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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
88.6KNew |
$10.1M - $10.2M
|
88.6K
$8.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.4K+ 2.95% |
$10M - $10.2M
|
3.09M
$299M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
87K+ 17.7% |
$9.87M - $10M
|
578K
$56M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
86.7K+ 24.54% |
$9.83M - $10M
|
440K
$42.6M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
85KNew |
$9.64M - $9.8M
|
85K
$8.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
83.9K+ 23.71% |
$9.52M - $9.67M
|
438K
$42.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
82.9K+ 154.7% |
$9.4M - $9.56M
|
136K
$13.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
81.7KNew |
$9.27M - $9.42M
|
81.7K
$7.91M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
81.6KNew |
$9.26M - $9.41M
|
81.6K
$7.9M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
80.9K+ 77.15% |
$9.18M - $9.33M
|
186K
$18M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
79.7K+ 16.74% |
$9.04M - $9.19M
|
555K
$53.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
78.9KNew |
$8.95M - $9.1M
|
78.9K
$7.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.2K+ 0.5% |
$8.76M - $8.9M
|
15.6M
$1.51B
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
77.1K+ 7.25% |
$8.75M - $8.9M
|
1.14M
$111M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
75.1KNew |
$8.52M - $8.66M
|
75.1K
$7.27M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
72.7KNew |
$8.24M - $8.38M
|
72.7K
$7.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
72.6K+ 235.56% |
$8.24M - $8.38M
|
103K
$10M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
70.6KNew |
$8.01M - $8.14M
|
70.6K
$6.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
70.4K+ 117.92% |
$7.99M - $8.12M
|
130K
$12.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.1K+ 35.06% |
$7.84M - $7.97M
|
266K
$25.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
68.7K+ 114.7% |
$7.8M - $7.93M
|
129K
$12.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
68.6K+ 6.62% |
$7.78M - $7.91M
|
1.1M
$107M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
66.2KNew |
$7.51M - $7.63M
|
66.2K
$6.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
65.2KNew |
$7.39M - $7.52M
|
65.2K
$6.31M
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
62.8KNew |
$7.12M - $7.24M
|
62.8K
$6.08M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
61.8KNew |
$7.01M - $7.13M
|
61.8K
$5.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
61.6KNew |
$6.98M - $7.1M
|
61.6K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
60.6K+ 946.93% |
$6.88M - $6.99M
|
67K
$6.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
58.9K+ 5.79% |
$6.68M - $6.79M
|
1.08M
$104M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
58.2K+ 357.39% |
$6.61M - $6.71M
|
74.5K
$7.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
57KNew |
$6.47M - $6.58M
|
57K
$5.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
56.2KNew |
$6.37M - $6.48M
|
56.2K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.1K+ 8.06% |
$6.36M - $6.47M
|
751K
$72.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.1K+ 22.89% |
$6.36M - $6.47M
|
301K
$29.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55.9K+ 4.36% |
$6.34M - $6.44M
|
1.34M
$129M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
55.7KNew |
$6.31M - $6.42M
|
55.7K
$5.39M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
54.2KNew |
$6.15M - $6.25M
|
54.2K
$5.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
53.9K+ 504.61% |
$6.11M - $6.21M
|
64.5K
$6.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
53.3K+ 27.13% |
$6.05M - $6.15M
|
250K
$24.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
51.9K+ 78.51% |
$5.89M - $5.98M
|
118K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
51.8K+ 1118.09% |
$5.88M - $5.98M
|
56.5K
$5.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
50.5K+ 46.79% |
$5.73M - $5.82M
|
158K
$15.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
49.8K+ 2065.51% |
$5.65M - $5.75M
|
52.2K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
49.4K+ 167.97% |
$5.6M - $5.7M
|
78.8K
$7.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
48.4K+ 10.42% |
$5.5M - $5.59M
|
513K
$49.7M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
48KNew |
$5.45M - $5.54M
|
48K
$4.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
47.8K+ 48.79% |
$5.43M - $5.52M
|
146K
$14.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
46.7K+ 17.89% |
$5.29M - $5.38M
|
307K
$29.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
46.4K+ 25.88% |
$5.26M - $5.35M
|
226K
$21.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
45.6KNew |
$5.18M - $5.26M
|
45.6K
$4.42M
|