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 14, 2022 Q4 2021
Angeles Investment Advisors, LLC

SELL
 -
-5.5K
- 22.6%
$624K - $634K
18.8K $1.83M
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-5.53K
- 97.88%
$628K - $638K
120 $11.7K
Feb 09, 2022 Q4 2021
Arcadia Investment Management Corp

SELL
 -
-5.55K
Closed
$630K - $640K
0 $0
Jan 19, 2022 Q4 2021
Madison Wealth Partners, Inc

SELL
 -
-5.59K
- 2.86%
$634K - $645K
190K $18.5M
Mar 10, 2022 Q4 2021
Friedenthal Financial

SELL
 -
-5.63K
Closed
$639K - $650K
0 $0
Jan 18, 2022 Q4 2021
Procyon Advisors, LLC

SELL
 -
-5.65K
- 34.69%
$641K - $651K
10.6K $1.04M
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-5.65K
- 21.01%
$641K - $652K
21.3K $2.07M
Jan 21, 2022 Q4 2021
Outlook Wealth Advisors, LLC

SELL
 -
-5.74K
Closed
$651K - $662K
0 $0
Feb 17, 2022 Q4 2021
Oldfather Financial Services, LLC

SELL
 -
-5.82K
- 7.02%
$661K - $671K
77.1K $7.51M
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-5.82K
- 17.15%
$661K - $672K
28.1K $2.74M
Feb 09, 2022 Q4 2021
Emerson Wealth, LLC

SELL
 -
-5.92K
- 4.82%
$671K - $682K
117K $11.4M
Jan 03, 2022 Q4 2021
Enterprise Bank & Trust CO

SELL
 -
-6.02K
- 2.4%
$683K - $695K
244K $23.8M
Jan 28, 2022 Q4 2021
Bellwether Advisors, LLC

SELL
 -
-6.12K
- 9.24%
$694K - $706K
60.1K $5.86M
Feb 15, 2022 Q4 2021
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-6.12K
Closed
$694K - $706K
0 $0
Jan 24, 2022 Q4 2021
Lake Street Financial LLC

SELL
 -
-6.15K
- 15.0%
$697K - $709K
34.8K $3.39M
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-6.21K
- 6.13%
$705K - $717K
95.1K $9.26M
Feb 14, 2022 Q4 2021
Stadion Money Management, LLC

Watkinsville, GA
SELL
 -
-6.24K
- 3.26%
$708K - $720K
185K $18M
Jan 31, 2022 Q4 2021
Osborne Partners Capital Management, LLC

SELL
 -
-6.3K
- 70.6%
$715K - $727K
2.62K $256K
Feb 15, 2022 Q4 2021
Cypress Capital Group

SELL
 -
-6.36K
- 25.22%
$721K - $733K
18.8K $1.84M
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

SELL
 -
-6.38K
- 6.18%
$724K - $736K
96.8K $9.43M
Feb 14, 2022 Q4 2021
Fca Corp

Houston, TX
SELL
 -
-6.51K
- 29.6%
$738K - $750K
15.5K $1.51M
Feb 09, 2022 Q4 2021
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-6.57K
Closed
$745K - $758K
0 $0
Feb 08, 2022 Q4 2021
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-6.65K
Closed
$754K - $767K
0 $0
Feb 04, 2022 Q4 2021
Hendershot Investments Inc.

SELL
 -
-6.75K
- 20.17%
$766K - $778K
26.7K $2.6M
Feb 14, 2022 Q4 2021
Source Financial Advisors LLC

New York, NY
SELL
 -
-6.77K
- 8.42%
$768K - $781K
73.7K $7.17M
Dec 19, 2024 Q4 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-6.85K
- 4.62%
$777K - $790K
141K $13.8M
Feb 11, 2022 Q4 2021
Sandbox Financial Partners, LLC

Bethesda, MD
SELL
 -
-6.94K
- 52.17%
$787K - $800K
6.36K $620K
Feb 10, 2022 Q4 2021
Smith, Salley & Associates

SELL
 -
-7.04K
- 16.33%
$799K - $812K
36.1K $3.51M
Feb 14, 2022 Q4 2021
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-7.05K
Closed
$800K - $813K
0 $0
Feb 08, 2022 Q4 2021
Fiera Capital Corp

Montreal, A8
SELL
 -
-7.05K
- 56.96%
$800K - $814K
5.33K $519K
Jan 31, 2022 Q4 2021
Klingenstein Fields & CO LP

SELL
 -
-7.12K
- 79.87%
$807K - $821K
1.79K $175K
Feb 14, 2022 Q4 2021
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-7.16K
Closed
$813K - $826K
0 $0
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-7.2K
- 11.5%
$817K - $830K
55.4K $5.4M
Jan 24, 2022 Q4 2021
Crescent Grove Advisors, LLC

SELL
 -
-7.58K
- 19.4%
$860K - $875K
31.5K $3.07M
Feb 02, 2022 Q4 2021
Rmr Wealth Builders

SELL
 -
-7.75K
- 23.13%
$880K - $894K
25.8K $2.51M
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-7.79K
- 28.11%
$884K - $899K
19.9K $1.94M
Jan 18, 2022 Q4 2021
Monument Capital Management

SELL
 -
-7.97K
- 20.42%
$904K - $919K
31.1K $3.03M
Feb 14, 2022 Q4 2021
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-8.01K
- 2.72%
$909K - $924K
286K $27.9M
Feb 11, 2022 Q4 2021
Wells Financial Advisors Inc

SELL
 -
-8.27K
- 34.79%
$938K - $954K
15.5K $1.51M
Feb 14, 2022 Q4 2021
Partners Capital Investment Group, LLP

Boston, MA
SELL
 -
-8.35K
- 12.03%
$947K - $963K
61K $5.94M
Jan 14, 2022 Q4 2021
Fundamentun, LLC

Beachwood, OH
SELL
 -
-8.37K
- 42.26%
$949K - $965K
11.4K $1.11M
Feb 10, 2022 Q4 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-8.48K
- 39.4%
$962K - $978K
13K $1.27M
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-8.67K
- 2.93%
$983K - $1M
288K $28M
Feb 10, 2022 Q4 2021
Valley Forge Investment Consultants Inc Adv

SELL
 -
-8.67K
- 31.2%
$984K - $1M
19.1K $1.86M
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-8.91K
- 5.66%
$1.01M - $1.03M
148K $14.4M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-9.49K
- 6.69%
$1.08M - $1.09M
132K $12.9M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

SELL
 -
-9.83K
- 14.34%
$1.12M - $1.13M
58.7K $5.72M
Jan 25, 2022 Q4 2021
Old National Bancorp

SELL
 -
-9.94K
- 24.58%
$1.13M - $1.15M
30.5K $2.97M
Feb 10, 2022 Q4 2021
Bowie Capital Management, LLC

Richardson, TX
SELL
 -
-10K
Closed
$1.14M - $1.16M
0 $0

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