Purchases and Sales Made in Q4 2021 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 20, 2022 Q4 2021
Sage Capital Advisors,Llc

SELL
 -
-582
- 9.97%
$66K - $67.1K
5.26K $512K
Feb 11, 2022 Q4 2021
Financial Advisors Network, Inc.

SELL
 -
-582
- 2.48%
$66K - $67.1K
22.9K $2.23M
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-584
- 8.08%
$66.3K - $67.4K
6.64K $647K
Feb 11, 2022 Q4 2021
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-588
- 11.95%
$66.7K - $67.8K
4.33K $422K
Jan 24, 2022 Q4 2021
Efg Asset Management (Americas) Corp.

SELL
 -
-589
- 4.58%
$66.8K - $67.9K
12.3K $1.2M
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-589
- 14.78%
$66.8K - $67.9K
3.4K $331K
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

SELL
 -
-599
- 1.85%
$68K - $69.1K
31.8K $3.1M
Feb 02, 2022 Q4 2021
Demars Financial Group, LLC

SELL
 -
-601
- 4.03%
$68.2K - $69.3K
14.3K $1.39M
Feb 15, 2022 Q4 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-604
- 2.12%
$68.5K - $69.7K
27.8K $2.71M
Feb 14, 2022 Q4 2021
Greenwich Investment Management, Inc.

Stamford, CT
SELL
 -
-606
- 24.99%
$68.8K - $69.9K
1.82K $177K
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

SELL
 -
-620
- 6.43%
$70.3K - $71.5K
9.02K $879K
Feb 10, 2022 Q4 2021
Zhang Financial LLC

SELL
 -
-627
- 2.14%
$71.1K - $72.3K
28.7K $2.8M
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

SELL
 -
-648
- 1.65%
$73.5K - $74.7K
38.6K $3.76M
Jan 20, 2022 Q4 2021
Lfa Lugano Financial Advisors Sa

SELL
 -
-663
Closed
$75.2K - $76.5K
0 $0
Feb 14, 2022 Q4 2021
Wunderlich Capital Managemnt

Memphis, TN
SELL
 -
-684
- 1.36%
$77.6K - $78.9K
49.7K $4.85M
Jan 12, 2022 Q4 2021
Bank Of New Hampshire

SELL
 -
-685
- 17.15%
$77.7K - $79K
3.31K $322K
Feb 08, 2022 Q4 2021
Fagan Associates, Inc.

SELL
 -
-688
- 2.0%
$78.1K - $79.3K
33.8K $3.29M
Jan 19, 2022 Q4 2021
Tru Wealth Advisors, LLC

SELL
 -
-716
- 23.24%
$81.2K - $82.6K
2.37K $230K
Feb 02, 2022 Q4 2021
Truepoint, Inc.

SELL
 -
-728
- 26.22%
$82.6K - $84K
2.05K $200K
Feb 11, 2022 Q4 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-732
Closed
$83K - $84.4K
0 $0
Jan 28, 2022 Q4 2021
Berkshire Bank

SELL
 -
-735
- 27.52%
$83.4K - $84.8K
1.94K $189K
Jan 14, 2022 Q4 2021
Culbertson A N & CO Inc

SELL
 -
-750
- 2.16%
$85.1K - $86.5K
34K $3.31M
Mar 11, 2022 Q4 2021
First Citizens Bank & Trust CO

SELL
 -
-762
- 2.03%
$86.4K - $87.9K
36.8K $3.59M
Feb 09, 2022 Q4 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-766
- 8.61%
$86.9K - $88.3K
8.13K $792K
Feb 11, 2022 Q4 2021
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-776
- 6.33%
$88K - $89.5K
11.5K $1.12M
Feb 02, 2022 Q4 2021
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-783
- 7.38%
$88.8K - $90.3K
9.83K $958K
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-786
- 1.66%
$89.2K - $90.6K
46.6K $4.54M
Feb 10, 2022 Q4 2021
May Tech Global Investments, LLC

New York, NY
SELL
 -
-790
- 24.69%
$89.6K - $91.1K
2.41K $235K
Feb 09, 2022 Q4 2021
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-796
- 18.1%
$90.3K - $91.8K
3.6K $351K
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-806
- 1.94%
$91.4K - $93K
40.8K $3.98M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-806
- 1.94%
$91.4K - $93K
40.8K $3.98M
Feb 11, 2022 Q4 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-813
- 0.82%
$92.2K - $93.8K
98.1K $9.56M
Feb 14, 2022 Q4 2021
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-850
- 27.45%
$96.4K - $98K
2.25K $219K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-864
- 0.99%
$98K - $99.6K
86K $8.38M
Feb 11, 2022 Q4 2021
Rothschild Capital Partners, LLC

New York, NY
SELL
 -
-870
- 8.92%
$98.7K - $100K
8.89K $866K
Jan 19, 2022 Q4 2021
Courage Miller Partners, LLC

SELL
 -
-871
- 17.42%
$98.8K - $100K
4.13K $402K
Feb 11, 2022 Q4 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-878
- 1.53%
$99.6K - $101K
56.4K $5.5M
Jan 25, 2022 Q4 2021
Macroview Investment Management LLC

SELL
 -
-883
- 99.89%
$100K - $102K
1 $97.5
Feb 10, 2022 Q4 2021
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-898
- 6.1%
$102K - $104K
13.8K $1.35M
Jan 27, 2022 Q4 2021
Rockland Trust CO

SELL
 -
-905
- 1.2%
$103K - $104K
74.4K $7.25M
Mar 11, 2022 Q4 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-927
- 89.39%
$105K - $107K
110 $10.7K
Feb 11, 2022 Q4 2021
Essex Financial Services, Inc.

SELL
 -
-952
- 26.42%
$108K - $110K
2.65K $258K
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-962
- 1.53%
$109K - $111K
62.1K $6.05M
Jan 12, 2022 Q4 2021
Heartwood Wealth Advisors LLC

SELL
 -
-968
- 0.82%
$110K - $112K
117K $11.4M
Feb 11, 2022 Q4 2021
Sompo Asset Management Co., Ltd.

Tokyo, M0
SELL
 -
-969
- 1.2%
$110K - $112K
80K $7.8M
Jan 19, 2022 Q4 2021
Financial Management Network Inc

SELL
 -
-978
- 29.42%
$111K - $113K
2.35K $229K
Feb 08, 2022 Q4 2021
Live Oak Private Wealth LLC

SELL
 -
-995
- 2.42%
$113K - $115K
40.1K $3.91M
Feb 14, 2022 Q4 2021
Global Strategic Investment Solutions, LLC

SELL
 -
-1.03K
- 3.36%
$117K - $119K
29.6K $2.89M
Feb 14, 2022 Q4 2021
Sns Financial Group, LLC

SELL
 -
-1.04K
- 8.64%
$117K - $119K
10.9K $1.07M

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