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 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.1K+ 177.63% |
$5.12M - $5.21M
|
70.6K
$6.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
45.1K+ 3.64% |
$5.12M - $5.2M
|
1.29M
$124M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
44.9KNew |
$5.1M - $5.18M
|
44.9K
$4.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44.7K+ 10.3% |
$5.07M - $5.16M
|
479K
$46.3M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
44.6KNew |
$5.06M - $5.14M
|
44.6K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
43.8KNew |
$4.97M - $5.05M
|
43.8K
$4.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
43.7KNew |
$4.95M - $5.04M
|
43.7K
$4.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
43.6KNew |
$4.95M - $5.03M
|
43.6K
$4.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
42.3K+ 1484.97% |
$4.8M - $4.88M
|
45.1K
$4.37M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
41.9KNew |
$4.75M - $4.83M
|
41.9K
$4.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
41.5K+ 29.28% |
$4.71M - $4.79M
|
183K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
39.1KNew |
$4.44M - $4.51M
|
39.1K
$3.79M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
39KNew |
$4.42M - $4.5M
|
39K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.5K+ 17.16% |
$4.36M - $4.44M
|
263K
$25.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
38.2K+ 20.73% |
$4.33M - $4.4M
|
222K
$21.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
37.1KNew |
$4.21M - $4.28M
|
37.1K
$3.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
36.7KNew |
$4.16M - $4.23M
|
36.7K
$3.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36.4KNew |
$4.13M - $4.2M
|
36.4K
$3.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
35.6K+ 2.26% |
$4.04M - $4.11M
|
1.61M
$156M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
35.4KNew |
$4.02M - $4.08M
|
35.4K
$3.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
34K+ 32.46% |
$3.86M - $3.93M
|
139K
$13.4M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
34K+ 9.14% |
$3.86M - $3.92M
|
406K
$39.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
33.6KNew |
$3.81M - $3.88M
|
33.6K
$3.26M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
33.5K+ 26.05% |
$3.8M - $3.86M
|
162K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
32.8K+ 21.49% |
$3.73M - $3.79M
|
186K
$18M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.8K+ 647.55% |
$3.72M - $3.79M
|
37.9K
$3.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.2K+ 13.31% |
$3.66M - $3.72M
|
274K
$26.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
32.1KNew |
$3.65M - $3.71M
|
32.1K
$3.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
31.5K+ 564.9% |
$3.58M - $3.64M
|
37.1K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
31.4KNew |
$3.56M - $3.62M
|
31.4K
$3.04M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
31.1KNew |
$3.53M - $3.59M
|
31.1K
$3.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.9K+ 10.82% |
$3.51M - $3.57M
|
317K
$30.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 15.21% |
$3.5M - $3.56M
|
234K
$22.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
30.6K+ 88.59% |
$3.47M - $3.53M
|
65.1K
$6.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.6K+ 3.79% |
$3.47M - $3.52M
|
836K
$81M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
30.3KNew |
$3.44M - $3.5M
|
30.3K
$2.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30.1K+ 8.3% |
$3.41M - $3.47M
|
392K
$38M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
30KNew |
$3.41M - $3.46M
|
30K
$2.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
29.7K+ 4.77% |
$3.37M - $3.42M
|
652K
$63.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
29.5K+ 905.52% |
$3.35M - $3.41M
|
32.8K
$3.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$3.22M - $3.27M
|
28.4K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
28.3KNew |
$3.21M - $3.26M
|
28.3K
$2.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
28.2K+ 20.01% |
$3.2M - $3.25M
|
169K
$16.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
28.2KNew |
$3.2M - $3.25M
|
28.2K
$2.73M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
27.8KNew |
$3.15M - $3.21M
|
27.8K
$2.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27.7K+ 527.89% |
$3.15M - $3.2M
|
33K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27K+ 1.25% |
$3.06M - $3.11M
|
2.19M
$212M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
26.7K+ 3.47% |
$3.03M - $3.08M
|
798K
$77.3M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.7K+ 941.43% |
$3.03M - $3.08M
|
29.5K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26.2K+ 207.04% |
$2.97M - $3.02M
|
38.9K
$3.77M
|