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 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-64.5K- 10.33% |
$6.39M - $6.89M
|
560K
$54.6M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-64.7K- 92.43% |
$6.41M - $6.91M
|
5.3K
$516K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-66.1K- 81.19% |
$6.54M - $7.06M
|
15.3K
$1.49M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-66.6K- 8.42% |
$6.59M - $7.11M
|
724K
$70.6M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-66.7K- 9.31% |
$6.6M - $7.12M
|
649K
$63.2M
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-67K- 56.24% |
$6.63M - $7.15M
|
52.1K
$5.08M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-67.9K- 8.67% |
$6.72M - $7.26M
|
715K
$69.7M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-68.4K- 8.68% |
$6.77M - $7.31M
|
720K
$70.1M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-70.3K- 75.31% |
$6.96M - $7.51M
|
23K
$2.25M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.7K- 95.56% |
$7.69M - $8.3M
|
3.61K
$352K
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-78.7KClosed |
$7.79M - $8.41M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-80K- 6.53% |
$7.92M - $8.54M
|
1.14M
$111M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-80.2KClosed |
$7.94M - $8.57M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-80.5K- 29.55% |
$7.97M - $8.6M
|
192K
$18.7M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-84K- 28.79% |
$8.32M - $8.98M
|
208K
$20.3M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-87K- 46.09% |
$8.62M - $9.3M
|
102K
$9.92M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-87.6K- 11.56% |
$8.67M - $9.36M
|
670K
$65.3M
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-88.3K- 32.4% |
$8.74M - $9.43M
|
184K
$18M
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-88.7KClosed |
$8.78M - $9.48M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-89.4K- 44.24% |
$8.85M - $9.55M
|
113K
$11M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-90.1K- 99.93% |
$8.92M - $9.62M
|
61
$5.95K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-90.5K- 95.56% |
$8.96M - $9.67M
|
4.21K
$410K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91.9K- 7.75% |
$9.1M - $9.82M
|
1.09M
$107M
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-92KClosed |
$9.11M - $9.83M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-95.3K- 21.48% |
$9.43M - $10.2M
|
348K
$33.9M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-95.6KClosed |
$9.47M - $10.2M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-96.3KClosed |
$9.54M - $10.3M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-97.1K- 43.88% |
$9.61M - $10.4M
|
124K
$12.1M
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-97.4K- 95.63% |
$9.64M - $10.4M
|
4.44K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-101K- 87.46% |
$9.95M - $10.7M
|
14.4K
$1.4M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-101K- 42.7% |
$9.98M - $10.8M
|
135K
$13.2M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-104K- 40.13% |
$10.3M - $11.1M
|
155K
$15.1M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-105K- 26.12% |
$10.4M - $11.2M
|
296K
$28.8M
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-106K- 36.89% |
$10.5M - $11.3M
|
182K
$17.7M
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-107K- 7.05% |
$10.6M - $11.4M
|
1.41M
$138M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-109K- 12.14% |
$10.8M - $11.6M
|
787K
$76.7M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-113K- 9.1% |
$11.2M - $12.1M
|
1.13M
$110M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-114K- 77.96% |
$11.3M - $12.1M
|
32.2K
$3.13M
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-119K- 97.61% |
$11.8M - $12.7M
|
2.91K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-121K- 3.49% |
$12M - $12.9M
|
3.35M
$326M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-129K- 48.91% |
$12.7M - $13.7M
|
134K
$13.1M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-133K- 23.68% |
$13.2M - $14.2M
|
430K
$41.9M
|
|
Aug 15, 2022
Q2 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-139K- 61.72% |
$13.7M - $14.8M
|
85.9K
$8.37M
|
|
Jul 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-149K- 38.28% |
$14.7M - $15.9M
|
239K
$23.3M
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-150K- 79.09% |
$14.9M - $16.1M
|
39.7K
$3.87M
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-156K- 94.69% |
$15.4M - $16.6M
|
8.74K
$852K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-159K- 86.82% |
$15.8M - $17M
|
24.2K
$2.36M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-161K- 97.68% |
$15.9M - $17.2M
|
3.82K
$372K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-163K- 47.6% |
$16.1M - $17.4M
|
179K
$17.5M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-163K- 59.14% |
$16.2M - $17.5M
|
113K
$11M
|