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 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99M+ 11.28% |
$424M - $453M
|
39.4M
$3.81B
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.5M+ 4.59% |
$372M - $397M
|
79.8M
$7.72B
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3M+ 6.27% |
$319M - $340M
|
50.9M
$4.92B
|
|
|
Apr 05, 2022
Q1 2022
|
P/E Global LLC
|
BUY
|
- |
2.59MNew |
$275M - $293M
|
2.59M
$250M
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.34MNew |
$249M - $266M
|
2.34M
$227M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31M+ 2608.71% |
$245M - $262M
|
2.4M
$232M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.89M+ 70.06% |
$201M - $214M
|
4.59M
$444M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.75M+ 24.46% |
$186M - $199M
|
8.93M
$864M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.22MNew |
$130M - $139M
|
1.22M
$118M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.22M+ 49.81% |
$129M - $138M
|
3.66M
$354M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.2MNew |
$127M - $135M
|
1.2M
$116M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.16M+ 2947.75% |
$123M - $131M
|
1.2M
$116M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.1M+ 8.5% |
$116M - $124M
|
14M
$1.35B
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.08MNew |
$115M - $123M
|
1.08M
$105M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
975K+ 500.68% |
$103M - $110M
|
1.17M
$113M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
922K+ 9.5% |
$97.9M - $104M
|
10.6M
$1.03B
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
915K+ 31.23% |
$97.1M - $104M
|
3.84M
$372M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
825K+ 10.1% |
$87.5M - $93.5M
|
8.99M
$870M
|
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
794KNew |
$84.2M - $89.9M
|
794K
$76.8M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
734K+ 64.31% |
$77.9M - $83.2M
|
1.88M
$181M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
734K+ 12.78% |
$77.8M - $83.1M
|
6.48M
$627M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
619K+ 8.1% |
$65.7M - $70.1M
|
8.26M
$800M
|
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
583K+ 7.74% |
$61.8M - $66M
|
8.11M
$785M
|
|
|
May 17, 2022
Q1 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
574K+ 3.88% |
$60.9M - $65M
|
15.4M
$1.49B
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
572K+ 768.3% |
$60.7M - $64.9M
|
647K
$62.6M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
540K+ 12.89% |
$57.3M - $61.2M
|
4.73M
$458M
|
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
534KNew |
$56.6M - $60.5M
|
534K
$51.7M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
525K+ 698.93% |
$55.7M - $59.5M
|
600K
$58.1M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
525K+ 249.36% |
$55.7M - $59.4M
|
735K
$71.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
487K+ 12.91% |
$51.7M - $55.2M
|
4.26M
$412M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
478K+ 583.14% |
$50.7M - $54.1M
|
559K
$54.1M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
461K+ 7.17% |
$48.9M - $52.2M
|
6.89M
$667M
|
|
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
422KNew |
$44.8M - $47.9M
|
422K
$40.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
412K+ 1.15% |
$43.7M - $46.7M
|
36.3M
$3.51B
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
399K+ 129.82% |
$42.3M - $45.2M
|
707K
$68.4M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
378K+ 27.25% |
$40.1M - $42.9M
|
1.77M
$171M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
366KNew |
$38.9M - $41.5M
|
366K
$35.5M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
341K+ 879.56% |
$36.2M - $38.6M
|
380K
$36.8M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
335K+ 309.56% |
$35.6M - $38M
|
444K
$42.9M
|
|
|
Apr 06, 2022
Q1 2022
|
Wealth Navi Inc.
|
BUY
|
- |
323K+ 5.38% |
$34.3M - $36.6M
|
6.33M
$613M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
315K+ 979.39% |
$33.4M - $35.7M
|
347K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
279K+ 3.88% |
$29.6M - $31.6M
|
7.48M
$723M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
269K+ 9350.96% |
$28.5M - $30.5M
|
272K
$26.3M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
264K+ 23.06% |
$28.1M - $30M
|
1.41M
$137M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
251K+ 833.71% |
$26.7M - $28.5M
|
282K
$27.3M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
248K+ 7.93% |
$26.3M - $28.1M
|
3.38M
$327M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
248K+ 210.39% |
$26.3M - $28.1M
|
366K
$35.4M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
243KNew |
$25.8M - $27.5M
|
243K
$23.5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
225KNew |
$23.9M - $25.5M
|
225K
$21.8M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
225KNew |
$23.9M - $25.5M
|
225K
$21.8M
|