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 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
429+ 4.78% |
$45.5K - $48.6K
|
9.41K
$920K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
425New |
$45.1K - $48.2K
|
425
$41.6K
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
423+ 0.29% |
$44.9K - $47.9K
|
146K
$14.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
421+ 935.56% |
$44.7K - $47.7K
|
466
$45.6K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
415+ 3.2% |
$44K - $47K
|
13.4K
$1.31M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
413+ 19.22% |
$43.8K - $46.8K
|
2.56K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
410+ 0.81% |
$43.5K - $46.5K
|
50.8K
$4.96M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
401+ 7.52% |
$42.5K - $45.4K
|
5.73K
$561K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
397+ 11.8% |
$42.1K - $45K
|
3.76K
$368K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
387+ 2.37% |
$41.1K - $43.8K
|
16.7K
$1.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
384+ 2.71% |
$40.7K - $43.5K
|
14.6K
$1.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
374+ 2.43% |
$39.7K - $42.4K
|
15.8K
$1.54M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
372+ 7.54% |
$39.5K - $42.1K
|
5.3K
$519K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
370New |
$39.3K - $41.9K
|
370
$36.2K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
353+ 4.15% |
$37.5K - $40K
|
8.86K
$867K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
348+ 0.83% |
$36.9K - $39.4K
|
42.2K
$4.12M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
334+ 0.58% |
$35.4K - $37.8K
|
58.1K
$5.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
330+ 0.56% |
$35K - $37.4K
|
58.8K
$5.75M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
330New |
$35K - $37.4K
|
330
$32.3K
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
329+ 2.63% |
$34.9K - $37.3K
|
12.9K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
322+ 2.77% |
$34.2K - $36.5K
|
12K
$1.17M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
321+ 9.88% |
$34.1K - $36.4K
|
3.57K
$349K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
320+ 2.02% |
$34K - $36.3K
|
16.1K
$1.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
317+ 2.56% |
$33.6K - $35.9K
|
12.7K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
316+ 0.14% |
$33.5K - $35.8K
|
234K
$22.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
315+ 2.87% |
$33.4K - $35.7K
|
11.3K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
310+ 12.36% |
$32.9K - $35.1K
|
2.82K
$276K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
305+ 2.64% |
$32.4K - $34.6K
|
11.9K
$1.16M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
303+ 8.33% |
$32.1K - $34.3K
|
3.94K
$386K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
295+ 7.81% |
$31.3K - $33.4K
|
4.07K
$398K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
292+ 2.04% |
$31K - $33.1K
|
14.6K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
288+ 6.99% |
$30.6K - $32.6K
|
4.41K
$431K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
278+ 0.76% |
$29.5K - $31.5K
|
36.8K
$3.6M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
278+ 17.03% |
$29.5K - $31.5K
|
1.91K
$187K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
275+ 7.03% |
$29.2K - $31.2K
|
4.19K
$409K
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
BUY
|
- |
274+ 0.65% |
$29.1K - $31K
|
42.7K
$4.18M
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
274+ 6.67% |
$29.1K - $31K
|
4.38K
$429K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
272+ 3.79% |
$28.9K - $30.8K
|
7.45K
$729K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
257+ 2.05% |
$27.3K - $29.1K
|
12.8K
$1.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
253+ 9.54% |
$26.8K - $28.7K
|
2.9K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
250+ 5.87% |
$26.5K - $28.3K
|
4.51K
$441K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
234+ 11.51% |
$24.8K - $26.5K
|
2.27K
$222K
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
229+ 1.83% |
$24.3K - $25.9K
|
12.7K
$1.25M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
223+ 28.05% |
$23.7K - $25.3K
|
1.02K
$99.6K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
215New |
$22.8K - $24.4K
|
215
$21K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
214+ 19.18% |
$22.7K - $24.2K
|
1.33K
$130K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
214+ 8.41% |
$22.7K - $24.2K
|
2.76K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
214+ 100.0% |
$22.7K - $24.2K
|
428
$41.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
211+ 2.41% |
$22.4K - $23.9K
|
8.98K
$878K
|
|
|
May 12, 2022
Q1 2022
|
Bradley Mark J.
|
BUY
|
- |
208+ 1.57% |
$22.1K - $23.6K
|
13.5K
$1.32M
|