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 09, 2022
Q1 2022
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-16.4K- 30.56% |
$1.74M - $1.85M
|
37.2K
$3.64M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 65.2% |
$1.75M - $1.87M
|
8.81K
$861K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.5K- 13.81% |
$1.75M - $1.87M
|
103K
$10.1M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16.6K- 91.39% |
$1.76M - $1.88M
|
1.56K
$153K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16.7K- 6.78% |
$1.77M - $1.89M
|
229K
$22.4M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.8K- 0.77% |
$1.78M - $1.9M
|
2.16M
$212M
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-17.1K- 64.19% |
$1.81M - $1.94M
|
9.53K
$932K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-17.1K- 5.41% |
$1.81M - $1.94M
|
299K
$29.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.1K- 35.65% |
$1.82M - $1.94M
|
30.9K
$3.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-17.2K- 20.26% |
$1.83M - $1.95M
|
67.7K
$6.63M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17.2K- 50.35% |
$1.83M - $1.95M
|
17K
$1.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-17.4K- 1.9% |
$1.84M - $1.97M
|
898K
$87.8M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-18K- 78.65% |
$1.91M - $2.04M
|
4.89K
$479K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-18.2K- 71.99% |
$1.93M - $2.07M
|
7.09K
$694K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-18.2K- 40.12% |
$1.94M - $2.07M
|
27.2K
$2.66M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 77.28% |
$1.95M - $2.09M
|
5.42K
$530K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-19K- 89.18% |
$2.01M - $2.15M
|
2.3K
$225K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-19K- 10.38% |
$2.02M - $2.16M
|
164K
$16.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-19.1K- 9.99% |
$2.02M - $2.16M
|
172K
$16.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19.5K- 28.06% |
$2.07M - $2.21M
|
50K
$4.89M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 2.15% |
$2.09M - $2.23M
|
896K
$87.7M
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-20.5K- 46.74% |
$2.17M - $2.32M
|
23.3K
$2.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.9K- 40.43% |
$2.22M - $2.37M
|
30.9K
$3.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-21.1K- 19.05% |
$2.24M - $2.39M
|
89.5K
$8.76M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21.2K- 80.1% |
$2.25M - $2.41M
|
5.28K
$516K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-21.3K- 97.89% |
$2.26M - $2.42M
|
460
$45K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-22.1KClosed |
$2.35M - $2.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-22.6K- 4.41% |
$2.4M - $2.56M
|
491K
$48M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-22.7K- 2.82% |
$2.41M - $2.57M
|
783K
$76.6M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-22.9K- 40.84% |
$2.43M - $2.6M
|
33.2K
$3.25M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-23.5K- 27.69% |
$2.5M - $2.66M
|
61.4K
$6.01M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-23.6K- 30.95% |
$2.5M - $2.67M
|
52.6K
$5.15M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-23.7K- 3.58% |
$2.51M - $2.68M
|
638K
$62.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-23.9K- 87.04% |
$2.53M - $2.7M
|
3.55K
$348K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-24K- 18.16% |
$2.55M - $2.72M
|
108K
$10.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-25.1K- 77.21% |
$2.67M - $2.85M
|
7.42K
$726K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-25.5K- 19.22% |
$2.7M - $2.89M
|
107K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-25.6K- 32.42% |
$2.71M - $2.9M
|
53.3K
$5.21M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 5.35% |
$2.8M - $2.98M
|
466K
$45.6M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-26.3K- 40.47% |
$2.8M - $2.99M
|
38.8K
$3.79M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-26.4K- 13.59% |
$2.8M - $2.99M
|
168K
$16.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-26.4K- 20.3% |
$2.8M - $2.99M
|
104K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-26.7K- 18.84% |
$2.83M - $3.02M
|
115K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-27K- 45.75% |
$2.87M - $3.06M
|
32.1K
$3.14M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-27.1K- 60.07% |
$2.88M - $3.07M
|
18K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-27.2KClosed |
$2.88M - $3.08M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-28K- 25.1% |
$2.98M - $3.18M
|
83.7K
$8.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-28.1K- 90.54% |
$2.99M - $3.19M
|
2.94K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-28.2K- 19.32% |
$2.99M - $3.19M
|
118K
$11.5M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.3K- 11.72% |
$3.1M - $3.31M
|
220K
$21.6M
|