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 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.93KNew |
$218K - $222K
|
1.93K
$187K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.88KNew |
$213K - $216K
|
1.88K
$182K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.86KNew |
$211K - $214K
|
1.86K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 42.93% |
$210K - $214K
|
6.17K
$597K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 42.93% |
$210K - $214K
|
6.17K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.84K+ 55.18% |
$209K - $212K
|
5.17K
$501K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.84K+ 8.33% |
$208K - $212K
|
23.9K
$2.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.83KNew |
$208K - $212K
|
1.83K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.83KNew |
$208K - $211K
|
1.83K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$207K - $211K
|
1.83K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.83K+ 28.44% |
$207K - $210K
|
8.24K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.82K+ 1.69% |
$206K - $210K
|
110K
$10.6M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
1.82KNew |
$206K - $209K
|
1.82K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.8KNew |
$204K - $208K
|
1.8K
$174K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.8K+ 16.14% |
$204K - $207K
|
12.9K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.8K+ 4.27% |
$204K - $207K
|
43.8K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.78K+ 20.34% |
$202K - $206K
|
10.6K
$1.02M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.78KNew |
$202K - $205K
|
1.78K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.77K+ 0.86% |
$200K - $204K
|
207K
$20.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$199K - $203K
|
1.76K
$170K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.73K+ 9.58% |
$196K - $199K
|
19.8K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.72K+ 4.15% |
$196K - $199K
|
43.3K
$4.19M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.71KNew |
$194K - $198K
|
1.71K
$166K
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$193K - $196K
|
1.7K
$165K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.69K+ 16.71% |
$192K - $195K
|
11.8K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.64K+ 2.86% |
$187K - $190K
|
59.1K
$5.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.64K+ 10.48% |
$186K - $189K
|
17.3K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 6.84% |
$184K - $187K
|
25.3K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.6K+ 15.09% |
$182K - $185K
|
12.2K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.6KNew |
$181K - $184K
|
1.6K
$155K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.59KNew |
$180K - $183K
|
1.59K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.58KNew |
$179K - $182K
|
1.58K
$153K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.57K+ 3.39% |
$178K - $181K
|
47.9K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.56% |
$177K - $180K
|
45.5K
$4.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.55K+ 7.96% |
$176K - $179K
|
21K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
1.55K+ 16.54% |
$175K - $178K
|
10.9K
$1.06M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.54K+ 12.37% |
$175K - $178K
|
14K
$1.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
1.54K+ 14.0% |
$174K - $177K
|
12.5K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.5K+ 5.04% |
$170K - $173K
|
31.2K
$3.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
1.49K+ 6.24% |
$169K - $172K
|
25.4K
$2.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.48KNew |
$168K - $171K
|
1.48K
$144K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.46K+ 14.96% |
$166K - $168K
|
11.2K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.46K+ 7.41% |
$166K - $168K
|
21.2K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.46K+ 1.2% |
$165K - $168K
|
123K
$12M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.46K+ 1.11% |
$165K - $168K
|
132K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.46K+ 139.23% |
$165K - $168K
|
2.5K
$242K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.45K+ 3.46% |
$165K - $168K
|
43.5K
$4.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.45K+ 2.38% |
$164K - $167K
|
62.4K
$6.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
1.44K+ 11.96% |
$164K - $166K
|
13.5K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.43K+ 15.38% |
$162K - $164K
|
10.7K
$1.04M
|