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 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11K+ 6.37% |
$1.24M - $1.27M
|
183K
$17.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9KNew |
$1.24M - $1.26M
|
10.9K
$1.06M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$1.23M - $1.25M
|
10.8K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.8K+ 8.51% |
$1.23M - $1.25M
|
138K
$13.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10.8K+ 89.08% |
$1.23M - $1.25M
|
23K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10.8KNew |
$1.23M - $1.25M
|
10.8K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7K+ 14.05% |
$1.22M - $1.24M
|
87K
$8.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.6K+ 16.51% |
$1.2M - $1.22M
|
74.5K
$7.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10.5KNew |
$1.19M - $1.21M
|
10.5K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
10.5K+ 119.21% |
$1.19M - $1.21M
|
19.2K
$1.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
10.4KNew |
$1.18M - $1.2M
|
10.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
10.3KNew |
$1.17M - $1.19M
|
10.3K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10K+ 1.44% |
$1.14M - $1.16M
|
708K
$68.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
9.9K+ 2.12% |
$1.12M - $1.14M
|
478K
$46.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.84K+ 4.39% |
$1.12M - $1.13M
|
234K
$22.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9.65KNew |
$1.09M - $1.11M
|
9.65K
$935K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54K+ 10.79% |
$1.08M - $1.1M
|
98K
$9.5M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.54K+ 33.91% |
$1.08M - $1.1M
|
37.7K
$3.65M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
9.02K+ 34.82% |
$1.02M - $1.04M
|
34.9K
$3.39M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9KNew |
$1.02M - $1.04M
|
9K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.86K+ 23.9% |
$1.01M - $1.02M
|
45.9K
$4.45M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.85KNew |
$1M - $1.02M
|
8.85K
$858K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
8.67K+ 592.08% |
$983K - $1M
|
10.1K
$982K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
8.58K+ 6.92% |
$973K - $989K
|
133K
$12.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.5K+ 120.93% |
$964K - $980K
|
15.5K
$1.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.36K+ 12.79% |
$949K - $964K
|
73.7K
$7.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
8.35K+ 2.51% |
$948K - $963K
|
341K
$33M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
8.3KNew |
$941K - $957K
|
8.3K
$805K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$937K - $953K
|
8.26K
$801K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
8.15K+ 274.34% |
$924K - $940K
|
11.1K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.14K+ 2.37% |
$923K - $938K
|
352K
$34.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
8.13K+ 24.96% |
$922K - $938K
|
40.7K
$3.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.1KNew |
$919K - $934K
|
8.1K
$786K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
8.07K+ 3.79% |
$915K - $930K
|
221K
$21.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
8.04K+ 2.78% |
$912K - $927K
|
297K
$28.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.01KNew |
$909K - $924K
|
8.01K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8K+ 65.59% |
$908K - $923K
|
20.2K
$1.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.94K+ 1.53% |
$901K - $916K
|
526K
$51M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.9KNew |
$896K - $911K
|
7.9K
$766K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.85K+ 1.54% |
$891K - $905K
|
517K
$50.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.83K+ 11.44% |
$888K - $903K
|
76.2K
$7.39M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.81KNew |
$886K - $900K
|
7.81K
$757K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.75K+ 6.02% |
$879K - $894K
|
137K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.72K+ 50.06% |
$876K - $890K
|
23.1K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.71K+ 6.22% |
$875K - $889K
|
132K
$12.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.62K+ 9.53% |
$864K - $878K
|
87.6K
$8.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.59KNew |
$861K - $875K
|
7.59K
$736K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.59K+ 12.38% |
$861K - $875K
|
68.9K
$6.68M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.54KNew |
$855K - $869K
|
7.54K
$731K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.49K+ 283.31% |
$849K - $863K
|
10.1K
$982K
|