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 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-23.7K- 22.78% |
$2.72M - $2.76M
|
80.3K
$7.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-23.7K- 88.08% |
$2.72M - $2.77M
|
3.21K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-25.3K- 9.39% |
$2.91M - $2.95M
|
244K
$23.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25.4K- 47.41% |
$2.91M - $2.96M
|
28.1K
$2.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-26.1K- 11.77% |
$3M - $3.04M
|
196K
$19.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-26.1K- 3.66% |
$3M - $3.04M
|
687K
$67.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-26.3KClosed |
$3.01M - $3.06M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.4K- 43.69% |
$3.02M - $3.07M
|
34K
$3.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.4K- 21.58% |
$3.15M - $3.2M
|
99.7K
$9.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-27.6K- 5.01% |
$3.17M - $3.22M
|
524K
$51.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-27.8K- 13.21% |
$3.19M - $3.24M
|
183K
$17.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-28K- 22.19% |
$3.21M - $3.26M
|
98K
$9.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-28.1K- 91.28% |
$3.22M - $3.27M
|
2.68K
$262K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-28.4K- 2.5% |
$3.26M - $3.31M
|
1.11M
$108M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-28.7KClosed |
$3.3M - $3.35M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-29.2KClosed |
$3.35M - $3.41M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-29.3K- 43.98% |
$3.36M - $3.41M
|
37.3K
$3.65M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-30.6K- 30.14% |
$3.51M - $3.57M
|
70.9K
$6.94M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30.7K- 31.72% |
$3.52M - $3.58M
|
66.1K
$6.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31.8K- 5.59% |
$3.65M - $3.71M
|
537K
$52.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.8K- 8.53% |
$3.88M - $3.94M
|
362K
$35.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-35.8K- 72.22% |
$4.1M - $4.17M
|
13.8K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35.9K- 21.51% |
$4.13M - $4.19M
|
131K
$12.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36.1K- 21.96% |
$4.15M - $4.21M
|
128K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-36.2K- 18.09% |
$4.15M - $4.22M
|
164K
$16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-36.6K- 6.61% |
$4.2M - $4.26M
|
516K
$50.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-38.9K- 11.92% |
$4.47M - $4.54M
|
288K
$28.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-39.5K- 1.26% |
$4.53M - $4.61M
|
3.09M
$302M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-41K- 95.72% |
$4.7M - $4.77M
|
1.83K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-41.8KClosed |
$4.8M - $4.87M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-43.5KClosed |
$5M - $5.07M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-43.8KClosed |
$5.03M - $5.11M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44.7K- 16.84% |
$5.13M - $5.21M
|
221K
$21.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-47.1K- 20.29% |
$5.41M - $5.49M
|
185K
$18.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-48.5K- 16.58% |
$5.57M - $5.65M
|
244K
$23.9M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-48.6K- 89.13% |
$5.57M - $5.66M
|
5.92K
$579K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-48.8K- 79.6% |
$5.6M - $5.69M
|
12.5K
$1.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.4K- 2.42% |
$5.78M - $5.87M
|
2.03M
$198M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.9K- 50.65% |
$5.84M - $5.93M
|
49.6K
$4.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-52.1K- 29.5% |
$5.97M - $6.07M
|
124K
$12.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-54.2K- 96.54% |
$6.22M - $6.32M
|
1.94K
$190K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-57.6K- 21.33% |
$6.61M - $6.72M
|
213K
$20.8M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-57.8K- 64.02% |
$6.64M - $6.74M
|
32.5K
$3.18M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58K- 24.41% |
$6.66M - $6.76M
|
180K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-62K- 28.7% |
$7.11M - $7.22M
|
154K
$15.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-68.8K- 24.59% |
$7.9M - $8.02M
|
211K
$20.6M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-72.9K- 19.94% |
$8.36M - $8.5M
|
293K
$28.6M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-73.1K- 97.41% |
$8.38M - $8.52M
|
1.94K
$190K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-78.1K- 98.69% |
$8.96M - $9.1M
|
1.04K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-89.4K- 11.91% |
$10.3M - $10.4M
|
662K
$64.7M
|