Purchases and Sales Made in Q4 2021 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 15, 2022 Q4 2021
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1.9K
- 36.19%
$216K - $219K
3.35K $327K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.91K
Closed
$216K - $220K
0 $0
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-1.95K
- 10.82%
$221K - $225K
16K $1.56M
Feb 14, 2022 Q4 2021
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-1.96K
- 3.09%
$223K - $226K
61.5K $5.99M
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-1.98K
- 6.89%
$225K - $228K
26.8K $2.61M
Jan 14, 2022 Q4 2021
Acropolis Investment Management, LLC

SELL
 -
-1.99K
- 3.43%
$226K - $230K
56.1K $5.47M
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.01K
- 23.18%
$228K - $232K
6.66K $648K
Jan 10, 2022 Q4 2021
Beese Fulmer Investment Management, Inc.

SELL
 -
-2.02K
Closed
$229K - $232K
0 $0
Jan 26, 2022 Q4 2021
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-2.03K
- 5.01%
$230K - $234K
38.4K $3.74M
Feb 11, 2022 Q4 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-2.04K
Closed
$231K - $235K
0 $0
Jan 28, 2022 Q4 2021
Weatherly Asset Management L. P.

SELL
 -
-2.05K
Closed
$232K - $236K
0 $0
Feb 04, 2022 Q4 2021
Pettyjohn, Wood & White, Inc

Lynchburg, VA
SELL
 -
-2.09K
- 3.82%
$237K - $241K
52.6K $5.12M
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-2.1K
- 14.17%
$238K - $242K
12.7K $1.24M
Feb 04, 2022 Q4 2021
Vera Bank, N.A.

SELL
 -
-2.1K
- 37.36%
$238K - $242K
3.52K $342K
Jan 13, 2022 Q4 2021
E&G Advisors, LP

SELL
 -
-2.1K
- 1.08%
$238K - $242K
193K $18.8M
Feb 11, 2022 Q4 2021
Wealthpoint, LLC

SELL
 -
-2.1K
- 52.41%
$238K - $242K
1.91K $186K
Feb 14, 2022 Q4 2021
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-2.11K
- 1.46%
$239K - $243K
143K $13.9M
Feb 14, 2022 Q4 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-2.11K
- 1.08%
$240K - $244K
194K $18.9M
Feb 14, 2022 Q4 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-2.12K
- 1.45%
$240K - $244K
144K $14M
Jan 05, 2022 Q4 2021
Advocacy Wealth Management Services, LLC

SELL
 -
-2.12K
- 8.97%
$241K - $244K
21.5K $2.1M
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

SELL
 -
-2.14K
Closed
$243K - $247K
0 $0
Jan 13, 2022 Q4 2021
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-2.15K
Closed
$244K - $248K
0 $0
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-2.17K
- 19.45%
$246K - $250K
8.98K $875K
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-2.18K
- 8.15%
$247K - $251K
24.5K $2.39M
Jan 28, 2022 Q4 2021
Wbh Advisory Inc

SELL
 -
-2.19K
Closed
$248K - $252K
0 $0
Jan 18, 2022 Q4 2021
Global Trust Asset Management, LLC

SELL
 -
-2.23K
- 7.2%
$252K - $257K
28.7K $2.79M
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-2.25K
Closed
$255K - $259K
0 $0
Feb 14, 2022 Q4 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-2.38K
- 21.88%
$270K - $275K
8.51K $829K
Feb 11, 2022 Q4 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-2.41K
- 39.55%
$273K - $278K
3.68K $359K
Feb 01, 2022 Q4 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.42K
- 1.41%
$275K - $279K
169K $16.5M
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-2.43K
- 76.14%
$276K - $280K
762 $74.2K
Feb 09, 2022 Q4 2021
Bedell Frazier Investment Counseling, LLC

SELL
 -
-2.43K
- 10.07%
$276K - $281K
21.7K $2.12M
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.46K
- 21.74%
$279K - $284K
8.87K $864K
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

SELL
 -
-2.47K
Closed
$280K - $285K
0 $0
Jan 20, 2022 Q4 2021
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-2.5K
Closed
$284K - $288K
0 $0
Jan 25, 2022 Q4 2021
Busey Wealth Management

SELL
 -
-2.5K
- 8.78%
$284K - $289K
26K $2.53M
Feb 04, 2022 Q4 2021
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-2.52K
- 12.34%
$286K - $291K
17.9K $1.74M
Feb 03, 2022 Q4 2021
Matrix Trust CO

SELL
 -
-2.65K
- 1.11%
$300K - $305K
235K $22.9M
Feb 07, 2022 Q4 2021
Brandywine Oak Private Wealth LLC

SELL
 -
-2.68K
Closed
$304K - $309K
0 $0
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-2.7K
- 9.89%
$307K - $312K
24.6K $2.4M
Feb 14, 2022 Q4 2021
Avalon Investment & Advisory

Houston, TX
SELL
 -
-2.71K
- 13.24%
$307K - $312K
17.7K $1.73M
Feb 11, 2022 Q4 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-2.8K
- 58.91%
$318K - $323K
1.95K $190K
Feb 02, 2022 Q4 2021
Barnett & Company, Inc.

SELL
 -
-2.8K
- 66.91%
$318K - $323K
1.39K $135K
Feb 16, 2022 Q4 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-2.85K
- 2.09%
$323K - $328K
133K $13M
Jan 24, 2022 Q4 2021
Morgan Rosel Wealth Management, LLC

SELL
 -
-2.87K
- 12.68%
$325K - $331K
19.7K $1.92M
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-2.9K
- 5.44%
$329K - $334K
50.3K $4.9M
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-2.9K
Closed
$329K - $334K
0 $0
Feb 03, 2022 Q4 2021
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-2.9K
- 2.18%
$329K - $334K
130K $12.7M
Jan 26, 2022 Q4 2021
Hya Advisors, Inc

SELL
 -
-2.97K
- 8.58%
$337K - $343K
31.7K $3.08M

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