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 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
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.84KClosed |
$326K - $331K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.85K- 7.2% |
$327K - $332K
|
36.7K
$3.59M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-2.89K- 15.89% |
$332K - $337K
|
15.3K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.93K- 15.96% |
$336K - $341K
|
15.4K
$1.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.97K- 44.41% |
$341K - $346K
|
3.72K
$363K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.98K- 44.93% |
$342K - $347K
|
3.65K
$357K
|
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-3K- 4.73% |
$344K - $349K
|
60.4K
$5.9M
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-3KClosed |
$344K - $350K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.1K- 22.58% |
$355K - $361K
|
10.6K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.15K- 1.93% |
$361K - $367K
|
160K
$15.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-3.15KClosed |
$362K - $367K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-3.19K- 8.43% |
$366K - $372K
|
34.6K
$3.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.2K- 40.13% |
$367K - $373K
|
4.77K
$466K
|
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-3.23K- 24.36% |
$371K - $377K
|
10K
$980K
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.23K- 24.28% |
$371K - $377K
|
10.1K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-3.24K- 25.73% |
$372K - $377K
|
9.35K
$913K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.33K- 3.88% |
$383K - $389K
|
82.5K
$8.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.35KClosed |
$384K - $391K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.4K- 26.83% |
$390K - $396K
|
9.27K
$906K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.51KClosed |
$403K - $409K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.6K- 56.04% |
$413K - $419K
|
2.82K
$276K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-3.62KClosed |
$415K - $422K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.85K- 42.01% |
$442K - $449K
|
5.32K
$520K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.88KClosed |
$445K - $452K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.9K- 51.15% |
$448K - $455K
|
3.73K
$364K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.93K- 6.71% |
$451K - $458K
|
54.6K
$5.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.94KClosed |
$452K - $459K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-3.94K- 43.17% |
$452K - $459K
|
5.19K
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.95K- 2.44% |
$454K - $461K
|
158K
$15.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 61.78% |
$459K - $466K
|
2.48K
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.04K- 36.94% |
$464K - $471K
|
6.9K
$674K
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-4.05K- 52.6% |
$465K - $473K
|
3.65K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.31K- 8.93% |
$494K - $502K
|
43.9K
$4.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-4.32K- 33.93% |
$495K - $503K
|
8.41K
$821K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.34K- 9.45% |
$498K - $505K
|
41.5K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.35K- 12.36% |
$500K - $508K
|
30.9K
$3.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.37K- 3.54% |
$501K - $509K
|
119K
$11.6M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.39KClosed |
$503K - $511K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.46KClosed |
$512K - $520K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.47K- 99.2% |
$513K - $521K
|
36
$3.52K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-4.55K- 68.36% |
$522K - $530K
|
2.11K
$206K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.57K- 29.45% |
$525K - $533K
|
10.9K
$1.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.59K- 14.83% |
$526K - $535K
|
26.3K
$2.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.65K- 17.41% |
$533K - $542K
|
22K
$2.15M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.65K- 1.75% |
$533K - $542K
|
261K
$25.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.77K- 33.84% |
$548K - $557K
|
9.33K
$912K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.79K- 10.73% |
$550K - $558K
|
39.9K
$3.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.82K- 1.47% |
$553K - $562K
|
324K
$31.6M
|