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 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-930- 19.97% |
$107K - $108K
|
3.73K
$365K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-943- 19.4% |
$108K - $110K
|
3.92K
$383K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-958- 1.62% |
$110K - $112K
|
58.1K
$5.68M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-970- 2.82% |
$111K - $113K
|
33.5K
$3.27M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-970- 43.4% |
$111K - $113K
|
1.27K
$124K
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-980- 1.99% |
$112K - $114K
|
48.2K
$4.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-994- 26.79% |
$114K - $116K
|
2.72K
$266K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.02K- 5.3% |
$117K - $119K
|
18.2K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-1.02K- 8.48% |
$117K - $119K
|
11K
$1.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.02K- 8.6% |
$117K - $119K
|
10.8K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.04K- 15.55% |
$119K - $121K
|
5.65K
$553K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.04K- 83.04% |
$120K - $122K
|
213
$20.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.05K- 10.93% |
$120K - $122K
|
8.53K
$834K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.05K- 2.61% |
$120K - $122K
|
39.1K
$3.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.06K- 3.8% |
$121K - $123K
|
26.7K
$2.61M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.06K- 3.62% |
$122K - $124K
|
28.3K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.07K- 2.11% |
$123K - $125K
|
49.5K
$4.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 14.08% |
$124K - $126K
|
6.59K
$644K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.13K- 5.5% |
$130K - $132K
|
19.5K
$1.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.14K- 0.88% |
$130K - $132K
|
128K
$12.5M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.15K- 4.15% |
$132K - $134K
|
26.5K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.2K- 1.17% |
$137K - $139K
|
101K
$9.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.23K- 5.32% |
$141K - $143K
|
21.9K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.25K- 34.85% |
$143K - $146K
|
2.34K
$229K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.25K- 7.14% |
$144K - $146K
|
16.3K
$1.59M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.27K- 33.82% |
$146K - $148K
|
2.48K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.27K- 0.56% |
$146K - $148K
|
225K
$22.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 0.64% |
$149K - $152K
|
203K
$19.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.3K- 2.2% |
$149K - $152K
|
57.9K
$5.66M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.32K- 3.59% |
$152K - $154K
|
35.6K
$3.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.35K- 9.61% |
$155K - $157K
|
12.7K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.38K- 55.9% |
$158K - $161K
|
1.09K
$106K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.4K- 16.19% |
$160K - $163K
|
7.23K
$707K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
SELL
|
- |
-1.43K- 1.01% |
$164K - $167K
|
140K
$13.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.43K- 17.88% |
$164K - $167K
|
6.57K
$643K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.43K- 1.23% |
$164K - $167K
|
115K
$11.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.47K- 3.56% |
$169K - $171K
|
39.9K
$3.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.48K- 22.14% |
$170K - $173K
|
5.21K
$509K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.48K- 12.94% |
$170K - $173K
|
9.98K
$976K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.5K- 31.07% |
$172K - $175K
|
3.32K
$325K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.5K- 31.85% |
$172K - $175K
|
3.21K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.6K- 9.93% |
$183K - $186K
|
14.5K
$1.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 10.89% |
$189K - $192K
|
13.5K
$1.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 2.07% |
$191K - $194K
|
78.9K
$7.71M
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.67KClosed |
$192K - $195K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-1.67KClosed |
$192K - $195K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
$192K - $195K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 18.02% |
$195K - $198K
|
7.72K
$755K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.71K- 2.52% |
$196K - $199K
|
66.2K
$6.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 6.07% |
$196K - $200K
|
26.5K
$2.59M
|