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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.42K- 10.85% |
$150K - $160K
|
11.6K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 13.26% |
$154K - $165K
|
9.5K
$925K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.47K- 17.3% |
$156K - $166K
|
7.01K
$683K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.47K- 15.85% |
$156K - $166K
|
7.79K
$759K
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.48KClosed |
$157K - $168K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-1.5K- 7.81% |
$159K - $170K
|
17.7K
$1.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.5K- 5.14% |
$159K - $170K
|
27.7K
$2.7M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.53K- 16.45% |
$162K - $173K
|
7.76K
$757K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.54K- 11.11% |
$164K - $175K
|
12.3K
$1.2M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-1.55K- 35.58% |
$164K - $176K
|
2.8K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.56K- 7.87% |
$165K - $176K
|
18.2K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.57K- 23.54% |
$167K - $178K
|
5.1K
$497K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.59KClosed |
$169K - $180K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.59K- 87.51% |
$169K - $180K
|
227
$22.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.59K- 43.54% |
$169K - $180K
|
2.06K
$201K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.6KClosed |
$169K - $181K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.61K- 4.83% |
$171K - $182K
|
31.6K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.61K- 24.04% |
$171K - $182K
|
5.09K
$496K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.62K- 73.39% |
$172K - $183K
|
587
$57.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.62K- 3.7% |
$172K - $184K
|
42.2K
$4.11M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1.64K- 1.15% |
$174K - $186K
|
141K
$13.8M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.64K- 21.83% |
$174K - $186K
|
5.87K
$572K
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.66K- 32.88% |
$176K - $188K
|
3.4K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.66K- 9.26% |
$177K - $189K
|
16.3K
$1.59M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.69K- 25.41% |
$179K - $191K
|
4.96K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.7KClosed |
$180K - $193K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.71K- 36.6% |
$181K - $194K
|
2.96K
$289K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$187K - $199K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 1.8% |
$187K - $200K
|
96.2K
$9.38M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.76KClosed |
$187K - $200K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.77K- 15.05% |
$187K - $200K
|
9.97K
$972K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-1.77K- 5.82% |
$188K - $201K
|
28.7K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.78KClosed |
$188K - $201K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.78K- 11.54% |
$189K - $202K
|
13.6K
$1.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.79K- 5.25% |
$189K - $202K
|
32.2K
$3.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.79KClosed |
$190K - $203K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.79K- 33.11% |
$190K - $203K
|
3.62K
$353K
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79KClosed |
$190K - $203K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$191K - $204K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.81K- 5.8% |
$192K - $205K
|
29.4K
$2.86M
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.82K- 22.43% |
$193K - $206K
|
6.29K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$194K - $207K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$194K - $207K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.83KClosed |
$195K - $208K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.84KClosed |
$195K - $208K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.85KClosed |
$196K - $210K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.85K- 2.52% |
$197K - $210K
|
71.8K
$7M
|