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 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-27- 5.41% |
$3.1K - $3.15K
|
472
$46.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-28- 1.02% |
$3.21K - $3.26K
|
2.71K
$265K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28- 12.28% |
$3.21K - $3.26K
|
200
$19.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-30- 0.91% |
$3.44K - $3.5K
|
3.26K
$318K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-30- 1.25% |
$3.44K - $3.5K
|
2.37K
$231K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-31- 0.2% |
$3.56K - $3.61K
|
15.7K
$1.53M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-35- 1.0% |
$4.02K - $4.08K
|
3.47K
$339K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 5.91% |
$4.25K - $4.31K
|
589
$57.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-38Closed |
$4.36K - $4.43K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-38- 1.43% |
$4.36K - $4.43K
|
2.61K
$255K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 1.24% |
$4.59K - $4.66K
|
3.19K
$312K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-40- 0.14% |
$4.59K - $4.66K
|
27.8K
$2.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-41- 2.18% |
$4.71K - $4.78K
|
1.84K
$180K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-42- 1.53% |
$4.82K - $4.9K
|
2.7K
$264K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-43- 1.88% |
$4.94K - $5.01K
|
2.25K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 1.37% |
$4.94K - $5.01K
|
3.11K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-45- 17.37% |
$5.16K - $5.25K
|
214
$20.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-48- 0.63% |
$5.51K - $5.6K
|
7.62K
$744K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-50- 1.36% |
$5.74K - $5.83K
|
3.63K
$355K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 0.77% |
$5.74K - $5.83K
|
6.41K
$626K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-52- 0.49% |
$5.97K - $6.06K
|
10.6K
$1.04M
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$6.31K - $6.41K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-57- 0.35% |
$6.54K - $6.65K
|
16.3K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-59Closed |
$6.77K - $6.88K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 1.04% |
$7.69K - $7.81K
|
6.36K
$621K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-71- 1.7% |
$8.15K - $8.28K
|
4.1K
$400K
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-73- 0.22% |
$8.38K - $8.51K
|
33.6K
$3.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 1.69% |
$8.49K - $8.63K
|
4.31K
$421K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 3.01% |
$8.61K - $8.74K
|
2.42K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-77- 1.16% |
$8.84K - $8.98K
|
6.56K
$641K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-82- 3.64% |
$9.41K - $9.56K
|
2.17K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-85- 1.9% |
$9.76K - $9.91K
|
4.38K
$428K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-85- 1.98% |
$9.76K - $9.91K
|
4.2K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-91Closed |
$10.4K - $10.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-93- 0.2% |
$10.7K - $10.8K
|
47.4K
$4.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95- 2.1% |
$10.9K - $11.1K
|
4.44K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 1.88% |
$11.5K - $11.7K
|
5.21K
$509K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 0.67% |
$11.5K - $11.7K
|
14.7K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 4.89% |
$11.5K - $11.7K
|
1.95K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-103- 1.22% |
$11.8K - $12K
|
8.35K
$816K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-103- 0.3% |
$11.8K - $12K
|
34K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-104- 1.8% |
$11.9K - $12.1K
|
5.66K
$553K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-106- 1.03% |
$12.2K - $12.4K
|
10.2K
$998K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 36.67% |
$12.6K - $12.8K
|
190
$18.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-120Closed |
$13.8K - $14K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-120- 2.56% |
$13.8K - $14K
|
4.57K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-120- 6.07% |
$13.8K - $14K
|
1.86K
$181K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-124Closed |
$14.2K - $14.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-128- 0.69% |
$14.7K - $14.9K
|
18.4K
$1.8M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-130- 1.19% |
$14.9K - $15.2K
|
10.8K
$1.05M
|