Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
211+ 2.41% |
$22.4K - $23.9K
|
8.98K
$875K
|
|
May 12, 2022
Q1 2022
|
Bradley Mark J.
|
BUY
|
- |
208+ 1.57% |
$22.1K - $23.6K
|
13.5K
$1.31M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
200New |
$21.2K - $22.7K
|
200
$19.5K
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
192+ 0.4% |
$20.4K - $21.8K
|
48.1K
$4.69M
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
192+ 4.67% |
$20.4K - $21.8K
|
4.3K
$419K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
192+ 1.34% |
$20.4K - $21.8K
|
14.5K
$1.41M
|
|
Apr 25, 2022
Q1 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
191+ 0.85% |
$20.3K - $21.6K
|
22.5K
$2.2M
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
187+ 162.61% |
$19.8K - $21.2K
|
302
$29.4K
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
185+ 0.27% |
$19.6K - $21K
|
69.2K
$6.74M
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
181+ 1.73% |
$19.2K - $20.5K
|
10.7K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
179+ 0.29% |
$19K - $20.3K
|
61.2K
$5.96M
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
177+ 0.29% |
$18.8K - $20.1K
|
60.9K
$5.94M
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
176+ 9.76% |
$18.7K - $19.9K
|
1.98K
$193K
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
175+ 1.12% |
$18.6K - $19.8K
|
15.7K
$1.53M
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
169+ 213.92% |
$17.9K - $19.1K
|
248
$24.2K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
169+ 1.26% |
$17.9K - $19.1K
|
13.6K
$1.32M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
166+ 0.35% |
$17.6K - $18.8K
|
47.8K
$4.66M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
150+ 4.99% |
$15.9K - $17K
|
3.16K
$307K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
147+ 2.62% |
$15.6K - $16.7K
|
5.76K
$561K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 3.89% |
$14.7K - $15.7K
|
3.71K
$362K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 18.11% |
$14.6K - $15.6K
|
900
$87.7K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
136New |
$14.4K - $15.4K
|
136
$13.3K
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
131+ 23.19% |
$13.9K - $14.8K
|
696
$67.8K
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
130+ 10.62% |
$13.8K - $14.7K
|
1.35K
$132K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
129+ 42.3% |
$13.7K - $14.6K
|
434
$42.3K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
124New |
$13.2K - $14K
|
124
$12.1K
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
123+ 0.98% |
$13.1K - $13.9K
|
12.7K
$1.24M
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
123+ 2.35% |
$13.1K - $13.9K
|
5.36K
$522K
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
110+ 3.75% |
$11.7K - $12.5K
|
3.04K
$296K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
109+ 1.65% |
$11.6K - $12.3K
|
6.73K
$656K
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
105+ 0.91% |
$11.1K - $11.9K
|
11.6K
$1.13M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
100+ 0.24% |
$10.6K - $11.3K
|
42.4K
$4.13M
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
98+ 0.5% |
$10.4K - $11.1K
|
19.9K
$1.94M
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
97+ 4.2% |
$10.3K - $11K
|
2.41K
$235K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
95+ 0.26% |
$10.1K - $10.8K
|
36.3K
$3.54M
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
94+ 1.96% |
$9.97K - $10.7K
|
4.89K
$476K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
88+ 5.14% |
$9.34K - $9.97K
|
1.8K
$175K
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
86+ 3.83% |
$9.12K - $9.74K
|
2.33K
$227K
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
85+ 0.23% |
$9.02K - $9.63K
|
37.2K
$3.63M
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
78+ 2.89% |
$8.28K - $8.84K
|
2.78K
$271K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
71New |
$7.53K - $8.04K
|
71
$6.92K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
71+ 3.83% |
$7.53K - $8.04K
|
1.93K
$188K
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
70+ 3.29% |
$7.43K - $7.93K
|
2.2K
$214K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
69+ 72.63% |
$7.32K - $7.82K
|
164
$16K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
53+ 4.1% |
$5.62K - $6K
|
1.35K
$131K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 11.72% |
$5.2K - $5.55K
|
467
$45.5K
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
48+ 0.9% |
$5.09K - $5.44K
|
5.37K
$523K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
46+ 0.29% |
$4.88K - $5.21K
|
15.7K
$1.53M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
45+ 2.02% |
$4.77K - $5.1K
|
2.27K
$221K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
43New |
$4.56K - $4.87K
|
43
$4.19K
|