Purchases and Sales Made in Q1 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 05, 2022 Q1 2022
Sunesis Advisors, LLC

BUY
 -
790
+ 0.75%
$83.8K - $89.5K
106K $10.4M
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
789
+ 60.37%
$83.7K - $89.4K
2.1K $205K
Apr 01, 2022 Q1 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
786
+ 44.18%
$83.4K - $89.1K
2.57K $251K
May 16, 2022 Q1 2022
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
770
+ 5.31%
$81.7K - $87.2K
15.3K $1.49M
Apr 22, 2022 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
741
New
$78.6K - $84K
741 $72.5K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
739
+ 33.62%
$78.4K - $83.7K
2.94K $287K
Aug 21, 2023 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
739
+ 36950.0%
$78.4K - $83.7K
741 $72.5K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
729
+ 8.43%
$77.3K - $82.6K
9.38K $917K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
724
+ 381.05%
$76.8K - $82K
914 $89.4K
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
707
+ 18.46%
$75K - $80.1K
4.54K $444K
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
690
New
$73.2K - $78.2K
690 $67.5K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
672
+ 16.94%
$71.3K - $76.1K
4.64K $454K
May 13, 2022 Q1 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
664
+ 13.53%
$70.5K - $75.2K
5.57K $545K
May 10, 2022 Q1 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
661
+ 11.8%
$70.1K - $74.9K
6.26K $613K
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
655
+ 1.81%
$69.5K - $74.2K
36.8K $3.6M
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
BUY
 -
653
+ 11.07%
$69.3K - $74K
6.55K $641K
Apr 15, 2022 Q1 2022
Steph & CO

BUY
 -
645
+ 116.22%
$68.4K - $73.1K
1.2K $117K
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
642
+ 31.12%
$68.1K - $72.7K
2.71K $265K
May 09, 2022 Q1 2022
Summitry LLC

Foster City, CA
BUY
 -
640
+ 0.13%
$67.9K - $72.5K
478K $46.8M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
637
+ 7.12%
$67.6K - $72.2K
9.58K $937K
May 09, 2022 Q1 2022
Shufro Rose & CO LLC

BUY
 -
630
+ 2.71%
$66.8K - $71.4K
23.9K $2.33M
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
624
+ 0.52%
$66.2K - $70.7K
121K $11.9M
May 12, 2022 Q1 2022
Archer Investment Corp

BUY
 -
615
+ 11.45%
$65.3K - $69.7K
5.98K $585K
May 12, 2022 Q1 2022
Nyl Investors LLC

New York, NY
BUY
 -
600
+ 1.97%
$63.7K - $68K
31K $3.03M
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
584
+ 3.12%
$62K - $66.2K
19.3K $1.89M
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
581
+ 0.79%
$61.6K - $65.8K
74.3K $7.27M
May 09, 2022 Q1 2022
Banque Cantonale Vaudoise

BUY
 -
576
New
$61.1K - $65.3K
576 $56.3K
Apr 20, 2022 Q1 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
571
+ 21.69%
$60.6K - $64.7K
3.2K $313K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
567
+ 18.37%
$60.2K - $64.2K
3.65K $357K
May 04, 2022 Q1 2022
Dearborn Partners LLC

BUY
 -
561
+ 6.69%
$59.5K - $63.6K
8.94K $875K
May 11, 2022 Q1 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
556
+ 1.33%
$59K - $63K
42.4K $4.15M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
556
+ 16.27%
$59K - $63K
3.97K $389K
May 13, 2022 Q1 2022
Pekin Hardy Strauss, Inc.

BUY
 -
554
+ 18.7%
$58.8K - $62.8K
3.52K $344K
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

BUY
 -
544
+ 4.55%
$57.7K - $61.6K
12.5K $1.22M
May 16, 2022 Q1 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
535
New
$56.8K - $60.6K
535 $52.3K
May 13, 2022 Q1 2022
Mma Asset Management LLC

New York, NY
BUY
 -
530
+ 8.99%
$56.2K - $60K
6.43K $629K
May 03, 2022 Q1 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
515
+ 16.41%
$54.6K - $58.3K
3.65K $357K
May 04, 2022 Q1 2022
Wealth Dimensions Group, Ltd.

BUY
 -
504
+ 0.28%
$53.5K - $57.1K
184K $18M
May 12, 2022 Q1 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
500
New
$53.1K - $56.7K
500 $48.9K
May 12, 2022 Q1 2022
Davidson Trust CO

BUY
 -
498
+ 3.06%
$52.8K - $56.4K
16.8K $1.64M
May 12, 2022 Q1 2022
King Wealth

Saratoga Springs, NY
BUY
 -
487
+ 2.52%
$51.7K - $55.2K
19.8K $1.94M
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
486
+ 4.94%
$51.6K - $55.1K
10.3K $1.01M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
482
New
$51.1K - $54.6K
482 $47.1K
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
479
+ 12.2%
$50.8K - $54.3K
4.41K $431K
May 10, 2022 Q1 2022
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
450
+ 9.39%
$47.7K - $51K
5.24K $513K
Apr 26, 2022 Q1 2022
Emerald Advisors, LLC

BUY
 -
447
+ 15.28%
$47.4K - $50.6K
3.37K $330K
Apr 26, 2022 Q1 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
447
New
$47.4K - $50.6K
447 $43.7K
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
441
+ 37.66%
$46.8K - $50K
1.61K $158K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
429
+ 8.82%
$45.5K - $48.6K
5.29K $518K

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