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 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-10K- 5.5% |
$1.14M - $1.16M
|
173K
$16.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.1K- 27.51% |
$1.14M - $1.16M
|
26.5K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 1.55% |
$1.14M - $1.16M
|
641K
$62.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 11.13% |
$1.16M - $1.18M
|
81.9K
$7.98M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-10.4K- 18.19% |
$1.18M - $1.2M
|
46.8K
$4.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6K- 67.65% |
$1.21M - $1.23M
|
5.09K
$495K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.6K- 4.39% |
$1.21M - $1.23M
|
232K
$22.6M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.6K- 4.39% |
$1.21M - $1.23M
|
232K
$22.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.8K- 4.78% |
$1.22M - $1.24M
|
215K
$20.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.1K- 2.87% |
$1.26M - $1.28M
|
375K
$36.5M
|
|
|
Jan 31, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-11.3K- 96.11% |
$1.28M - $1.3M
|
457
$44.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.3K- 13.02% |
$1.28M - $1.3M
|
75.5K
$7.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11.4K- 60.72% |
$1.3M - $1.32M
|
7.4K
$720K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.5K- 85.42% |
$1.31M - $1.33M
|
1.97K
$191K
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.7KClosed |
$1.32M - $1.35M
|
0
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.7KClosed |
$1.33M - $1.35M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
SELL
|
- |
-12K- 5.18% |
$1.36M - $1.38M
|
219K
$21.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12K- 2.24% |
$1.37M - $1.39M
|
525K
$51.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-12.3K- 10.47% |
$1.39M - $1.41M
|
105K
$10.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.4K- 33.87% |
$1.41M - $1.43M
|
24.3K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.9K- 35.87% |
$1.47M - $1.49M
|
23.1K
$2.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13K- 15.79% |
$1.48M - $1.5M
|
69.5K
$6.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-13.5K- 14.63% |
$1.53M - $1.55M
|
78.5K
$7.65M
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.9K- 90.85% |
$1.58M - $1.6M
|
1.4K
$136K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-13.9K- 76.67% |
$1.58M - $1.61M
|
4.24K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14K- 15.7% |
$1.58M - $1.61M
|
74.9K
$7.3M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-14.2K- 55.36% |
$1.61M - $1.63M
|
11.4K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-14.2K- 64.85% |
$1.61M - $1.64M
|
7.7K
$750K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-14.7K- 54.3% |
$1.67M - $1.69M
|
12.4K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15.1K- 32.52% |
$1.71M - $1.74M
|
31.3K
$3.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-15.4K- 33.14% |
$1.75M - $1.78M
|
31.1K
$3.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15.6KClosed |
$1.77M - $1.79M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15.9KClosed |
$1.81M - $1.84M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-16.6K- 84.01% |
$1.89M - $1.92M
|
3.16K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-16.7K- 12.73% |
$1.89M - $1.93M
|
114K
$11.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-16.8K- 95.53% |
$1.91M - $1.94M
|
787
$76.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-16.9K- 11.16% |
$1.91M - $1.94M
|
134K
$13.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-16.9K- 45.42% |
$1.92M - $1.95M
|
20.4K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-17.2K- 35.49% |
$1.95M - $1.98M
|
31.2K
$3.04M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.3K- 6.62% |
$1.96M - $1.99M
|
244K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.5K- 13.66% |
$1.99M - $2.02M
|
111K
$10.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-18.2K- 10.38% |
$2.06M - $2.1M
|
157K
$15.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-18.3K- 11.12% |
$2.08M - $2.11M
|
146K
$14.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.4K- 11.98% |
$2.09M - $2.13M
|
135K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-19K- 3.68% |
$2.15M - $2.19M
|
497K
$48.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-20.3K- 64.94% |
$2.31M - $2.35M
|
11K
$1.07M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-20.5K- 18.0% |
$2.32M - $2.36M
|
93.4K
$9.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21.2K- 2.84% |
$2.4M - $2.44M
|
726K
$70.7M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-21.2K- 59.62% |
$2.41M - $2.45M
|
14.4K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-22.3K- 15.52% |
$2.53M - $2.57M
|
121K
$11.8M
|