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 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
514+ 10280.0% |
$58.3K - $59.3K
|
519
$50.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
512+ 1.9% |
$58.1K - $59K
|
27.5K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
504+ 3.85% |
$57.2K - $58.1K
|
13.6K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
497+ 19.01% |
$56.4K - $57.3K
|
3.11K
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
486+ 3.79% |
$55.1K - $56.1K
|
13.3K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
485+ 0.79% |
$55K - $55.9K
|
61.7K
$5.98M
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
478+ 0.56% |
$54.2K - $55.1K
|
85.5K
$8.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
476+ 16.32% |
$54K - $54.9K
|
3.39K
$329K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
471+ 2.31% |
$53.4K - $54.3K
|
20.9K
$2.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
466+ 7.72% |
$52.9K - $53.7K
|
6.5K
$630K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
457New |
$51.8K - $52.7K
|
457
$44.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
445+ 5.13% |
$50.5K - $51.3K
|
9.11K
$883K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
438+ 24.05% |
$49.7K - $50.5K
|
2.26K
$219K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
432+ 0.94% |
$49K - $49.8K
|
46.6K
$4.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
419+ 0.63% |
$47.5K - $48.3K
|
67K
$6.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
418New |
$47.4K - $48.2K
|
418
$40.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
406+ 10.25% |
$46.1K - $46.8K
|
4.37K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
403+ 6.15% |
$45.7K - $46.5K
|
6.96K
$675K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
400+ 15.61% |
$45.4K - $46.1K
|
2.96K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
391+ 14.42% |
$44.4K - $45.1K
|
3.1K
$301K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
370+ 8.58% |
$42K - $42.7K
|
4.68K
$454K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
370+ 5.62% |
$42K - $42.7K
|
6.96K
$674K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
368+ 18.95% |
$41.7K - $42.4K
|
2.31K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
367+ 3.4% |
$41.6K - $42.3K
|
11.2K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
367+ 4.66% |
$41.6K - $42.3K
|
8.25K
$799K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
358+ 1234.48% |
$40.6K - $41.3K
|
387
$37.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
354+ 75.0% |
$40.2K - $40.8K
|
826
$80K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
350New |
$39.7K - $40.4K
|
350
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
350+ 583.33% |
$39.7K - $40.4K
|
410
$39.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
343+ 1.2% |
$38.9K - $39.6K
|
29K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
340+ 12.44% |
$38.6K - $39.2K
|
3.07K
$298K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
339+ 3.94% |
$38.5K - $39.1K
|
8.94K
$866K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
337+ 14.25% |
$38.2K - $38.9K
|
2.7K
$262K
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
335+ 16.87% |
$38K - $38.6K
|
2.32K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
335+ 0.55% |
$38K - $38.6K
|
60.7K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
328+ 2.38% |
$37.2K - $37.8K
|
14.1K
$1.37M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
325+ 3.18% |
$36.9K - $37.5K
|
10.5K
$1.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
320+ 5.1% |
$36.3K - $36.9K
|
6.6K
$640K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
319+ 1.8% |
$36.2K - $36.8K
|
18K
$1.75M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
313+ 7.53% |
$35.5K - $36.1K
|
4.47K
$433K
|
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
310+ 0.73% |
$35.2K - $35.8K
|
42.8K
$4.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
307+ 11.3% |
$34.8K - $35.4K
|
3.02K
$293K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
300+ 76.92% |
$34K - $34.6K
|
690
$66.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
295+ 64.55% |
$33.5K - $34K
|
752
$72.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
276New |
$31.3K - $31.8K
|
276
$26.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
272+ 1.88% |
$30.9K - $31.4K
|
14.8K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
269New |
$30.5K - $31K
|
269
$26.1K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
268+ 128.85% |
$30.4K - $30.9K
|
476
$46.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
263+ 97.41% |
$29.8K - $30.3K
|
533
$51.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
BUY
|
- |
262+ 3.44% |
$29.7K - $30.2K
|
7.88K
$763K
|