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 12, 2021 Q3 2021
American National Bank

SELL
 -
-252
- 2.57%
$28.9K - $29.4K
9.57K $936K
Oct 20, 2021 Q3 2021
Smith Anglin Financial, LLC

SELL
 -
-254
- 3.49%
$29.2K - $29.6K
7.02K $687K
Nov 12, 2021 Q3 2021
Mc Naughton Wealth Management, LLC

SELL
 -
-276
- 2.27%
$31.7K - $32.2K
11.9K $1.16M
Nov 12, 2021 Q3 2021
Cwa Asset Management Group, LLC

SELL
 -
-282
- 1.6%
$32.4K - $32.9K
17.4K $1.7M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

SELL
 -
-283
- 6.82%
$32.5K - $33K
3.86K $378K
Nov 12, 2021 Q3 2021
Financial Strategies Group, Inc.

SELL
 -
-284
- 5.4%
$32.6K - $33.1K
4.97K $487K
Nov 10, 2021 Q3 2021
South State Corp

SELL
 -
-285
- 6.46%
$32.7K - $33.2K
4.13K $404K
Nov 15, 2021 Q3 2021
Hirtle Callaghan & CO LLC

West Conshohocken, PA
SELL
 -
-287
Closed
$32.9K - $33.5K
0 $0
Oct 22, 2021 Q3 2021
Efg Asset Management (Americas) Corp.

SELL
 -
-290
- 2.21%
$33.3K - $33.8K
12.9K $1.26M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

SELL
 -
-297
- 9.45%
$34.1K - $34.6K
2.85K $278K
Nov 08, 2021 Q3 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-298
- 13.96%
$34.2K - $34.7K
1.84K $180K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-301
- 27.46%
$34.5K - $35.1K
795 $77.8K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-303
- 1.81%
$34.8K - $35.3K
16.4K $1.61M
Oct 22, 2021 Q3 2021
Cambiar Investors LLC

SELL
 -
-304
- 1.56%
$34.9K - $35.4K
19.2K $1.88M
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-304
- 6.48%
$34.9K - $35.4K
4.39K $429K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-305
- 1.99%
$35K - $35.6K
15K $1.47M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

SELL
 -
-317
- 1.31%
$36.4K - $37K
23.8K $2.33M
Oct 28, 2021 Q3 2021
American Research & Management Co.

SELL
 -
-325
Closed
$37.3K - $37.9K
0 $0
Nov 12, 2021 Q3 2021
Lcnb Corp

Lebanon, OH
SELL
 -
-325
- 11.91%
$37.3K - $37.9K
2.4K $235K
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-329
- 15.79%
$37.8K - $38.4K
1.75K $172K
Nov 12, 2021 Q3 2021
Haverford Trust CO

Radnor, PA
SELL
 -
-332
- 0.21%
$38.1K - $38.7K
155K $15.1M
Nov 15, 2021 Q3 2021
Bank Of Marin

Novato, CA
SELL
 -
-335
- 3.36%
$38.4K - $39.1K
9.62K $941K
Oct 29, 2021 Q3 2021
Live Oak Private Wealth LLC

SELL
 -
-336
- 0.81%
$38.6K - $39.2K
41.1K $4.02M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

SELL
 -
-337
- 69.2%
$38.7K - $39.3K
150 $14.7K
Oct 19, 2021 Q3 2021
Pacific Financial Group Inc

SELL
 -
-339
- 1.42%
$38.9K - $39.5K
23.6K $2.31M
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-343
- 1.15%
$39.4K - $40K
29.4K $2.88M
Oct 28, 2021 Q3 2021
High Note Wealth, LLC

Deephaven, MN
SELL
 -
-345
- 12.04%
$39.6K - $40.2K
2.52K $246K
Oct 07, 2021 Q3 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-362
- 11.68%
$41.5K - $42.2K
2.74K $268K
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-365
- 11.4%
$41.9K - $42.6K
2.84K $277K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-371
- 5.93%
$42.6K - $43.3K
5.88K $575K
Nov 05, 2021 Q3 2021
Weatherly Asset Management L. P.

SELL
 -
-374
- 15.45%
$42.9K - $43.6K
2.05K $200K
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

SELL
 -
-377
- 3.02%
$43.3K - $44K
12.1K $1.18M
Nov 03, 2021 Q3 2021
Greystone Financial Group, LLC

SELL
 -
-377
- 0.46%
$43.3K - $44K
82.5K $8.07M
Nov 12, 2021 Q3 2021
Main Management LLC

San Francisco, CA
SELL
 -
-380
- 1.0%
$43.6K - $44.3K
37.5K $3.66M
Nov 05, 2021 Q3 2021
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-385
- 4.51%
$44.2K - $44.9K
8.15K $797K
Oct 20, 2021 Q3 2021
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-385
- 4.25%
$44.2K - $44.9K
8.67K $848K
Oct 27, 2021 Q3 2021
Executive Wealth Management, LLC

SELL
 -
-388
- 6.76%
$44.5K - $45.2K
5.35K $524K
Nov 04, 2021 Q3 2021
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-398
- 5.65%
$45.7K - $46.4K
6.65K $650K
Oct 13, 2021 Q3 2021
Private Capital Group, LLC

SELL
 -
-411
- 8.8%
$47.2K - $47.9K
4.26K $417K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-423
- 7.7%
$48.5K - $49.3K
5.07K $496K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-432
Closed
$49.6K - $50.4K
0 $0
Nov 12, 2021 Q3 2021
Capital Advisors, Ltd. LLC

SELL
 -
-434
- 1.32%
$49.8K - $50.6K
32.4K $3.17M
Oct 12, 2021 Q3 2021
Iowa State Bank

SELL
 -
-434
- 7.19%
$49.8K - $50.6K
5.6K $548K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-434
- 9.82%
$49.8K - $50.6K
3.99K $390K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

SELL
 -
-435
- 7.04%
$49.9K - $50.7K
5.74K $562K
Oct 07, 2021 Q3 2021
New England Guild Wealth Advisors, Inc.

SELL
 -
-439
- 1.28%
$50.4K - $51.2K
33.9K $3.32M
Oct 27, 2021 Q3 2021
Vaughan Nelson Investment Management, L.P.

SELL
 -
-444
- 31.14%
$51K - $51.8K
982 $96K
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

SELL
 -
-449
- 11.08%
$51.5K - $52.3K
3.6K $352K
Oct 01, 2021 Q3 2021
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-468
- 2.96%
$53.7K - $54.6K
15.3K $1.5M

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