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 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.72K- 6.11% |
$198K - $201K
|
26.5K
$2.59M
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.74KClosed |
$199K - $202K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.74K- 8.51% |
$200K - $203K
|
18.7K
$1.83M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-1.75K- 39.58% |
$201K - $204K
|
2.67K
$261K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.77KClosed |
$203K - $206K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.8KClosed |
$206K - $209K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.8K- 3.24% |
$207K - $210K
|
53.9K
$5.27M
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$207K - $211K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.81KClosed |
$208K - $211K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.83K- 27.81% |
$210K - $214K
|
4.76K
$465K
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.84KClosed |
$211K - $215K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 13.75% |
$213K - $217K
|
11.7K
$1.14M
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.9KClosed |
$218K - $222K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.9KClosed |
$218K - $222K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.92K- 13.8% |
$220K - $224K
|
12K
$1.17M
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1.95K- 0.84% |
$224K - $227K
|
231K
$22.5M
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-1.96K- 2.35% |
$225K - $228K
|
81.4K
$7.96M
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.98K- 5.9% |
$227K - $231K
|
31.6K
$3.09M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-2K- 3.17% |
$229K - $233K
|
61K
$5.97M
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-2K- 40.0% |
$230K - $233K
|
3K
$293K
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.03KClosed |
$233K - $237K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.04K- 5.74% |
$234K - $237K
|
33.4K
$3.27M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.04K- 51.15% |
$234K - $238K
|
1.95K
$190K
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.04KClosed |
$235K - $238K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-2.1K- 5.66% |
$241K - $244K
|
34.9K
$3.42M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.1KClosed |
$241K - $245K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-2.11K- 43.71% |
$242K - $245K
|
2.71K
$265K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-2.11K- 9.04% |
$242K - $246K
|
21.2K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.12K- 30.64% |
$244K - $248K
|
4.81K
$470K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.26KClosed |
$260K - $264K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.4K- 2.52% |
$275K - $280K
|
92.7K
$9.07M
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.41K- 7.28% |
$276K - $281K
|
30.7K
$3M
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-2.42K- 13.72% |
$277K - $282K
|
15.2K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.5K- 14.18% |
$287K - $291K
|
15.1K
$1.48M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.53KClosed |
$290K - $295K
|
0
$0
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.53K- 9.28% |
$290K - $295K
|
24.7K
$2.42M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.55K- 19.3% |
$293K - $298K
|
10.7K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.59K- 6.83% |
$298K - $302K
|
35.4K
$3.46M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.62K- 44.79% |
$300K - $305K
|
3.23K
$316K
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.65KClosed |
$304K - $309K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.67K- 10.52% |
$306K - $311K
|
22.7K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.67K- 14.39% |
$307K - $311K
|
15.9K
$1.55M
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.69K- 3.29% |
$308K - $313K
|
78.9K
$7.72M
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-2.76K- 2.18% |
$316K - $321K
|
124K
$12.1M
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$317K - $322K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.77K- 1.14% |
$317K - $322K
|
239K
$23.4M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 45.4% |
$319K - $324K
|
3.35K
$327K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-2.79KClosed |
$321K - $326K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-2.8K- 19.14% |
$322K - $327K
|
11.8K
$1.16M
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.82KClosed |
$324K - $329K
|
0
$0
|