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 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.26K- 1.97% |
$521K - $562K
|
261K
$25.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.28K- 45.95% |
$523K - $564K
|
6.21K
$614K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 11.75% |
$524K - $566K
|
39.8K
$3.93M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.33K- 0.49% |
$528K - $570K
|
1.08M
$107M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.39K- 3.61% |
$534K - $576K
|
144K
$14.2M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.5KClosed |
$545K - $588K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.53K- 26.09% |
$548K - $591K
|
15.7K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.55K- 17.96% |
$549K - $592K
|
25.3K
$2.5M
|
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-5.56KClosed |
$551K - $594K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.62KClosed |
$557K - $601K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-5.63K- 3.2% |
$557K - $602K
|
171K
$16.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.64K- 69.63% |
$559K - $603K
|
2.46K
$243K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-5.73K- 2.38% |
$567K - $612K
|
235K
$23.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-5.79KClosed |
$573K - $618K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.8K- 6.85% |
$575K - $620K
|
78.9K
$7.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.81K- 18.74% |
$575K - $620K
|
25.2K
$2.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.81KClosed |
$575K - $621K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
SELL
|
- |
-5.9K- 2.07% |
$584K - $630K
|
279K
$27.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.9K- 3.55% |
$584K - $630K
|
160K
$15.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.93K- 11.72% |
$587K - $633K
|
44.6K
$4.41M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-6.06K- 1.99% |
$600K - $647K
|
298K
$29.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-6.13K- 20.24% |
$607K - $655K
|
24.2K
$2.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
SELL
|
- |
-6.15K- 16.9% |
$608K - $657K
|
30.2K
$2.99M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-6.16KClosed |
$609K - $658K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.23K- 7.95% |
$617K - $665K
|
72.1K
$7.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.27K- 10.8% |
$621K - $670K
|
51.8K
$5.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.29KClosed |
$623K - $672K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-6.35K- 9.8% |
$629K - $679K
|
58.5K
$5.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.4KClosed |
$634K - $684K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-6.41KClosed |
$635K - $685K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6.43K- 64.11% |
$637K - $687K
|
3.6K
$356K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.44K- 17.9% |
$637K - $688K
|
29.5K
$2.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-6.45K- 48.35% |
$639K - $689K
|
6.89K
$681K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.54K- 11.48% |
$648K - $699K
|
50.4K
$4.98M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.62K- 38.21% |
$655K - $707K
|
10.7K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.65K- 17.31% |
$658K - $710K
|
31.8K
$3.14M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.65K- 4.9% |
$659K - $711K
|
129K
$12.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-6.78K- 21.96% |
$672K - $725K
|
24.1K
$2.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-6.86K- 28.04% |
$679K - $733K
|
17.6K
$1.74M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.11K- 2.65% |
$704K - $760K
|
261K
$25.8M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-7.12K- 3.79% |
$705K - $761K
|
181K
$17.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.29K- 27.49% |
$722K - $779K
|
19.2K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.33K- 70.08% |
$725K - $783K
|
3.13K
$309K
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-7.34K- 4.73% |
$727K - $784K
|
148K
$14.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7.36KClosed |
$729K - $786K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.5K- 0.4% |
$743K - $801K
|
1.88M
$186M
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-7.52K- 7.53% |
$745K - $804K
|
92.4K
$9.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.57K- 25.43% |
$749K - $808K
|
22.2K
$2.19M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-7.57KClosed |
$749K - $809K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.66K- 38.45% |
$758K - $818K
|
12.3K
$1.21M
|