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 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.68K+ 13.72% |
$178K - $190K
|
13.9K
$1.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
1.62K+ 30.2% |
$172K - $184K
|
6.99K
$688K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
1.61K+ 88.24% |
$170K - $182K
|
3.43K
$338K
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.57K+ 30.78% |
$167K - $178K
|
6.67K
$657K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.56K+ 1.07% |
$165K - $176K
|
147K
$14.5M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
1.51K+ 8.46% |
$161K - $172K
|
19.4K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.51K+ 1.35% |
$160K - $171K
|
113K
$11.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.48K+ 2.13% |
$157K - $168K
|
70.9K
$6.99M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.46K+ 47.06% |
$155K - $166K
|
4.58K
$451K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.44K+ 1.3% |
$153K - $164K
|
112K
$11.1M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.44K+ 3.94% |
$152K - $163K
|
37.8K
$3.73M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 31.5% |
$151K - $161K
|
5.94K
$585K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 62.66% |
$150K - $160K
|
3.66K
$361K
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.37K+ 5.21% |
$145K - $155K
|
27.6K
$2.72M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.36K+ 3.3% |
$144K - $154K
|
42.5K
$4.18M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.71% |
$142K - $152K
|
79.6K
$7.84M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 47.48% |
$138K - $147K
|
4.04K
$398K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.3K+ 1.2% |
$138K - $147K
|
109K
$10.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.29KNew |
$137K - $147K
|
1.29K
$128K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.27K+ 7.01% |
$134K - $143K
|
19.3K
$1.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.26K+ 12.12% |
$134K - $143K
|
11.7K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.24KNew |
$132K - $140K
|
1.24K
$122K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.23K+ 2.53% |
$130K - $139K
|
49.7K
$4.9M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.23K+ 0.47% |
$130K - $139K
|
261K
$25.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$130K - $139K
|
29.4K
$2.9M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.2K+ 3.58% |
$128K - $136K
|
34.8K
$3.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.19K+ 1.08% |
$126K - $134K
|
111K
$11M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.17K+ 144.68% |
$124K - $132K
|
1.98K
$195K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.16K+ 20.02% |
$123K - $131K
|
6.94K
$684K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.15KNew |
$122K - $130K
|
1.15K
$113K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.14K+ 0.4% |
$121K - $130K
|
286K
$28.2M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.14K+ 2.57% |
$121K - $129K
|
45.6K
$4.49M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 5.31% |
$119K - $127K
|
22.3K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 1.05% |
$118K - $126K
|
107K
$10.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.05K+ 39.46% |
$111K - $118K
|
3.69K
$364K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 9.77% |
$110K - $118K
|
11.7K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.01K+ 0.19% |
$107K - $115K
|
535K
$52.8M
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
BUY
|
- |
1K+ 2.08% |
$106K - $114K
|
49.3K
$4.86M
|
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
977+ 4.28% |
$104K - $111K
|
23.8K
$2.34M
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
955+ 2.23% |
$101K - $108K
|
43.8K
$4.31M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
913+ 6.74% |
$96.9K - $103K
|
14.5K
$1.42M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
901+ 1.11% |
$95.6K - $102K
|
82.2K
$8.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
898+ 3.25% |
$95.3K - $102K
|
28.5K
$2.81M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
882New |
$93.6K - $99.9K
|
882
$86.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
869+ 5.13% |
$92.2K - $98.5K
|
17.8K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
850+ 12.77% |
$90.2K - $96.3K
|
7.51K
$740K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
845+ 58.6% |
$89.7K - $95.7K
|
2.29K
$225K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
837+ 17.41% |
$88.8K - $94.8K
|
5.64K
$556K
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
832+ 1.73% |
$88.3K - $94.3K
|
49K
$4.83M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
791+ 9.32% |
$83.9K - $89.6K
|
9.27K
$914K
|