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
|
Cubic Asset Management, LLC
|
BUY
|
- |
38+ 1.11% |
$4.36K - $4.43K
|
3.46K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
36+ 2.61% |
$4.13K - $4.2K
|
1.42K
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
34+ 10.3% |
$3.9K - $3.96K
|
364
$35.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
32New |
$3.67K - $3.73K
|
32
$3.13K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$3.21K - $3.26K
|
5.55K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
27+ 2.65% |
$3.1K - $3.15K
|
1.04K
$102K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
27+ 0.22% |
$3.1K - $3.15K
|
12.3K
$1.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
27+ 0.04% |
$3.1K - $3.15K
|
62.5K
$6.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
26+ 2.69% |
$2.98K - $3.03K
|
991
$96.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
26+ 0.29% |
$2.98K - $3.03K
|
8.92K
$873K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
26+ 1.06% |
$2.98K - $3.03K
|
2.49K
$244K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
25+ 0.71% |
$2.87K - $2.91K
|
3.57K
$349K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
23+ 0.32% |
$2.64K - $2.68K
|
7.24K
$708K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
22New |
$2.52K - $2.56K
|
22
$2.15K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.76% |
$2.52K - $2.56K
|
2.93K
$286K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
20+ 0.76% |
$2.3K - $2.33K
|
2.66K
$260K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.08% |
$2.07K - $2.1K
|
21.9K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
17+ 2.36% |
$1.95K - $1.98K
|
738
$72.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.2% |
$1.84K - $1.87K
|
7.96K
$779K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14New |
$1.61K - $1.63K
|
14
$1.37K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.31% |
$1.61K - $1.63K
|
4.55K
$445K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12+ 0.44% |
$1.38K - $1.4K
|
2.75K
$269K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
12+ 5.45% |
$1.38K - $1.4K
|
232
$22.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.05% |
$1.03K - $1.05K
|
18.5K
$1.81M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 3.23% |
$918 - $933
|
256
$25K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
8+ 0.29% |
$918 - $933
|
2.78K
$272K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
7+ 0.25% |
$803 - $816
|
2.8K
$274K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.22% |
$689 - $699
|
2.8K
$273K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6+ 0.18% |
$689 - $699
|
3.4K
$332K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.53% |
$574 - $583
|
944
$92.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$574 - $583
|
4.63K
$453K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.59% |
$574 - $583
|
849
$83K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.02% |
$459 - $466
|
18K
$1.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$459 - $466
|
17.4K
$1.71M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.17% |
$459 - $466
|
2.31K
$226K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.19% |
$459 - $466
|
2.1K
$205K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.03% |
$344 - $350
|
11.7K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$344 - $350
|
4.27K
$418K
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$344 - $350
|
734
$71.8K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$344 - $350
|
734
$71.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.02% |
$230 - $233
|
12.2K
$1.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.04% |
$230 - $233
|
5.51K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.05% |
$230 - $233
|
3.83K
$374K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$115 - $117
|
1.76K
$172K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.11% |
$115 - $117
|
884
$86.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1+ 2.78% |
$115 - $117
|
37
$3.62K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.01% |
$115 - $117
|
12.5K
$1.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 3.85% |
$115 - $117
|
27
$2.64K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$115 - $117
|
2.72K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.41% |
$115 - $117
|
242
$23.7K
|