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 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-154- 4.83% |
$17.5K - $17.8K
|
3.03K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-156- 2.88% |
$17.7K - $18K
|
5.25K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-157- 1.56% |
$17.8K - $18.1K
|
9.92K
$967K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-158- 0.12% |
$17.9K - $18.2K
|
131K
$12.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-161- 0.46% |
$18.3K - $18.6K
|
34.8K
$3.39M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-165- 26.23% |
$18.7K - $19K
|
464
$45.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-166- 6.1% |
$18.8K - $19.1K
|
2.56K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-166- 0.98% |
$18.8K - $19.1K
|
16.7K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-168Closed |
$19.1K - $19.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-170- 4.05% |
$19.3K - $19.6K
|
4.03K
$392K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-176- 2.62% |
$20K - $20.3K
|
6.54K
$637K
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-180- 2.47% |
$20.4K - $20.8K
|
7.12K
$693K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-180- 0.54% |
$20.4K - $20.8K
|
33.2K
$3.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-183- 4.15% |
$20.8K - $21.1K
|
4.22K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-183- 9.4% |
$20.8K - $21.1K
|
1.76K
$172K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
SELL
|
- |
-186- 1.94% |
$21.1K - $21.5K
|
9.38K
$914K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-196- 0.58% |
$22.2K - $22.6K
|
33.8K
$3.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-199- 9.35% |
$22.6K - $23K
|
1.93K
$188K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-199- 2.39% |
$22.6K - $23K
|
8.14K
$793K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-200- 2.04% |
$22.7K - $23.1K
|
9.59K
$934K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-202- 1.71% |
$22.9K - $23.3K
|
11.6K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-217- 1.85% |
$24.6K - $25K
|
11.5K
$1.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$25K - $25.4K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-224- 49.67% |
$25.4K - $25.8K
|
227
$22.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-230- 6.3% |
$26.1K - $26.5K
|
3.42K
$333K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-231- 9.3% |
$26.2K - $26.6K
|
2.25K
$219K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-238- 8.06% |
$27K - $27.4K
|
2.72K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-239- 1.53% |
$27.1K - $27.6K
|
15.4K
$1.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-239- 4.26% |
$27.1K - $27.6K
|
5.37K
$523K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-250- 1.22% |
$28.4K - $28.8K
|
20.2K
$1.97M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-263- 6.71% |
$29.8K - $30.3K
|
3.66K
$356K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-265- 3.08% |
$30.1K - $30.6K
|
8.34K
$812K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-265- 5.92% |
$30.1K - $30.6K
|
4.21K
$410K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-269- 4.49% |
$30.5K - $31K
|
5.73K
$558K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-273- 0.17% |
$31K - $31.5K
|
158K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-276- 1.32% |
$31.3K - $31.8K
|
20.7K
$2.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-281- 3.1% |
$31.9K - $32.4K
|
8.77K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-281Closed |
$31.9K - $32.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-296- 3.31% |
$33.6K - $34.1K
|
8.65K
$843K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-296- 0.35% |
$33.6K - $34.1K
|
84.2K
$8.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-296- 8.17% |
$33.6K - $34.1K
|
3.33K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300- 48.23% |
$34K - $34.6K
|
322
$31.4K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-300- 13.95% |
$34K - $34.6K
|
1.85K
$180K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-301- 3.98% |
$34.1K - $34.7K
|
7.27K
$708K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-313- 7.15% |
$35.5K - $36.1K
|
4.07K
$396K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-320- 11.93% |
$36.3K - $36.9K
|
2.36K
$230K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-323- 4.68% |
$36.6K - $37.3K
|
6.58K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-323- 5.7% |
$36.6K - $37.3K
|
5.34K
$520K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-326- 4.64% |
$37K - $37.6K
|
6.7K
$652K
|
|
|
Mar 07, 2022
Q4 2021
|
Bradley Mark J.
|
SELL
|
- |
-335- 2.46% |
$38K - $38.6K
|
13.3K
$1.29M
|