Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.2K- 15.55% |
$1.08M - $1.15M
|
55.3K
$5.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.2K- 74.06% |
$1.09M - $1.16M
|
3.59K
$348K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-10.3K- 98.28% |
$1.09M - $1.16M
|
179
$17.3K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-10.4K- 13.38% |
$1.1M - $1.18M
|
67.2K
$6.51M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10.4K- 21.74% |
$1.11M - $1.18M
|
37.5K
$3.64M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-10.5K- 6.31% |
$1.11M - $1.18M
|
155K
$15M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.6K- 39.57% |
$1.12M - $1.2M
|
16.2K
$1.57M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-10.8K- 79.57% |
$1.14M - $1.22M
|
2.76K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-10.8K- 3.12% |
$1.14M - $1.22M
|
334K
$32.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10.8K- 97.16% |
$1.15M - $1.22M
|
316
$30.6K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11K- 29.49% |
$1.16M - $1.24M
|
26.2K
$2.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11K- 14.3% |
$1.17M - $1.25M
|
66.1K
$6.4M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.1KClosed |
$1.17M - $1.25M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.3K- 7.13% |
$1.2M - $1.28M
|
147K
$14.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-11.3K- 79.8% |
$1.2M - $1.28M
|
2.86K
$277K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.8K- 16.69% |
$1.25M - $1.33M
|
58.8K
$5.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-11.9K- 82.85% |
$1.26M - $1.34M
|
2.45K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$1.27M - $1.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-12.1K- 10.4% |
$1.29M - $1.37M
|
104K
$10.1M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-12.2KClosed |
$1.29M - $1.38M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.2K- 1.45% |
$1.29M - $1.38M
|
829K
$80.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-12.3K- 41.53% |
$1.31M - $1.39M
|
17.3K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 8.11% |
$1.32M - $1.41M
|
142K
$13.7M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.5K- 5.14% |
$1.33M - $1.42M
|
232K
$22.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-12.6K- 41.52% |
$1.34M - $1.43M
|
17.7K
$1.72M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12.6K- 92.65% |
$1.34M - $1.43M
|
999
$96.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.7K- 31.83% |
$1.35M - $1.44M
|
27.2K
$2.64M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.8K- 40.66% |
$1.36M - $1.45M
|
18.6K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 9.58% |
$1.38M - $1.47M
|
122K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-13K- 50.47% |
$1.38M - $1.47M
|
12.8K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-13.1KClosed |
$1.39M - $1.49M
|
0
$0
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-13.2K- 14.17% |
$1.4M - $1.5M
|
80.1K
$7.77M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13.9K- 8.5% |
$1.47M - $1.57M
|
149K
$14.5M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13.9K- 85.96% |
$1.47M - $1.57M
|
2.27K
$220K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.1K- 11.2% |
$1.49M - $1.59M
|
112K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-14.2K- 5.19% |
$1.5M - $1.6M
|
259K
$25.1M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-14.3K- 49.85% |
$1.52M - $1.62M
|
14.4K
$1.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-14.5K- 2.22% |
$1.54M - $1.64M
|
638K
$61.8M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-15K- 28.37% |
$1.59M - $1.7M
|
37.8K
$3.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-15.1K- 5.24% |
$1.6M - $1.71M
|
273K
$26.4M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-15.1K- 72.85% |
$1.6M - $1.71M
|
5.62K
$545K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-15.3K- 20.24% |
$1.62M - $1.73M
|
60.3K
$5.84M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.4K- 4.53% |
$1.64M - $1.75M
|
326K
$31.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.5K- 9.85% |
$1.64M - $1.75M
|
142K
$13.7M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-15.5KClosed |
$1.64M - $1.75M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-15.6K- 20.97% |
$1.66M - $1.77M
|
58.8K
$5.7M
|
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-15.8K- 55.96% |
$1.68M - $1.79M
|
12.4K
$1.21M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.9KClosed |
$1.69M - $1.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-16K- 52.52% |
$1.7M - $1.81M
|
14.5K
$1.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 0.62% |
$1.72M - $1.83M
|
2.6M
$252M
|