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 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.2K+ 10.68% |
$2.99M - $3.19M
|
292K
$28.6M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
27.9K+ 7.44% |
$2.96M - $3.16M
|
403K
$39.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
26.6K+ 154.09% |
$2.82M - $3.01M
|
43.9K
$4.31M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26.4K+ 67.8% |
$2.8M - $2.99M
|
65.2K
$6.4M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.1K+ 0.49% |
$2.77M - $2.96M
|
5.34M
$524M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25.9K+ 4.92% |
$2.75M - $2.93M
|
552K
$54.1M
|
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
25.6K+ 11.52% |
$2.72M - $2.9M
|
248K
$24.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
25.5K+ 326.05% |
$2.71M - $2.89M
|
33.3K
$3.27M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
25.4K+ 10.47% |
$2.7M - $2.88M
|
268K
$26.3M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25.3K+ 24.7% |
$2.69M - $2.87M
|
128K
$12.6M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25.3K+ 496.72% |
$2.68M - $2.86M
|
30.3K
$2.98M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
25.2K+ 99.35% |
$2.68M - $2.86M
|
50.6K
$4.97M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
24.9KNew |
$2.64M - $2.82M
|
24.9K
$2.44M
|
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
24.8KNew |
$2.64M - $2.81M
|
24.8K
$2.44M
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
24.7K+ 16.34% |
$2.62M - $2.8M
|
176K
$17.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
24.7K+ 1350.08% |
$2.62M - $2.8M
|
26.5K
$2.6M
|
|
|
Feb 10, 2025
Q1 2022
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
24.6KNew |
$2.61M - $2.79M
|
24.6K
$2.42M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
24.1K+ 3.52% |
$2.56M - $2.73M
|
709K
$69.6M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23.8K+ 5.66% |
$2.53M - $2.7M
|
445K
$43.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 43.05% |
$2.5M - $2.67M
|
78.3K
$7.69M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23.1K+ 13.66% |
$2.45M - $2.62M
|
192K
$18.9M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23.1K+ 9.49% |
$2.45M - $2.62M
|
267K
$26.2M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
23KNew |
$2.44M - $2.61M
|
23K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
22.8K+ 12.08% |
$2.42M - $2.58M
|
211K
$20.8M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
22.1K+ 311.02% |
$2.34M - $2.5M
|
29.2K
$2.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.9K+ 2039.83% |
$2.32M - $2.48M
|
22.9K
$2.25M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21K+ 9.13% |
$2.23M - $2.38M
|
251K
$24.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.9K+ 8.2% |
$2.22M - $2.37M
|
276K
$27.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
20.8K+ 110.24% |
$2.21M - $2.36M
|
39.7K
$3.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
20.8K+ 153.65% |
$2.2M - $2.35M
|
34.3K
$3.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20.7K+ 111.51% |
$2.19M - $2.34M
|
39.2K
$3.85M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
20.3KNew |
$2.15M - $2.3M
|
20.3K
$1.99M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.9K+ 1.27% |
$2.11M - $2.26M
|
1.59M
$156M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$2.11M - $2.26M
|
19.9K
$1.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
19.7KNew |
$2.09M - $2.23M
|
19.7K
$1.94M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.4K+ 12.28% |
$2.06M - $2.2M
|
178K
$17.4M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 2.31% |
$2.05M - $2.19M
|
856K
$84M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19.1K+ 2.98% |
$2.03M - $2.17M
|
660K
$64.8M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.1K+ 50.32% |
$2.02M - $2.16M
|
57K
$5.59M
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
18.9K+ 2.44% |
$2.01M - $2.15M
|
794K
$77.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
18.4K+ 26.01% |
$1.95M - $2.08M
|
89.1K
$8.75M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
18.2KNew |
$1.93M - $2.07M
|
18.2K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
18K+ 4.93% |
$1.91M - $2.04M
|
383K
$37.6M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18KNew |
$1.91M - $2.04M
|
18K
$1.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17.9K+ 28.28% |
$1.9M - $2.03M
|
81.3K
$7.98M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.9K+ 24.74% |
$1.9M - $2.03M
|
90.1K
$8.85M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.8K+ 7.7% |
$1.89M - $2.02M
|
249K
$24.5M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.8K+ 7.7% |
$1.89M - $2.02M
|
249K
$24.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
17.7K+ 11.66% |
$1.87M - $2M
|
169K
$16.6M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
17.6K+ 8.08% |
$1.87M - $2M
|
236K
$23.2M
|