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 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
224K+ 1.47% |
$23.8M - $25.4M
|
15.4M
$1.51B
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
220K+ 194.74% |
$23.4M - $25M
|
333K
$32.6M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
212K+ 6.5% |
$22.4M - $24M
|
3.47M
$339M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
195K+ 16.65% |
$20.7M - $22.1M
|
1.37M
$134M
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
188K+ 10.66% |
$20M - $21.3M
|
1.95M
$191M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
186K+ 3.56% |
$19.8M - $21.1M
|
5.42M
$530M
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
184K+ 1028.81% |
$19.5M - $20.9M
|
202K
$19.8M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
169K+ 25.18% |
$17.9M - $19.1M
|
840K
$82.1M
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
166K+ 34849.16% |
$17.6M - $18.8M
|
166K
$16.3M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
162K+ 11.98% |
$17.2M - $18.4M
|
1.52M
$149M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
162K+ 128.53% |
$17.2M - $18.4M
|
288K
$28.2M
|
|
May 05, 2022
Q1 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
162K+ 12.55% |
$17.2M - $18.3M
|
1.45M
$142M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
153K+ 31.94% |
$16.2M - $17.3M
|
631K
$61.8M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
144K+ 4157.83% |
$15.3M - $16.3M
|
148K
$14.4M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141K+ 646.57% |
$15M - $16M
|
163K
$15.9M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
139K+ 142.27% |
$14.7M - $15.7M
|
236K
$23.1M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
138K+ 23.87% |
$14.6M - $15.6M
|
716K
$70.1M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
127K+ 5.34% |
$13.5M - $14.4M
|
2.51M
$245M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
123K+ 25.15% |
$13M - $13.9M
|
610K
$59.6M
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
122K+ 122.97% |
$12.9M - $13.8M
|
221K
$21.6M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
117KNew |
$12.4M - $13.2M
|
117K
$11.4M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
115K+ 128.4% |
$12.2M - $13.1M
|
205K
$20.1M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
110KNew |
$11.7M - $12.5M
|
110K
$10.8M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100K+ 10.91% |
$10.6M - $11.4M
|
1.02M
$99.8M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
99.3K+ 883.9% |
$10.5M - $11.2M
|
110K
$10.8M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
95.6KNew |
$10.1M - $10.8M
|
95.6K
$9.35M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
93.7K+ 1.9% |
$9.94M - $10.6M
|
5.02M
$491M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
93.2K+ 137.32% |
$9.89M - $10.6M
|
161K
$15.8M
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
91.5K+ 2822.53% |
$9.7M - $10.4M
|
94.7K
$9.26M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
90.4K+ 52.4% |
$9.59M - $10.2M
|
263K
$25.7M
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
87.3K+ 30.33% |
$9.26M - $9.89M
|
375K
$36.7M
|
|
May 09, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
84.4K+ 484.59% |
$8.95M - $9.56M
|
102K
$9.96M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
82.4KNew |
$8.74M - $9.34M
|
82.4K
$8.06M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.1K+ 5.99% |
$8.5M - $9.08M
|
1.42M
$139M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
79.3K+ 100.42% |
$8.41M - $8.98M
|
158K
$15.5M
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
76.5K+ 16.72% |
$8.12M - $8.67M
|
534K
$52.2M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75.6K+ 5808.76% |
$8.02M - $8.56M
|
76.9K
$7.52M
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
71.8K+ 13.59% |
$7.61M - $8.13M
|
600K
$58.7M
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
71.8K+ 13.59% |
$7.61M - $8.13M
|
600K
$58.7M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
70KNew |
$7.43M - $7.93M
|
70K
$6.85M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
69.5K+ 12.52% |
$7.38M - $7.88M
|
625K
$61.1M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
68.5K+ 31.91% |
$7.27M - $7.76M
|
283K
$27.7M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
68K+ 24.76% |
$7.21M - $7.7M
|
342K
$33.5M
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
67.9K+ 19.92% |
$7.2M - $7.69M
|
409K
$40M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
67.3K+ 271.94% |
$7.14M - $7.62M
|
92K
$9M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
66.9K+ 107.15% |
$7.1M - $7.58M
|
129K
$12.7M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
66.6K+ 81.66% |
$7.07M - $7.55M
|
148K
$14.5M
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
65.9K+ 30.06% |
$6.99M - $7.47M
|
285K
$27.9M
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
65.3K+ 97.37% |
$6.92M - $7.39M
|
132K
$12.9M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
63.7KNew |
$6.75M - $7.21M
|
63.7K
$6.23M
|