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 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.5K+ 43.54% |
$1.44M - $1.46M
|
41.3K
$4.04M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.4KNew |
$1.42M - $1.45M
|
12.4K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.2K+ 1.66% |
$1.4M - $1.43M
|
747K
$73.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
12.1KNew |
$1.39M - $1.42M
|
12.1K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
12K+ 17.53% |
$1.38M - $1.4M
|
80.7K
$7.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
12K+ 12.51% |
$1.37M - $1.4M
|
108K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12K+ 2.63% |
$1.37M - $1.4M
|
468K
$45.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.9K+ 26.29% |
$1.37M - $1.39M
|
57.3K
$5.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 78.23% |
$1.34M - $1.36M
|
26.7K
$2.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 7.93% |
$1.31M - $1.33M
|
155K
$15.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Sunesis Advisors, LLC
|
BUY
|
- |
11.3K+ 12.07% |
$1.3M - $1.32M
|
105K
$10.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
11.2K+ 3.31% |
$1.29M - $1.31M
|
349K
$34.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11.1KNew |
$1.28M - $1.3M
|
11.1K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
11K+ 7.34% |
$1.26M - $1.28M
|
160K
$15.7M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10.9K+ 25.72% |
$1.25M - $1.27M
|
53.2K
$5.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
10.6K+ 22.83% |
$1.22M - $1.24M
|
57.2K
$5.59M
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
10.5K+ 10.45% |
$1.2M - $1.22M
|
111K
$10.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 3.31% |
$1.19M - $1.21M
|
324K
$31.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10.3K+ 10.11% |
$1.18M - $1.2M
|
112K
$11M
|
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
10.1K+ 2.94% |
$1.16M - $1.18M
|
354K
$34.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
10KNew |
$1.15M - $1.17M
|
10K
$978K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
9.96K+ 3.9% |
$1.14M - $1.16M
|
265K
$26M
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
9.82K+ 22.14% |
$1.13M - $1.15M
|
54.2K
$5.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.8K+ 2.83% |
$1.12M - $1.14M
|
356K
$34.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
9.8K+ 50.12% |
$1.12M - $1.14M
|
29.4K
$2.87M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.71K+ 17.03% |
$1.11M - $1.13M
|
66.7K
$6.53M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
9.53K+ 1.82% |
$1.09M - $1.11M
|
534K
$52.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.38K+ 4.52% |
$1.08M - $1.09M
|
217K
$21.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
9.26K+ 771.36% |
$1.06M - $1.08M
|
10.5K
$1.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
9.26K+ 113.54% |
$1.06M - $1.08M
|
17.4K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9.13KNew |
$1.05M - $1.06M
|
9.13K
$893K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.07K+ 2.71% |
$1.04M - $1.06M
|
343K
$33.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.92K+ 17.03% |
$1.02M - $1.04M
|
61.3K
$6M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
8.81KNew |
$1.01M - $1.03M
|
8.81K
$861K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8.79K+ 4.88% |
$1.01M - $1.02M
|
189K
$18.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.72K+ 18.96% |
$1M - $1.02M
|
54.7K
$5.35M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.61K+ 6.21% |
$988K - $1M
|
147K
$14.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8.59K+ 5.5% |
$986K - $1M
|
165K
$16.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.34K+ 3.03% |
$957K - $972K
|
284K
$27.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
8.33K+ 126.66% |
$956K - $971K
|
14.9K
$1.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.23K+ 25.15% |
$945K - $960K
|
41K
$4.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 770.59% |
$938K - $953K
|
9.24K
$903K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8.08K+ 6.21% |
$928K - $942K
|
138K
$13.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
8.02K+ 2.86% |
$920K - $935K
|
289K
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.99K+ 5.79% |
$917K - $932K
|
146K
$14.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.93KNew |
$910K - $925K
|
7.93K
$776K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.9K+ 4.81% |
$907K - $921K
|
172K
$16.8M
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
7.88K+ 6.91% |
$905K - $919K
|
122K
$11.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.7K+ 7.32% |
$884K - $898K
|
113K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.54K+ 25.53% |
$865K - $879K
|
37.1K
$3.63M
|