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 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-169K- 26.45% |
$16.7M - $18M
|
469K
$45.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-171K- 24.19% |
$16.9M - $18.3M
|
536K
$52.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-182K- 17.13% |
$18M - $19.4M
|
880K
$86M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-197K- 61.42% |
$19.5M - $21M
|
124K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-204K- 61.33% |
$20.2M - $21.8M
|
129K
$12.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-205K- 63.31% |
$20.3M - $21.9M
|
119K
$11.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-205K- 29.67% |
$20.3M - $21.9M
|
487K
$47.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208K- 7.16% |
$20.6M - $22.3M
|
2.7M
$264M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-219K- 98.13% |
$21.6M - $23.3M
|
4.16K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-221K- 34.45% |
$21.9M - $23.6M
|
420K
$41M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-225KClosed |
$22.3M - $24M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-230K- 97.32% |
$22.7M - $24.5M
|
6.32K
$617K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-234K- 67.35% |
$23.1M - $25M
|
113K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-237K- 70.63% |
$23.5M - $25.3M
|
98.6K
$9.63M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-246K- 34.39% |
$24.4M - $26.3M
|
470K
$45.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-251KClosed |
$24.8M - $26.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-251K- 13.39% |
$24.9M - $26.8M
|
1.62M
$159M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-263K- 65.18% |
$26.1M - $28.1M
|
141K
$13.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-272KClosed |
$26.9M - $29.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-277KClosed |
$27.4M - $29.6M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-280KClosed |
$27.7M - $29.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-282K- 74.32% |
$28M - $30.2M
|
97.5K
$9.53M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-283K- 38.74% |
$28M - $30.2M
|
447K
$43.7M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-288KClosed |
$28.5M - $30.8M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-327K- 52.27% |
$32.3M - $34.9M
|
298K
$29.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-331K- 23.49% |
$32.8M - $35.4M
|
1.08M
$105M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-335K- 5.17% |
$33.1M - $35.8M
|
6.14M
$600M
|
|
|
Aug 15, 2022
Q2 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-363KClosed |
$36M - $38.8M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-380K- 70.07% |
$37.6M - $40.6M
|
162K
$15.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-433K- 56.04% |
$42.9M - $46.3M
|
340K
$33.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-536K- 14.31% |
$53.1M - $57.3M
|
3.21M
$314M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-585K- 90.39% |
$57.9M - $62.5M
|
62.2K
$6.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-600KClosed |
$59.4M - $64.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-619K- 13.09% |
$61.3M - $66.1M
|
4.11M
$402M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-698K- 94.96% |
$69.1M - $74.6M
|
37K
$3.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-760K- 4.07% |
$75.2M - $81.2M
|
17.9M
$1.75B
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-773K- 18.14% |
$76.5M - $82.5M
|
3.49M
$341M
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-794KClosed |
$78.6M - $84.8M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-798K- 55.02% |
$79M - $85.2M
|
652K
$63.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.19M- 99.37% |
$118M - $127M
|
7.5K
$733K
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.2MClosed |
$119M - $128M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.47M- 32.08% |
$146M - $157M
|
3.12M
$304M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.92M- 52.44% |
$190M - $205M
|
1.74M
$170M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.09M- 18.14% |
$207M - $223M
|
9.43M
$921M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.13M- 28.59% |
$211M - $228M
|
5.33M
$521M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.53M- 17.91% |
$250M - $270M
|
11.6M
$1.13B
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.77M- 33.55% |
$275M - $296M
|
5.49M
$536M
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.91M- 86.17% |
$288M - $311M
|
468K
$45.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
SELL
|
- |
-3.41M- 22.2% |
$338M - $364M
|
12M
$1.17B
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.31M- 10.62% |
$426M - $460M
|
36.2M
$3.54B
|