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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
128+ 241.51% |
$14.5K - $14.8K
|
181
$17.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
126+ 2.73% |
$14.3K - $14.5K
|
4.75K
$460K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
125New |
$14.2K - $14.4K
|
125
$12.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
123+ 0.71% |
$14K - $14.2K
|
17.6K
$1.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
117+ 6.94% |
$13.3K - $13.5K
|
1.8K
$175K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
115New |
$13K - $13.3K
|
115
$11.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
113New |
$12.8K - $13K
|
113
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
113+ 1.35% |
$12.8K - $13K
|
8.46K
$819K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
111+ 1.06% |
$12.6K - $12.8K
|
10.5K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
109+ 1.0% |
$12.4K - $12.6K
|
11.1K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
103+ 0.77% |
$11.7K - $11.9K
|
13.4K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
102+ 0.17% |
$11.6K - $11.8K
|
59.1K
$5.73M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
91+ 0.47% |
$10.3K - $10.5K
|
19.4K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
89+ 1.66% |
$10.1K - $10.3K
|
5.44K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
89+ 0.43% |
$10.1K - $10.3K
|
20.7K
$2.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
86+ 1.79% |
$9.76K - $9.92K
|
4.88K
$473K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
86+ 0.55% |
$9.76K - $9.92K
|
15.6K
$1.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
83+ 2.6% |
$9.42K - $9.57K
|
3.27K
$317K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
81+ 0.66% |
$9.19K - $9.34K
|
12.4K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 2.45% |
$8.85K - $9K
|
3.26K
$315K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
78New |
$8.85K - $9K
|
78
$7.55K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
74+ 0.29% |
$8.4K - $8.53K
|
25.2K
$2.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
74+ 17.29% |
$8.4K - $8.53K
|
502
$48.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
71+ 4.17% |
$8.05K - $8.19K
|
1.77K
$172K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.44% |
$8.05K - $8.19K
|
16.2K
$1.57M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
60+ 1.55% |
$6.81K - $6.92K
|
3.93K
$380K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
60+ 23.44% |
$6.81K - $6.92K
|
316
$30.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 0.14% |
$6.58K - $6.69K
|
40.4K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
55New |
$6.24K - $6.34K
|
55
$5.33K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
54New |
$6.13K - $6.23K
|
54
$5.23K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
50+ 0.54% |
$5.67K - $5.77K
|
9.29K
$900K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
50+ 0.26% |
$5.67K - $5.77K
|
19.3K
$1.87M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
44New |
$4.99K - $5.07K
|
44
$4.26K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39+ 1.45% |
$4.42K - $4.5K
|
2.74K
$265K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
38+ 0.56% |
$4.31K - $4.38K
|
6.85K
$663K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
33New |
$3.74K - $3.81K
|
33
$3.2K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
33+ 0.24% |
$3.74K - $3.81K
|
14K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
31+ 0.22% |
$3.52K - $3.58K
|
13.9K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
30+ 2.87% |
$3.4K - $3.46K
|
1.07K
$104K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
29+ 0.9% |
$3.29K - $3.34K
|
3.25K
$315K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
25New |
$2.84K - $2.88K
|
25
$2.42K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25+ 13.97% |
$2.84K - $2.88K
|
204
$19.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
23+ 0.43% |
$2.61K - $2.65K
|
5.32K
$515K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
22+ 0.56% |
$2.5K - $2.54K
|
3.94K
$381K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
21+ 0.23% |
$2.38K - $2.42K
|
9.03K
$875K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
21+ 0.36% |
$2.38K - $2.42K
|
5.9K
$571K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
20+ 0.04% |
$2.27K - $2.31K
|
46K
$4.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
20+ 1.03% |
$2.27K - $2.31K
|
1.97K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 2.57% |
$2.04K - $2.08K
|
719
$69.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
17+ 0.53% |
$1.93K - $1.96K
|
3.24K
$314K
|