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 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-332- 10.63% |
$35.2K - $37.6K
|
2.79K
$276K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-337- 1.18% |
$35.8K - $38.2K
|
28.3K
$2.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-354- 3.58% |
$37.6K - $40.1K
|
9.52K
$941K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-356- 3.08% |
$37.8K - $40.3K
|
11.2K
$1.11M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-357- 10.05% |
$37.9K - $40.4K
|
3.2K
$316K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-358- 92.51% |
$38K - $40.6K
|
29
$2.87K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-358- 5.43% |
$38K - $40.6K
|
6.24K
$617K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-360- 6.77% |
$38.2K - $40.8K
|
4.95K
$490K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-365- 15.01% |
$38.7K - $41.4K
|
2.07K
$204K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-365- 0.56% |
$38.7K - $41.4K
|
64.8K
$6.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-371- 12.45% |
$39.4K - $42K
|
2.61K
$258K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-372- 4.21% |
$39.5K - $42.1K
|
8.47K
$837K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-378- 14.59% |
$40.1K - $42.8K
|
2.21K
$219K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-387- 12.13% |
$41.1K - $43.8K
|
2.8K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-389- 9.64% |
$41.3K - $44.1K
|
3.65K
$360K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-390- 8.55% |
$41.4K - $44.2K
|
4.17K
$412K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-400- 10.56% |
$42.4K - $45.3K
|
3.39K
$335K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-402- 2.74% |
$42.7K - $45.5K
|
14.3K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-405- 0.95% |
$43K - $45.9K
|
42.4K
$4.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-418- 3.72% |
$44.3K - $47.4K
|
10.8K
$1.07M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-420- 10.17% |
$44.6K - $47.6K
|
3.71K
$366K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-427- 3.83% |
$45.3K - $48.4K
|
10.7K
$1.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-429- 45.21% |
$45.5K - $48.6K
|
520
$51.4K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-433- 0.87% |
$45.9K - $49.1K
|
49.3K
$4.87M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-439- 9.9% |
$46.6K - $49.7K
|
4K
$395K
|
|
|
May 09, 2022
Q1 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-454- 0.37% |
$48.2K - $51.4K
|
121K
$12M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-457- 27.76% |
$48.5K - $51.8K
|
1.19K
$117K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-459- 3.88% |
$48.7K - $52K
|
11.4K
$1.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-463- 1.19% |
$49.1K - $52.5K
|
38.5K
$3.81M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-471- 4.26% |
$50K - $53.4K
|
10.6K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-473- 4.41% |
$50.2K - $53.6K
|
10.2K
$1.01M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-479- 4.27% |
$50.8K - $54.3K
|
10.7K
$1.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-482- 8.86% |
$51.1K - $54.6K
|
4.96K
$490K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-490- 0.82% |
$52K - $55.5K
|
59.6K
$5.89M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-495- 18.97% |
$52.5K - $56.1K
|
2.12K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-496- 15.58% |
$52.6K - $56.2K
|
2.69K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-506- 6.29% |
$53.7K - $57.3K
|
7.53K
$744K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-511- 16.47% |
$54.2K - $57.9K
|
2.59K
$256K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-514- 99.04% |
$54.5K - $58.2K
|
5
$494
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-515- 3.07% |
$54.6K - $58.3K
|
16.2K
$1.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-519- 0.28% |
$55.1K - $58.8K
|
183K
$18M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-519- 3.01% |
$55.1K - $58.8K
|
16.7K
$1.65M
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-528- 11.07% |
$56K - $59.8K
|
4.24K
$419K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-530- 13.25% |
$56.2K - $60K
|
3.47K
$343K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-537- 5.09% |
$57K - $60.8K
|
10K
$989K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-545- 42.08% |
$57.8K - $61.7K
|
750
$74.1K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-546- 20.77% |
$57.9K - $61.9K
|
2.08K
$206K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-550- 95.99% |
$58.4K - $62.3K
|
23
$2.27K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-550- 6.58% |
$58.4K - $62.3K
|
7.81K
$771K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-553- 46.71% |
$58.7K - $62.7K
|
631
$62.3K
|