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
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.01K- 42.28% |
$341K - $347K
|
4.11K
$400K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.11K- 4.98% |
$353K - $359K
|
59.4K
$5.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.12K- 3.07% |
$354K - $360K
|
98.6K
$9.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.15K- 0.79% |
$357K - $363K
|
397K
$38.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.18K- 18.6% |
$361K - $367K
|
13.9K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.2K- 8.22% |
$363K - $369K
|
35.7K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-3.21KClosed |
$364K - $370K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-3.26KClosed |
$370K - $376K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.27K- 22.55% |
$371K - $377K
|
11.2K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.37K- 37.57% |
$382K - $388K
|
5.6K
$545K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.37K- 6.56% |
$382K - $389K
|
48K
$4.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.4KClosed |
$386K - $392K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-3.43K- 12.98% |
$389K - $395K
|
23K
$2.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3.45K- 24.89% |
$391K - $397K
|
10.4K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-3.51K- 65.84% |
$398K - $405K
|
1.82K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.51K- 5.89% |
$398K - $405K
|
56.1K
$5.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-3.52K- 2.05% |
$399K - $406K
|
168K
$16.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.55K- 25.63% |
$403K - $410K
|
10.3K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
SELL
|
- |
-3.57K- 2.4% |
$405K - $411K
|
145K
$14.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-3.78K- 31.88% |
$428K - $435K
|
8.07K
$786K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.84K- 5.41% |
$436K - $443K
|
67.1K
$6.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-3.97K- 37.93% |
$450K - $458K
|
6.5K
$633K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$454K - $461K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-4.02K- 2.06% |
$456K - $464K
|
191K
$18.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.15K- 44.79% |
$471K - $479K
|
5.12K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.15K- 11.68% |
$471K - $479K
|
31.4K
$3.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 45.87% |
$477K - $485K
|
4.96K
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-4.24K- 3.43% |
$480K - $488K
|
119K
$11.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$485K - $493K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-4.33K- 12.75% |
$491K - $499K
|
29.6K
$2.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-4.38K- 0.54% |
$497K - $505K
|
806K
$78.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.39KClosed |
$498K - $506K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 47.28% |
$499K - $507K
|
4.91K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.46K- 14.1% |
$506K - $514K
|
27.2K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-4.48K- 10.16% |
$508K - $516K
|
39.6K
$3.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.66K- 10.45% |
$529K - $538K
|
39.9K
$3.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.67K- 37.4% |
$530K - $539K
|
7.82K
$762K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-4.68K- 5.75% |
$531K - $540K
|
76.7K
$7.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.69K- 25.98% |
$532K - $541K
|
13.4K
$1.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-4.7K- 28.59% |
$533K - $542K
|
11.7K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-4.76KClosed |
$540K - $549K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-4.78K- 3.79% |
$543K - $552K
|
121K
$11.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.84K- 40.0% |
$549K - $558K
|
7.25K
$707K
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5K- 0.83% |
$567K - $577K
|
599K
$58.3M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5K- 0.99% |
$567K - $577K
|
502K
$48.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 12.17% |
$593K - $603K
|
37.7K
$3.68M
|
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.25K- 1.79% |
$596K - $605K
|
288K
$28M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.29K- 1.32% |
$600K - $610K
|
395K
$38.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33KClosed |
$605K - $615K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.37K- 5.19% |
$610K - $620K
|
98.2K
$9.57M
|