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 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
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-482- 20.74% |
$55.3K - $56.2K
|
1.84K
$180K
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-493- 7.55% |
$56.6K - $57.5K
|
6.04K
$590K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-499- 6.83% |
$57.3K - $58.2K
|
6.81K
$665K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-519- 2.15% |
$59.6K - $60.5K
|
23.6K
$2.31M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-524- 33.38% |
$60.1K - $61.1K
|
1.05K
$102K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-524- 0.83% |
$60.1K - $61.1K
|
62.6K
$6.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-535- 0.61% |
$61.4K - $62.4K
|
86.9K
$8.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-561- 9.03% |
$64.4K - $65.4K
|
5.65K
$552K
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-564- 5.94% |
$64.7K - $65.8K
|
8.92K
$872K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-568- 42.64% |
$65.2K - $66.2K
|
764
$74.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-591- 2.73% |
$67.8K - $68.9K
|
21.1K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-592Closed |
$67.9K - $69K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-604- 13.4% |
$69.3K - $70.4K
|
3.9K
$381K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-617Closed |
$70.8K - $71.9K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-620- 16.75% |
$71.2K - $72.3K
|
3.08K
$301K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-631- 1.89% |
$72.4K - $73.6K
|
32.7K
$3.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-656- 19.94% |
$75.3K - $76.5K
|
2.63K
$257K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-672- 6.99% |
$77.1K - $78.3K
|
8.95K
$874K
|
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-676- 1.39% |
$77.6K - $78.8K
|
47.8K
$4.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-678- 2.33% |
$77.8K - $79K
|
28.4K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-679- 2.37% |
$77.9K - $79.2K
|
28K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-685- 3.66% |
$78.6K - $79.9K
|
18K
$1.76M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-701- 6.44% |
$80.5K - $81.7K
|
10.2K
$994K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-711- 20.73% |
$81.6K - $82.9K
|
2.72K
$266K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-715- 1.77% |
$82.1K - $83.4K
|
39.7K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-722- 25.32% |
$82.9K - $84.2K
|
2.13K
$208K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-724- 3.95% |
$83.1K - $84.4K
|
17.6K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-724- 7.25% |
$83.1K - $84.4K
|
9.27K
$905K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-748- 5.26% |
$85.8K - $87.2K
|
13.5K
$1.32M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-749- 0.47% |
$86K - $87.3K
|
160K
$15.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-755- 13.12% |
$86.7K - $88K
|
5K
$488K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-758- 1.84% |
$87K - $88.4K
|
40.5K
$3.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-798- 4.51% |
$91.6K - $93K
|
16.9K
$1.65M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-812- 13.38% |
$93.2K - $94.7K
|
5.26K
$514K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-817- 2.06% |
$93.8K - $95.2K
|
38.9K
$3.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-819- 21.75% |
$94K - $95.5K
|
2.95K
$288K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-825- 9.0% |
$94.7K - $96.2K
|
8.34K
$815K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-828- 3.37% |
$95K - $96.5K
|
23.8K
$2.32M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-843- 0.73% |
$96.8K - $98.3K
|
115K
$11.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-856Closed |
$98.2K - $99.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-868- 6.88% |
$99.6K - $101K
|
11.7K
$1.15M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-870- 2.66% |
$99.8K - $101K
|
31.8K
$3.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-875- 4.15% |
$100K - $102K
|
20.2K
$1.97M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-878- 13.67% |
$101K - $102K
|
5.55K
$542K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-898- 1.89% |
$103K - $105K
|
46.5K
$4.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-901- 26.74% |
$103K - $105K
|
2.47K
$241K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-902- 33.74% |
$104K - $105K
|
1.77K
$173K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-908- 5.22% |
$104K - $106K
|
16.5K
$1.61M
|