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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
171+ 0.69% |
$19.6K - $19.9K
|
24.9K
$2.46M
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
162+ 0.69% |
$18.6K - $18.9K
|
23.8K
$2.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
161+ 9.3% |
$18.5K - $18.8K
|
1.89K
$187K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
161+ 0.29% |
$18.5K - $18.8K
|
56.5K
$5.58M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
159+ 4.76% |
$18.2K - $18.5K
|
3.5K
$346K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
157New |
$18K - $18.3K
|
157
$15.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
156+ 1.18% |
$17.9K - $18.2K
|
13.3K
$1.32M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
156+ 8.65% |
$17.9K - $18.2K
|
1.96K
$194K
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
155+ 2.83% |
$17.8K - $18.1K
|
5.63K
$556K
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
155+ 3.59% |
$17.8K - $18.1K
|
4.48K
$442K
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
152+ 2.98% |
$17.4K - $17.7K
|
5.26K
$519K
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
150+ 1.41% |
$17.2K - $17.5K
|
10.8K
$1.07M
|
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
BUY
|
- |
145+ 5.84% |
$16.6K - $16.9K
|
2.63K
$259K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
144+ 35.04% |
$16.5K - $16.8K
|
555
$54.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
140+ 4.59% |
$16.1K - $16.3K
|
3.19K
$315K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
139+ 1.64% |
$16K - $16.2K
|
8.6K
$849K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
137+ 5.0% |
$15.7K - $16K
|
2.88K
$284K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
135+ 5.53% |
$15.5K - $15.7K
|
2.58K
$255K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
134+ 1.5% |
$15.4K - $15.6K
|
9.06K
$895K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
125+ 2.02% |
$14.3K - $14.6K
|
6.32K
$625K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
125+ 0.35% |
$14.3K - $14.6K
|
36.4K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
120+ 0.63% |
$13.8K - $14K
|
19.3K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
117+ 0.81% |
$13.4K - $13.6K
|
14.6K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
116+ 5.54% |
$13.3K - $13.5K
|
2.21K
$218K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
115+ 0.27% |
$13.2K - $13.4K
|
42.1K
$4.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
110+ 1.09% |
$12.6K - $12.8K
|
10.2K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
110+ 1.99% |
$12.6K - $12.8K
|
5.65K
$558K
|
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
109+ 0.72% |
$12.5K - $12.7K
|
15.2K
$1.5M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
108+ 0.7% |
$12.4K - $12.6K
|
15.5K
$1.53M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
107+ 1.17% |
$12.3K - $12.5K
|
9.29K
$918K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
105New |
$12.1K - $12.2K
|
105
$10.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
105+ 1.45% |
$12.1K - $12.2K
|
7.34K
$725K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
97+ 1.68% |
$11.1K - $11.3K
|
5.88K
$581K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
95+ 3.39% |
$10.9K - $11.1K
|
2.9K
$286K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
92+ 3.53% |
$10.6K - $10.7K
|
2.7K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
90+ 0.76% |
$10.3K - $10.5K
|
12K
$1.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 0.46% |
$9.76K - $9.91K
|
18.8K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
83+ 5.2% |
$9.53K - $9.68K
|
1.68K
$166K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
81+ 0.27% |
$9.3K - $9.44K
|
30.6K
$3.02M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
80+ 0.71% |
$9.18K - $9.33K
|
11.4K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
75+ 1.39% |
$8.61K - $8.74K
|
5.46K
$539K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
65+ 3.01% |
$7.46K - $7.58K
|
2.23K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
58+ 1.19% |
$6.66K - $6.76K
|
4.92K
$486K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
51+ 1.17% |
$5.85K - $5.95K
|
4.41K
$435K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
47+ 1.49% |
$5.39K - $5.48K
|
3.19K
$315K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
47+ 19.83% |
$5.39K - $5.48K
|
284
$28.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47+ 0.46% |
$5.39K - $5.48K
|
10.3K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
47+ 0.54% |
$5.39K - $5.48K
|
8.77K
$866K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
44+ 1.43% |
$5.05K - $5.13K
|
3.11K
$308K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
40+ 0.14% |
$4.59K - $4.66K
|
27.8K
$2.75M
|