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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
922+ 614.67% |
$105K - $106K
|
1.07K
$104K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
909+ 3.22% |
$103K - $105K
|
29.2K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
883New |
$100K - $102K
|
883
$85.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
867+ 37.45% |
$98.4K - $100K
|
3.18K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
856+ 0.89% |
$97.1K - $98.7K
|
97.4K
$9.44M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
811New |
$92K - $93.5K
|
811
$78.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
808New |
$91.7K - $93.2K
|
808
$78.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
804+ 43.6% |
$91.2K - $92.7K
|
2.65K
$257K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
797+ 93.88% |
$90.4K - $91.9K
|
1.65K
$160K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
797+ 28.04% |
$90.4K - $91.9K
|
3.64K
$353K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
796+ 43.21% |
$90.3K - $91.8K
|
2.64K
$256K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
787New |
$89.3K - $90.8K
|
787
$76.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
780+ 2.04% |
$88.5K - $90K
|
39K
$3.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
779+ 33.77% |
$88.4K - $89.8K
|
3.09K
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
770+ 4.96% |
$87.4K - $88.8K
|
16.3K
$1.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
770+ 6.72% |
$87.4K - $88.8K
|
12.2K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
767+ 167.83% |
$87K - $88.5K
|
1.22K
$119K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
757+ 3.45% |
$85.9K - $87.3K
|
22.7K
$2.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
737New |
$83.6K - $85K
|
737
$71.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
733+ 0.23% |
$83.2K - $84.5K
|
324K
$31.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
687+ 6.32% |
$77.9K - $79.2K
|
11.5K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
684+ 4.2% |
$77.6K - $78.9K
|
17K
$1.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
658+ 44.28% |
$74.7K - $75.9K
|
2.14K
$208K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
653+ 0.77% |
$74.1K - $75.3K
|
85K
$8.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
653+ 23.63% |
$74.1K - $75.3K
|
3.42K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 0.36% |
$73.7K - $75K
|
179K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
650+ 12.47% |
$73.7K - $75K
|
5.86K
$568K
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
649+ 1.36% |
$73.6K - $74.8K
|
48.3K
$4.68M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
628+ 3.89% |
$71.2K - $72.4K
|
16.8K
$1.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
623+ 1.53% |
$70.7K - $71.9K
|
41.4K
$4.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
617New |
$70K - $71.2K
|
617
$59.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
612New |
$69.4K - $70.6K
|
612
$59.3K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
608New |
$69K - $70.1K
|
608
$58.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
605+ 0.55% |
$68.6K - $69.8K
|
111K
$10.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
604+ 79.06% |
$68.5K - $69.7K
|
1.37K
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
595+ 9.29% |
$67.5K - $68.6K
|
7K
$678K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
595+ 13.72% |
$67.5K - $68.6K
|
4.93K
$478K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
587+ 0.11% |
$66.6K - $67.7K
|
534K
$51.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
583+ 1.22% |
$66.1K - $67.2K
|
48.4K
$4.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
583+ 1.62% |
$66.1K - $67.2K
|
36.5K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
576+ 1.45% |
$65.3K - $66.4K
|
40.3K
$3.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
572+ 3.18% |
$64.9K - $66K
|
18.5K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
562+ 21.82% |
$63.8K - $64.8K
|
3.14K
$304K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
560+ 12.29% |
$63.5K - $64.6K
|
5.12K
$496K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
555+ 5.38% |
$63K - $64K
|
10.9K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
554+ 1.74% |
$62.9K - $63.9K
|
32.4K
$3.14M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
550+ 7.05% |
$62.4K - $63.4K
|
8.36K
$810K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
528+ 20.11% |
$59.9K - $60.9K
|
3.15K
$306K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
528+ 4.4% |
$59.9K - $60.9K
|
12.5K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 3.03% |
$59.3K - $60.3K
|
17.8K
$1.72M
|