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
Jan 18, 2022 Q4 2021
Domani Wealth, LLC

SELL
 -
-22.8K
- 28.34%
$2.58M - $2.63M
57.6K $5.61M
Feb 14, 2022 Q4 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-23.2K
- 8.7%
$2.63M - $2.67M
243K $23.7M
Jan 13, 2022 Q4 2021
Parkside Advisors LLC

SELL
 -
-23.8K
- 13.57%
$2.7M - $2.74M
151K $14.7M
Feb 09, 2022 Q4 2021
Orion Portfolio Solutions, LLC

SELL
 -
-24.4K
- 22.16%
$2.77M - $2.82M
85.8K $8.35M
May 17, 2024 Q4 2021
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-24.8K
- 4.07%
$2.81M - $2.86M
584K $56.9M
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-25K
- 21.28%
$2.83M - $2.88M
92.3K $8.99M
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-25.4K
- 76.03%
$2.88M - $2.93M
8K $779K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-26.1K
- 19.35%
$2.96M - $3.01M
109K $10.6M
Feb 11, 2022 Q4 2021
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-26.5K
Closed
$3M - $3.05M
0 $0
Jan 18, 2022 Q4 2021
De Dora Capital, Inc.

SELL
 -
-26.5K
Closed
$3.01M - $3.06M
0 $0
Jan 18, 2022 Q4 2021
Smith & Howard Wealth Management, LLC

SELL
 -
-28.3K
- 10.68%
$3.21M - $3.27M
237K $23.1M
Feb 11, 2022 Q4 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-28.3K
- 25.99%
$3.22M - $3.27M
80.7K $7.86M
Feb 14, 2022 Q4 2021
Stamos Capital Partners, L.P.

Menlo Park, CA
SELL
 -
-28.4K
- 15.24%
$3.22M - $3.28M
158K $15.4M
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
SELL
 -
-28.4K
- 16.36%
$3.23M - $3.28M
145K $14.2M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-28.9K
- 35.82%
$3.28M - $3.34M
51.8K $5.05M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-29.6K
- 40.23%
$3.35M - $3.41M
43.9K $4.28M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-30.4K
- 14.05%
$3.45M - $3.51M
186K $18.1M
Feb 15, 2022 Q4 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-30.9K
- 77.39%
$3.51M - $3.57M
9.04K $880K
Feb 14, 2022 Q4 2021
Wj Wealth Management, LLC

SELL
 -
-31.6K
Closed
$3.59M - $3.65M
0 $0
Feb 10, 2022 Q4 2021
Aaf Wealth Management, LLC

SELL
 -
-32.9K
- 91.79%
$3.74M - $3.8M
2.95K $287K
Jan 20, 2022 Q4 2021
Astor Investment Management LLC

SELL
 -
-32.9K
Closed
$3.74M - $3.8M
0 $0
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

SELL
 -
-33.1K
- 15.2%
$3.76M - $3.82M
185K $18M
Feb 11, 2022 Q4 2021
Hsbc Holdings PLC

London, X0
SELL
 -
-33.3K
- 3.78%
$3.78M - $3.84M
849K $82.7M
Jan 26, 2022 Q4 2021
Avion Wealth

The Woodlands, TX
SELL
 -
-33.3K
- 16.03%
$3.78M - $3.84M
175K $17M
Feb 07, 2022 Q4 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-33.6K
- 6.27%
$3.81M - $3.87M
503K $48.9M
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-34.2K
- 9.43%
$3.88M - $3.94M
328K $32M
Jan 12, 2022 Q4 2021
Legacy Private Trust Co.

SELL
 -
-34.5K
- 7.88%
$3.91M - $3.98M
403K $39.3M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-35.4K
Closed
$4.01M - $4.08M
0 $0
Jan 31, 2022 Q4 2021
Harvest Investment Services, LLC

SELL
 -
-36.5K
- 91.52%
$4.14M - $4.21M
3.38K $329K
Feb 09, 2022 Q4 2021
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-36.7K
Closed
$4.17M - $4.23M
0 $0
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-37.9K
- 20.46%
$4.3M - $4.37M
147K $14.3M
Feb 07, 2022 Q4 2021
Keybank National Association

SELL
 -
-40.4K
- 3.65%
$4.58M - $4.66M
1.07M $104M
Feb 03, 2022 Q4 2021
Sharkey, Howes & Javer

SELL
 -
-41.1K
- 70.94%
$4.66M - $4.73M
16.8K $1.64M
Feb 14, 2022 Q4 2021
Jordan Park Group LLC

SELL
 -
-45.3K
- 21.49%
$5.14M - $5.23M
166K $16.1M
Feb 11, 2022 Q4 2021
Aveo Capital Partners, LLC

SELL
 -
-45.6K
- 21.69%
$5.18M - $5.26M
165K $16M
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-46.1K
- 4.79%
$5.23M - $5.32M
916K $89.2M
May 09, 2023 Q4 2021
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-46.4K
- 17.05%
$5.27M - $5.35M
226K $22M
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-46.8K
- 7.01%
$5.31M - $5.4M
621K $60.5M
Feb 02, 2022 Q4 2021
Intelligence Driven Advisers, LLC

SELL
 -
-47.5K
- 73.65%
$5.39M - $5.48M
17K $1.66M
Feb 18, 2022 Q4 2021
Paradigm Financial Partners, LLC

SELL
 -
-50.1K
- 88.65%
$5.68M - $5.77M
6.41K $625K
Feb 03, 2022 Q4 2021
Paragon Advisors, LLC

SELL
 -
-50.2K
Closed
$5.69M - $5.78M
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-50.5K
Closed
$5.72M - $5.82M
0 $0
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-50.7K
- 5.22%
$5.75M - $5.84M
920K $89.6M
Feb 11, 2022 Q4 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-52.1K
- 32.51%
$5.91M - $6.01M
108K $10.5M
Feb 11, 2022 Q4 2021
Bouchey Financial Group LTD

SELL
 -
-53.1K
- 14.89%
$6.02M - $6.12M
303K $29.6M
Feb 15, 2022 Q4 2021
Ashford Capital Management Inc

Wilmington, DE
SELL
 -
-54.2K
Closed
$6.15M - $6.25M
0 $0
Feb 14, 2022 Q4 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-54.8K
- 58.55%
$6.21M - $6.32M
38.8K $3.78M
Feb 14, 2022 Q4 2021
Haverford Trust CO

Radnor, PA
SELL
 -
-54.8K
- 35.42%
$6.22M - $6.32M
99.9K $9.73M
Feb 14, 2022 Q4 2021
Lowe Brockenbrough & CO Inc

SELL
 -
-56.3K
Closed
$6.39M - $6.5M
0 $0

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