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
Jul 27, 2022 Q2 2022
Jarislowsky, Fraser LTD

BUY
 -
2.33K
New
$231K - $249K
2.33K $230K
Jul 15, 2022 Q2 2022
Westshore Wealth, LLC

BUY
 -
2.31K
+ 65.56%
$228K - $246K
5.82K $575K
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.26K
+ 54.06%
$224K - $241K
6.44K $636K
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
2.26K
New
$224K - $241K
2.26K $223K
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

BUY
 -
2.25K
+ 8.26%
$223K - $240K
29.5K $2.91M
Aug 12, 2022 Q2 2022
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
2.24K
+ 1.34%
$221K - $239K
170K $16.7M
Jul 11, 2022 Q2 2022
Cooper Financial Group

BUY
 -
2.23K
New
$221K - $238K
2.23K $220K
Jul 25, 2022 Q2 2022
Brightworth

BUY
 -
2.23K
New
$221K - $238K
2.23K $220K
Aug 01, 2022 Q2 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
2.22K
New
$220K - $238K
2.22K $220K
Aug 15, 2022 Q2 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.2K
+ 14.54%
$218K - $235K
17.3K $1.71M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
2.14K
New
$212K - $229K
2.14K $211K
Aug 10, 2022 Q2 2022
Sentinel Trust CO Lba

Houston, TX
BUY
 -
2.11K
New
$209K - $226K
2.11K $209K
Jul 13, 2022 Q2 2022
Retirement Planning Group

BUY
 -
2.11K
New
$209K - $226K
2.11K $209K
Jul 25, 2022 Q2 2022
Atlas Financial Advisors, Inc.

BUY
 -
2.05K
+ 0.85%
$203K - $219K
244K $24.1M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
2.05K
+ 38.99%
$203K - $219K
7.29K $721K
Jul 12, 2022 Q2 2022
Dentgroup LLC

BUY
 -
2.04K
+ 65.77%
$202K - $218K
5.14K $508K
Jul 22, 2022 Q2 2022
Autus Asset Management, LLC

BUY
 -
2.02K
+ 27.24%
$200K - $216K
9.45K $933K
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

BUY
 -
1.99K
New
$197K - $213K
1.99K $197K
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.98K
+ 10.25%
$196K - $211K
21.3K $2.1M
Jul 29, 2022 Q2 2022
Opus Capital Group, LLC

BUY
 -
1.98K
+ 5.77%
$196K - $211K
36.2K $3.58M
Jul 18, 2022 Q2 2022
Carlson Capital Management

BUY
 -
1.98K
New
$196K - $211K
1.98K $195K
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1.94K
+ 27.88%
$192K - $207K
8.88K $877K
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

BUY
 -
1.9K
+ 74.47%
$188K - $203K
4.46K $440K
Jul 25, 2022 Q2 2022
Proffitt & Goodson Inc

BUY
 -
1.88K
+ 107.5%
$186K - $201K
3.63K $358K
Aug 09, 2022 Q2 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
1.85K
+ 1.31%
$183K - $197K
142K $14.1M
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

BUY
 -
1.85K
+ 24.77%
$183K - $197K
9.3K $918K
Aug 10, 2022 Q2 2022
Schiavi & CO LLC

Wilmington, DE
BUY
 -
1.84K
+ 18.78%
$183K - $197K
11.7K $1.15M
Jul 01, 2022 Q2 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
1.81K
+ 70.64%
$179K - $194K
4.38K $432K
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

BUY
 -
1.77K
+ 4.03%
$175K - $189K
45.6K $4.51M
Aug 03, 2022 Q2 2022
Emerson Wealth, LLC

BUY
 -
1.74K
+ 1.44%
$172K - $186K
122K $12.1M
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.66K
+ 14.48%
$164K - $177K
13.1K $1.29M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.66K
+ 14.48%
$164K - $177K
13.1K $1.29M
Jul 20, 2022 Q2 2022
Courier Capital LLC

BUY
 -
1.64K
+ 44.36%
$162K - $175K
5.33K $526K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.63K
+ 2.6%
$162K - $174K
64.4K $6.36M
Jul 11, 2022 Q2 2022
Sound Income Strategies, LLC

BUY
 -
1.61K
+ 78.1%
$160K - $172K
3.68K $363K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.61K
+ 84.24%
$159K - $172K
3.52K $348K
Jul 19, 2022 Q2 2022
Atlas Private Wealth Management

BUY
 -
1.6K
+ 5.87%
$159K - $171K
28.9K $2.85M
Jul 19, 2022 Q2 2022
Sym Financial Corp

BUY
 -
1.6K
+ 0.65%
$158K - $171K
248K $24.5M
Jul 14, 2022 Q2 2022
Raymond James Trust Co. Of Nh

BUY
 -
1.6K
+ 8.76%
$158K - $171K
19.8K $1.96M
Aug 11, 2022 Q2 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
1.6K
+ 3.21%
$158K - $170K
51.3K $5.07M
Aug 12, 2022 Q2 2022
Lcnb Corp

Lebanon, OH
BUY
 -
1.59K
+ 42.37%
$158K - $170K
5.36K $529K
Aug 03, 2022 Q2 2022
First National Trust CO

BUY
 -
1.59K
+ 36.1%
$157K - $170K
6K $592K
Jul 13, 2022 Q2 2022
First National Bank Of South Miami

BUY
 -
1.55K
+ 13.66%
$154K - $166K
12.9K $1.28M
Jul 28, 2022 Q2 2022
Apexium Financial, LP

BUY
 -
1.53K
+ 19.27%
$152K - $164K
9.48K $937K
Jul 28, 2022 Q2 2022
Lyell Wealth Management, LP

BUY
 -
1.53K
+ 20.87%
$152K - $164K
8.87K $877K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
1.53K
+ 6.51%
$152K - $164K
25K $2.47M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
1.53K
+ 169.89%
$151K - $163K
2.43K $240K
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

BUY
 -
1.52K
+ 15.65%
$151K - $163K
11.2K $1.11M
Apr 06, 2023 Q2 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.51K
+ 49.25%
$150K - $161K
4.58K $452K

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