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 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.3K+ 9.5% |
$1.97M - $2M
|
200K
$19.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.2K+ 5.3% |
$1.95M - $1.98M
|
341K
$33.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.9K+ 13.4% |
$1.91M - $1.95M
|
143K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$1.88M - $1.91M
|
16.6K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
16.4K+ 94.47% |
$1.86M - $1.89M
|
33.8K
$3.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
16.4K+ 5.7% |
$1.86M - $1.89M
|
304K
$30M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
16.4KNew |
$1.86M - $1.89M
|
16.4K
$1.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
16.4KNew |
$1.86M - $1.89M
|
16.4K
$1.62M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9KNew |
$1.8M - $1.83M
|
15.9K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 266.75% |
$1.8M - $1.83M
|
21.8K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
15.7K+ 4.51% |
$1.79M - $1.82M
|
365K
$36M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$1.77M - $1.8M
|
15.6K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
15.5K+ 68.38% |
$1.76M - $1.79M
|
38.2K
$3.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
15.4K+ 10.01% |
$1.75M - $1.77M
|
169K
$16.7M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
15.1K+ 32.21% |
$1.72M - $1.75M
|
62.2K
$6.14M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
14.9KNew |
$1.69M - $1.72M
|
14.9K
$1.47M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14.7K+ 7.38% |
$1.66M - $1.69M
|
214K
$21.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
14.6K+ 8.28% |
$1.66M - $1.68M
|
191K
$18.9M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.3KNew |
$1.63M - $1.65M
|
14.3K
$1.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
14.3K+ 3.95% |
$1.62M - $1.65M
|
375K
$37M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.2K+ 3.79% |
$1.61M - $1.63M
|
388K
$38.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
14.2K+ 24.49% |
$1.61M - $1.63M
|
72K
$7.11M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
14.1K+ 2.34% |
$1.6M - $1.63M
|
617K
$60.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13.8K+ 10.73% |
$1.56M - $1.59M
|
142K
$14M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 27.62% |
$1.56M - $1.58M
|
63.4K
$6.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
13.4KNew |
$1.52M - $1.54M
|
13.4K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.3K+ 235.62% |
$1.51M - $1.54M
|
19K
$1.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
13K+ 1.89% |
$1.47M - $1.5M
|
700K
$69.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
12.9K+ 60.75% |
$1.46M - $1.49M
|
34.1K
$3.37M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.9KNew |
$1.46M - $1.48M
|
12.9K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$1.46M - $1.48M
|
12.8K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
12.8K+ 19.78% |
$1.45M - $1.48M
|
77.5K
$7.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12.6K+ 78.3% |
$1.43M - $1.46M
|
28.7K
$2.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$1.4M - $1.42M
|
12.3K
$1.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
12.3K+ 66.61% |
$1.39M - $1.42M
|
30.7K
$3.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 5.42% |
$1.39M - $1.41M
|
238K
$23.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
12.2KNew |
$1.38M - $1.4M
|
12.2K
$1.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.2KNew |
$1.38M - $1.4M
|
12.2K
$1.2M
|
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$1.36M - $1.38M
|
12K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
12KNew |
$1.36M - $1.38M
|
12K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.9KNew |
$1.35M - $1.37M
|
11.9K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 24.16% |
$1.34M - $1.36M
|
60.5K
$5.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
11.6K+ 12.34% |
$1.31M - $1.34M
|
105K
$10.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
11.4K+ 426.33% |
$1.3M - $1.32M
|
14.1K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
11.4K+ 103.48% |
$1.29M - $1.31M
|
22.4K
$2.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
11.3K+ 36.36% |
$1.28M - $1.3M
|
42.4K
$4.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 52.78% |
$1.28M - $1.3M
|
32.7K
$3.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
11.3KNew |
$1.28M - $1.3M
|
11.3K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 0.81% |
$1.27M - $1.29M
|
1.39M
$137M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
11.1K+ 459.08% |
$1.26M - $1.28M
|
13.5K
$1.33M
|