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 25, 2022 Q1 2022
Intelligence Driven Advisers, LLC

BUY
 -
9.5K
+ 55.87%
$1.01M - $1.08M
26.5K $2.59M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
9.44K
+ 6.91%
$1M - $1.07M
146K $14.3M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
9.41K
New
$998K - $1.07M
9.41K $920K
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
9.4K
New
$997K - $1.07M
9.4K $919K
May 16, 2022 Q1 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
9.33K
New
$990K - $1.06M
9.33K $913K
Sep 12, 2023 Q1 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
9.26K
+ 61.27%
$982K - $1.05M
24.4K $2.38M
May 16, 2022 Q1 2022
Angeles Wealth Management, LLC

BUY
 -
9.14K
New
$970K - $1.04M
9.14K $894K
Apr 28, 2022 Q1 2022
Evensky & Katz LLC

BUY
 -
9.13K
+ 12.68%
$969K - $1.03M
81.1K $7.93M
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
8.95K
+ 17.61%
$950K - $1.01M
59.8K $5.85M
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

BUY
 -
8.89K
+ 414.74%
$943K - $1.01M
11K $1.08M
May 10, 2022 Q1 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
8.48K
New
$900K - $961K
8.48K $829K
May 09, 2022 Q1 2022
Dt Investment Partners, LLC

BUY
 -
8.34K
New
$884K - $944K
8.34K $815K
Apr 13, 2022 Q1 2022
Abacus Planning Group, Inc.

BUY
 -
8.11K
New
$860K - $918K
8.11K $793K
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
8.06K
New
$855K - $914K
8.06K $789K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
7.83K
+ 7.54%
$831K - $888K
112K $10.9M
Apr 28, 2022 Q1 2022
Single Point Partners, LLC

BUY
 -
7.63K
+ 3.28%
$810K - $865K
241K $23.5M
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

BUY
 -
7.63K
+ 54.87%
$809K - $864K
21.5K $2.11M
May 10, 2022 Q1 2022
Boston Partners

Boston, MA
BUY
 -
7.55K
+ 2.42%
$801K - $855K
320K $31.3M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
7.43K
+ 242.65%
$788K - $841K
10.5K $1.03M
Apr 14, 2022 Q1 2022
Investment House LLC

Las Vegas, NV
BUY
 -
7.4K
New
$786K - $839K
7.4K $724K
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.38K
New
$783K - $836K
7.38K $722K
Apr 12, 2022 Q1 2022
Conservest Capital Advisors, Inc.

BUY
 -
7.36K
New
$781K - $834K
7.36K $720K
May 05, 2022 Q1 2022
Gryphon Financial Partners LLC

BUY
 -
7.31K
+ 45.19%
$775K - $828K
23.5K $2.3M
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
7.31K
+ 51.96%
$775K - $828K
21.4K $2.09M
Apr 14, 2022 Q1 2022
Cutler Group LP

BUY
 -
7.27K
+ 262.27%
$771K - $823K
10K $982K
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
7.25K
+ 1.02%
$770K - $822K
716K $70M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
7.16K
+ 2.26%
$759K - $811K
324K $31.7M
Apr 12, 2022 Q1 2022
Old Port Advisors

BUY
 -
7.06K
+ 73.56%
$749K - $800K
16.7K $1.63M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
7.05K
New
$748K - $799K
7.05K $690K
Apr 19, 2022 Q1 2022
Lvz, Inc.

BUY
 -
7.05K
+ 2.37%
$748K - $799K
304K $29.7M
Apr 28, 2022 Q1 2022
Northland Capital Management LLC

BUY
 -
7.02K
+ 8.6%
$745K - $795K
88.7K $8.68M
May 10, 2022 Q1 2022
Karpus Management, Inc.

Pittsford, NY
BUY
 -
7.01K
+ 22.39%
$743K - $794K
38.3K $3.75M
May 10, 2022 Q1 2022
Stokes Capital Advisors, LLC

BUY
 -
6.97K
New
$739K - $789K
6.97K $681K
May 10, 2022 Q1 2022
Alamar Capital Management, LLC

BUY
 -
6.96K
+ 104.87%
$738K - $788K
13.6K $1.33M
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
6.87K
New
$729K - $779K
6.87K $672K
May 13, 2022 Q1 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
6.71K
+ 4.02%
$712K - $760K
173K $17M
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
6.57K
+ 34.86%
$697K - $744K
25.4K $2.49M
Apr 22, 2022 Q1 2022
Db Fitzpatrick & Co, Inc

BUY
 -
6.57K
+ 2.28%
$697K - $744K
295K $28.8M
Apr 21, 2022 Q1 2022
Sja Financial Advisory, LLC

BUY
 -
6.56K
+ 51.57%
$696K - $744K
19.3K $1.89M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.56K
+ 24.72%
$696K - $744K
33.1K $3.24M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
6.47K
+ 1.58%
$687K - $733K
415K $40.6M
Apr 15, 2022 Q1 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
6.47K
+ 74.73%
$687K - $733K
15.1K $1.48M
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
6.43K
+ 3.01%
$682K - $729K
220K $21.5M
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
6.4K
+ 173.85%
$679K - $725K
10.1K $987K
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
6.4K
New
$679K - $725K
6.4K $626K
May 06, 2022 Q1 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
6.33K
+ 4.72%
$672K - $717K
141K $13.7M
May 16, 2022 Q1 2022
Astor Investment Management LLC

BUY
 -
6.16K
New
$653K - $697K
6.16K $602K
May 10, 2022 Q1 2022
Bedell Frazier Investment Counseling, LLC

BUY
 -
6.15K
+ 28.29%
$653K - $697K
27.9K $2.73M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.08K
+ 0.81%
$645K - $689K
757K $74.1M

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