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 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-57- 0.1% |
$5.45K - $5.94K
|
56.6K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-57- 0.49% |
$5.45K - $5.94K
|
11.5K
$1.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-60- 0.78% |
$5.73K - $6.25K
|
7.66K
$757K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.55% |
$5.73K - $6.25K
|
2.29K
$227K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60- 1.46% |
$5.73K - $6.25K
|
4.06K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-60- 14.63% |
$5.73K - $6.25K
|
350
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-60- 2.66% |
$5.73K - $6.25K
|
2.19K
$217K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-66- 0.7% |
$6.31K - $6.88K
|
9.4K
$928K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-67- 0.15% |
$6.4K - $6.98K
|
43.2K
$4.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-67- 33.0% |
$6.4K - $6.98K
|
136
$13.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 2.35% |
$6.5K - $7.09K
|
2.83K
$279K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 0.59% |
$6.69K - $7.3K
|
11.8K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-72- 0.46% |
$6.88K - $7.5K
|
15.6K
$1.54M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-73- 1.48% |
$6.97K - $7.61K
|
4.85K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-74- 0.68% |
$7.07K - $7.71K
|
10.8K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-78- 0.62% |
$7.45K - $8.13K
|
12.4K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-78- 1.21% |
$7.45K - $8.13K
|
6.36K
$628K
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 0.68% |
$7.74K - $8.44K
|
11.9K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-83- 0.44% |
$7.93K - $8.65K
|
19K
$1.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-84- 0.47% |
$8.03K - $8.76K
|
17.8K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-85- 3.13% |
$8.12K - $8.86K
|
2.63K
$260K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-88- 1.84% |
$8.41K - $9.17K
|
4.7K
$465K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-89- 2.16% |
$8.5K - $9.28K
|
4.03K
$398K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-89- 58.17% |
$8.5K - $9.28K
|
64
$6.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
SELL
|
- |
-92- 3.91% |
$8.79K - $9.59K
|
2.26K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-95- 3.62% |
$9.08K - $9.9K
|
2.53K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-96- 72.18% |
$9.17K - $10K
|
37
$3.66K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-98- 2.07% |
$9.36K - $10.2K
|
4.63K
$458K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 35.71% |
$9.55K - $10.4K
|
180
$17.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 4.42% |
$9.55K - $10.4K
|
2.17K
$214K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-101- 2.31% |
$9.65K - $10.5K
|
4.28K
$422K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-103- 0.24% |
$9.84K - $10.7K
|
42.8K
$4.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-104- 1.16% |
$9.94K - $10.8K
|
8.85K
$875K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-109- 0.49% |
$10.4K - $11.4K
|
22K
$2.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-110- 1.36% |
$10.5K - $11.5K
|
7.96K
$787K
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-110- 2.69% |
$10.5K - $11.5K
|
3.98K
$393K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-113- 1.57% |
$10.8K - $11.8K
|
7.06K
$698K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-116- 2.75% |
$11.1K - $12.1K
|
4.1K
$405K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-124- 0.95% |
$11.8K - $12.9K
|
12.9K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 4.89% |
$11.9K - $13K
|
2.43K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-125- 3.64% |
$11.9K - $13K
|
3.31K
$327K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-129- 4.57% |
$12.3K - $13.4K
|
2.69K
$266K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-131- 2.38% |
$12.5K - $13.7K
|
5.38K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-133- 0.08% |
$12.7K - $13.9K
|
169K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-135- 2.41% |
$12.9K - $14.1K
|
5.47K
$540K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-139- 4.89% |
$13.3K - $14.5K
|
2.71K
$267K
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-140- 3.1% |
$13.4K - $14.6K
|
4.38K
$433K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-145- 99.32% |
$13.9K - $15.1K
|
1
$98.8
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-146- 3.73% |
$13.9K - $15.2K
|
3.77K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-147- 8.82% |
$14K - $15.3K
|
1.52K
$150K
|