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 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
10.1K
+ 28.42%
$998K - $1.08M
45.6K $4.45M
Aug 15, 2022 Q2 2022
Snider Financial Group

Bellevue, WA
BUY
 -
10K
+ 7.25%
$995K - $1.07M
149K $14.5M
Aug 12, 2022 Q2 2022
River Front Investment Group, LLC

Richmond, VA
BUY
 -
9.97K
+ 4.86%
$987K - $1.07M
215K $21M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
9.8K
+ 17.97%
$971K - $1.05M
64.4K $6.29M
Nov 14, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
9.73K
+ 209.7%
$963K - $1.04M
14.4K $1.4M
Aug 02, 2022 Q2 2022
Tanager Wealth Management LLP

BUY
 -
9.13K
+ 73.38%
$904K - $975K
21.6K $2.11M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
8.92K
+ 16.16%
$883K - $953K
64.1K $6.26M
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
8.91K
+ 609.1%
$882K - $951K
10.4K $1.01M
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
8.85K
+ 43.83%
$876K - $946K
29K $2.84M
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
8.68K
+ 78.79%
$859K - $927K
19.7K $1.92M
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
8.62K
+ 1468.99%
$854K - $921K
9.21K $900K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
8.6K
+ 46.13%
$852K - $919K
27.2K $2.66M
Jul 13, 2022 Q2 2022
Hamilton Wealth, LLC

BUY
 -
8.58K
+ 214.87%
$850K - $917K
12.6K $1.23M
Aug 05, 2022 Q2 2022
Loomis Sayles & CO L P

BUY
 -
8.21K
+ 1784.78%
$813K - $877K
8.67K $847K
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
8.18K
New
$810K - $874K
8.18K $800K
Aug 05, 2022 Q2 2022
Copperwynd Financial, LLC

BUY
 -
7.97K
+ 25.02%
$789K - $852K
39.8K $3.89M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
7.86K
+ 71.91%
$778K - $839K
18.8K $1.83M
Jul 07, 2022 Q2 2022
Legacy Private Trust Co.

BUY
 -
7.85K
+ 1.8%
$777K - $838K
443K $43.3M
Aug 10, 2022 Q2 2022
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
7.76K
New
$769K - $830K
7.76K $759K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
7.68K
+ 235.96%
$760K - $820K
10.9K $1.07M
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
7.61K
New
$753K - $813K
7.61K $743K
Aug 15, 2022 Q2 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
7.52K
New
$745K - $803K
7.52K $735K
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
7.47K
+ 18.23%
$740K - $798K
48.5K $4.73M
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
7.39K
+ 31.98%
$732K - $790K
30.5K $2.98M
Aug 15, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
7.23K
New
$716K - $773K
7.23K $707K
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
7.17K
+ 122.08%
$710K - $766K
13K $1.27M
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

BUY
 -
7.12K
+ 18.38%
$705K - $761K
45.9K $4.48M
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.91K
+ 34.17%
$684K - $738K
27.1K $2.65M
Aug 11, 2022 Q2 2022
Mosaic Advisors LLC

Houston, TX
BUY
 -
6.84K
+ 71.79%
$677K - $731K
16.4K $1.6M
Jul 22, 2022 Q2 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
6.82K
+ 3.92%
$675K - $728K
181K $17.7M
Aug 04, 2022 Q2 2022
Ckw Financial Group

BUY
 -
6.8K
+ 52.04%
$673K - $727K
19.9K $1.94M
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
6.65K
+ 13.13%
$658K - $710K
57.3K $5.59M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
6.54K
+ 15.43%
$648K - $699K
48.9K $4.78M
Jul 08, 2022 Q2 2022
Richard P Slaughter Associates Inc

BUY
 -
6.52K
New
$645K - $696K
6.52K $637K
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
6.44K
+ 34.59%
$637K - $688K
25K $2.45M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
6.37K
+ 54.84%
$631K - $681K
18K $1.76M
Aug 11, 2022 Q2 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
6.34K
+ 45.24%
$628K - $677K
20.4K $1.99M
Sep 08, 2022 Q2 2022
Francis Financial, Inc.

New York, NY
BUY
 -
6.31K
New
$625K - $674K
6.31K $617K
Jul 29, 2022 Q2 2022
Goal Fusion Wealth Management, LLC

BUY
 -
6.2K
+ 2.64%
$613K - $662K
241K $23.6M
Aug 03, 2022 Q2 2022
Waldron Private Wealth LLC

BUY
 -
6.1K
+ 33.85%
$604K - $652K
24.1K $2.36M
Aug 04, 2022 Q2 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
6.07K
+ 12.52%
$601K - $649K
54.6K $5.33M
Aug 08, 2022 Q2 2022
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
6.01K
+ 4.1%
$595K - $642K
153K $14.9M
Aug 05, 2022 Q2 2022
Mckinley Capital Management LLC

BUY
 -
5.98K
+ 53.6%
$592K - $639K
17.1K $1.67M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
5.95K
+ 0.28%
$589K - $636K
2.17M $212M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
5.95K
+ 1.28%
$589K - $636K
472K $46.1M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.94K
+ 11.14%
$589K - $635K
59.3K $5.79M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
BUY
 -
5.94K
+ 60.95%
$588K - $635K
15.7K $1.53M
Aug 12, 2022 Q2 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
5.9K
New
$584K - $631K
5.9K $577K
Jul 25, 2022 Q2 2022
Ameraudi Asset Management, Inc.

BUY
 -
5.84K
New
$578K - $624K
5.84K $570K

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