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 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17+ 0.35% |
$1.93K - $1.96K
|
4.91K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
16+ 0.39% |
$1.82K - $1.85K
|
4.12K
$402K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
15+ 0.29% |
$1.7K - $1.73K
|
5.23K
$510K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.48% |
$1.7K - $1.73K
|
3.12K
$304K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 0.48% |
$1.59K - $1.61K
|
2.96K
$289K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14+ 0.58% |
$1.59K - $1.61K
|
2.43K
$237K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.14% |
$1.59K - $1.61K
|
10.2K
$998K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14New |
$1.59K - $1.61K
|
14
$1.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14+ 4.52% |
$1.59K - $1.61K
|
324
$31.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 5.0% |
$1.36K - $1.38K
|
252
$24.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12New |
$1.36K - $1.38K
|
12
$1.17K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$1.25K - $1.27K
|
5.56K
$542K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 0.95% |
$1.25K - $1.27K
|
1.17K
$114K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
10New |
$1.13K - $1.15K
|
10
$975
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
7+ 0.31% |
$794 - $807
|
2.25K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 18.42% |
$794 - $807
|
45
$4.39K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
7+ 0.24% |
$794 - $807
|
2.94K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.09% |
$794 - $807
|
7.71K
$752K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.55% |
$681 - $692
|
1.09K
$107K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.29% |
$681 - $692
|
2.11K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$681 - $692
|
4.63K
$452K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6+ 0.05% |
$681 - $692
|
11.1K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.24% |
$567 - $577
|
2.1K
$205K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.53% |
$567 - $577
|
949
$92.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5New |
$567 - $577
|
5
$487
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
5+ 0.12% |
$567 - $577
|
4.11K
$400K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$454 - $461
|
4.16K
$405K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4+ 0.19% |
$454 - $461
|
2.08K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.25% |
$454 - $461
|
1.63K
$159K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$454 - $461
|
738
$71.9K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$454 - $461
|
738
$71.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$340 - $346
|
1.85K
$180K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.12% |
$340 - $346
|
2.43K
$237K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.11% |
$340 - $346
|
2.85K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.08% |
$340 - $346
|
3.83K
$373K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2+ 0.07% |
$227 - $231
|
2.7K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$227 - $231
|
3.67K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.05% |
$227 - $231
|
4.11K
$400K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $115
|
1.84K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.45% |
$113 - $115
|
225
$21.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $115
|
5.26K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$113 - $115
|
6.62K
$645K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.1% |
$113 - $115
|
1.03K
$100K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.37% |
$113 - $115
|
268
$26.1K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.01% |
$113 - $115
|
10K
$977K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2- 0.04% |
$227 - $231
|
4.77K
$465K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-3- 0.14% |
$340 - $346
|
2.22K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4- 0.01% |
$454 - $461
|
65.5K
$6.38M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 4.37% |
$908 - $923
|
175
$17.1K
|