Purchases and Sales Made in Q1 2022 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 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 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
16.8K
+ 27.8%
$1.78M - $1.91M
77.3K $7.49M
May 13, 2022 Q1 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
16.7K
+ 11.62%
$1.78M - $1.9M
161K $15.6M
May 10, 2022 Q1 2022
Rkl Wealth Management LLC

BUY
 -
16.7K
+ 229.92%
$1.77M - $1.89M
24K $2.32M
May 06, 2022 Q1 2022
Weil Company, Inc.

BUY
 -
16.6K
New
$1.76M - $1.88M
16.6K $1.61M
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
16K
+ 2031.64%
$1.7M - $1.81M
16.8K $1.63M
Apr 21, 2022 Q1 2022
Riverview Trust CO

BUY
 -
15.6K
+ 15.07%
$1.65M - $1.77M
119K $11.5M
May 10, 2022 Q1 2022
Country Club Bank

BUY
 -
15.4K
New
$1.63M - $1.74M
15.4K $1.49M
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
15.2K
New
$1.61M - $1.72M
15.2K $1.47M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
14.5K
+ 10.44%
$1.54M - $1.64M
153K $14.9M
Sep 11, 2024 Q1 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
14.3K
+ 4.76%
$1.52M - $1.62M
315K $30.5M
Apr 27, 2022 Q1 2022
Fulton Breakefield Broenniman LLC

BUY
 -
13.8K
+ 3.46%
$1.47M - $1.57M
413K $40M
May 12, 2022 Q1 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
13.5K
+ 2.25%
$1.43M - $1.53M
612K $59.3M
Mar 22, 2023 Q1 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
13.5K
+ 2.69%
$1.43M - $1.53M
515K $49.9M
May 10, 2022 Q1 2022
Dohj, LLC

Seattle, WA
BUY
 -
13.3K
+ 39.2%
$1.41M - $1.5M
47.1K $4.56M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
13.2K
+ 34.99%
$1.4M - $1.5M
51K $4.94M
Apr 25, 2022 Q1 2022
Omega Financial Group, LLC

BUY
 -
13.1K
+ 15.87%
$1.39M - $1.48M
95.6K $9.26M
May 17, 2022 Q1 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
12.9K
+ 18.67%
$1.36M - $1.46M
81.8K $7.92M
Apr 18, 2022 Q1 2022
Divergent Wealth Advisors

BUY
 -
12.8K
+ 3.42%
$1.36M - $1.45M
388K $37.6M
Apr 22, 2022 Q1 2022
Quattro Financial Advisors LLC

BUY
 -
12.8K
+ 6.07%
$1.36M - $1.45M
224K $21.7M
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
12.8K
+ 1.83%
$1.36M - $1.45M
713K $69M
May 12, 2022 Q1 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
12.6K
New
$1.33M - $1.43M
12.6K $1.22M
May 06, 2022 Q1 2022
Anchor Capital Advisors LLC

BUY
 -
12.5K
+ 162.95%
$1.33M - $1.42M
20.2K $1.96M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
12.4K
+ 111.88%
$1.32M - $1.41M
23.5K $2.28M
May 13, 2022 Q1 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
12.3K
+ 30.17%
$1.3M - $1.39M
53K $5.13M
Jul 21, 2022 Q1 2022
Gould Capital, LLC

BUY
 -
12.2K
+ 12.09%
$1.3M - $1.39M
113K $11M
Apr 14, 2022 Q1 2022
Dock Street Asset Management Inc

BUY
 -
12K
+ 10.75%
$1.27M - $1.36M
123K $12M
May 10, 2022 Q1 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
11.8K
+ 317.28%
$1.25M - $1.33M
15.5K $1.5M
May 11, 2022 Q1 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
11.6K
+ 9.76%
$1.23M - $1.32M
131K $12.7M
Aug 16, 2022 Q1 2022
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
11.5K
New
$1.22M - $1.3M
11.5K $1.11M
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
11.5K
+ 38.77%
$1.21M - $1.3M
41K $3.97M
Apr 11, 2022 Q1 2022
Strategy Asset Managers LLC

BUY
 -
11.1K
New
$1.17M - $1.25M
11.1K $1.07M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
10.9K
+ 17.79%
$1.16M - $1.24M
72.2K $7M
May 13, 2022 Q1 2022
Simplify Asset Management Inc.

New York, NY
BUY
 -
10.8K
New
$1.14M - $1.22M
10.8K $1.04M
May 16, 2022 Q1 2022
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
10.7K
+ 5.78%
$1.14M - $1.21M
196K $19M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
10.7K
New
$1.13M - $1.21M
10.7K $1.03M
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

BUY
 -
10.6K
+ 71.04%
$1.13M - $1.2M
25.5K $2.48M
May 06, 2022 Q1 2022
Laird Norton Trust Company, LLC

BUY
 -
10.6K
+ 86.29%
$1.12M - $1.2M
22.8K $2.21M
May 16, 2022 Q1 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
10.5K
+ 12.97%
$1.11M - $1.19M
91.2K $8.84M
Apr 25, 2022 Q1 2022
Scott Capital Advisors, LLC

BUY
 -
10.5K
+ 486.15%
$1.11M - $1.18M
12.6K $1.22M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
10.5K
New
$1.11M - $1.18M
10.5K $1.01M
Apr 20, 2022 Q1 2022
Blb&B Advisors, LLC

BUY
 -
10.4K
+ 3.19%
$1.1M - $1.18M
335K $32.5M
May 12, 2022 Q1 2022
Bowie Capital Management, LLC

Richardson, TX
BUY
 -
10K
New
$1.06M - $1.13M
10K $969K
May 12, 2022 Q1 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
9.87K
+ 25.24%
$1.05M - $1.12M
49K $4.75M
May 02, 2022 Q1 2022
Schiavi & CO LLC

Wilmington, DE
BUY
 -
9.82K
New
$1.04M - $1.11M
9.82K $952K
Apr 18, 2022 Q1 2022
Archford Capital Strategies, LLC

BUY
 -
9.79K
+ 9.71%
$1.04M - $1.11M
111K $10.7M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
9.75K
New
$1.03M - $1.1M
9.75K $945K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.68K
+ 10.18%
$1.03M - $1.1M
105K $10.2M
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
9.62K
+ 5.71%
$1.02M - $1.09M
178K $17.3M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
9.6K
+ 3.65%
$1.02M - $1.09M
272K $26.4M

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