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 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$1.02K - $1.04K
|
3
$291
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11- 0.07% |
$1.25K - $1.27K
|
16.3K
$1.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 0.84% |
$1.25K - $1.27K
|
1.29K
$125K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.16% |
$1.47K - $1.5K
|
7.95K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14Closed |
$1.59K - $1.61K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 1.05% |
$1.7K - $1.73K
|
1.41K
$136K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.68% |
$1.7K - $1.73K
|
2.2K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.42% |
$1.7K - $1.73K
|
3.55K
$344K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15- 1.48% |
$1.7K - $1.73K
|
996
$96.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-17- 2.3% |
$1.93K - $1.96K
|
721
$69.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-18- 0.16% |
$2.04K - $2.08K
|
11.6K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-19- 1.5% |
$2.16K - $2.19K
|
1.25K
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.1% |
$2.27K - $2.31K
|
19.7K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$2.27K - $2.31K
|
4.65K
$451K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-21- 0.67% |
$2.38K - $2.42K
|
3.14K
$304K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-22Closed |
$2.5K - $2.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-23- 0.45% |
$2.61K - $2.65K
|
5.08K
$492K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-24- 2.11% |
$2.72K - $2.77K
|
1.12K
$108K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-26- 0.31% |
$2.95K - $3K
|
8.38K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-26- 0.19% |
$2.95K - $3K
|
13.9K
$1.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-30- 1.35% |
$3.4K - $3.46K
|
2.2K
$213K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-32- 0.62% |
$3.63K - $3.69K
|
5.13K
$497K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32Closed |
$3.63K - $3.69K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-33- 0.4% |
$3.74K - $3.81K
|
8.32K
$806K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-33- 1.17% |
$3.74K - $3.81K
|
2.79K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-34- 1.25% |
$3.86K - $3.92K
|
2.68K
$260K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-34- 0.6% |
$3.86K - $3.92K
|
5.61K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-36- 0.34% |
$4.08K - $4.15K
|
10.7K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-36- 0.19% |
$4.08K - $4.15K
|
18.7K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-37- 0.83% |
$4.2K - $4.27K
|
4.44K
$430K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-37- 1.65% |
$4.2K - $4.27K
|
2.21K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-39- 1.94% |
$4.42K - $4.5K
|
1.97K
$191K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40- 18.35% |
$4.54K - $4.61K
|
178
$17.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-40- 1.54% |
$4.54K - $4.61K
|
2.56K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 0.33% |
$4.54K - $4.61K
|
12.1K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-40- 6.53% |
$4.54K - $4.61K
|
573
$55.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 2.15% |
$4.54K - $4.61K
|
1.82K
$176K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 0.41% |
$4.76K - $4.84K
|
10.1K
$982K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-42- 2.05% |
$4.76K - $4.84K
|
2.01K
$195K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-44- 1.41% |
$4.99K - $5.07K
|
3.07K
$297K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-45- 28.66% |
$5.11K - $5.19K
|
112
$10.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-45- 15.85% |
$5.11K - $5.19K
|
239
$23.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-48- 1.11% |
$5.45K - $5.54K
|
4.26K
$413K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-50- 1.31% |
$5.67K - $5.77K
|
3.78K
$366K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-51- 1.12% |
$5.79K - $5.88K
|
4.49K
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-52- 3.98% |
$5.9K - $6K
|
1.25K
$121K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-53- 1.12% |
$6.01K - $6.11K
|
4.67K
$453K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-54- 0.07% |
$6.13K - $6.23K
|
74.1K
$7.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 2.0% |
$6.24K - $6.34K
|
2.7K
$262K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-56- 9.51% |
$6.35K - $6.46K
|
533
$51.7K
|