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 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.89K+ 36.62% |
$413K - $441K
|
14.5K
$1.42M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.87K+ 70.99% |
$411K - $439K
|
9.33K
$912K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.87K+ 13.35% |
$410K - $438K
|
32.8K
$3.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
3.79K+ 34.82% |
$402K - $429K
|
14.7K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.77K+ 7.33% |
$400K - $427K
|
55.2K
$5.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 65.77% |
$399K - $426K
|
9.48K
$927K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.76K+ 149.8% |
$399K - $426K
|
6.27K
$613K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.71KNew |
$394K - $421K
|
3.71K
$363K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.69KNew |
$392K - $418K
|
3.69K
$361K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.66K+ 7.19% |
$389K - $415K
|
54.6K
$5.34M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.63K+ 109.76% |
$386K - $412K
|
6.95K
$679K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.61K+ 13.08% |
$383K - $409K
|
31.2K
$3.05M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.57K+ 28.03% |
$379K - $405K
|
16.3K
$1.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.52K+ 12.14% |
$374K - $399K
|
32.6K
$3.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.52K+ 220.63% |
$373K - $399K
|
5.11K
$500K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.51KNew |
$372K - $398K
|
3.51K
$343K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.48K+ 2.97% |
$369K - $394K
|
120K
$11.8M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.41K+ 3.23% |
$362K - $386K
|
109K
$10.6M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.41K+ 31.46% |
$362K - $386K
|
14.3K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.31K+ 2.89% |
$352K - $375K
|
118K
$11.5M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$350K - $374K
|
3.3K
$323K
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
3.27K+ 41.56% |
$347K - $371K
|
11.2K
$1.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.27K+ 171.67% |
$347K - $371K
|
5.18K
$506K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.14K+ 26.06% |
$333K - $356K
|
15.2K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.11KNew |
$330K - $353K
|
3.11K
$305K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.08KNew |
$327K - $349K
|
3.08K
$302K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.06KNew |
$325K - $347K
|
3.06K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.05K+ 6.55% |
$323K - $345K
|
49.6K
$4.85M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 6.7% |
$319K - $341K
|
47.9K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$318K - $340K
|
3K
$294K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.98KNew |
$316K - $338K
|
2.98K
$292K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 15.49% |
$316K - $337K
|
22.2K
$2.17M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.94K+ 16.68% |
$312K - $334K
|
20.6K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 11.99% |
$312K - $333K
|
27.5K
$2.69M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.94K+ 100.65% |
$312K - $333K
|
5.86K
$573K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
2.94KNew |
$312K - $333K
|
2.94K
$287K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2.93K+ 2.49% |
$311K - $332K
|
121K
$11.8M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.89K+ 10.28% |
$307K - $328K
|
31K
$3.03M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.86K+ 120.13% |
$304K - $324K
|
5.25K
$513K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.84K+ 2.0% |
$302K - $322K
|
145K
$14.2M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.83K+ 1.19% |
$301K - $321K
|
241K
$23.6M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.83KNew |
$300K - $320K
|
2.83K
$277K
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.83K+ 1.49% |
$300K - $320K
|
192K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.78K+ 75.85% |
$295K - $315K
|
6.44K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.75K+ 0.79% |
$292K - $312K
|
350K
$34.2M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.75K+ 29.73% |
$292K - $311K
|
12K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.72KNew |
$289K - $308K
|
2.72K
$266K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
2.7K+ 3.38% |
$286K - $306K
|
82.4K
$8.06M
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 35.87% |
$286K - $305K
|
10.2K
$999K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.69KNew |
$285K - $305K
|
2.69K
$263K
|