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 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
260New |
$29.5K - $30K
|
260
$25.2K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
258+ 548.94% |
$29.3K - $29.8K
|
305
$29.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
254+ 5.11% |
$28.8K - $29.3K
|
5.23K
$506K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
253New |
$28.7K - $29.2K
|
253
$24.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
252+ 0.37% |
$28.6K - $29.1K
|
69K
$6.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
251+ 5.97% |
$28.5K - $28.9K
|
4.45K
$431K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
244+ 0.14% |
$27.7K - $28.1K
|
179K
$17.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
239+ 1.91% |
$27.1K - $27.6K
|
12.7K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
237New |
$26.9K - $27.3K
|
237
$23K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
233+ 3.01% |
$26.4K - $26.9K
|
7.98K
$773K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
230+ 0.55% |
$26.1K - $26.5K
|
42.3K
$4.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
229+ 6.48% |
$26K - $26.4K
|
3.77K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
225New |
$25.5K - $25.9K
|
225
$21.8K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
225+ 5.45% |
$25.5K - $25.9K
|
4.35K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
225+ 6.72% |
$25.5K - $25.9K
|
3.57K
$346K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
222+ 4.86% |
$25.2K - $25.6K
|
4.79K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
222+ 11.42% |
$25.2K - $25.6K
|
2.17K
$210K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
216+ 0.67% |
$24.5K - $24.9K
|
32.6K
$3.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
215+ 4.7% |
$24.4K - $24.8K
|
4.79K
$464K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
214+ 1.78% |
$24.3K - $24.7K
|
12.2K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
213+ 2.58% |
$24.2K - $24.6K
|
8.48K
$821K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
212+ 0.36% |
$24.1K - $24.4K
|
58.5K
$5.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
207+ 3.97% |
$23.5K - $23.9K
|
5.43K
$525K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
204New |
$23.1K - $23.5K
|
204
$19.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 0.25% |
$22.6K - $23K
|
79.1K
$7.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
194+ 3.3% |
$22K - $22.4K
|
6.07K
$588K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
193+ 5.5% |
$21.9K - $22.3K
|
3.7K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
182+ 1.76% |
$20.6K - $21K
|
10.5K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
180+ 18.16% |
$20.4K - $20.8K
|
1.17K
$113K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
180+ 8.7% |
$20.4K - $20.8K
|
2.25K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
178+ 2.43% |
$20.2K - $20.5K
|
7.51K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
176+ 7.97% |
$20K - $20.3K
|
2.39K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
175New |
$19.9K - $20.2K
|
175
$16.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
174+ 1.53% |
$19.7K - $20.1K
|
11.6K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
174New |
$19.7K - $20.1K
|
174
$16.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
167+ 9.35% |
$18.9K - $19.3K
|
1.95K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
164New |
$18.6K - $18.9K
|
164
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
160New |
$18.2K - $18.5K
|
160
$15.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
160+ 7.68% |
$18.2K - $18.5K
|
2.24K
$217K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
155+ 4.27% |
$17.6K - $17.9K
|
3.79K
$367K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
147+ 0.01% |
$16.7K - $17K
|
1.66M
$160M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
140New |
$15.9K - $16.1K
|
140
$13.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
137+ 16.39% |
$15.5K - $15.8K
|
973
$94.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
135New |
$15.3K - $15.6K
|
135
$13.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
134+ 1.56% |
$15.2K - $15.5K
|
8.73K
$846K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
134+ 0.94% |
$15.2K - $15.5K
|
14.4K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
131+ 2.96% |
$14.9K - $15.1K
|
4.56K
$442K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
130+ 0.26% |
$14.7K - $15K
|
49.4K
$4.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
128+ 4.57% |
$14.5K - $14.8K
|
2.93K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
128+ 0.84% |
$14.5K - $14.8K
|
15.5K
$1.5M
|