Purchases and Sales Made in Q3 2021 in Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
20.9K
+ 3.66%
$2.4M - $2.44M
593K $58.6M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
20.9K
+ 3.66%
$2.4M - $2.44M
593K $58.6M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
20.8K
+ 2.2%
$2.38M - $2.42M
962K $95M
Nov 12, 2021 Q3 2021
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
20.4K
New
$2.34M - $2.38M
20.4K $2.01M
Oct 20, 2021 Q3 2021
Clarity Financial LLC

BUY
 -
20.3K
+ 184.89%
$2.33M - $2.37M
31.3K $3.09M
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
19.8K
New
$2.27M - $2.31M
19.8K $1.95M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
19.3K
+ 3.87%
$2.21M - $2.25M
518K $51.1M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
19.3K
+ 16.4%
$2.21M - $2.25M
137K $13.5M
Oct 26, 2021 Q3 2021
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
19.2K
+ 9.44%
$2.2M - $2.24M
222K $21.9M
Nov 15, 2021 Q3 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
19.1K
+ 4.85%
$2.19M - $2.22M
412K $40.7M
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

BUY
 -
19.1K
+ 4.5%
$2.19M - $2.22M
442K $43.7M
Oct 28, 2021 Q3 2021
Innova Wealth Partners

BUY
 -
18.8K
+ 24.85%
$2.16M - $2.2M
94.7K $9.35M
Nov 15, 2021 Q3 2021
Angeles Investment Advisors, LLC

BUY
 -
18.8K
+ 342.44%
$2.16M - $2.2M
24.3K $2.4M
Nov 15, 2021 Q3 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
18.8K
+ 26.81%
$2.16M - $2.19M
88.9K $8.78M
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
18.5K
+ 5.24%
$2.13M - $2.16M
372K $36.7M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
17.9K
+ 2.45%
$2.06M - $2.09M
749K $74M
Nov 15, 2021 Q3 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
17.7K
New
$2.03M - $2.07M
17.7K $1.75M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
17.3K
New
$1.98M - $2.01M
17.3K $1.7M
Nov 15, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
17.2K
New
$1.98M - $2.01M
17.2K $1.7M
Oct 13, 2021 Q3 2021
Omega Financial Group, LLC

BUY
 -
17.1K
+ 37.15%
$1.96M - $1.99M
63.1K $6.23M
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

BUY
 -
16.7K
+ 117.13%
$1.91M - $1.94M
30.9K $3.05M
Nov 15, 2021 Q3 2021
Voya Investment Management LLC

Atlanta, GA
BUY
 -
16.6K
+ 12.95%
$1.91M - $1.94M
145K $14.3M
Nov 03, 2021 Q3 2021
Doliver Advisors, LP

Houston, TX
BUY
 -
15.9K
New
$1.83M - $1.86M
15.9K $1.57M
Nov 02, 2021 Q3 2021
Brave Asset Management Inc

BUY
 -
15.8K
+ 4.69%
$1.81M - $1.84M
353K $34.9M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
15.5K
+ 0.3%
$1.78M - $1.81M
5.12M $505M
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
15.3K
+ 5.76%
$1.76M - $1.78M
281K $27.7M
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
15.3K
+ 334.24%
$1.75M - $1.78M
19.9K $1.96M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
15.1K
+ 20.53%
$1.73M - $1.76M
88.5K $8.73M
Oct 19, 2021 Q3 2021
Blb&B Advisors, LLC

BUY
 -
15K
+ 4.95%
$1.73M - $1.75M
319K $31.5M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
14.8K
+ 7.02%
$1.7M - $1.73M
226K $22.3M
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
14.8K
+ 43.56%
$1.7M - $1.72M
48.7K $4.81M
Oct 15, 2021 Q3 2021
Cahaba Wealth Management, Inc.

BUY
 -
14.6K
+ 1.43%
$1.68M - $1.7M
1.04M $102M
Nov 08, 2021 Q3 2021
Bank Of Hawaii

Honolulu, HI
BUY
 -
14.5K
+ 6.05%
$1.66M - $1.69M
254K $25.1M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
14.1K
+ 21.27%
$1.62M - $1.65M
80.6K $7.96M
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

BUY
 -
14K
+ 15.38%
$1.61M - $1.64M
105K $10.4M
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

BUY
 -
13.9K
+ 594.42%
$1.6M - $1.63M
16.3K $1.61M
Oct 22, 2021 Q3 2021
Ddd Partners, LLC

BUY
 -
13.8K
+ 8.73%
$1.58M - $1.6M
171K $16.9M
Nov 10, 2021 Q3 2021
Cx Institutional

BUY
 -
13.6K
+ 43.45%
$1.56M - $1.58M
44.9K $4.43M
Oct 25, 2021 Q3 2021
Divergent Wealth Advisors

BUY
 -
13.4K
+ 3.87%
$1.54M - $1.57M
361K $35.6M
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

BUY
 -
13.4K
+ 43.08%
$1.54M - $1.57M
44.6K $4.4M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
13.3K
+ 21.2%
$1.53M - $1.55M
76.2K $7.53M
Nov 03, 2021 Q3 2021
Ackerman Capital Advisors, LLC

BUY
 -
13.3K
New
$1.52M - $1.55M
13.3K $1.31M
Nov 15, 2021 Q3 2021
Bar Harbor Wealth Management

Concord, NH
BUY
 -
13.2K
+ 1.97%
$1.52M - $1.54M
685K $67.6M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
13.2K
+ 8.01%
$1.52M - $1.54M
178K $17.6M
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

BUY
 -
13.2K
+ 11.43%
$1.52M - $1.54M
129K $12.7M
Nov 05, 2021 Q3 2021
New York Life Investment Management LLC

New York, NY
BUY
 -
12.9K
+ 11.29%
$1.48M - $1.51M
127K $12.6M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.9K
+ 11.62%
$1.48M - $1.5M
124K $12.2M
Nov 08, 2021 Q3 2021
Marcum Wealth, LLC

BUY
 -
12.8K
+ 35.43%
$1.47M - $1.49M
49K $4.84M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
12.8K
+ 5.22%
$1.47M - $1.49M
257K $25.4M

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