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 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53.4K- 7.88% |
$5.67M - $6.05M
|
624K
$60.9M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-54.7K- 35.56% |
$5.8M - $6.2M
|
99.1K
$9.66M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-55.4K- 56.43% |
$5.88M - $6.28M
|
42.8K
$4.17M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-55.7K- 40.63% |
$5.91M - $6.31M
|
81.4K
$7.93M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-55.8K- 14.13% |
$5.92M - $6.33M
|
339K
$33.1M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60.1K- 29.32% |
$6.37M - $6.81M
|
145K
$14.1M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-60.2K- 24.17% |
$6.39M - $6.82M
|
189K
$18.4M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-60.4KClosed |
$6.41M - $6.84M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-63.5K- 20.86% |
$6.73M - $7.19M
|
241K
$23.5M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-68.7K- 14.38% |
$7.29M - $7.79M
|
409K
$39.9M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-70.1K- 23.29% |
$7.44M - $7.94M
|
231K
$22.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-70.6KClosed |
$7.49M - $8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-71.9K- 55.92% |
$7.63M - $8.15M
|
56.7K
$5.53M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-72.4K- 64.11% |
$7.68M - $8.21M
|
40.5K
$3.95M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-72.7K- 20.61% |
$7.71M - $8.23M
|
280K
$27.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-74K- 12.0% |
$7.85M - $8.38M
|
543K
$52.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-79.2K- 9.79% |
$8.4M - $8.97M
|
730K
$71.1M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-79.4K- 58.17% |
$8.42M - $8.99M
|
57.1K
$5.56M
|
|
|
Apr 15, 2022
Q1 2022
|
Mass General Brigham, Inc
|
SELL
|
- |
-79.5K- 9.52% |
$8.44M - $9.01M
|
756K
$73.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-81.1K- 18.71% |
$8.61M - $9.19M
|
352K
$34.3M
|
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-82.4K- 8.9% |
$8.74M - $9.33M
|
843K
$82.1M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-83K- 35.54% |
$8.81M - $9.41M
|
151K
$14.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.5K- 3.4% |
$8.96M - $9.57M
|
2.4M
$234M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-90.1K- 6.45% |
$9.56M - $10.2M
|
1.31M
$127M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-90.4K- 8.47% |
$9.6M - $10.2M
|
977K
$95.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-90.8K- 46.62% |
$9.63M - $10.3M
|
104K
$10.1M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-92K- 11.53% |
$9.77M - $10.4M
|
706K
$68.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-93.3K- 8.67% |
$9.9M - $10.6M
|
982K
$95.7M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-96.9K- 73.99% |
$10.3M - $11M
|
34.1K
$3.32M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-97K- 98.48% |
$10.3M - $11M
|
1.49K
$146K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-103K- 49.65% |
$10.9M - $11.7M
|
104K
$10.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-107KClosed |
$11.4M - $12.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-112K- 13.18% |
$11.9M - $12.7M
|
737K
$71.8M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-112K- 84.71% |
$11.9M - $12.7M
|
20.2K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-113K- 94.29% |
$12M - $12.8M
|
6.82K
$665K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-114KClosed |
$12.1M - $12.9M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-117KClosed |
$12.4M - $13.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-120K- 30.21% |
$12.7M - $13.6M
|
277K
$27M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-124K- 5.69% |
$13.1M - $14M
|
2.05M
$199M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-124K- 90.16% |
$13.1M - $14M
|
13.5K
$1.32M
|
|
|
May 06, 2022
Q1 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-125K- 34.67% |
$13.2M - $14.1M
|
235K
$22.9M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-126K- 96.55% |
$13.4M - $14.3M
|
4.52K
$441K
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-127K- 68.66% |
$13.5M - $14.4M
|
58K
$5.65M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-129K- 61.29% |
$13.7M - $14.6M
|
81.3K
$7.92M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-131K- 74.83% |
$13.9M - $14.8M
|
44K
$4.28M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-131KClosed |
$13.9M - $14.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-132KClosed |
$14M - $14.9M
|
0
$0
|
|
|
Jun 17, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-133K- 89.34% |
$14.1M - $15.1M
|
15.9K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-136K- 14.63% |
$14.4M - $15.4M
|
791K
$77.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-136K- 69.18% |
$14.4M - $15.4M
|
60.5K
$5.89M
|