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
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-29.4K
Closed
$3.11M - $3.33M
0 $0
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-29.6K
- 70.91%
$3.14M - $3.35M
12.1K $1.19M
Apr 28, 2022 Q1 2022
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-30K
- 18.51%
$3.18M - $3.39M
132K $12.9M
May 16, 2022 Q1 2022
Psagot Value Holdings Ltd.

Tel Aviv, L3
SELL
 -
-30K
Closed
$3.18M - $3.4M
0 $0
Apr 21, 2022 Q1 2022
Naviter Wealth, LLC

SELL
 -
-30K
Closed
$3.19M - $3.4M
0 $0
Apr 19, 2022 Q1 2022
Signature Estate & Investment Advisors LLC

SELL
 -
-30.2K
- 69.12%
$3.2M - $3.42M
13.5K $1.32M
Apr 22, 2022 Q1 2022
Ade, LLC

SELL
 -
-30.9K
- 94.1%
$3.27M - $3.5M
1.94K $189K
Apr 14, 2022 Q1 2022
Monument Capital Management

SELL
 -
-31.1K
Closed
$3.3M - $3.52M
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group Ltd.

Dublin, L2
SELL
 -
-31.4K
Closed
$3.33M - $3.56M
0 $0
May 10, 2022 Q1 2022
Orgel Wealth Management, LLC

SELL
 -
-31.9K
- 43.58%
$3.38M - $3.61M
41.2K $4.03M
May 11, 2022 Q1 2022
Main Management LLC

San Francisco, CA
SELL
 -
-32.1K
- 74.06%
$3.41M - $3.64M
11.3K $1.1M
May 09, 2022 Q1 2022
Ingalls & Snyder LLC

New York, NY
SELL
 -
-32.7K
- 70.65%
$3.47M - $3.7M
13.6K $1.33M
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

SELL
 -
-32.7K
- 28.86%
$3.47M - $3.7M
80.6K $7.88M
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-32.8K
- 10.88%
$3.48M - $3.71M
268K $26.3M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-33.2K
- 13.96%
$3.52M - $3.76M
205K $20M
Apr 27, 2022 Q1 2022
Atlas Financial Advisors, Inc.

SELL
 -
-34.6K
- 12.5%
$3.67M - $3.91M
242K $23.7M
Apr 29, 2022 Q1 2022
Lake Street Financial LLC

SELL
 -
-34.8K
Closed
$3.7M - $3.95M
0 $0
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-35.4K
- 6.99%
$3.76M - $4.01M
471K $46M
May 10, 2022 Q1 2022
Van Eck Associates Corp

SELL
 -
-36.3K
Closed
$3.85M - $4.11M
0 $0
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-36.5K
- 94.59%
$3.87M - $4.14M
2.09K $204K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-37.7K
- 11.49%
$4M - $4.27M
290K $28.4M
Apr 19, 2022 Q1 2022
Affinity Capital Advisors, LLC

SELL
 -
-38.1K
- 24.06%
$4.04M - $4.32M
120K $11.8M
Apr 21, 2022 Q1 2022
J2 Capital Management Inc

SELL
 -
-38.1K
- 61.64%
$4.04M - $4.32M
23.7K $2.32M
May 03, 2022 Q1 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-38.7K
- 35.77%
$4.1M - $4.38M
69.5K $6.79M
May 12, 2022 Q1 2022
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-38.9K
- 11.91%
$4.13M - $4.41M
288K $28.1M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

SELL
 -
-40.8K
- 16.11%
$4.33M - $4.62M
212K $20.8M
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-41.1K
- 88.06%
$4.36M - $4.65M
5.57K $545K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-41.3K
- 7.85%
$4.38M - $4.68M
484K $47.4M
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
SELL
 -
-42.8K
- 13.91%
$4.55M - $4.85M
265K $25.9M
Apr 28, 2022 Q1 2022
Tru Independence LLC

SELL
 -
-43.8K
- 71.22%
$4.65M - $4.97M
17.7K $1.73M
May 12, 2022 Q1 2022
Beta Wealth Group, Inc.

SELL
 -
-43.9K
- 63.22%
$4.66M - $4.98M
25.6K $2.5M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-44.5K
- 13.26%
$4.72M - $5.04M
291K $28.5M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-44.7K
- 17.36%
$4.74M - $5.07M
213K $20.8M
May 11, 2022 Q1 2022
Rock Creek Group, LP

SELL
 -
-44.9K
- 24.19%
$4.77M - $5.09M
141K $13.8M
Apr 14, 2022 Q1 2022
Silverhawk Asset Management, LLC

SELL
 -
-45.6K
- 49.85%
$4.84M - $5.17M
45.9K $4.49M
Apr 25, 2022 Q1 2022
Country Trust Bank

SELL
 -
-46.2K
- 4.99%
$4.91M - $5.24M
879K $86M
May 13, 2022 Q1 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-46.5K
- 3.74%
$4.93M - $5.27M
1.2M $117M
Apr 05, 2022 Q1 2022
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-48K
Closed
$5.09M - $5.43M
0 $0
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-48K
- 40.18%
$5.1M - $5.44M
71.5K $6.99M
May 13, 2022 Q1 2022
Founders Financial Securities LLC

SELL
 -
-48.8K
- 44.55%
$5.18M - $5.53M
60.7K $5.94M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-49.1K
- 27.48%
$5.21M - $5.57M
130K $12.7M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-49.7K
- 26.89%
$5.27M - $5.63M
135K $13.2M
Apr 15, 2022 Q1 2022
Domani Wealth, LLC

SELL
 -
-51.8K
- 89.95%
$5.49M - $5.87M
5.79K $566K
May 06, 2022 Q1 2022
Bouchey Financial Group LTD

SELL
 -
-52.6K
- 17.34%
$5.58M - $5.96M
251K $24.5M
May 11, 2022 Q1 2022
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-53.4K
- 50.92%
$5.66M - $6.05M
51.5K $5.03M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-53.4K
- 7.88%
$5.67M - $6.05M
624K $61.1M
Aug 25, 2023 Q1 2022
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-54.7K
- 35.56%
$5.8M - $6.2M
99.1K $9.69M
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-55.4K
- 56.43%
$5.88M - $6.28M
42.8K $4.19M
May 05, 2022 Q1 2022
Guidance Point Advisors, LLC

SELL
 -
-55.7K
- 40.63%
$5.91M - $6.31M
81.4K $7.96M

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