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 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
182KNew |
$20.9M - $21.2M
|
182K
$17.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
180K+ 12.07% |
$20.7M - $21M
|
1.67M
$165M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
175KNew |
$20.1M - $20.4M
|
175K
$17.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
167K+ 66.33% |
$19.2M - $19.5M
|
418K
$41.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
154K+ 62.53% |
$17.7M - $18M
|
401K
$39.5M
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
152K+ 33.19% |
$17.4M - $17.7M
|
609K
$60.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
152K+ 13.43% |
$17.4M - $17.7M
|
1.28M
$126M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
151K+ 47.91% |
$17.3M - $17.6M
|
466K
$46.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
146K+ 4.43% |
$16.7M - $17M
|
3.44M
$339M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142K+ 78.9% |
$16.3M - $16.5M
|
321K
$31.7M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
142KNew |
$16.3M - $16.5M
|
142K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
134K+ 268.3% |
$15.4M - $15.6M
|
184K
$18.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
131K+ 1357.32% |
$15.1M - $15.3M
|
141K
$13.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 3.96% |
$13.1M - $13.3M
|
3M
$296M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112K+ 114.2% |
$12.9M - $13.1M
|
210K
$20.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
109K+ 9.59% |
$12.5M - $12.7M
|
1.24M
$122M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
108K+ 7.35% |
$12.4M - $12.6M
|
1.58M
$156M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
104K+ 31.38% |
$11.9M - $12.1M
|
434K
$42.8M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
103K+ 219.89% |
$11.9M - $12M
|
150K
$14.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
102KNew |
$11.7M - $11.8M
|
102K
$10M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100K+ 11.53% |
$11.5M - $11.7M
|
971K
$95.8M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.9K+ 33.86% |
$11.5M - $11.6M
|
395K
$39M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
91.3K+ 766.92% |
$10.5M - $10.6M
|
103K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
87.5K+ 1447.61% |
$10M - $10.2M
|
93.6K
$9.24M
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
80.1K+ 15.14% |
$9.19M - $9.34M
|
609K
$60.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
76.5K+ 153.55% |
$8.78M - $8.92M
|
126K
$12.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
74K+ 24.55% |
$8.5M - $8.63M
|
376K
$37.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
72.9K+ 3436.07% |
$8.36M - $8.5M
|
75K
$7.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
70.5K+ 63.73% |
$8.09M - $8.22M
|
181K
$17.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70.1K+ 13.13% |
$8.05M - $8.17M
|
604K
$59.6M
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70.1K+ 16.05% |
$8.05M - $8.17M
|
507K
$50M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70K+ 13.51% |
$8.03M - $8.16M
|
588K
$58M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
69.4KNew |
$7.96M - $8.09M
|
69.4K
$6.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
68.6K+ 1.62% |
$7.87M - $8M
|
4.3M
$425M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
68.4K+ 65.18% |
$7.85M - $7.97M
|
173K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
67.6K+ 11.43% |
$7.76M - $7.88M
|
659K
$65.1M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64.4K+ 15.1% |
$7.39M - $7.51M
|
491K
$48.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62.8KNew |
$7.21M - $7.32M
|
62.8K
$6.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
60.9K+ 35.76% |
$6.99M - $7.1M
|
231K
$22.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
59.7KNew |
$6.85M - $6.96M
|
59.7K
$5.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57.9K+ 30.8% |
$6.65M - $6.75M
|
246K
$24.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
56.3KNew |
$6.47M - $6.57M
|
56.3K
$5.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
56.3K+ 46.88% |
$6.46M - $6.56M
|
176K
$17.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
56.2K+ 14.73% |
$6.45M - $6.55M
|
438K
$43.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.7K+ 23.62% |
$6.27M - $6.37M
|
286K
$28.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
53.7K+ 99.04% |
$6.16M - $6.26M
|
108K
$10.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
53K+ 33.68% |
$6.08M - $6.18M
|
210K
$20.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
51.2K+ 172.13% |
$5.88M - $5.97M
|
81K
$7.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
50.5KNew |
$5.79M - $5.88M
|
50.5K
$4.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.9K+ 3.37% |
$5.15M - $5.23M
|
1.38M
$136M
|