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 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
598+ 2.59% |
$68.6K - $69.7K
|
23.7K
$2.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
598+ 45.72% |
$68.6K - $69.7K
|
1.91K
$186K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
597+ 0.75% |
$68.5K - $69.6K
|
80.4K
$7.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
584+ 3.88% |
$67K - $68.1K
|
15.7K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
582+ 2.32% |
$66.8K - $67.8K
|
25.7K
$2.52M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
569+ 4.27% |
$65.3K - $66.3K
|
13.9K
$1.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
567+ 3.79% |
$65.1K - $66.1K
|
15.5K
$1.52M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
565+ 1.23% |
$64.8K - $65.9K
|
46.6K
$4.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
561+ 2.73% |
$64.4K - $65.4K
|
21.1K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
560+ 89.74% |
$64.3K - $65.3K
|
1.18K
$116K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
552+ 12.72% |
$63.4K - $64.4K
|
4.89K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
544+ 3.86% |
$62.4K - $63.4K
|
14.6K
$1.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
542+ 1.6% |
$62.2K - $63.2K
|
34.5K
$3.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
542+ 11.39% |
$62.2K - $63.2K
|
5.3K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
537+ 1.86% |
$61.6K - $62.6K
|
29.4K
$2.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
531+ 4.25% |
$60.9K - $61.9K
|
13K
$1.27M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
518+ 5.38% |
$59.5K - $60.4K
|
10.1K
$992K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
514+ 22.08% |
$59K - $59.9K
|
2.84K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
513+ 2.74% |
$58.9K - $59.8K
|
19.3K
$1.88M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
510+ 18.83% |
$58.5K - $59.5K
|
3.22K
$315K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
500+ 0.37% |
$57.4K - $58.3K
|
136K
$13.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
486+ 4.68% |
$55.8K - $56.7K
|
10.9K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
486+ 6.86% |
$55.8K - $56.7K
|
7.57K
$741K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
484+ 59.02% |
$55.5K - $56.4K
|
1.3K
$128K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
480+ 3.8% |
$55.1K - $56K
|
13.1K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
477+ 10.06% |
$54.7K - $55.6K
|
5.22K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
474+ 3.56% |
$54.4K - $55.3K
|
13.8K
$1.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
463+ 10.41% |
$53.1K - $54K
|
4.91K
$480K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
458+ 6.38% |
$52.6K - $53.4K
|
7.63K
$747K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
451New |
$51.8K - $52.6K
|
451
$44.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
441+ 2.32% |
$50.6K - $51.4K
|
19.4K
$1.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
435+ 11.24% |
$49.9K - $50.7K
|
4.31K
$421K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
428New |
$49.1K - $49.9K
|
428
$41.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
422+ 0.64% |
$48.4K - $49.2K
|
66.6K
$6.52M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
417+ 0.49% |
$47.9K - $48.6K
|
84.8K
$8.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
410+ 3.05% |
$47.1K - $47.8K
|
13.9K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
406+ 7.1% |
$46.6K - $47.3K
|
6.12K
$599K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
396+ 30.7% |
$45.4K - $46.2K
|
1.69K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
395+ 14.19% |
$45.3K - $46K
|
3.18K
$311K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
394+ 0.4% |
$45.2K - $45.9K
|
98K
$9.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
389+ 12.14% |
$44.6K - $45.3K
|
3.59K
$352K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
381+ 3.08% |
$43.7K - $44.4K
|
12.7K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
370+ 1.84% |
$42.5K - $43.1K
|
20.4K
$2M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
357+ 33.49% |
$41K - $41.6K
|
1.42K
$139K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
355+ 7.75% |
$40.7K - $41.4K
|
4.94K
$483K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
354+ 3.02% |
$40.6K - $41.3K
|
12.1K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
345+ 1.5% |
$39.6K - $40.2K
|
23.4K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
343+ 5.8% |
$39.4K - $40K
|
6.26K
$612K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
342+ 1.7% |
$39.3K - $39.9K
|
20.4K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
338+ 4.06% |
$38.8K - $39.4K
|
8.67K
$848K
|