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 02, 2022 Q1 2022
Davenport & CO LLC

SELL
 -
-4.28K
- 13.73%
$454K - $485K
26.9K $2.63M
May 06, 2022 Q1 2022
Qcm Cayman, Ltd.

SELL
 -
-4.28K
Closed
$455K - $485K
0 $0
Apr 13, 2022 Q1 2022
Trinity Legacy Partners, LLC

SELL
 -
-4.37K
Closed
$463K - $495K
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-4.38K
- 10.98%
$464K - $496K
35.5K $3.47M
Apr 22, 2022 Q1 2022
Rise Advisors, LLC

SELL
 -
-4.39K
- 26.81%
$466K - $498K
12K $1.17M
Apr 28, 2022 Q1 2022
Hardy Reed LLC

SELL
 -
-4.4K
Closed
$467K - $499K
0 $0
May 13, 2022 Q1 2022
Dakota Wealth Management

SELL
 -
-4.4K
- 11.12%
$467K - $499K
35.2K $3.44M
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-4.4K
- 8.82%
$467K - $499K
45.5K $4.45M
May 13, 2022 Q1 2022
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-4.4K
- 10.93%
$467K - $499K
35.9K $3.51M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

SELL
 -
-4.42K
- 2.37%
$469K - $501K
182K $17.8M
Apr 28, 2022 Q1 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-4.45K
Closed
$472K - $505K
0 $0
May 10, 2022 Q1 2022
Smith, Salley & Associates

SELL
 -
-4.46K
- 12.38%
$474K - $506K
31.6K $3.09M
May 04, 2022 Q1 2022
Hemington Wealth Management

SELL
 -
-4.49K
Closed
$477K - $509K
0 $0
May 06, 2022 Q1 2022
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-4.57K
- 57.3%
$485K - $518K
3.41K $333K
May 09, 2022 Q1 2022
Ironwood Investment Counsel, LLC

SELL
 -
-4.64K
- 45.85%
$493K - $526K
5.48K $536K
May 13, 2022 Q1 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-4.65K
- 44.14%
$493K - $527K
5.88K $575K
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-4.71K
- 2.78%
$500K - $534K
164K $16.1M
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-4.75K
- 4.85%
$504K - $539K
93.3K $9.13M
May 10, 2022 Q1 2022
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-4.84K
- 11.42%
$513K - $548K
37.5K $3.67M
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-4.9K
- 53.97%
$520K - $555K
4.18K $409K
Apr 12, 2022 Q1 2022
Hya Advisors, Inc

SELL
 -
-4.99K
- 15.76%
$529K - $565K
26.7K $2.61M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

SELL
 -
-5.02K
- 0.88%
$532K - $568K
563K $55.1M
Apr 26, 2022 Q1 2022
Ridgecrest Wealth Partners, LLC

SELL
 -
-5.04K
- 49.18%
$534K - $571K
5.2K $509K
May 16, 2022 Q1 2022
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-5.1K
Closed
$541K - $577K
0 $0
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-5.17K
Closed
$549K - $586K
0 $0
Apr 08, 2022 Q1 2022
Acropolis Investment Management, LLC

SELL
 -
-5.19K
- 9.24%
$550K - $587K
50.9K $4.98M
May 05, 2022 Q1 2022
Efg Asset Management (Americas) Corp.

SELL
 -
-5.21K
- 42.45%
$552K - $590K
7.06K $691K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-5.22K
Closed
$554K - $591K
0 $0
Apr 29, 2022 Q1 2022
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-5.23K
- 62.95%
$555K - $593K
3.08K $301K
May 10, 2022 Q1 2022
Fluent Financial, LLC

SELL
 -
-5.26K
Closed
$558K - $596K
0 $0
Apr 12, 2022 Q1 2022
E&G Advisors, LP

SELL
 -
-5.3K
- 2.75%
$563K - $601K
188K $18.4M
May 05, 2022 Q1 2022
1 St Source Bank

SELL
 -
-5.48K
- 11.09%
$581K - $621K
43.9K $4.29M
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-5.49K
- 61.01%
$582K - $622K
3.51K $343K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-5.49K
- 13.45%
$583K - $622K
35.3K $3.46M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-5.49K
- 13.45%
$583K - $622K
35.3K $3.46M
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-5.55K
- 52.68%
$589K - $629K
4.99K $488K
May 13, 2022 Q1 2022
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-5.6K
- 3.92%
$594K - $634K
137K $13.4M
Apr 06, 2022 Q1 2022
First Hawaiian Bank

SELL
 -
-5.6K
- 1.38%
$594K - $635K
401K $39.2M
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

SELL
 -
-5.62K
- 18.57%
$597K - $637K
24.7K $2.41M
May 19, 2022 Q1 2022
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-5.7K
- 53.26%
$605K - $646K
5K $489K
May 12, 2022 Q1 2022
Asset Management Resources, LLC

SELL
 -
-5.72K
- 30.03%
$607K - $649K
13.3K $1.3M
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

SELL
 -
-5.86K
- 10.81%
$622K - $664K
48.4K $4.73M
Apr 18, 2022 Q1 2022
Matrix Trust CO

SELL
 -
-5.88K
- 2.5%
$624K - $666K
229K $22.4M
Apr 29, 2022 Q1 2022
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-5.9K
- 4.53%
$626K - $668K
124K $12.2M
May 05, 2022 Q1 2022
Warner Financial, Inc

Bethesda, MD
SELL
 -
-5.92K
- 29.41%
$628K - $671K
14.2K $1.39M
May 05, 2022 Q1 2022
Savant Capital, LLC

SELL
 -
-5.92K
- 17.03%
$628K - $671K
28.9K $2.82M
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-6.03K
- 6.51%
$640K - $683K
86.7K $8.48M
May 12, 2022 Q1 2022
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-6.03K
- 4.17%
$640K - $683K
139K $13.6M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-6.06K
- 17.15%
$643K - $686K
29.3K $2.86M

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