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 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-147K- 12.74% |
$15.6M - $16.7M
|
1.01M
$98.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-148K- 96.77% |
$15.7M - $16.8M
|
4.94K
$483K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-152K- 65.08% |
$16.1M - $17.2M
|
81.6K
$7.98M
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-158KClosed |
$16.8M - $17.9M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-169KClosed |
$17.9M - $19.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-174K- 5.64% |
$18.5M - $19.7M
|
2.91M
$285M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-182K- 26.47% |
$19.3M - $20.6M
|
505K
$49.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-196K- 82.78% |
$20.8M - $22.2M
|
40.8K
$3.99M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203K- 14.6% |
$21.5M - $23M
|
1.19M
$116M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-207K- 77.59% |
$21.9M - $23.4M
|
59.7K
$5.84M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-208K- 24.48% |
$22M - $23.5M
|
641K
$62.7M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-213K- 34.49% |
$22.6M - $24.1M
|
404K
$39.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-218K- 44.05% |
$23.1M - $24.7M
|
277K
$27.1M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-225K- 88.2% |
$23.9M - $25.5M
|
30.2K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-244KClosed |
$25.8M - $27.6M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-247K- 72.61% |
$26.2M - $28M
|
93.1K
$9.11M
|
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-260KClosed |
$27.6M - $29.4M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-305K- 8.06% |
$32.4M - $34.6M
|
3.48M
$340M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-313K- 96.46% |
$33.2M - $35.5M
|
11.5K
$1.12M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-331K- 39.62% |
$35.1M - $37.5M
|
505K
$49.4M
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-338KClosed |
$35.9M - $38.3M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
SELL
|
- |
-356KClosed |
$37.7M - $40.3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-365K- 16.2% |
$38.7M - $41.3M
|
1.89M
$184M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-370K- 22.9% |
$39.2M - $41.9M
|
1.24M
$122M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400KClosed |
$42.4M - $45.3M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-402K- 72.92% |
$42.6M - $45.5M
|
149K
$14.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-440KClosed |
$46.7M - $49.8M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-450KClosed |
$47.7M - $51M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-465K- 73.64% |
$49.3M - $52.7M
|
166K
$16.3M
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-497KClosed |
$52.8M - $56.3M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-506K- 98.0% |
$53.7M - $57.4M
|
10.3K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-617K- 24.75% |
$65.4M - $69.9M
|
1.87M
$183M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-626K- 14.33% |
$66.5M - $71M
|
3.75M
$366M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-767K- 99.95% |
$81.4M - $86.9M
|
347
$33.9K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-923K- 87.49% |
$97.9M - $105M
|
132K
$12.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-961K- 99.81% |
$102M - $109M
|
1.87K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-976KClosed |
$104M - $111M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.03M- 2.47% |
$109M - $117M
|
40.5M
$3.97B
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.07M- 95.36% |
$114M - $121M
|
52.1K
$5.09M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.16M- 9.17% |
$123M - $132M
|
11.5M
$1.13B
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.27M- 41.61% |
$135M - $144M
|
1.79M
$175M
|
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
SELL
|
- |
-1.28MClosed |
$136M - $145M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.33M- 7.93% |
$141M - $151M
|
15.4M
$1.51B
|
|
|
Apr 19, 2022
Q1 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-1.48M- 58.17% |
$157M - $167M
|
1.06M
$104M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.48M- 9.48% |
$157M - $168M
|
14.1M
$1.38B
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58M- 6.03% |
$168M - $179M
|
24.6M
$2.41B
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63M- 8.02% |
$173M - $184M
|
18.7M
$1.83B
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.19MClosed |
$232M - $248M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.31M- 96.27% |
$245M - $262M
|
89.5K
$8.75M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-2.6MClosed |
$276M - $295M
|
0
$0
|