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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-550- 6.58% |
$58.4K - $62.3K
|
7.81K
$761K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-553- 46.71% |
$58.7K - $62.7K
|
631
$61.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-558- 3.37% |
$59.2K - $63.2K
|
16K
$1.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-566- 6.85% |
$60.1K - $64.1K
|
7.7K
$750K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-570- 6.74% |
$60.5K - $64.6K
|
7.89K
$769K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-573- 10.91% |
$60.8K - $64.9K
|
4.68K
$456K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-585- 18.76% |
$62.1K - $66.3K
|
2.53K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-585Closed |
$62.1K - $66.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-588- 2.91% |
$62.4K - $66.6K
|
19.6K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-590- 11.28% |
$62.6K - $66.8K
|
4.64K
$452K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-592- 1.12% |
$62.8K - $67.1K
|
52.5K
$5.12M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-593- 11.28% |
$62.9K - $67.2K
|
4.67K
$455K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-597- 43.64% |
$63.3K - $67.6K
|
771
$75.1K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-604- 1.16% |
$64.1K - $68.4K
|
51.3K
$5M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-604- 6.3% |
$64.1K - $68.4K
|
8.98K
$875K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-606- 4.71% |
$64.3K - $68.7K
|
12.3K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-612Closed |
$64.9K - $69.3K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-617Closed |
$65.5K - $69.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-630- 22.56% |
$66.8K - $71.4K
|
2.16K
$211K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-632- 11.91% |
$67.1K - $71.6K
|
4.67K
$456K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-636- 7.63% |
$67.5K - $72.1K
|
7.7K
$750K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-640- 1.04% |
$67.9K - $72.5K
|
61K
$5.95M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-652- 9.01% |
$69.2K - $73.9K
|
6.58K
$641K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-666- 22.02% |
$70.7K - $75.5K
|
2.36K
$230K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-669- 0.79% |
$71K - $75.8K
|
83.6K
$8.14M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-676- 6.18% |
$71.7K - $76.6K
|
10.3K
$1M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-676- 8.44% |
$71.7K - $76.6K
|
7.33K
$715K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-679- 7.13% |
$72K - $76.9K
|
8.85K
$862K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-690- 16.34% |
$73.2K - $78.2K
|
3.53K
$344K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-696- 16.52% |
$73.8K - $78.9K
|
3.52K
$343K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-703- 14.4% |
$74.6K - $79.6K
|
4.18K
$407K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-708- 7.45% |
$75.1K - $80.2K
|
8.79K
$857K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-716- 1.53% |
$76K - $81.1K
|
46.1K
$4.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-720- 1.37% |
$76.4K - $81.6K
|
51.8K
$5.05M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-724- 20.26% |
$76.8K - $82K
|
2.85K
$278K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-732- 3.83% |
$77.7K - $82.9K
|
18.4K
$1.79M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-744- 2.2% |
$78.9K - $84.3K
|
33K
$3.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-753- 5.1% |
$79.9K - $85.3K
|
14K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-760- 7.88% |
$80.6K - $86.1K
|
8.89K
$866K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-762- 36.1% |
$80.8K - $86.3K
|
1.35K
$131K
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-765- 7.02% |
$81.2K - $86.7K
|
10.1K
$987K
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
SELL
|
- |
-769- 3.66% |
$81.6K - $87.1K
|
20.2K
$1.97M
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-772- 5.5% |
$81.9K - $87.5K
|
13.3K
$1.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-780- 1.37% |
$82.8K - $88.4K
|
56.3K
$5.48M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-787Closed |
$83.5K - $89.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-801- 8.36% |
$85K - $90.8K
|
8.78K
$855K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-802- 3.41% |
$85.1K - $90.9K
|
22.7K
$2.21M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-807- 25.51% |
$85.6K - $91.4K
|
2.36K
$230K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-820- 2.58% |
$87K - $92.9K
|
31K
$3.02M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-825- 9.1% |
$87.5K - $93.5K
|
8.24K
$803K
|