Purchases and Sales Made in Q3 2021 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 05, 2021 Q3 2021
Lowe Wealth Advisors, LLC

SELL
 -
-135
- 43.97%
$15.5K - $15.7K
172 $16.8K
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

SELL
 -
-135
- 0.31%
$15.5K - $15.7K
43K $4.2M
Oct 14, 2021 Q3 2021
Appleton Partners Inc

SELL
 -
-138
- 1.06%
$15.8K - $16.1K
12.9K $1.26M
Nov 04, 2021 Q3 2021
Ironwood Investment Counsel, LLC

SELL
 -
-142
- 5.1%
$16.3K - $16.6K
2.64K $258K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-144
- 2.14%
$16.5K - $16.8K
6.59K $645K
Nov 15, 2021 Q3 2021
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-145
- 1.43%
$16.6K - $16.9K
9.98K $976K
Nov 12, 2021 Q3 2021
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-145
- 1.31%
$16.6K - $16.9K
10.9K $1.07M
Oct 13, 2021 Q3 2021
Mattern Wealth Management LLC

SELL
 -
-150
- 3.61%
$17.2K - $17.5K
4K $391K
Nov 05, 2021 Q3 2021
Rock Point Advisors, LLC

Burlington, VT
SELL
 -
-150
- 6.78%
$17.2K - $17.5K
2.06K $202K
Oct 18, 2021 Q3 2021
Monumental Financial Group Inc.

SELL
 -
-151
Closed
$17.3K - $17.6K
0 $0
Oct 25, 2021 Q3 2021
Rockland Trust CO

SELL
 -
-158
- 0.21%
$18.1K - $18.4K
75.3K $7.37M
Oct 28, 2021 Q3 2021
Facet Wealth, Inc.

SELL
 -
-160
- 0.3%
$18.4K - $18.7K
53.6K $5.24M
Nov 10, 2021 Q3 2021
Glassman Wealth Services

SELL
 -
-163
- 21.01%
$18.7K - $19K
613 $60K
Oct 27, 2021 Q3 2021
Darwin Advisors, LLC

SELL
 -
-164
- 1.8%
$18.8K - $19.1K
8.96K $877K
Nov 12, 2021 Q3 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-164
- 3.97%
$18.8K - $19.1K
3.96K $388K
Oct 26, 2021 Q3 2021
Hillcrest Wealth Advisors Ny, LLC

SELL
 -
-165
- 0.39%
$18.9K - $19.2K
42.5K $4.16M
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-165
- 8.35%
$18.9K - $19.2K
1.81K $177K
Nov 02, 2021 Q3 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-165
- 6.85%
$18.9K - $19.2K
2.24K $219K
Oct 15, 2021 Q3 2021
Wolff Wiese Magana LLC

SELL
 -
-168
- 3.55%
$19.3K - $19.6K
4.56K $446K
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

SELL
 -
-171
Closed
$19.6K - $19.9K
0 $0
Oct 13, 2021 Q3 2021
Harbour Capital Advisors, LLC

SELL
 -
-175
- 6.64%
$20.1K - $20.4K
2.46K $241K
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-176
- 1.46%
$20.2K - $20.5K
11.8K $1.16M
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

SELL
 -
-181
- 59.93%
$20.8K - $21.1K
121 $11.8K
Nov 10, 2021 Q3 2021
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-186
Closed
$21.3K - $21.7K
0 $0
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

SELL
 -
-192
- 73.0%
$22K - $22.4K
71 $6.94K
Nov 12, 2021 Q3 2021
Biltmore Family Office, LLC

SELL
 -
-192
Closed
$22K - $22.4K
0 $0
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-196
- 7.26%
$22.5K - $22.8K
2.5K $245K
Nov 05, 2021 Q3 2021
Adviser Investments LLC

SELL
 -
-199
- 7.61%
$22.8K - $23.2K
2.42K $236K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-200
Closed
$23K - $23.3K
0 $0
Nov 09, 2021 Q3 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-200
- 7.95%
$23K - $23.3K
2.32K $226K
Oct 27, 2021 Q3 2021
Ingalls & Snyder LLC

New York, NY
SELL
 -
-200
- 0.43%
$23K - $23.3K
46.3K $4.53M
Oct 25, 2021 Q3 2021
Cubic Asset Management, LLC

SELL
 -
-201
- 5.55%
$23.1K - $23.4K
3.42K $334K
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

SELL
 -
-206
- 1.37%
$23.6K - $24K
14.8K $1.45M
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-207
- 1.07%
$23.8K - $24.1K
19.1K $1.87M
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

SELL
 -
-213
- 2.09%
$24.4K - $24.8K
9.96K $974K
Oct 25, 2021 Q3 2021
Palisade Asset Management, LLC

SELL
 -
-218
- 3.88%
$25K - $25.4K
5.41K $529K
Oct 12, 2021 Q3 2021
Cypress Capital Group

SELL
 -
-220
- 0.87%
$25.2K - $25.6K
25.2K $2.47M
Nov 10, 2021 Q3 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-220
- 1.01%
$25.2K - $25.6K
21.5K $2.11M
Nov 10, 2021 Q3 2021
Boston Research & Management Inc

Manchester, MA
SELL
 -
-221
- 5.48%
$25.4K - $25.8K
3.81K $373K
Nov 10, 2021 Q3 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-224
- 3.33%
$25.7K - $26.1K
6.51K $637K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

SELL
 -
-228
- 24.54%
$26.2K - $26.6K
701 $68.6K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-229
- 3.01%
$26.3K - $26.7K
7.37K $721K
Oct 12, 2021 Q3 2021
Cra Financial Services, LLC

SELL
 -
-230
- 5.51%
$26.4K - $26.8K
3.94K $386K
Oct 22, 2021 Q3 2021
Culbertson A N & CO Inc

SELL
 -
-230
- 0.66%
$26.4K - $26.8K
34.8K $3.4M
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-242
- 0.52%
$27.8K - $28.2K
46.7K $4.57M
Oct 13, 2021 Q3 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-245
- 2.51%
$28.1K - $28.6K
9.53K $932K
Nov 16, 2021 Q3 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-245
- 0.63%
$28.1K - $28.6K
38.6K $3.77M
Oct 18, 2021 Q3 2021
First Financial Corp

SELL
 -
-246
Closed
$28.2K - $28.7K
0 $0
Nov 09, 2021 Q3 2021
Bedell Frazier Investment Counseling, LLC

SELL
 -
-250
- 1.02%
$28.7K - $29.1K
24.2K $2.36M

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