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 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.19K+ 11.33% |
$816K - $830K
|
70.7K
$6.86M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.05K+ 249.93% |
$800K - $813K
|
9.88K
$958K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
7.03K+ 46.5% |
$798K - $811K
|
22.2K
$2.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
7K+ 57.63% |
$794K - $807K
|
19.1K
$1.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
6.95K+ 3.83% |
$789K - $802K
|
189K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
6.72K+ 9.01% |
$762K - $775K
|
81.3K
$7.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.69KNew |
$759K - $772K
|
6.69K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.67KNew |
$757K - $769K
|
6.67K
$647K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.66KNew |
$755K - $768K
|
6.66K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.65K+ 16.73% |
$755K - $767K
|
46.4K
$4.5M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.63KNew |
$752K - $764K
|
6.63K
$643K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.58K+ 247.37% |
$746K - $758K
|
9.23K
$896K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.56K+ 35.07% |
$745K - $757K
|
25.3K
$2.45M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.55K+ 9.92% |
$743K - $756K
|
72.6K
$7.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.51K+ 6.19% |
$739K - $751K
|
112K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
6.47K+ 4.03% |
$734K - $746K
|
167K
$16.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.46K+ 32.13% |
$732K - $744K
|
26.5K
$2.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.44K+ 66.22% |
$731K - $743K
|
16.2K
$1.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.43KNew |
$729K - $741K
|
6.43K
$623K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.38K+ 2.48% |
$723K - $735K
|
264K
$25.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.31KNew |
$716K - $728K
|
6.31K
$612K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.24KNew |
$708K - $720K
|
6.24K
$606K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.2KNew |
$703K - $714K
|
6.2K
$601K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.2K+ 14.83% |
$703K - $714K
|
48K
$4.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.17K+ 14.12% |
$700K - $712K
|
49.9K
$4.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.15K+ 1.93% |
$698K - $710K
|
325K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.12K+ 164.18% |
$694K - $706K
|
9.85K
$955K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.12KNew |
$694K - $705K
|
6.12K
$593K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.05K+ 5.93% |
$686K - $698K
|
108K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.05K+ 4.09% |
$686K - $698K
|
154K
$14.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.03K+ 4.1% |
$684K - $696K
|
153K
$14.9M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.98KNew |
$679K - $690K
|
5.98K
$580K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
5.96K+ 5.19% |
$676K - $687K
|
121K
$11.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.95K+ 44.85% |
$675K - $686K
|
19.2K
$1.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.93K+ 12.92% |
$673K - $684K
|
51.9K
$5.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.93K+ 5.84% |
$673K - $684K
|
107K
$10.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 15.78% |
$670K - $681K
|
43.4K
$4.21M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.9KNew |
$669K - $680K
|
5.9K
$572K
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
5.89K+ 1.92% |
$668K - $679K
|
312K
$30.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.81K+ 3.08% |
$659K - $670K
|
195K
$18.9M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
5.81K+ 35.82% |
$659K - $670K
|
22K
$2.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.78KNew |
$656K - $667K
|
5.78K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.78K+ 2.28% |
$656K - $666K
|
260K
$25.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
5.69K+ 18.59% |
$645K - $656K
|
36.3K
$3.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.54K+ 3.4% |
$629K - $639K
|
169K
$16.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.53K+ 148.76% |
$627K - $638K
|
9.24K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.52K+ 0.84% |
$626K - $636K
|
664K
$64.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$593K - $603K
|
5.23K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.2K+ 44.27% |
$590K - $599K
|
16.9K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.13KNew |
$582K - $592K
|
5.13K
$498K
|