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
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-91- 0.09% |
$9.66K - $10.3K
|
99.8K
$9.84M
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-93- 2.49% |
$9.87K - $10.5K
|
3.65K
$359K
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-95- 9.67% |
$10.1K - $10.8K
|
887
$87.4K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-95- 0.9% |
$10.1K - $10.8K
|
10.5K
$1.03M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-96- 18.01% |
$10.2K - $10.9K
|
437
$43.1K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-97- 47.55% |
$10.3K - $11K
|
107
$10.5K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-98- 3.08% |
$10.4K - $11.1K
|
3.09K
$304K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-98- 2.26% |
$10.4K - $11.1K
|
4.23K
$417K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-98- 4.44% |
$10.4K - $11.1K
|
2.11K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 4.12% |
$10.6K - $11.3K
|
2.33K
$229K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
SELL
|
- |
-101- 1.08% |
$10.7K - $11.4K
|
9.28K
$915K
|
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-104- 3.55% |
$11K - $11.8K
|
2.82K
$278K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-108- 0.33% |
$11.5K - $12.2K
|
32.6K
$3.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-109- 2.81% |
$11.6K - $12.3K
|
3.77K
$371K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-110- 3.63% |
$11.7K - $12.5K
|
2.92K
$288K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-110- 0.53% |
$11.7K - $12.5K
|
20.6K
$2.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-112Closed |
$11.9K - $12.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-113Closed |
$12K - $12.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-115- 2.42% |
$12.2K - $13K
|
4.63K
$457K
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-115- 1.02% |
$12.2K - $13K
|
11.2K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-115- 0.5% |
$12.2K - $13K
|
22.9K
$2.25M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-118- 3.21% |
$12.5K - $13.4K
|
3.55K
$350K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-121Closed |
$12.8K - $13.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-122- 16.22% |
$12.9K - $13.8K
|
630
$62.1K
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-125- 6.23% |
$13.3K - $14.2K
|
1.88K
$185K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-131- 5.5% |
$13.9K - $14.8K
|
2.25K
$222K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-132- 2.21% |
$14K - $15K
|
5.85K
$576K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-135- 1.63% |
$14.3K - $15.3K
|
8.16K
$804K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-140Closed |
$14.9K - $15.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-141- 4.33% |
$15K - $16K
|
3.12K
$307K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-142- 4.5% |
$15.1K - $16.1K
|
3.01K
$297K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-147- 2.89% |
$15.6K - $16.7K
|
4.93K
$486K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-149- 3.89% |
$15.8K - $16.9K
|
3.68K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-150- 5.31% |
$15.9K - $17K
|
2.67K
$263K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-155- 12.11% |
$16.4K - $17.6K
|
1.13K
$111K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-160Closed |
$17K - $18.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-160- 3.72% |
$17K - $18.1K
|
4.14K
$408K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-162- 16.65% |
$17.2K - $18.4K
|
811
$79.9K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-162- 5.33% |
$17.2K - $18.4K
|
2.88K
$283K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-171- 1.48% |
$18.1K - $19.4K
|
11.4K
$1.12M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-174- 1.35% |
$18.5K - $19.7K
|
12.8K
$1.26M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-174Closed |
$18.5K - $19.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-174- 13.96% |
$18.5K - $19.7K
|
1.07K
$106K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-175Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-176- 1.45% |
$18.7K - $19.9K
|
12K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-177- 8.17% |
$18.8K - $20.1K
|
1.99K
$196K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-180- 2.17% |
$19.1K - $20.4K
|
8.12K
$800K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-181Closed |
$19.2K - $20.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-181- 2.97% |
$19.2K - $20.5K
|
5.92K
$583K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-185- 1.5% |
$19.6K - $21K
|
12.2K
$1.2M
|