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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
256KNew |
$29M - $29.5M
|
256K
$24.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
255KNew |
$29M - $29.4M
|
255K
$24.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
254K+ 12.72% |
$28.8M - $29.3M
|
2.25M
$216M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
238K+ 8.45% |
$27M - $27.5M
|
3.06M
$294M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
234K+ 7155.91% |
$26.5M - $27M
|
237K
$22.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
233KNew |
$26.4M - $26.9M
|
233K
$22.4M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
232K+ 11.91% |
$26.3M - $26.8M
|
2.18M
$209M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
228K+ 9629.9% |
$25.9M - $26.3M
|
230K
$22.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
220K+ 18.67% |
$24.9M - $25.3M
|
1.4M
$134M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
218KNew |
$24.8M - $25.2M
|
218K
$21M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
218K+ 7.48% |
$24.7M - $25.1M
|
3.13M
$300M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 0.83% |
$24.6M - $25M
|
26.2M
$2.52B
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
216K+ 9.51% |
$24.5M - $24.9M
|
2.48M
$238M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
194K+ 7348.44% |
$22M - $22.3M
|
196K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
184K+ 281.22% |
$20.8M - $21.2M
|
249K
$23.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
178K+ 3606.91% |
$20.2M - $20.5M
|
183K
$17.6M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
170K+ 216.76% |
$19.3M - $19.7M
|
249K
$23.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
170K+ 5.52% |
$19.3M - $19.6M
|
3.26M
$312M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
165KNew |
$18.8M - $19.1M
|
165K
$15.9M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
164K+ 1400.17% |
$18.6M - $18.9M
|
175K
$16.8M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
160KNew |
$18.2M - $18.5M
|
160K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
159K+ 312.33% |
$18.1M - $18.4M
|
210K
$20.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Agincourt Capital Management, LLC
|
BUY
|
- |
156KNew |
$17.7M - $18M
|
156K
$15M
|
|
|
Feb 10, 2022
Q4 2021
|
Bg Investment Services, Inc.
|
BUY
|
- |
151KNew |
$17.2M - $17.5M
|
151K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
143KNew |
$16.2M - $16.4M
|
143K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
142K+ 5.54% |
$16.1M - $16.3M
|
2.7M
$259M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
133K+ 1450.65% |
$15M - $15.3M
|
142K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
132K+ 24.58% |
$15M - $15.3M
|
671K
$64.4M
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
127K+ 27.77% |
$14.4M - $14.6M
|
584K
$56.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
126K+ 211.27% |
$14.2M - $14.5M
|
185K
$17.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
125KNew |
$14.2M - $14.4M
|
125K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
121K+ 2.37% |
$13.7M - $14M
|
5.24M
$502M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
120K+ 14.89% |
$13.6M - $13.8M
|
926K
$88.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
119KNew |
$13.6M - $13.8M
|
119K
$11.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
117K+ 85.24% |
$13.2M - $13.4M
|
253K
$24.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
116KNew |
$13.2M - $13.4M
|
116K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
114K+ 5.03% |
$12.9M - $13.1M
|
2.38M
$228M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
114KNew |
$12.9M - $13.1M
|
114K
$10.9M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
112KNew |
$12.7M - $12.9M
|
112K
$10.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
110KNew |
$12.5M - $12.7M
|
110K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
101KNew |
$11.5M - $11.7M
|
101K
$9.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
99.4K+ 722.71% |
$11.3M - $11.5M
|
113K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
99.1K+ 310.72% |
$11.2M - $11.4M
|
131K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94K+ 4.64% |
$10.7M - $10.8M
|
2.12M
$204M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
93.6K+ 287.95% |
$10.6M - $10.8M
|
126K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
93.5K+ 5.59% |
$10.6M - $10.8M
|
1.77M
$169M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
91.6K+ 1199.42% |
$10.4M - $10.6M
|
99.2K
$9.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
91.5KNew |
$10.4M - $10.6M
|
91.5K
$8.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
90.3KNew |
$10.2M - $10.4M
|
90.3K
$8.66M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
89.9KNew |
$10.2M - $10.4M
|
89.9K
$8.62M
|