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 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 5.54% |
$1.79M - $1.93M
|
344K
$33.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
17.9KNew |
$1.77M - $1.91M
|
17.9K
$1.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17.6KNew |
$1.74M - $1.88M
|
17.6K
$1.72M
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
16.9K+ 6.95% |
$1.67M - $1.8M
|
260K
$25.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$1.61M - $1.74M
|
16.2K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 44.45% |
$1.6M - $1.73M
|
52.5K
$5.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
15.7K+ 14.59% |
$1.55M - $1.67M
|
123K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.5K+ 95.12% |
$1.53M - $1.66M
|
31.8K
$3.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 25.66% |
$1.49M - $1.61M
|
73.9K
$7.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
15K+ 6.24% |
$1.49M - $1.6M
|
256K
$25M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15K+ 167.06% |
$1.48M - $1.6M
|
24K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 19.01% |
$1.43M - $1.55M
|
90.7K
$8.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.3K+ 43.72% |
$1.42M - $1.53M
|
47K
$4.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.3K+ 9.77% |
$1.41M - $1.52M
|
160K
$15.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.2KNew |
$1.41M - $1.52M
|
14.2K
$1.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14.1K+ 29.06% |
$1.39M - $1.5M
|
62.4K
$6.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 28.53% |
$1.35M - $1.46M
|
61.6K
$6.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.6K+ 37.5% |
$1.35M - $1.45M
|
49.9K
$4.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
13.6K+ 41.05% |
$1.35M - $1.45M
|
46.7K
$4.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$1.3M - $1.41M
|
13.2K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 27.34% |
$1.29M - $1.39M
|
60.7K
$5.93M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
13KNew |
$1.29M - $1.39M
|
13K
$1.27M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12.8K+ 12.94% |
$1.27M - $1.37M
|
112K
$10.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
12.6K+ 13.15% |
$1.24M - $1.34M
|
108K
$10.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
12.5K+ 427.81% |
$1.24M - $1.33M
|
15.4K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
12.5KNew |
$1.23M - $1.33M
|
12.5K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.4K+ 11.64% |
$1.22M - $1.32M
|
118K
$11.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.4K+ 34.41% |
$1.22M - $1.32M
|
48.2K
$4.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
12.2K+ 50.81% |
$1.21M - $1.3M
|
36.2K
$3.53M
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 138.46% |
$1.2M - $1.3M
|
20.9K
$2.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.9K+ 153.54% |
$1.17M - $1.27M
|
19.6K
$1.91M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
11.8K+ 25.95% |
$1.17M - $1.26M
|
57.2K
$5.59M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
11.8K+ 14.79% |
$1.17M - $1.26M
|
91.4K
$8.93M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.7K+ 107.68% |
$1.16M - $1.25M
|
22.6K
$2.21M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11.6KNew |
$1.15M - $1.24M
|
11.6K
$1.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.6KNew |
$1.14M - $1.24M
|
11.6K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.4K+ 13.48% |
$1.13M - $1.22M
|
96.1K
$9.39M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
11.3K+ 41.85% |
$1.11M - $1.2M
|
38.2K
$3.73M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11.2K+ 2.21% |
$1.11M - $1.19M
|
516K
$50.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
10.9K+ 425.99% |
$1.08M - $1.16M
|
13.4K
$1.31M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
10.7KNew |
$1.06M - $1.14M
|
10.7K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
10.6K+ 172.07% |
$1.05M - $1.13M
|
16.7K
$1.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.5K+ 5.47% |
$1.04M - $1.12M
|
203K
$19.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
10.5K+ 31.49% |
$1.04M - $1.12M
|
43.7K
$4.27M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.4K+ 364.29% |
$1.03M - $1.11M
|
13.3K
$1.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.4K+ 18.21% |
$1.03M - $1.11M
|
67.6K
$6.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
10.3K+ 1172.68% |
$1.02M - $1.11M
|
11.2K
$1.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
10.2K+ 2402.82% |
$1.01M - $1.09M
|
10.6K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$1.01M - $1.09M
|
10.2K
$992K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
10.1K+ 28.01% |
$1M - $1.08M
|
46.3K
$4.52M
|