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 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26.1K+ 109.79% |
$2.97M - $3.01M
|
49.9K
$4.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
26.1K+ 3.95% |
$2.96M - $3.01M
|
687K
$66.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
26.1K+ 11.93% |
$2.96M - $3M
|
244K
$23.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
25.9K+ 27.37% |
$2.94M - $2.99M
|
121K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.8K+ 52.08% |
$2.93M - $2.98M
|
75.4K
$7.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
25.8K+ 47.89% |
$2.93M - $2.98M
|
79.7K
$7.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25.8K+ 5.53% |
$2.93M - $2.98M
|
492K
$48M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25.3K+ 3.69% |
$2.87M - $2.91M
|
710K
$69.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
25.2K+ 484.78% |
$2.86M - $2.91M
|
30.4K
$2.97M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
24.7KNew |
$2.81M - $2.85M
|
24.7K
$2.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
24.7KNew |
$2.81M - $2.85M
|
24.7K
$2.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
24.5K+ 141.97% |
$2.77M - $2.82M
|
41.7K
$4.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
24.4K+ 3.11% |
$2.77M - $2.81M
|
809K
$78.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24.2K+ 8.53% |
$2.75M - $2.79M
|
308K
$30M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 17.11% |
$2.7M - $2.75M
|
163K
$15.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23.7KNew |
$2.69M - $2.73M
|
23.7K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23.5K+ 10.58% |
$2.67M - $2.71M
|
246K
$23.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
23.3K+ 7.97% |
$2.64M - $2.69M
|
316K
$30.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.3K+ 28.9% |
$2.64M - $2.69M
|
104K
$10.1M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23.1KNew |
$2.62M - $2.66M
|
23.1K
$2.25M
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$2.59M - $2.63M
|
22.8K
$2.22M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
22.7K+ 3.83% |
$2.58M - $2.62M
|
616K
$60M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.7K+ 3.83% |
$2.58M - $2.62M
|
616K
$60M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
22.4K+ 3.51% |
$2.55M - $2.59M
|
662K
$64.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22.3K+ 10.11% |
$2.53M - $2.57M
|
243K
$23.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21.9KNew |
$2.49M - $2.53M
|
21.9K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
21.8KNew |
$2.47M - $2.51M
|
21.8K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
21.3KNew |
$2.42M - $2.46M
|
21.3K
$2.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.2K+ 3.87% |
$2.4M - $2.44M
|
568K
$55.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
21.2K+ 77.98% |
$2.4M - $2.44M
|
48.3K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
21.1K+ 53.57% |
$2.39M - $2.43M
|
60.4K
$5.89M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
21K+ 140.86% |
$2.39M - $2.43M
|
36K
$3.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
20.9KNew |
$2.37M - $2.41M
|
20.9K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
20.1K+ 388.41% |
$2.28M - $2.32M
|
25.3K
$2.47M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
20.1KNew |
$2.28M - $2.32M
|
20.1K
$1.96M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.1K+ 7.15% |
$2.28M - $2.31M
|
301K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20K+ 20.06% |
$2.27M - $2.31M
|
120K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.9K+ 111.3% |
$2.25M - $2.29M
|
37.7K
$3.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19.7K+ 82.08% |
$2.23M - $2.27M
|
43.7K
$4.26M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
19.7K+ 79.56% |
$2.23M - $2.27M
|
44.4K
$4.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
19.4K+ 30.76% |
$2.2M - $2.24M
|
82.5K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.1K+ 19.04% |
$2.17M - $2.21M
|
120K
$11.7M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
19.1KNew |
$2.16M - $2.2M
|
19.1K
$1.86M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
18.9KNew |
$2.14M - $2.18M
|
18.9K
$1.84M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 5.82% |
$2.12M - $2.16M
|
340K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.7KNew |
$2.12M - $2.15M
|
18.7K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 136.26% |
$2.08M - $2.12M
|
31.8K
$3.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
18.2K+ 17.27% |
$2.06M - $2.1M
|
124K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18K+ 15.94% |
$2.04M - $2.08M
|
131K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
17.9KNew |
$2.03M - $2.06M
|
17.9K
$1.74M
|