Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.43M+ 25.42% |
$956M - $972M
|
41.6M
$4.03B
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.34M+ 6.03% |
$492M - $500M
|
76.3M
$7.39B
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.8M+ 12.01% |
$431M - $438M
|
35.4M
$3.43B
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.78M+ 15.86% |
$315M - $320M
|
20.3M
$1.97B
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.34M+ 48.43% |
$265M - $270M
|
7.17M
$695M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.85M+ 5.43% |
$210M - $213M
|
35.9M
$3.48B
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.73M+ 15.82% |
$196M - $200M
|
12.7M
$1.23B
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.62M+ 26.81% |
$183M - $186M
|
7.64M
$741M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.57MNew |
$179M - $182M
|
1.57M
$153M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.09M+ 12.68% |
$124M - $126M
|
9.71M
$941M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.06M+ 323.68% |
$120M - $122M
|
1.39M
$135M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
974K+ 20.42% |
$110M - $112M
|
5.74M
$557M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
894K+ 4219.31% |
$101M - $103M
|
915K
$88.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
820K+ 24.33% |
$93M - $94.5M
|
4.19M
$406M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
800K+ 44.44% |
$90.8M - $92.3M
|
2.6M
$252M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
797K+ 17.66% |
$90.5M - $92M
|
5.31M
$515M
|
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
BUY
|
- |
780K+ 156.0% |
$88.5M - $90M
|
1.28M
$124M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
757K+ 7118.55% |
$85.8M - $87.3M
|
767K
$74.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
716K+ 6.7% |
$81.2M - $82.6M
|
11.4M
$1.11B
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
701K+ 776.27% |
$79.5M - $80.9M
|
791K
$76.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
684KNew |
$77.6M - $78.9M
|
684K
$66.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
681K+ 593.45% |
$77.2M - $78.5M
|
795K
$77.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
633K+ 8.4% |
$71.8M - $73M
|
8.17M
$792M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
631KNew |
$71.6M - $72.8M
|
631K
$61.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
629K+ 14.63% |
$71.4M - $72.6M
|
4.93M
$478M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
616K+ 17.94% |
$69.9M - $71.1M
|
4.05M
$393M
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
582K+ 8.38% |
$66M - $67.1M
|
7.53M
$730M
|
|
|
Jan 18, 2022
Q4 2021
|
Wealth Navi Inc.
|
BUY
|
- |
544K+ 9.95% |
$61.7M - $62.7M
|
6.01M
$583M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
465K+ 7.79% |
$52.7M - $53.6M
|
6.43M
$623M
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
450KNew |
$51.1M - $51.9M
|
450K
$43.6M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
446K+ 112.91% |
$50.6M - $51.4M
|
841K
$81.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
441K+ 3.54% |
$50.1M - $50.9M
|
12.9M
$1.25B
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
431K+ 55.33% |
$48.9M - $49.7M
|
1.21M
$117M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
421K+ 19.17% |
$47.7M - $48.5M
|
2.61M
$253M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
387K+ 2.61% |
$43.9M - $44.6M
|
15.2M
$1.48B
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
367K+ 5.37% |
$41.6M - $42.3M
|
7.2M
$698M
|
|
|
Jan 31, 2022
Q4 2021
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
359KNew |
$40.8M - $41.5M
|
359K
$34.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
353KNew |
$40M - $40.7M
|
353K
$34.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350K+ 10.19% |
$39.7M - $40.3M
|
3.78M
$367M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
346K+ 13.38% |
$39.2M - $39.9M
|
2.93M
$284M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
345KNew |
$39.1M - $39.8M
|
345K
$33.5M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
345K+ 92.29% |
$39.1M - $39.8M
|
718K
$69.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
316K+ 36.85% |
$35.8M - $36.4M
|
1.17M
$114M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
290K+ 12.9% |
$32.9M - $33.4M
|
2.54M
$246M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
288KNew |
$32.7M - $33.2M
|
288K
$27.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
284K+ 116.06% |
$32.2M - $32.7M
|
528K
$51.2M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
284K+ 116.06% |
$32.2M - $32.7M
|
528K
$51.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
280K+ 25.99% |
$31.7M - $32.3M
|
1.36M
$131M
|
|
|
Apr 20, 2022
Q4 2021
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
277KNew |
$31.4M - $31.9M
|
277K
$26.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
260KNew |
$29.5M - $30M
|
260K
$25.2M
|