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 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-356- 1.52% |
$40.4K - $41.1K
|
23K
$2.24M
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-358- 1.09% |
$40.6K - $41.3K
|
32.3K
$3.15M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-358- 2.89% |
$40.6K - $41.3K
|
12K
$1.17M
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-370Closed |
$42K - $42.7K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-376- 8.87% |
$42.7K - $43.4K
|
3.86K
$376K
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-380- 9.62% |
$43.1K - $43.8K
|
3.57K
$348K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-382- 2.54% |
$43.3K - $44.1K
|
14.7K
$1.43M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 9.91% |
$43.5K - $44.2K
|
3.48K
$339K
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-383- 4.7% |
$43.5K - $44.2K
|
7.77K
$757K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-385- 0.38% |
$43.7K - $44.4K
|
101K
$9.83M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-385- 1.83% |
$43.7K - $44.4K
|
20.7K
$2.01M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-390- 17.96% |
$44.2K - $45K
|
1.78K
$174K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-397- 10.17% |
$45K - $45.8K
|
3.51K
$342K
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-401- 7.35% |
$45.5K - $46.2K
|
5.06K
$493K
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-403- 2.0% |
$45.7K - $46.5K
|
19.8K
$1.93M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-403- 10.88% |
$45.7K - $46.5K
|
3.3K
$322K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-405Closed |
$45.9K - $46.7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-416- 5.39% |
$47.2K - $48K
|
7.3K
$712K
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-418- 2.77% |
$47.4K - $48.2K
|
14.7K
$1.43M
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-418- 2.93% |
$47.4K - $48.2K
|
13.8K
$1.35M
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-421- 12.58% |
$47.8K - $48.6K
|
2.93K
$285K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-424- 10.44% |
$48.1K - $48.9K
|
3.64K
$355K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-435- 3.73% |
$49.4K - $50.2K
|
11.2K
$1.09M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-442- 4.64% |
$50.1K - $51K
|
9.08K
$885K
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-449- 11.39% |
$50.9K - $51.8K
|
3.49K
$341K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-450- 1.89% |
$51.1K - $51.9K
|
23.3K
$2.27M
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-461- 3.15% |
$52.3K - $53.2K
|
14.2K
$1.38M
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-462- 7.1% |
$52.4K - $53.3K
|
6.05K
$589K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-465- 3.46% |
$52.8K - $53.6K
|
13K
$1.26M
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-466- 8.43% |
$52.9K - $53.7K
|
5.07K
$494K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-476- 3.66% |
$54K - $54.9K
|
12.5K
$1.22M
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-478- 13.09% |
$54.2K - $55.1K
|
3.18K
$309K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-490- 8.28% |
$55.6K - $56.5K
|
5.43K
$529K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-492- 1.78% |
$55.8K - $56.7K
|
27.2K
$2.65M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-494- 1.87% |
$56K - $57K
|
25.9K
$2.52M
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-495- 3.12% |
$56.2K - $57.1K
|
15.4K
$1.5M
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-501- 13.91% |
$56.8K - $57.8K
|
3.1K
$302K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-506- 5.01% |
$57.4K - $58.4K
|
9.58K
$934K
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-509- 11.52% |
$57.7K - $58.7K
|
3.91K
$381K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-510- 0.67% |
$57.9K - $58.8K
|
75.5K
$7.36M
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-524- 1.86% |
$59.4K - $60.4K
|
27.7K
$2.7M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-529Closed |
$60K - $61K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-530- 14.22% |
$60.1K - $61.1K
|
3.2K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-536- 0.22% |
$60.8K - $61.8K
|
244K
$23.7M
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-540- 1.93% |
$61.3K - $62.3K
|
27.4K
$2.67M
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-550- 18.74% |
$62.4K - $63.4K
|
2.39K
$232K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-555- 12.66% |
$63K - $64K
|
3.83K
$373K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-564- 1.92% |
$64K - $65K
|
28.8K
$2.81M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-567- 4.87% |
$64.3K - $65.4K
|
11.1K
$1.08M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-573- 9.33% |
$65K - $66.1K
|
5.57K
$543K
|