Purchases and Sales Made in Q1 2022 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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
Sei Investments CO

Oaks, PA
SELL
 -
-2.48K
Closed
$263K - $281K
0 $0
May 03, 2022 Q1 2022
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-2.49K
- 1.68%
$264K - $282K
146K $14.4M
May 10, 2022 Q1 2022
Sterling Financial Planning, Inc.

SELL
 -
-2.5K
Closed
$265K - $283K
0 $0
May 31, 2022 Q1 2022
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
SELL
 -
-2.5K
Closed
$266K - $284K
0 $0
Apr 20, 2022 Q1 2022
Crestone Asset Management LLC

SELL
 -
-2.51K
- 40.44%
$266K - $284K
3.69K $364K
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

SELL
 -
-2.51K
- 63.18%
$266K - $284K
1.46K $144K
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.51K
- 11.46%
$266K - $284K
19.4K $1.91M
May 09, 2022 Q1 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-2.52K
- 38.12%
$268K - $286K
4.1K $404K
Apr 26, 2022 Q1 2022
New York Life Investment Management LLC

New York, NY
SELL
 -
-2.53K
- 1.83%
$268K - $286K
136K $13.4M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-2.54K
- 22.66%
$270K - $288K
8.68K $855K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

SELL
 -
-2.62K
- 39.63%
$278K - $297K
3.99K $393K
May 05, 2022 Q1 2022
Osborne Partners Capital Management, LLC

SELL
 -
-2.62K
Closed
$278K - $297K
0 $0
May 04, 2022 Q1 2022
Janney Capital Management LLC

SELL
 -
-2.64K
Closed
$280K - $299K
0 $0
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-2.65K
- 2.87%
$281K - $300K
89.7K $8.84M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-2.68K
- 1.54%
$284K - $304K
172K $16.9M
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

SELL
 -
-2.7K
Closed
$286K - $306K
0 $0
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.71K
- 30.57%
$288K - $307K
6.16K $607K
Apr 22, 2022 Q1 2022
Smart Money Group LLC

SELL
 -
-2.72K
Closed
$288K - $308K
0 $0
Apr 29, 2022 Q1 2022
Navalign, LLC

SELL
 -
-2.73K
- 33.78%
$289K - $309K
5.34K $526K
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-2.74K
- 33.26%
$291K - $311K
5.5K $542K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-2.75K
- 16.25%
$292K - $312K
14.2K $1.4M
Apr 25, 2022 Q1 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
SELL
 -
-2.8K
- 44.35%
$297K - $317K
3.51K $346K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-2.82K
- 38.95%
$299K - $320K
4.42K $436K
Apr 28, 2022 Q1 2022
Godsey & Gibb Associates

SELL
 -
-2.83K
Closed
$300K - $321K
0 $0
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-2.85K
- 6.24%
$302K - $323K
42.8K $4.22M
May 11, 2022 Q1 2022
Nvwm, LLC

SELL
 -
-2.85K
- 66.86%
$302K - $323K
1.41K $139K
Apr 13, 2022 Q1 2022
Agincourt Capital Management, LLC

SELL
 -
-2.85K
- 1.83%
$302K - $323K
153K $15.1M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-2.86K
- 3.27%
$303K - $324K
84.7K $8.35M
May 03, 2022 Q1 2022
Archvest Wealth Advisors, Inc.

SELL
 -
-2.88K
- 1.74%
$306K - $327K
162K $16M
May 13, 2022 Q1 2022
Parisi Gray Wealth Management

SELL
 -
-2.91K
- 4.33%
$308K - $329K
64.2K $6.32M
May 04, 2022 Q1 2022
Rothschild Capital Partners, LLC

New York, NY
SELL
 -
-2.91K
- 32.7%
$308K - $329K
5.98K $589K
Apr 29, 2022 Q1 2022
C2 C Wealth Management, LLC

SELL
 -
-2.93K
- 9.41%
$311K - $332K
28.2K $2.78M
Apr 29, 2022 Q1 2022
Aaf Wealth Management, LLC

SELL
 -
-2.95K
Closed
$313K - $334K
0 $0
Apr 19, 2022 Q1 2022
Hixon Zuercher, LLC

SELL
 -
-2.97K
Closed
$315K - $336K
0 $0
May 06, 2022 Q1 2022
Btc Capital Management, Inc.

SELL
 -
-2.97K
- 21.18%
$315K - $336K
11K $1.09M
May 10, 2022 Q1 2022
Ssi Investment Management LLC

Los Angeles, CA
SELL
 -
-3.01K
- 1.33%
$319K - $341K
223K $21.9M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-3.01K
- 6.65%
$319K - $341K
42.2K $4.16M
May 03, 2022 Q1 2022
Calamos Advisors LLC

SELL
 -
-3.02K
Closed
$320K - $342K
0 $0
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
SELL
 -
-3.02K
- 8.48%
$321K - $342K
32.6K $3.21M
Apr 06, 2022 Q1 2022
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-3.02K
- 13.32%
$321K - $343K
19.7K $1.94M
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.08K
- 5.45%
$326K - $349K
53.3K $5.26M
May 11, 2022 Q1 2022
Roundview Capital LLC

Princeton, NJ
SELL
 -
-3.08K
- 3.33%
$327K - $349K
89.5K $8.82M
May 17, 2022 Q1 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-3.09K
- 5.2%
$328K - $350K
56.3K $5.55M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

SELL
 -
-3.11K
- 34.48%
$330K - $352K
5.91K $582K
May 10, 2022 Q1 2022
New Square Capital LLC

SELL
 -
-3.11K
- 2.35%
$330K - $352K
129K $12.7M
May 06, 2022 Q1 2022
Koss Olinger Consulting, LLC

SELL
 -
-3.13K
- 48.65%
$332K - $354K
3.3K $325K
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-3.17K
- 8.12%
$336K - $359K
35.8K $3.53M
May 03, 2022 Q1 2022
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-3.17K
- 1.95%
$336K - $359K
160K $15.7M
May 13, 2022 Q1 2022
W.G. Shaheen & Associates Dba Whitney & CO

SELL
 -
-3.18K
Closed
$337K - $360K
0 $0

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