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 09, 2022 Q1 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
5.99K
+ 7.44%
$636K - $679K
86.6K $8.39M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
5.84K
+ 0.95%
$619K - $661K
622K $60.3M
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
5.84K
+ 0.95%
$619K - $661K
622K $60.3M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.83K
+ 9.39%
$619K - $661K
67.9K $6.58M
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
5.79K
+ 4.78%
$615K - $656K
127K $12.3M
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
5.78K
+ 29.96%
$614K - $655K
25.1K $2.43M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
5.7K
+ 3.46%
$604K - $645K
170K $16.5M
May 06, 2022 Q1 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
5.68K
+ 3.08%
$603K - $644K
190K $18.4M
May 04, 2022 Q1 2022
Souders Financial Advisors

BUY
 -
5.59K
+ 4.8%
$593K - $633K
122K $11.8M
May 12, 2022 Q1 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
5.5K
New
$584K - $624K
5.5K $533K
May 02, 2022 Q1 2022
Integral Investment Advisors, Inc.

BUY
 -
5.32K
+ 18.76%
$565K - $603K
33.7K $3.26M
May 13, 2022 Q1 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
5.3K
+ 0.8%
$563K - $601K
670K $64.9M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.28K
+ 85.58%
$560K - $598K
11.4K $1.11M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.28K
+ 85.58%
$560K - $598K
11.4K $1.11M
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
5.27K
New
$560K - $598K
5.27K $511K
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
5.17K
+ 16683.87%
$549K - $586K
5.2K $504K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.08K
+ 6.74%
$539K - $576K
80.5K $7.8M
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
5.07K
+ 75.73%
$538K - $574K
11.8K $1.14M
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

BUY
 -
5K
New
$531K - $567K
5K $485K
May 09, 2022 Q1 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
4.92K
+ 2.41%
$522K - $557K
209K $20.2M
May 03, 2022 Q1 2022
One Day In July LLC

BUY
 -
4.87K
+ 22.11%
$517K - $552K
26.9K $2.61M
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
4.83K
+ 8.17%
$513K - $547K
63.9K $6.2M
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
4.79K
+ 78.03%
$508K - $542K
10.9K $1.06M
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
4.76K
+ 14.43%
$505K - $539K
37.7K $3.66M
Apr 22, 2022 Q1 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
4.71K
+ 23.86%
$500K - $534K
24.5K $2.37M
May 04, 2022 Q1 2022
Occidental Asset Management, LLC

BUY
 -
4.7K
+ 36.29%
$499K - $533K
17.7K $1.71M
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
4.7K
+ 6.28%
$499K - $533K
79.6K $7.72M
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
4.69K
+ 9.4%
$498K - $531K
54.6K $5.29M
Apr 25, 2022 Q1 2022
Grant

BUY
 -
4.61K
New
$489K - $523K
4.61K $447K
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

BUY
 -
4.61K
+ 10.04%
$489K - $522K
50.6K $4.9M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
4.61K
+ 16.57%
$489K - $522K
32.4K $3.14M
Apr 29, 2022 Q1 2022
Tri Star Advisors Inc.

BUY
 -
4.51K
+ 194.23%
$478K - $511K
6.83K $662K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
4.5K
+ 14.14%
$478K - $510K
36.3K $3.52M
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
4.4K
New
$467K - $499K
4.4K $426K
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
4.37K
+ 1.84%
$463K - $495K
241K $23.4M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
4.36K
New
$463K - $494K
4.36K $423K
Apr 28, 2022 Q1 2022
Ballew Advisors, Inc

BUY
 -
4.36K
+ 13.48%
$462K - $494K
36.7K $3.56M
Jun 20, 2023 Q1 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
4.35K
+ 4.7%
$462K - $493K
96.9K $9.39M
May 13, 2022 Q1 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
4.31K
New
$457K - $488K
4.31K $418K
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

BUY
 -
4.23K
+ 11.9%
$449K - $479K
39.8K $3.86M
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
BUY
 -
4.23K
+ 30.29%
$448K - $479K
18.2K $1.76M
Sep 21, 2023 Q1 2022
Jefferies Group LLC

New York, NY
BUY
 -
4.22K
+ 30.28%
$448K - $479K
18.2K $1.76M
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
4.22K
+ 13.28%
$447K - $478K
36K $3.48M
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
4.19K
New
$444K - $475K
4.19K $406K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
4.11K
+ 16.27%
$436K - $466K
29.4K $2.85M
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
4.01K
+ 76.7%
$425K - $454K
9.24K $895K
May 04, 2022 Q1 2022
Hamilton Wealth, LLC

BUY
 -
4K
New
$424K - $453K
4K $387K
May 11, 2022 Q1 2022
Capital Wealth Planning, LLC

BUY
 -
3.99K
New
$424K - $453K
3.99K $387K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.91K
+ 145.53%
$414K - $443K
6.59K $639K

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