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 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.61KNew |
$296K - $301K
|
2.61K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.59KNew |
$294K - $299K
|
2.59K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.58K+ 1.45% |
$292K - $297K
|
180K
$17.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.55KNew |
$289K - $294K
|
2.55K
$249K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$285K - $289K
|
2.51K
$246K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.51K+ 171.61% |
$285K - $289K
|
3.97K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51KNew |
$285K - $289K
|
2.51K
$246K
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.5KNew |
$284K - $289K
|
2.5K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.48KNew |
$281K - $286K
|
2.48K
$243K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.46K+ 2.98% |
$279K - $283K
|
84.9K
$8.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.46KNew |
$279K - $283K
|
2.46K
$241K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.44K+ 4.98% |
$277K - $281K
|
51.4K
$5.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.41K+ 0.81% |
$274K - $278K
|
301K
$29.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.41K+ 29.28% |
$273K - $277K
|
10.6K
$1.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
2.4K+ 4.96% |
$272K - $277K
|
50.9K
$4.98M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.39KNew |
$271K - $275K
|
2.39K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.38K+ 2.64% |
$270K - $275K
|
92.6K
$9.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.38KNew |
$270K - $275K
|
2.38K
$233K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.35K+ 55.07% |
$266K - $271K
|
6.61K
$648K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.34K+ 11.06% |
$265K - $270K
|
23.5K
$2.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.32K+ 3.47% |
$263K - $267K
|
69.1K
$6.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$261K - $266K
|
2.3K
$226K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.24K+ 127.6% |
$254K - $259K
|
4K
$392K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.24K+ 72.95% |
$254K - $258K
|
5.31K
$520K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.23K+ 8.8% |
$253K - $258K
|
27.6K
$2.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.22K+ 5.49% |
$252K - $256K
|
42.6K
$4.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.2KNew |
$250K - $254K
|
2.2K
$216K
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.15KNew |
$244K - $248K
|
2.15K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.15K+ 5969.44% |
$244K - $248K
|
2.19K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.15KNew |
$244K - $248K
|
2.15K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.15K+ 1.59% |
$244K - $248K
|
137K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.13K+ 26.85% |
$242K - $246K
|
10.1K
$986K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
2.13K+ 19.63% |
$242K - $246K
|
13K
$1.27M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.12KNew |
$240K - $244K
|
2.12K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.07K+ 31.39% |
$235K - $239K
|
8.66K
$849K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$234K - $238K
|
2.06K
$202K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$233K - $237K
|
2.05K
$201K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
2.03KNew |
$231K - $234K
|
2.03K
$199K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.02KNew |
$229K - $233K
|
2.02K
$198K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.01K+ 16.93% |
$228K - $232K
|
13.9K
$1.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2.01K+ 1.85% |
$228K - $231K
|
111K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.01KNew |
$227K - $231K
|
2.01K
$197K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.99K+ 21.44% |
$226K - $230K
|
11.3K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.98K+ 5.93% |
$224K - $228K
|
35.3K
$3.46M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.96K+ 0.44% |
$223K - $226K
|
444K
$43.5M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.96K+ 0.44% |
$223K - $226K
|
444K
$43.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
1.95K+ 4.34% |
$221K - $225K
|
46.8K
$4.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.94K+ 55.97% |
$220K - $224K
|
5.41K
$530K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.94KNew |
$220K - $223K
|
1.94K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.93K+ 4.15% |
$219K - $223K
|
48.5K
$4.75M
|