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 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.1KNew |
$578K - $588K
|
5.1K
$503K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
5.01K+ 3.05% |
$568K - $578K
|
169K
$16.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.01K+ 2.79% |
$568K - $577K
|
184K
$18.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5K+ 2.51% |
$567K - $577K
|
204K
$20.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.98K+ 14.76% |
$565K - $574K
|
38.7K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.91K+ 77.58% |
$557K - $566K
|
11.2K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.87K+ 196.25% |
$553K - $562K
|
7.35K
$726K
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.83KNew |
$548K - $557K
|
4.83K
$477K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.82K+ 4.77% |
$547K - $556K
|
106K
$10.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.81KNew |
$545K - $554K
|
4.81K
$475K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.8K+ 37.32% |
$544K - $553K
|
17.7K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.67K+ 149.33% |
$530K - $538K
|
7.79K
$770K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.62KNew |
$524K - $532K
|
4.62K
$456K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.52KNew |
$513K - $521K
|
4.52K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52K+ 118.29% |
$512K - $521K
|
8.33K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.5K+ 8.96% |
$510K - $519K
|
54.7K
$5.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
4.4KNew |
$499K - $507K
|
4.4K
$434K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.35K+ 4.7% |
$494K - $502K
|
96.9K
$9.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.31K+ 235.67% |
$489K - $497K
|
6.14K
$606K
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.29K+ 2.32% |
$487K - $495K
|
190K
$18.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.28KNew |
$486K - $494K
|
4.28K
$423K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.26K+ 5.58% |
$483K - $491K
|
80.6K
$7.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 10.97% |
$480K - $488K
|
42.8K
$4.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.22KNew |
$478K - $486K
|
4.22K
$416K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.21K+ 117.25% |
$478K - $486K
|
7.81K
$771K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.13K+ 27.21% |
$469K - $477K
|
19.3K
$1.91M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.12KNew |
$467K - $475K
|
4.12K
$407K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.08K+ 16.15% |
$463K - $471K
|
29.4K
$2.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.99K+ 9.67% |
$453K - $460K
|
45.2K
$4.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
3.98K+ 6.92% |
$452K - $459K
|
61.6K
$6.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.98K+ 28.42% |
$451K - $458K
|
18K
$1.77M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 20.01% |
$451K - $458K
|
23.8K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.97K+ 6.06% |
$451K - $458K
|
69.5K
$6.86M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
3.94K+ 3.5% |
$447K - $454K
|
116K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.91K+ 1.54% |
$444K - $451K
|
258K
$25.4M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
3.86K+ 1.84% |
$438K - $445K
|
213K
$21.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.8K+ 42.62% |
$431K - $439K
|
12.7K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.77K+ 1.53% |
$427K - $434K
|
250K
$24.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
3.75K+ 9.84% |
$425K - $432K
|
41.8K
$4.13M
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
3.74KNew |
$424K - $431K
|
3.74K
$369K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.73K+ 1580.51% |
$423K - $430K
|
3.97K
$392K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 62.77% |
$419K - $426K
|
9.58K
$945K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.67KNew |
$417K - $424K
|
3.67K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.67KNew |
$417K - $423K
|
3.67K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.57KNew |
$405K - $412K
|
3.57K
$353K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
3.57KNew |
$405K - $412K
|
3.57K
$353K
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
3.49KNew |
$396K - $403K
|
3.49K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.47KNew |
$393K - $400K
|
3.47K
$342K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3.45K+ 6.1% |
$391K - $397K
|
59.9K
$5.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.43K+ 1.03% |
$389K - $395K
|
336K
$33.2M
|