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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.15KNew |
$132K - $135K
|
1.15K
$113K
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
1.09K+ 1.91% |
$125K - $127K
|
58.3K
$5.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.09K+ 293.01% |
$125K - $127K
|
1.46K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 29.13% |
$124K - $126K
|
4.8K
$469K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.08K+ 2.41% |
$124K - $126K
|
46K
$4.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1.08K+ 1.91% |
$123K - $125K
|
57.5K
$5.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 5.58% |
$122K - $124K
|
20.1K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05K+ 1.68% |
$120K - $122K
|
63.1K
$6.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.02K+ 9.52% |
$117K - $119K
|
11.8K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.01K+ 27.02% |
$115K - $117K
|
4.73K
$462K
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.65% |
$115K - $117K
|
22.6K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1K+ 23.33% |
$115K - $117K
|
5.29K
$517K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
998+ 7.16% |
$115K - $116K
|
14.9K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
992+ 3.06% |
$114K - $116K
|
33.4K
$3.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
973+ 1.17% |
$112K - $113K
|
84.3K
$8.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
944+ 12.07% |
$108K - $110K
|
8.77K
$857K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
917+ 2.87% |
$105K - $107K
|
32.9K
$3.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
908+ 4.61% |
$104K - $106K
|
20.6K
$2.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
901+ 18.24% |
$103K - $105K
|
5.84K
$571K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
901+ 2.57% |
$103K - $105K
|
36K
$3.52M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
896+ 2.4% |
$103K - $104K
|
38.2K
$3.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
854New |
$98K - $99.6K
|
854
$83.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
845+ 7.31% |
$97K - $98.5K
|
12.4K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
834+ 39.81% |
$95.7K - $97.2K
|
2.93K
$286K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
820+ 364.44% |
$94.1K - $95.6K
|
1.05K
$102K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
813+ 2.57% |
$93.3K - $94.8K
|
32.4K
$3.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
806+ 2.4% |
$92.5K - $94K
|
34.5K
$3.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
795+ 2.04% |
$91.2K - $92.7K
|
39.8K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
788+ 26.02% |
$90.4K - $91.9K
|
3.82K
$373K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
787+ 17.62% |
$90.3K - $91.7K
|
5.25K
$514K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
766+ 2.92% |
$87.9K - $89.3K
|
27K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
762+ 1.76% |
$87.5K - $88.8K
|
44K
$4.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
745+ 40.27% |
$85.5K - $86.9K
|
2.6K
$254K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
737+ 1.59% |
$84.6K - $85.9K
|
47K
$4.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
735+ 31.37% |
$84.4K - $85.7K
|
3.08K
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
730+ 9.08% |
$83.8K - $85.1K
|
8.77K
$858K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
727+ 4.13% |
$83.4K - $84.8K
|
18.3K
$1.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
727+ 4.44% |
$83.4K - $84.8K
|
17.1K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
721+ 4.16% |
$82.7K - $84.1K
|
18K
$1.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
712+ 1.49% |
$81.7K - $83K
|
48.5K
$4.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 0.53% |
$80.3K - $81.6K
|
133K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
696+ 1.53% |
$79.9K - $81.1K
|
46.1K
$4.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
684+ 20.6% |
$78.5K - $79.7K
|
4.01K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
678+ 0.58% |
$77.8K - $79K
|
117K
$11.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
666+ 0.34% |
$76.4K - $77.6K
|
195K
$19.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
666+ 16.77% |
$76.4K - $77.6K
|
4.64K
$454K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
648+ 5.58% |
$74.4K - $75.5K
|
12.3K
$1.2M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
641+ 0.5% |
$73.6K - $74.7K
|
129K
$12.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
636+ 1.94% |
$73K - $74.1K
|
33.3K
$3.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
626+ 0.34% |
$71.8K - $73K
|
185K
$18.1M
|