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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-56.3KClosed |
$6.39M - $6.5M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-57.2K- 91.13% |
$6.49M - $6.6M
|
5.57K
$539K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-59.8K- 65.34% |
$6.78M - $6.9M
|
31.7K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-61K- 6.18% |
$6.91M - $7.03M
|
925K
$89.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-63KClosed |
$7.15M - $7.26M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-66.4K- 22.54% |
$7.54M - $7.66M
|
228K
$22.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-69.1K- 13.28% |
$7.84M - $7.97M
|
451K
$43.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-71.6K- 9.55% |
$8.12M - $8.26M
|
678K
$65.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-73K- 10.59% |
$8.29M - $8.42M
|
616K
$59.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-73.9K- 25.89% |
$8.38M - $8.52M
|
212K
$20.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-75.3K- 18.73% |
$8.54M - $8.68M
|
327K
$31.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-77.6K- 34.91% |
$8.8M - $8.95M
|
145K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-78.7K- 3.06% |
$8.93M - $9.07M
|
2.49M
$241M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-79.2K- 15.45% |
$8.99M - $9.14M
|
434K
$42M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-82.4K- 54.83% |
$9.34M - $9.5M
|
67.9K
$6.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-82.6K- 45.6% |
$9.37M - $9.53M
|
98.5K
$9.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-89K- 7.16% |
$10.1M - $10.3M
|
1.15M
$112M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-98KClosed |
$11.1M - $11.3M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 22.55% |
$11.5M - $11.7M
|
347K
$33.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-106K- 64.73% |
$12M - $12.2M
|
57.7K
$5.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-109K- 44.94% |
$12.4M - $12.6M
|
134K
$13M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-110KClosed |
$12.5M - $12.7M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-138K- 52.3% |
$15.6M - $15.9M
|
126K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-139K- 33.77% |
$15.8M - $16M
|
273K
$26.4M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-152K- 47.38% |
$17.2M - $17.5M
|
169K
$16.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-155K- 23.49% |
$17.6M - $17.9M
|
506K
$49M
|
|
|
Feb 08, 2022
Q4 2021
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-157K- 74.59% |
$17.8M - $18.1M
|
53.6K
$5.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Wealth Management
|
SELL
|
- |
-158KClosed |
$17.9M - $18.2M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-170K- 32.27% |
$19.2M - $19.6M
|
356K
$34.5M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-182K- 8.39% |
$20.7M - $21M
|
1.99M
$193M
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-185K- 35.38% |
$21M - $21.4M
|
338K
$32.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-194K- 14.46% |
$22M - $22.4M
|
1.15M
$111M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-214K- 51.05% |
$24.2M - $24.6M
|
205K
$19.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-221K- 89.27% |
$25.1M - $25.5M
|
26.6K
$2.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-225K- 31.24% |
$25.5M - $25.9M
|
495K
$47.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-228K- 19.78% |
$25.9M - $26.3M
|
926K
$89.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234K- 90.73% |
$26.6M - $27M
|
23.9K
$2.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-239K- 52.23% |
$27.1M - $27.6M
|
219K
$21.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-266K- 70.94% |
$30.2M - $30.7M
|
109K
$10.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Mass General Brigham, Inc
|
SELL
|
- |
-324K- 27.93% |
$36.7M - $37.3M
|
835K
$80.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-332K- 7.07% |
$37.7M - $38.3M
|
4.37M
$423M
|
|
|
Feb 14, 2022
Q4 2021
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-338K- 48.19% |
$38.4M - $39M
|
363K
$35.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-399K- 45.51% |
$45.3M - $46M
|
478K
$46.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-458K- 28.97% |
$52M - $52.8M
|
1.12M
$109M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500K- 96.53% |
$56.7M - $57.7M
|
18K
$1.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-527K- 17.75% |
$59.8M - $60.8M
|
2.44M
$236M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-561K- 11.08% |
$63.6M - $64.7M
|
4.5M
$436M
|
|
|
Feb 11, 2022
Q4 2021
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-615K- 52.75% |
$69.8M - $70.9M
|
551K
$53.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-682K- 85.71% |
$77.4M - $78.6M
|
114K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-694K- 1.43% |
$78.8M - $80.1M
|
47.9M
$4.64B
|