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 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.89K- 7.06% |
$200K - $214K
|
24.8K
$2.43M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.91K- 1.93% |
$202K - $216K
|
96.7K
$9.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.93KClosed |
$205K - $219K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-1.94KClosed |
$205K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.95K- 8.8% |
$207K - $221K
|
20.2K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.95KClosed |
$207K - $221K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.97K- 2.93% |
$209K - $223K
|
65.1K
$6.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.97KClosed |
$209K - $223K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.97KClosed |
$209K - $223K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.97KClosed |
$209K - $223K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.98K- 46.91% |
$210K - $224K
|
2.24K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 30.44% |
$211K - $225K
|
4.55K
$445K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.01KClosed |
$213K - $227K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.01K- 6.98% |
$214K - $228K
|
26.8K
$2.62M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.02K- 45.61% |
$215K - $229K
|
2.41K
$236K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.03K- 14.85% |
$215K - $230K
|
11.6K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.04K- 4.01% |
$216K - $231K
|
48.8K
$4.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 3.65% |
$217K - $232K
|
54K
$5.28M
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.05KClosed |
$218K - $232K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.06KClosed |
$219K - $234K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.06KClosed |
$219K - $234K
|
0
$0
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.08K- 45.04% |
$221K - $236K
|
2.54K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.09K- 8.96% |
$221K - $236K
|
21.2K
$2.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.1K- 18.84% |
$223K - $238K
|
9.06K
$886K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2.11K- 63.89% |
$224K - $240K
|
1.2K
$117K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.15K- 28.26% |
$228K - $243K
|
5.45K
$533K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.16K- 5.23% |
$230K - $245K
|
39.2K
$3.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.17K- 6.7% |
$231K - $246K
|
30.3K
$2.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.18K- 51.3% |
$231K - $246K
|
2.07K
$202K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 9.19% |
$231K - $247K
|
21.5K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.19K- 21.83% |
$232K - $248K
|
7.83K
$766K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.19K- 35.07% |
$232K - $248K
|
4.05K
$397K
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.2KClosed |
$233K - $249K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.24K- 11.37% |
$238K - $254K
|
17.5K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.25K- 2.59% |
$239K - $255K
|
84.7K
$8.28M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.26KClosed |
$240K - $256K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.28K- 12.87% |
$242K - $258K
|
15.4K
$1.51M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.3KClosed |
$244K - $261K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.33K- 10.83% |
$247K - $264K
|
19.2K
$1.88M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.34K- 11.28% |
$248K - $265K
|
18.4K
$1.8M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.34K- 17.53% |
$248K - $265K
|
11K
$1.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.35KClosed |
$249K - $266K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.37KClosed |
$251K - $268K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.37K- 1.77% |
$251K - $268K
|
132K
$12.9M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.42K- 7.52% |
$257K - $274K
|
29.8K
$2.91M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.43K- 11.75% |
$258K - $275K
|
18.2K
$1.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.45K- 9.46% |
$260K - $277K
|
23.4K
$2.29M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.46KClosed |
$260K - $278K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.48K- 66.99% |
$263K - $281K
|
1.22K
$119K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.48K- 27.87% |
$263K - $281K
|
6.41K
$627K
|