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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
40+ 4.02% |
$4.24K - $4.53K
|
1.04K
$101K
|
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
BUY
|
- |
36+ 1.6% |
$3.82K - $4.08K
|
2.29K
$224K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
35+ 0.93% |
$3.71K - $3.97K
|
3.8K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
33+ 1.18% |
$3.5K - $3.74K
|
2.82K
$276K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 0.68% |
$3.4K - $3.63K
|
4.71K
$461K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 0.7% |
$3.4K - $3.63K
|
4.59K
$449K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
30+ 0.92% |
$3.18K - $3.4K
|
3.3K
$323K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.17% |
$3.08K - $3.29K
|
16.8K
$1.64M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
25+ 0.21% |
$2.65K - $2.83K
|
12.1K
$1.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
24+ 0.27% |
$2.55K - $2.72K
|
9.06K
$886K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
22New |
$2.33K - $2.49K
|
22
$2.15K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.44% |
$1.8K - $1.93K
|
3.87K
$378K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16+ 0.52% |
$1.7K - $1.81K
|
3.1K
$303K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.69% |
$1.59K - $1.7K
|
2.2K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.27% |
$1.49K - $1.59K
|
5.15K
$503K
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13+ 0.01% |
$1.38K - $1.47K
|
109K
$10.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$1.27K - $1.36K
|
5.74K
$561K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.31% |
$1.06K - $1.13K
|
3.25K
$318K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.06K - $1.13K
|
3.5K
$342K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10New |
$1.06K - $1.13K
|
10
$978
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
9+ 0.28% |
$955 - $1.02K
|
3.26K
$319K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
9+ 0.27% |
$955 - $1.02K
|
3.33K
$326K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
8+ 0.27% |
$849 - $906
|
2.94K
$288K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
7+ 0.24% |
$743 - $793
|
2.97K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$743 - $793
|
7
$685
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7+ 0.13% |
$743 - $793
|
5.35K
$523K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$637 - $680
|
3.67K
$359K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
6+ 0.21% |
$637 - $680
|
2.85K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
5+ 3.55% |
$531 - $567
|
146
$14.3K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$424 - $453
|
2.68K
$262K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4+ 0.12% |
$424 - $453
|
3.39K
$331K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
4+ 1.51% |
$424 - $453
|
269
$26.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.32% |
$318 - $340
|
940
$91.9K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
3+ 0.09% |
$318 - $340
|
3.38K
$331K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.27% |
$318 - $340
|
1.1K
$107K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$318 - $340
|
4.64K
$453K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.79% |
$212 - $227
|
254
$24.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.63% |
$212 - $227
|
318
$31.1K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
2+ 0.03% |
$212 - $227
|
7.72K
$755K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $113
|
1.85K
$181K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1+ 0.09% |
$106 - $113
|
1.08K
$105K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$106 - $113
|
429
$42K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.14% |
$106 - $113
|
738
$72.2K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$106 - $113
|
4.03K
$394K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.0% |
$106 - $113
|
43.7K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.02% |
$106 - $113
|
4.11K
$402K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.96% |
$106 - $113
|
105
$10.3K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2- 0.01% |
$212 - $227
|
19.3K
$1.89M
|