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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-860- 3.13% |
$91.2K - $97.4K
|
26.7K
$2.61M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-862- 1.1% |
$91.5K - $97.7K
|
77.7K
$7.6M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-883Closed |
$93.7K - $100K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-904- 29.52% |
$95.9K - $102K
|
2.16K
$211K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-907- 5.87% |
$96.2K - $103K
|
14.5K
$1.42M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-921- 13.69% |
$97.7K - $104K
|
5.81K
$568K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-924- 18.24% |
$98K - $105K
|
4.14K
$405K
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-932- 1.7% |
$98.9K - $106K
|
53.8K
$5.26M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-975- 39.39% |
$103K - $110K
|
1.5K
$147K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-990- 6.75% |
$105K - $112K
|
13.7K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.02K- 2.37% |
$109K - $116K
|
42.2K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.04K- 12.77% |
$110K - $118K
|
7.09K
$694K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.04K- 10.11% |
$111K - $118K
|
9.27K
$906K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.06K- 1.43% |
$113K - $120K
|
73K
$7.14M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.06K- 0.8% |
$113K - $120K
|
132K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 13.24% |
$114K - $121K
|
7.01K
$686K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 9.42% |
$114K - $122K
|
10.4K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 8.02% |
$120K - $128K
|
13K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.17K- 11.75% |
$124K - $132K
|
8.76K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 6.71% |
$127K - $135K
|
16.6K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.21K- 8.94% |
$128K - $137K
|
12.3K
$1.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.22K- 7.6% |
$129K - $138K
|
14.8K
$1.45M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 9.22% |
$130K - $139K
|
12.1K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.23K- 4.26% |
$131K - $139K
|
27.7K
$2.7M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.23K- 0.73% |
$131K - $140K
|
167K
$16.4M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.24K- 22.23% |
$132K - $141K
|
4.35K
$426K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.25K- 22.49% |
$133K - $142K
|
4.32K
$422K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.25K- 16.62% |
$133K - $142K
|
6.29K
$615K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.26K- 1.02% |
$133K - $142K
|
122K
$12M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.26K- 36.02% |
$134K - $143K
|
2.24K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.27K- 3.58% |
$134K - $143K
|
34.1K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.27K- 14.64% |
$134K - $144K
|
7.39K
$723K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.27K- 4.29% |
$135K - $144K
|
28.3K
$2.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-1.27K- 19.54% |
$135K - $144K
|
5.23K
$512K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.28K- 7.21% |
$136K - $145K
|
16.5K
$1.61M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.29KClosed |
$137K - $146K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.3K- 20.47% |
$138K - $148K
|
5.06K
$495K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.31K- 20.21% |
$139K - $149K
|
5.18K
$507K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.31K- 1.53% |
$139K - $149K
|
84.7K
$8.28M
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.32K- 3.77% |
$140K - $149K
|
33.6K
$3.29M
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.35K- 9.52% |
$143K - $153K
|
12.8K
$1.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.37K- 3.12% |
$145K - $155K
|
42.6K
$4.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.39KClosed |
$147K - $157K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.39K- 37.75% |
$147K - $157K
|
2.29K
$224K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.39K- 38.6% |
$147K - $157K
|
2.21K
$216K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.4K- 15.31% |
$148K - $158K
|
7.72K
$755K
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.4KClosed |
$149K - $159K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.42K- 10.85% |
$150K - $160K
|
11.6K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 13.26% |
$154K - $165K
|
9.5K
$929K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.47K- 17.3% |
$156K - $166K
|
7.01K
$686K
|