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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
337+ 8.94% |
$38.7K - $39.3K
|
4.11K
$406K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
336+ 14.33% |
$38.6K - $39.2K
|
2.68K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
336+ 7.93% |
$38.6K - $39.2K
|
4.58K
$452K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
333+ 3.74% |
$38.2K - $38.8K
|
9.24K
$913K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
332+ 1.71% |
$38.1K - $38.7K
|
19.8K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
325+ 8.6% |
$37.3K - $37.9K
|
4.1K
$406K
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
BUY
|
- |
320+ 2.41% |
$36.7K - $37.3K
|
13.6K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
320+ 0.9% |
$36.7K - $37.3K
|
36K
$3.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
301+ 6.12% |
$34.5K - $35.1K
|
5.22K
$516K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
301+ 8.0% |
$34.5K - $35.1K
|
4.06K
$401K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
297+ 5.62% |
$34.1K - $34.6K
|
5.58K
$552K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
292+ 7.66% |
$33.5K - $34K
|
4.1K
$405K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
290+ 0.63% |
$33.3K - $33.8K
|
46.4K
$4.58M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
289+ 2.97% |
$33.2K - $33.7K
|
10K
$990K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
285+ 3.05% |
$32.7K - $33.2K
|
9.64K
$953K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
284+ 3.53% |
$32.6K - $33.1K
|
8.33K
$823K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
284New |
$32.6K - $33.1K
|
284
$28.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
274+ 2.42% |
$31.4K - $31.9K
|
11.6K
$1.14M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
271+ 0.84% |
$31.1K - $31.6K
|
32.4K
$3.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
263+ 1.75% |
$30.2K - $30.7K
|
15.3K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
258+ 7.49% |
$29.6K - $30.1K
|
3.7K
$366K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
247+ 1.6% |
$28.3K - $28.8K
|
15.7K
$1.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 5.89% |
$27.5K - $28K
|
4.31K
$426K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 5.89% |
$27.5K - $28K
|
4.31K
$426K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
238+ 12.93% |
$27.3K - $27.7K
|
2.08K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
224+ 2.12% |
$25.7K - $26.1K
|
10.8K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
224New |
$25.7K - $26.1K
|
224
$22.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
222+ 1.81% |
$25.5K - $25.9K
|
12.5K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
218+ 6.97% |
$25K - $25.4K
|
3.35K
$331K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
215New |
$24.7K - $25.1K
|
215
$21.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
213+ 5.4% |
$24.4K - $24.8K
|
4.16K
$411K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
208New |
$23.9K - $24.2K
|
208
$20.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
207+ 2.74% |
$23.8K - $24.1K
|
7.75K
$766K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
207+ 7.02% |
$23.8K - $24.1K
|
3.16K
$312K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
205+ 6.0% |
$23.5K - $23.9K
|
3.62K
$358K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
203+ 9.14% |
$23.3K - $23.7K
|
2.43K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
201+ 14.09% |
$23.1K - $23.4K
|
1.63K
$161K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
200+ 5.06% |
$23K - $23.3K
|
4.16K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200+ 322.58% |
$23K - $23.3K
|
262
$25.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
199+ 2.37% |
$22.8K - $23.2K
|
8.6K
$850K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
196+ 8.78% |
$22.5K - $22.8K
|
2.43K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
196+ 10.15% |
$22.5K - $22.8K
|
2.13K
$210K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
187+ 0.74% |
$21.5K - $21.8K
|
25.6K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
186+ 1.21% |
$21.3K - $21.7K
|
15.6K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
186+ 7.84% |
$21.3K - $21.7K
|
2.56K
$253K
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
183+ 3.0% |
$21K - $21.3K
|
6.28K
$620K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
180+ 0.35% |
$20.7K - $21K
|
51.3K
$5.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
176+ 5.0% |
$20.2K - $20.5K
|
3.7K
$365K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
174+ 0.49% |
$20K - $20.3K
|
35.9K
$3.55M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
171+ 0.72% |
$19.6K - $19.9K
|
23.9K
$2.36M
|