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 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.51K+ 2.62% |
$861K - $875K
|
294K
$29.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.39K+ 7.88% |
$848K - $862K
|
101K
$9.99M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.38K+ 12.69% |
$846K - $860K
|
65.5K
$6.47M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.29K+ 108.21% |
$837K - $850K
|
14K
$1.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.28K+ 17.73% |
$835K - $849K
|
48.3K
$4.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.23K+ 41.61% |
$830K - $843K
|
24.6K
$2.43M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.23K+ 35.61% |
$829K - $842K
|
27.5K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.16KNew |
$822K - $835K
|
7.16K
$707K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.15K+ 159.35% |
$820K - $833K
|
11.6K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.05KNew |
$809K - $822K
|
7.05K
$696K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.78K+ 72.7% |
$778K - $790K
|
16.1K
$1.59M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
6.73K+ 16.43% |
$772K - $785K
|
47.7K
$4.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 19.07% |
$765K - $777K
|
41.6K
$4.11M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 19.07% |
$765K - $777K
|
41.6K
$4.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.6K+ 3.43% |
$758K - $770K
|
199K
$19.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
6.59K+ 8.45% |
$756K - $768K
|
84.5K
$8.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.56K+ 11.53% |
$753K - $765K
|
63.5K
$6.27M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.56K+ 31.88% |
$753K - $765K
|
27.1K
$2.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.54K+ 88.69% |
$751K - $763K
|
13.9K
$1.37M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.54K+ 88.68% |
$751K - $763K
|
13.9K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6.4K+ 640000.0% |
$735K - $746K
|
6.4K
$632K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
6.34K+ 255.85% |
$728K - $739K
|
8.82K
$871K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
6.27K+ 23.02% |
$720K - $731K
|
33.5K
$3.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.22K+ 104.1% |
$714K - $725K
|
12.2K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.07K+ 1.02% |
$697K - $708K
|
603K
$59.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
6.03K+ 2.08% |
$693K - $703K
|
296K
$29.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
BUY
|
- |
6K+ 8.74% |
$688K - $699K
|
74.6K
$7.36M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5.89K+ 57.54% |
$676K - $686K
|
16.1K
$1.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.77K+ 58.04% |
$663K - $673K
|
15.7K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5.69K+ 21.16% |
$653K - $663K
|
32.6K
$3.22M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
5.61KNew |
$644K - $654K
|
5.61K
$554K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.56K+ 1.42% |
$638K - $649K
|
398K
$39.3M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.56K+ 7.94% |
$638K - $648K
|
75.5K
$7.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
5.52K+ 4.71% |
$633K - $643K
|
123K
$12.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5.5K+ 10.51% |
$631K - $641K
|
57.8K
$5.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.37K+ 5.4% |
$617K - $626K
|
105K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.33KNew |
$612K - $621K
|
5.33K
$526K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.27K+ 8.75% |
$605K - $614K
|
65.5K
$6.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.22K+ 3.66% |
$600K - $609K
|
148K
$14.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.02K+ 6.7% |
$576K - $585K
|
79.9K
$7.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.01K+ 79.39% |
$575K - $585K
|
11.3K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
4.99K+ 1.66% |
$573K - $582K
|
306K
$30.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.95K+ 3.25% |
$568K - $577K
|
157K
$15.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
4.86K+ 20.52% |
$557K - $566K
|
28.5K
$2.82M
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.84K+ 2.05% |
$556K - $565K
|
241K
$23.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
4.83K+ 5.05% |
$554K - $563K
|
100K
$9.92M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.83K+ 11.74% |
$554K - $563K
|
45.9K
$4.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4.82K+ 17.81% |
$553K - $562K
|
31.9K
$3.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.79K+ 10.5% |
$550K - $559K
|
50.4K
$4.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
4.79K+ 2.34% |
$549K - $558K
|
210K
$20.7M
|