Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8MNew |
$1.7B - $1.73B
|
14.8M
$1.45B
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7MNew |
$1.23B - $1.25B
|
10.7M
$1.05B
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.03MNew |
$692M - $703M
|
6.03M
$589M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.55M+ 721.45% |
$408M - $414M
|
4.05M
$396M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.43M+ 5.0% |
$393M - $400M
|
71.9M
$7.03B
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.07M+ 7.01% |
$238M - $241M
|
31.6M
$3.09B
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2M+ 194.92% |
$229M - $233M
|
3.02M
$295M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.99M+ 6.19% |
$228M - $231M
|
34M
$3.33B
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.67M+ 101.31% |
$191M - $194M
|
3.31M
$324M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28M+ 39.68% |
$147M - $150M
|
4.52M
$442M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.18MNew |
$135M - $137M
|
1.18M
$115M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.01M+ 13.25% |
$116M - $118M
|
8.62M
$843M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
905K+ 811.37% |
$104M - $106M
|
1.02M
$99.4M
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
894K+ 39.21% |
$103M - $104M
|
3.18M
$311M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
849K+ 3.38% |
$97.5M - $99M
|
26M
$2.54B
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
731K+ 219.84% |
$83.9M - $85.3M
|
1.06M
$104M
|
|
Oct 06, 2021
Q3 2021
|
Wealth Navi Inc.
|
BUY
|
- |
703K+ 14.76% |
$80.7M - $81.9M
|
5.47M
$534M
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
657K+ 7794.62% |
$75.5M - $76.6M
|
666K
$65.1M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
589K+ 29.7% |
$67.5M - $68.6M
|
2.57M
$251M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
541K+ 12.6% |
$62.1M - $63M
|
4.83M
$472M
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
509K+ 34.18% |
$58.4M - $59.3M
|
2M
$195M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
500KNew |
$57.4M - $58.3M
|
500K
$48.9M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
500K+ 2776.75% |
$57.4M - $58.3M
|
518K
$50.7M
|
|
Nov 15, 2021
Q3 2021
|
Juniper Hill Capital Management LP
Menlo Park, CA |
BUY
|
- |
500K+ 247.59% |
$57.4M - $58.3M
|
702K
$68.6M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
497K+ 28.05% |
$57M - $57.9M
|
2.27M
$222M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
469K+ 18.79% |
$53.9M - $54.7M
|
2.97M
$290M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
459K+ 15.79% |
$52.7M - $53.6M
|
3.37M
$329M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
452K+ 106.42% |
$51.9M - $52.7M
|
877K
$85.8M
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
452K+ 72.38% |
$51.9M - $52.7M
|
1.08M
$105M
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
448KNew |
$51.4M - $52.2M
|
448K
$43.8M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
439K+ 7.94% |
$50.3M - $51.1M
|
5.96M
$583M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
432K+ 24.93% |
$49.5M - $50.3M
|
2.16M
$211M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
402K+ 3.33% |
$46.1M - $46.9M
|
12.5M
$1.22B
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
400KNew |
$45.9M - $46.6M
|
400K
$39.1M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
354K+ 5.46% |
$40.6M - $41.2M
|
6.83M
$668M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
338K+ 7.74% |
$38.8M - $39.4M
|
4.7M
$460M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
300K+ 51.6% |
$34.5M - $35M
|
882K
$86.3M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300K+ 6.71% |
$34.4M - $34.9M
|
4.77M
$466M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299K+ 8.6% |
$34.3M - $34.8M
|
3.77M
$369M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
298K+ 13.05% |
$34.2M - $34.8M
|
2.58M
$253M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
276K+ 10.85% |
$31.7M - $32.2M
|
2.82M
$276M
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
258K+ 98.73% |
$29.7M - $30.1M
|
520K
$50.9M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
254KNew |
$29.1M - $29.6M
|
254K
$24.8M
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
244K+ 3.64% |
$28M - $28.5M
|
6.94M
$679M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233K+ 37.47% |
$26.8M - $27.2M
|
856K
$83.7M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
228K+ 24.63% |
$26.2M - $26.6M
|
1.15M
$113M
|
|
Nov 03, 2021
Q3 2021
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
211KNew |
$24.2M - $24.6M
|
211K
$20.6M
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
203K+ 41.77% |
$23.3M - $23.7M
|
690K
$67.4M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
195KNew |
$22.4M - $22.7M
|
195K
$19.1M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
183K+ 8.78% |
$21M - $21.3M
|
2.27M
$222M
|