Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
915+ 0.75% |
$87.4K - $95.4K
|
123K
$12.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
905+ 13.42% |
$86.5K - $94.3K
|
7.65K
$756K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
888New |
$84.8K - $92.6K
|
888
$87.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
884+ 0.68% |
$84.5K - $92.1K
|
131K
$12.9M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
884+ 0.68% |
$84.5K - $92.1K
|
131K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
880+ 3.03% |
$84.1K - $91.7K
|
29.9K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
875+ 11.89% |
$83.6K - $91.2K
|
8.23K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
872+ 7.25% |
$83.3K - $90.9K
|
12.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
851+ 29.01% |
$81.3K - $88.7K
|
3.78K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
843+ 15.26% |
$80.5K - $87.9K
|
6.37K
$629K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
842+ 5.81% |
$80.4K - $87.8K
|
15.3K
$1.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
840+ 35.96% |
$80.3K - $87.6K
|
3.18K
$314K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
810+ 7.81% |
$77.4K - $84.4K
|
11.2K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
798+ 5.4% |
$76.2K - $83.2K
|
15.6K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
797+ 3.34% |
$76.1K - $83.1K
|
24.6K
$2.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
791+ 106.89% |
$75.6K - $82.4K
|
1.53K
$151K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
788+ 0.39% |
$75.3K - $82.1K
|
201K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
782+ 6.75% |
$74.7K - $81.5K
|
12.4K
$1.22M
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
763+ 1.25% |
$72.9K - $79.5K
|
62K
$6.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
750+ 113.12% |
$71.7K - $78.2K
|
1.41K
$140K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
747+ 37350.0% |
$71.4K - $77.9K
|
749
$74K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
746+ 20.72% |
$71.3K - $77.8K
|
4.35K
$429K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
729+ 0.57% |
$69.6K - $76K
|
128K
$12.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
728+ 0.58% |
$69.6K - $75.9K
|
126K
$12.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
720New |
$68.8K - $75K
|
720
$71.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
720+ 2.4% |
$68.8K - $75K
|
30.7K
$3.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
700+ 3.85% |
$66.9K - $73K
|
18.9K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 2.28% |
$66.9K - $73K
|
31.4K
$3.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
691+ 5.95% |
$66K - $72K
|
12.3K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
682+ 9.97% |
$65.2K - $71.1K
|
7.52K
$743K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
675+ 15.3% |
$64.5K - $70.4K
|
5.09K
$502K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
666+ 20.45% |
$63.6K - $69.4K
|
3.92K
$387K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
664New |
$63.4K - $69.2K
|
664
$65.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
661+ 5.8% |
$63.2K - $68.9K
|
12.1K
$1.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
649+ 39.48% |
$62K - $67.6K
|
2.29K
$227K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
643+ 1.71% |
$61.4K - $67K
|
38.2K
$3.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
630+ 10.26% |
$60.2K - $65.7K
|
6.77K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
623+ 15.18% |
$59.5K - $64.9K
|
4.73K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
619+ 1.68% |
$59.1K - $64.5K
|
37.5K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
612+ 11.43% |
$58.5K - $63.8K
|
5.97K
$590K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
605+ 1.13% |
$57.8K - $63.1K
|
54.1K
$5.34M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
600+ 6.46% |
$57.3K - $62.5K
|
9.9K
$978K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
592+ 0.26% |
$56.6K - $61.7K
|
226K
$22.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
591+ 22.46% |
$56.5K - $61.6K
|
3.22K
$318K
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
577+ 0.39% |
$55.1K - $60.1K
|
148K
$14.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
571+ 82.16% |
$54.6K - $59.5K
|
1.27K
$125K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
556+ 5.39% |
$53.1K - $58K
|
10.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
555+ 12.55% |
$53K - $57.8K
|
4.98K
$492K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
531+ 22.12% |
$50.7K - $55.3K
|
2.93K
$290K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
510+ 3.91% |
$48.7K - $53.2K
|
13.6K
$1.34M
|