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 05, 2022 Q2 2022
Interchange Capital Partners, LLC

BUY
 -
3.57K
New
$353K - $381K
3.57K $348K
Aug 02, 2022 Q2 2022
Shilanski & Associates, Inc.

BUY
 -
3.39K
+ 6.2%
$335K - $362K
58K $5.65M
Jun 27, 2023 Q2 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
3.35K
+ 53.35%
$332K - $358K
9.64K $939K
Jul 19, 2022 Q2 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
3.33K
New
$330K - $356K
3.33K $325K
Aug 05, 2022 Q2 2022
Iowa State Bank

BUY
 -
3.33K
+ 47.6%
$329K - $355K
10.3K $1M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.31K
+ 1.6%
$328K - $354K
210K $20.4M
Aug 01, 2022 Q2 2022
Osborne Partners Capital Management, LLC

BUY
 -
3.3K
New
$326K - $352K
3.3K $321K
Jul 22, 2022 Q2 2022
Momentum Advisors, LLC

BUY
 -
3.29K
New
$326K - $352K
3.29K $321K
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
3.29K
New
$326K - $352K
3.29K $321K
Aug 12, 2022 Q2 2022
River Glades Family Offices LLC

Naples, FL
BUY
 -
3.28K
+ 6.71%
$324K - $350K
52.1K $5.08M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3.25K
+ 58.32%
$322K - $347K
8.82K $859K
Jul 11, 2022 Q2 2022
Beese Fulmer Investment Management, Inc.

BUY
 -
3.19K
New
$316K - $341K
3.19K $311K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.17K
+ 42.26%
$314K - $339K
10.7K $1.04M
Aug 15, 2022 Q2 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
3.12K
New
$309K - $333K
3.12K $304K
Aug 11, 2022 Q2 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.09K
+ 3.57%
$306K - $331K
89.7K $8.74M
Jul 27, 2022 Q2 2022
Integrity Advisory, LLC

BUY
 -
3.04K
+ 6.03%
$301K - $325K
53.5K $5.21M
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
3.02K
New
$299K - $323K
3.02K $294K
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
3K
+ 100.0%
$297K - $321K
6K $585K
Jul 22, 2022 Q2 2022
Baker Ellis Asset Management LLC

BUY
 -
3K
New
$297K - $321K
3K $292K
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

BUY
 -
2.96K
+ 31.88%
$293K - $316K
12.2K $1.19M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
2.96K
New
$293K - $316K
2.96K $288K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
2.92K
+ 10.0%
$289K - $312K
32.1K $3.13M
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
2.89K
New
$286K - $309K
2.89K $282K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
2.88K
New
$285K - $308K
2.88K $281K
Aug 02, 2022 Q2 2022
Horizon Wealth Management, LLC

BUY
 -
2.86K
New
$283K - $305K
2.86K $279K
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

BUY
 -
2.85K
+ 97.07%
$282K - $304K
5.79K $564K
Jul 13, 2022 Q2 2022
Mc Namara Financial Services, Inc.

BUY
 -
2.82K
New
$279K - $302K
2.82K $275K
Aug 09, 2022 Q2 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
2.81K
+ 33.08%
$278K - $300K
11.3K $1.1M
Aug 10, 2022 Q2 2022
Fiera Capital Corp

Montreal, A8
BUY
 -
2.8K
+ 48.92%
$278K - $300K
8.54K $832K
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

BUY
 -
2.77K
+ 4.55%
$274K - $296K
63.5K $6.19M
Jul 11, 2022 Q2 2022
Salvus Wealth Management, LLC

BUY
 -
2.75K
New
$272K - $293K
2.75K $268K
Jul 27, 2022 Q2 2022
Hoyle Cohen, LLC

BUY
 -
2.72K
+ 38.85%
$270K - $291K
9.74K $949K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2.68K
+ 91.22%
$265K - $286K
5.62K $547K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2.65K
+ 61.49%
$263K - $284K
6.97K $679K
Aug 12, 2022 Q2 2022
First Interstate Bank

Billings, MT
BUY
 -
2.65K
+ 20.58%
$262K - $283K
15.5K $1.51M
Aug 04, 2022 Q2 2022
Bank Ozk

BUY
 -
2.64K
New
$262K - $282K
2.64K $258K
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.62K
+ 87.96%
$260K - $280K
5.61K $546K
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
2.61K
+ 744.29%
$258K - $278K
2.96K $288K
Aug 01, 2022 Q2 2022
Graypoint LLC

BUY
 -
2.54K
+ 20.98%
$251K - $271K
14.6K $1.42M
Aug 12, 2022 Q2 2022
United Bank

Vienna, VA
BUY
 -
2.5K
New
$248K - $267K
2.5K $244K
Aug 15, 2022 Q2 2022
Caprin Asset Management LLC

Henrico, VA
BUY
 -
2.5K
+ 2.18%
$247K - $267K
117K $11.4M
Jul 15, 2022 Q2 2022
Mayflower Financial Advisors, LLC

BUY
 -
2.48K
+ 20.09%
$245K - $265K
14.8K $1.44M
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.48K
New
$245K - $265K
2.48K $242K
Aug 15, 2022 Q2 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
2.47K
New
$244K - $264K
2.47K $241K
Jul 12, 2022 Q2 2022
Elk River Wealth Management, LLC

BUY
 -
2.43K
+ 15.39%
$240K - $259K
18.2K $1.77M
Aug 01, 2022 Q2 2022
Blooom, Inc.

BUY
 -
2.35K
New
$233K - $251K
2.35K $229K
Jul 11, 2022 Q2 2022
Peterson Wealth Services

BUY
 -
2.35K
New
$233K - $251K
2.35K $229K
Jul 11, 2022 Q2 2022
Mc Naughton Wealth Management, LLC

BUY
 -
2.33K
+ 10.83%
$231K - $249K
23.9K $2.33M
Jul 27, 2022 Q2 2022
Jarislowsky, Fraser LTD

BUY
 -
2.33K
New
$231K - $249K
2.33K $227K

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