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 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2- 0.84% |
$212 - $227
|
237
$23.2K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.02% |
$212 - $227
|
12.1K
$1.18M
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$531 - $567
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.32% |
$637 - $680
|
1.9K
$185K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.08% |
$849 - $906
|
10.1K
$984K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-9- 0.15% |
$955 - $1.02K
|
5.91K
$578K
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-9- 0.29% |
$955 - $1.02K
|
3.14K
$307K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10Closed |
$1.06K - $1.13K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11- 0.04% |
$1.17K - $1.25K
|
27.2K
$2.66M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-12- 0.29% |
$1.27K - $1.36K
|
4.11K
$402K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-13- 0.39% |
$1.38K - $1.47K
|
3.3K
$323K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.49K - $1.59K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-14- 0.5% |
$1.49K - $1.59K
|
2.79K
$273K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.04% |
$1.59K - $1.7K
|
40.1K
$3.92M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-17Closed |
$1.8K - $1.93K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18- 5.56% |
$1.91K - $2.04K
|
306
$29.9K
|
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-20- 0.76% |
$2.12K - $2.27K
|
2.6K
$254K
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-20- -0.0% |
$2.12K - $2.27K
|
1.21M
$118M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-21- 1.18% |
$2.23K - $2.38K
|
1.76K
$172K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-24- 0.49% |
$2.55K - $2.72K
|
4.88K
$478K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-25- 0.36% |
$2.65K - $2.83K
|
6.98K
$682K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-26- 1.47% |
$2.76K - $2.95K
|
1.75K
$171K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-27- 0.25% |
$2.86K - $3.06K
|
10.7K
$1.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-27- 1.02% |
$2.86K - $3.06K
|
2.63K
$257K
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 2.21% |
$3.18K - $3.4K
|
1.33K
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-37- 1.69% |
$3.93K - $4.19K
|
2.16K
$211K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40- 0.21% |
$4.24K - $4.53K
|
18.6K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-42- 0.34% |
$4.46K - $4.76K
|
12.2K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-44- 2.25% |
$4.67K - $4.99K
|
1.91K
$187K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-46- 1.36% |
$4.88K - $5.21K
|
3.35K
$327K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-48Closed |
$5.09K - $5.44K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-51- 5.41% |
$5.41K - $5.78K
|
891
$87.1K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-53- 0.61% |
$5.62K - $6K
|
8.68K
$849K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-54Closed |
$5.73K - $6.12K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-55Closed |
$5.84K - $6.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-60- 2.84% |
$6.37K - $6.8K
|
2.06K
$201K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-63- 0.97% |
$6.68K - $7.14K
|
6.46K
$632K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-63- 36.0% |
$6.68K - $7.14K
|
112
$11K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-65- 12.95% |
$6.9K - $7.36K
|
437
$42.7K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-65- 2.12% |
$6.9K - $7.36K
|
3K
$294K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-67- 0.14% |
$7.11K - $7.59K
|
46.3K
$4.53M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-67- 1.11% |
$7.11K - $7.59K
|
5.98K
$585K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-70- 1.78% |
$7.43K - $7.93K
|
3.87K
$378K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-71- 0.13% |
$7.53K - $8.04K
|
55.6K
$5.44M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-75- 1.38% |
$7.96K - $8.5K
|
5.35K
$523K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-76Closed |
$8.06K - $8.61K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-78Closed |
$8.28K - $8.84K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-82- 1.03% |
$8.7K - $9.29K
|
7.9K
$773K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-90- 2.38% |
$9.55K - $10.2K
|
3.69K
$361K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-90- 3.13% |
$9.55K - $10.2K
|
2.78K
$272K
|