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 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.05K- 6.83% |
$119K - $121K
|
14.3K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.1K- 15.21% |
$125K - $127K
|
6.14K
$600K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.14K- 1.34% |
$129K - $131K
|
83.7K
$8.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.14K- 17.92% |
$129K - $131K
|
5.22K
$510K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 13.81% |
$130K - $133K
|
7.18K
$701K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.15K- 7.5% |
$130K - $133K
|
14.2K
$1.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.18K- 11.96% |
$133K - $136K
|
8.65K
$845K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.18K- 3.5% |
$134K - $136K
|
32.5K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.19K- 11.13% |
$135K - $138K
|
9.52K
$930K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 14.61% |
$138K - $140K
|
7.1K
$694K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.22K- 0.89% |
$139K - $141K
|
137K
$13.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.24K- 1.04% |
$140K - $143K
|
118K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.24K- 6.69% |
$140K - $143K
|
17.3K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.26K- 0.53% |
$143K - $146K
|
238K
$23.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.36% |
$146K - $149K
|
53.4K
$5.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.33K- 13.78% |
$150K - $153K
|
8.3K
$811K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.36K- 71.83% |
$154K - $157K
|
533
$52.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.37K- 5.58% |
$156K - $158K
|
23.2K
$2.27M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.39K- 7.3% |
$158K - $161K
|
17.7K
$1.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.4K- 3.94% |
$159K - $162K
|
34.2K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.42KClosed |
$161K - $163K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.42K- 6.85% |
$161K - $164K
|
19.3K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.49K- 11.83% |
$169K - $172K
|
11.1K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-1.49K- 9.02% |
$169K - $172K
|
15K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.5K- 31.14% |
$170K - $173K
|
3.31K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 32.26% |
$172K - $175K
|
3.19K
$312K
|
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.56K- 0.2% |
$176K - $179K
|
775K
$75.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.56K- 0.32% |
$177K - $180K
|
487K
$47.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-1.64K- 12.72% |
$186K - $189K
|
11.2K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-1.64K- 6.9% |
$186K - $189K
|
22.1K
$2.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.66K- 16.65% |
$188K - $192K
|
8.31K
$812K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 10.88% |
$189K - $192K
|
13.6K
$1.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.67K- 1.46% |
$189K - $192K
|
113K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-1.67K- 10.99% |
$190K - $193K
|
13.5K
$1.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 2.97% |
$190K - $194K
|
54.8K
$5.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.68K- 9.18% |
$190K - $194K
|
16.6K
$1.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 18.64% |
$195K - $199K
|
7.52K
$734K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.73K- 35.14% |
$196K - $199K
|
3.18K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 74.72% |
$196K - $199K
|
585
$57.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 4.24% |
$197K - $200K
|
39.2K
$3.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.75KClosed |
$199K - $202K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$199K - $203K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.76KClosed |
$200K - $203K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.77KClosed |
$201K - $204K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 1.01% |
$202K - $206K
|
175K
$17.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.79K- 18.2% |
$203K - $206K
|
8.04K
$786K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.8K- 21.1% |
$204K - $208K
|
6.73K
$657K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.83K- 34.2% |
$207K - $211K
|
3.52K
$344K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.83K- 46.29% |
$208K - $212K
|
2.13K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.85KClosed |
$210K - $213K
|
0
$0
|