Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
3.34K+ 26.75% |
$378K - $385K
|
15.8K
$1.54M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
3.32KNew |
$377K - $383K
|
3.32K
$323K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.31KNew |
$376K - $382K
|
3.31K
$323K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.31K+ 12.86% |
$375K - $382K
|
29K
$2.83M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
3.3K+ 10.04% |
$374K - $381K
|
36.2K
$3.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.29KNew |
$373K - $379K
|
3.29K
$320K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.27KNew |
$371K - $377K
|
3.27K
$319K
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
3.25KNew |
$369K - $375K
|
3.25K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.24KNew |
$368K - $374K
|
3.24K
$316K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
3.24K+ 36.74% |
$368K - $374K
|
12.1K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.2K+ 9.87% |
$363K - $369K
|
35.6K
$3.47M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.2K+ 8.16% |
$363K - $369K
|
42.4K
$4.13M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.18KNew |
$361K - $367K
|
3.18K
$310K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.15KNew |
$358K - $364K
|
3.15K
$307K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
3.11K+ 1.35% |
$353K - $359K
|
234K
$22.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.1KNew |
$351K - $357K
|
3.1K
$302K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
3.08K+ 3.07% |
$350K - $356K
|
104K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 1.97% |
$347K - $353K
|
158K
$15.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.06K+ 132.5% |
$347K - $353K
|
5.37K
$523K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.04KNew |
$345K - $350K
|
3.04K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.04K+ 0.73% |
$345K - $350K
|
421K
$41M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.02K+ 1.89% |
$343K - $349K
|
163K
$15.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.01K+ 0.74% |
$342K - $347K
|
409K
$39.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
3.01K+ 239.79% |
$341K - $347K
|
4.26K
$415K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.98K+ 54.41% |
$338K - $344K
|
8.47K
$824K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.98KNew |
$338K - $344K
|
2.98K
$290K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.98K+ 2.13% |
$338K - $343K
|
143K
$13.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.97K+ 26.87% |
$336K - $342K
|
14K
$1.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.97KNew |
$336K - $342K
|
2.97K
$289K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.93KNew |
$333K - $338K
|
2.93K
$285K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.92KNew |
$331K - $337K
|
2.92K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.9K+ 1.03% |
$329K - $334K
|
285K
$27.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
2.88KNew |
$326K - $332K
|
2.88K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
2.83KNew |
$321K - $326K
|
2.83K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.83K+ 31.76% |
$321K - $326K
|
11.7K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 1.74% |
$320K - $325K
|
165K
$16.1M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.78K+ 3.69% |
$316K - $321K
|
78.3K
$7.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 0.22% |
$316K - $321K
|
1.29M
$125M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.78KNew |
$315K - $321K
|
2.78K
$271K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.78K+ 25.78% |
$315K - $320K
|
13.5K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.78K+ 11.16% |
$315K - $320K
|
27.7K
$2.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.72K+ 13.95% |
$308K - $313K
|
22.2K
$2.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.68K+ 2.73% |
$304K - $309K
|
101K
$9.81M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.67K+ 2.06% |
$303K - $308K
|
132K
$12.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.67KNew |
$303K - $308K
|
2.67K
$260K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$299K - $304K
|
2.63K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.63K+ 42.07% |
$299K - $304K
|
8.89K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.63KNew |
$298K - $303K
|
2.63K
$256K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.62K+ 6.81% |
$297K - $302K
|
41.1K
$4M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.61KNew |
$296K - $301K
|
2.61K
$254K
|