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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.67KNew |
$283K - $303K
|
2.67K
$261K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 131.85% |
$282K - $301K
|
4.67K
$457K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.64K+ 48.59% |
$280K - $299K
|
8.06K
$788K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.62K+ 6.95% |
$278K - $297K
|
40.3K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$276K - $295K
|
2.6K
$254K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.57K+ 13.38% |
$273K - $292K
|
21.8K
$2.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2.55KNew |
$271K - $289K
|
2.55K
$250K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.5KNew |
$266K - $284K
|
2.5K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$265K - $283K
|
2.5K
$245K
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
2.5KNew |
$265K - $283K
|
2.5K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 20.93% |
$265K - $283K
|
14.4K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.49KNew |
$265K - $283K
|
2.49K
$244K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.49K+ 5.42% |
$265K - $283K
|
48.5K
$4.74M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.48K+ 2.9% |
$263K - $281K
|
87.9K
$8.6M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.47K+ 19.24% |
$262K - $280K
|
15.3K
$1.5M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.45KNew |
$259K - $277K
|
2.45K
$239K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.44K+ 1.22% |
$259K - $277K
|
202K
$19.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.43K+ 54.65% |
$258K - $275K
|
6.87K
$672K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.42K+ 66.42% |
$256K - $274K
|
6.06K
$592K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.41K+ 11.62% |
$255K - $273K
|
23.1K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.4K+ 74.46% |
$254K - $271K
|
5.61K
$549K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 870.94% |
$245K - $261K
|
2.57K
$252K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $256K
|
2.26K
$221K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.26K+ 55.46% |
$239K - $255K
|
6.32K
$618K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.23K+ 43.52% |
$236K - $252K
|
7.34K
$718K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 21.69% |
$233K - $249K
|
12.3K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.2KNew |
$233K - $249K
|
2.2K
$215K
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$230K - $246K
|
2.17K
$212K
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.14K+ 4.92% |
$227K - $242K
|
45.6K
$4.46M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.13KNew |
$225K - $241K
|
2.13K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$208K
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
2.12KNew |
$224K - $240K
|
2.12K
$207K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
2.1K+ 8.34% |
$223K - $238K
|
27.3K
$2.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
2.1K+ 10.96% |
$223K - $238K
|
21.2K
$2.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.06KNew |
$219K - $234K
|
2.06K
$202K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.06K+ 3.11% |
$218K - $233K
|
68.3K
$6.68M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
2.05K+ 4.38% |
$218K - $232K
|
48.8K
$4.78M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.05K+ 66.02% |
$217K - $232K
|
5.15K
$504K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.99K+ 5.83% |
$211K - $225K
|
36.1K
$3.53M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
1.98K+ 0.81% |
$210K - $224K
|
246K
$24.1M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.97KNew |
$209K - $223K
|
1.97K
$193K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.96K+ 8.45% |
$208K - $222K
|
25.1K
$2.45M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.9K+ 9.08% |
$201K - $215K
|
22.8K
$2.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 10.74% |
$200K - $214K
|
19.4K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.83K+ 3.52% |
$194K - $207K
|
53.8K
$5.27M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.82K+ 1346.67% |
$193K - $206K
|
1.95K
$191K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 21.57% |
$183K - $195K
|
9.72K
$951K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.72K+ 82.77% |
$183K - $195K
|
3.81K
$372K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.72KNew |
$182K - $194K
|
1.72K
$168K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 2.3% |
$182K - $194K
|
76.2K
$7.45M
|