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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
63.5K+ 1637.36% |
$6.73M - $7.19M
|
67.3K
$6.64M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
62.3K+ 8.58% |
$6.61M - $7.06M
|
788K
$77.7M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
61.6K+ 81.61% |
$6.54M - $6.98M
|
137K
$13.5M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.5KNew |
$6.31M - $6.74M
|
59.5K
$5.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
58K+ 8052.92% |
$6.15M - $6.57M
|
58.7K
$5.78M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
57.2K+ 248.81% |
$6.07M - $6.48M
|
80.2K
$7.91M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
57.2K+ 34.68% |
$6.07M - $6.48M
|
222K
$21.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
57.2KNew |
$6.06M - $6.48M
|
57.2K
$5.63M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
54.3K+ 4.92% |
$5.76M - $6.16M
|
1.16M
$114M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
52.4K+ 11.62% |
$5.56M - $5.94M
|
504K
$49.6M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
51.5K+ 72.04% |
$5.47M - $5.84M
|
123K
$12.1M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
51.4K+ 651.3% |
$5.46M - $5.83M
|
59.3K
$5.85M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
50.4KNew |
$5.35M - $5.72M
|
50.4K
$4.97M
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
48.9K+ 229.43% |
$5.19M - $5.54M
|
70.3K
$6.92M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
48.3KNew |
$5.12M - $5.47M
|
48.3K
$4.76M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
47.7KNew |
$5.06M - $5.4M
|
47.7K
$4.7M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
46.7K+ 67.63% |
$4.96M - $5.29M
|
116K
$11.4M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
46.5K+ 2186.0% |
$4.94M - $5.27M
|
48.6K
$4.79M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8K+ 2.02% |
$4.54M - $4.85M
|
2.16M
$213M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
42.2K+ 605.53% |
$4.47M - $4.78M
|
49.1K
$4.84M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
42.1K+ 18.44% |
$4.47M - $4.77M
|
270K
$26.7M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
41.9K+ 1171.46% |
$4.44M - $4.74M
|
45.4K
$4.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41K+ 764.0% |
$4.35M - $4.64M
|
46.4K
$4.57M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
39.5K+ 2.38% |
$4.19M - $4.48M
|
1.7M
$167M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
39.2K+ 166.81% |
$4.16M - $4.44M
|
62.7K
$6.17M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
38.3K+ 23.94% |
$4.06M - $4.34M
|
198K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
38KNew |
$4.03M - $4.31M
|
38K
$3.74M
|
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
37.4KNew |
$3.97M - $4.24M
|
37.4K
$3.68M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
37.2K+ 10.57% |
$3.94M - $4.21M
|
389K
$38.3M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
36.9K+ 35.17% |
$3.91M - $4.18M
|
142K
$14M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 149.13% |
$3.9M - $4.16M
|
61.4K
$6.05M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
36K+ 5.79% |
$3.82M - $4.07M
|
657K
$64.7M
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
35.1K+ 11.93% |
$3.72M - $3.97M
|
329K
$32.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
34.7K+ 56.45% |
$3.69M - $3.94M
|
96.3K
$9.49M
|
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
34.7K+ 47.8% |
$3.68M - $3.93M
|
107K
$10.6M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
33.4KNew |
$3.54M - $3.78M
|
33.4K
$3.29M
|
|
|
May 09, 2022
Q1 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
33.4K+ 17.49% |
$3.54M - $3.78M
|
224K
$22.1M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.1K+ 22.51% |
$3.52M - $3.76M
|
180K
$17.8M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
33.1K+ 23.21% |
$3.52M - $3.75M
|
176K
$17.3M
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
33.1KNew |
$3.51M - $3.75M
|
33.1K
$3.26M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
32.7KNew |
$3.47M - $3.71M
|
32.7K
$3.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.4K+ 29.86% |
$3.44M - $3.68M
|
141K
$13.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
31.9KNew |
$3.38M - $3.61M
|
31.9K
$3.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
31.8K+ 7.88% |
$3.37M - $3.6M
|
435K
$42.9M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
31.6K+ 7.23% |
$3.36M - $3.58M
|
469K
$46.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
30.3K+ 14.22% |
$3.22M - $3.44M
|
244K
$24M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 0.67% |
$3.21M - $3.43M
|
4.53M
$447M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
29.5K+ 7.52% |
$3.13M - $3.34M
|
422K
$41.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
28.4K+ 12.86% |
$3.01M - $3.22M
|
249K
$24.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
28.3K+ 11.32% |
$3M - $3.21M
|
278K
$27.4M
|