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 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-186- 5.66% |
$19.7K - $21.1K
|
3.1K
$306K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-190- 1.16% |
$20.2K - $21.5K
|
16.1K
$1.59M
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-191- 5.74% |
$20.3K - $21.6K
|
3.14K
$310K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-193- 2.37% |
$20.5K - $21.9K
|
7.95K
$785K
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-196- 5.18% |
$20.8K - $22.2K
|
3.59K
$355K
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-196- 1.26% |
$20.8K - $22.2K
|
15.3K
$1.51M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-196- 3.95% |
$20.8K - $22.2K
|
4.76K
$471K
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 0.04% |
$21K - $22.4K
|
502K
$49.6M
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-200- 7.38% |
$21.2K - $22.7K
|
2.51K
$248K
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-205- 6.41% |
$21.8K - $23.2K
|
2.99K
$296K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-208- 0.34% |
$22.1K - $23.6K
|
61.3K
$6.06M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-215- 9.5% |
$22.8K - $24.4K
|
2.05K
$202K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-220- 26.63% |
$23.3K - $24.9K
|
606
$59.9K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-220- 73.09% |
$23.3K - $24.9K
|
81
$8K
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-221- 3.32% |
$23.4K - $25K
|
6.43K
$636K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-225Closed |
$23.9K - $25.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-233- 8.74% |
$24.7K - $26.4K
|
2.43K
$241K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-237Closed |
$25.1K - $26.9K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-240- 6.87% |
$25.5K - $27.2K
|
3.25K
$322K
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-240- 5.77% |
$25.5K - $27.2K
|
3.92K
$387K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-241- 8.93% |
$25.6K - $27.3K
|
2.46K
$243K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-244- 11.17% |
$25.9K - $27.6K
|
1.94K
$192K
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-244- 38.79% |
$25.9K - $27.6K
|
385
$38K
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-247- 0.51% |
$26.2K - $28K
|
48.1K
$4.75M
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-247- 0.64% |
$26.2K - $28K
|
38.2K
$3.77M
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-248- 5.33% |
$26.3K - $28.1K
|
4.41K
$435K
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-253Closed |
$26.8K - $28.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-257- 2.25% |
$27.3K - $29.1K
|
11.2K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-258- 1.79% |
$27.4K - $29.2K
|
14.2K
$1.4M
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-261- 1.96% |
$27.7K - $29.6K
|
13.1K
$1.29M
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-263- 3.98% |
$27.9K - $29.8K
|
6.34K
$626K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-263- 49.34% |
$27.9K - $29.8K
|
270
$26.7K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-268Closed |
$28.4K - $30.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-269Closed |
$28.5K - $30.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-270- 7.95% |
$28.6K - $30.6K
|
3.13K
$309K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-276- 23.69% |
$29.3K - $31.3K
|
889
$87.8K
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-280- 8.35% |
$29.7K - $31.7K
|
3.07K
$304K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-285- 2.43% |
$30.2K - $32.3K
|
11.5K
$1.13M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-286- 8.99% |
$30.3K - $32.4K
|
2.9K
$286K
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-286- 0.21% |
$30.3K - $32.4K
|
139K
$13.7M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-300- 0.78% |
$31.8K - $34K
|
38.4K
$3.79M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300- 30.12% |
$31.8K - $34K
|
696
$68.8K
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-310- 4.46% |
$32.9K - $35.1K
|
6.65K
$657K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-312- 9.28% |
$33.1K - $35.3K
|
3.05K
$301K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-312- 3.56% |
$33.1K - $35.3K
|
8.46K
$836K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-312- 8.96% |
$33.1K - $35.3K
|
3.17K
$313K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-322Closed |
$34.2K - $36.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-324- 80.2% |
$34.4K - $36.7K
|
80
$7.9K
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-326- 11.02% |
$34.6K - $36.9K
|
2.63K
$260K
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
SELL
|
- |
-330- 0.9% |
$35K - $37.4K
|
36.4K
$3.59M
|