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 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 13.82% |
$339K - $362K
|
19.9K
$1.95M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.22K- 51.99% |
$342K - $365K
|
2.97K
$291K
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.22K- 5.13% |
$342K - $365K
|
59.6K
$5.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 6.69% |
$343K - $366K
|
45.1K
$4.41M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-3.24K- 1.93% |
$344K - $367K
|
165K
$16.1M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.24KClosed |
$344K - $368K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 2.87% |
$346K - $369K
|
110K
$10.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.27KClosed |
$347K - $371K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-3.28K- 95.73% |
$348K - $371K
|
146
$14.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-3.28K- 29.26% |
$348K - $372K
|
7.94K
$777K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.3KClosed |
$350K - $374K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.35K- 45.52% |
$355K - $379K
|
4.01K
$392K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.39K- 11.05% |
$360K - $384K
|
27.3K
$2.67M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.41KClosed |
$361K - $386K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.45K- 10.93% |
$366K - $390K
|
28.1K
$2.75M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.47K- 8.6% |
$369K - $394K
|
36.9K
$3.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.48K- 5.93% |
$369K - $394K
|
55.2K
$5.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.51K- 2.08% |
$373K - $398K
|
165K
$16.2M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.52KClosed |
$373K - $398K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.52K- 31.2% |
$373K - $398K
|
7.76K
$759K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-3.52KClosed |
$373K - $398K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.55K- 41.91% |
$376K - $402K
|
4.92K
$481K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.55K- 7.97% |
$377K - $402K
|
41K
$4.02M
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.56K- 3.54% |
$378K - $404K
|
97.2K
$9.51M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.58K- 18.88% |
$380K - $406K
|
15.4K
$1.51M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-3.61K- 43.8% |
$383K - $409K
|
4.63K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.61K- 61.62% |
$383K - $409K
|
2.25K
$220K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.62K- 23.31% |
$384K - $410K
|
11.9K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.63K- 13.89% |
$385K - $411K
|
22.5K
$2.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
SELL
|
- |
-3.65K- 3.52% |
$387K - $413K
|
99.9K
$9.78M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-3.68K- 21.3% |
$391K - $417K
|
13.6K
$1.33M
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-3.73K- 16.17% |
$396K - $422K
|
19.3K
$1.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-3.75K- 61.78% |
$398K - $425K
|
2.32K
$227K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.76K- 51.52% |
$399K - $426K
|
3.54K
$347K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.77K- 25.73% |
$400K - $427K
|
10.9K
$1.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.86K- 0.54% |
$409K - $437K
|
707K
$69.2M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.89K- 27.96% |
$413K - $441K
|
10K
$982K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.9K- 11.53% |
$414K - $442K
|
29.9K
$2.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.97K- 13.39% |
$421K - $450K
|
25.7K
$2.51M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-3.98KClosed |
$422K - $451K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4KClosed |
$424K - $453K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.02K- 48.24% |
$426K - $455K
|
4.31K
$422K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-4.03K- 12.44% |
$427K - $456K
|
28.3K
$2.77M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.03K- 5.1% |
$428K - $457K
|
75K
$7.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.13K- 17.0% |
$438K - $468K
|
20.2K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.13K- 0.7% |
$439K - $468K
|
585K
$57.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-4.17K- 31.12% |
$442K - $472K
|
9.22K
$903K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 11.72% |
$447K - $478K
|
31.7K
$3.11M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.22K- 11.45% |
$448K - $478K
|
32.6K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.28KClosed |
$454K - $485K
|
0
$0
|