
Iron Bridge Private Wealth, LLC

BUY
 -
41.2K
New
$4.08M - $4.4M
41.2K $4.01M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
40.5K
+ 333.96%
$4.01M - $4.33M
52.6K $5.13M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
39.8K
+ 48.8%
$3.94M - $4.26M
121K $11.8M
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
39K
+ 1.8%
$3.86M - $4.16M
2.2M $215M
Aug 12, 2022 Q2 2022
Protective Life Corp

Birmingham, AL
BUY
 -
38.9K
+ 22.17%
$3.85M - $4.16M
214K $20.9M
Aug 03, 2022 Q2 2022
Boyd Wealth Management, LLC

BUY
 -
37.7K
+ 23.84%
$3.73M - $4.03M
196K $19.1M
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
36.3K
+ 5.42%
$3.59M - $3.88M
706K $68.8M
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
36.2K
+ 531.47%
$3.59M - $3.87M
43.1K $4.2M
Aug 01, 2022 Q2 2022
Leuthold Group, LLC

BUY
 -
35.5K
New
$3.51M - $3.79M
35.5K $3.46M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
35.2K
+ 10155.91%
$3.49M - $3.77M
35.6K $3.47M
Aug 12, 2022 Q2 2022
Main Management LLC

San Francisco, CA
BUY
 -
33.9K
+ 301.01%
$3.35M - $3.62M
45.1K $4.4M

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