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 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.6K+ 10.07% |
$527K - $536K
|
50.2K
$4.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
4.57KNew |
$524K - $533K
|
4.57K
$446K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.56K+ 5.2% |
$523K - $531K
|
92.1K
$9M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
4.54K+ 2.66% |
$521K - $530K
|
175K
$17.1M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
4.51K+ 10.09% |
$518K - $526K
|
49.3K
$4.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 124.24% |
$514K - $522K
|
8.08K
$790K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.48KNew |
$514K - $522K
|
4.48K
$438K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.45K+ 196.42% |
$511K - $519K
|
6.71K
$656K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.43KNew |
$509K - $517K
|
4.43K
$433K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.42K+ 7.17% |
$507K - $515K
|
66K
$6.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.38K+ 4.68% |
$502K - $510K
|
98K
$9.57M
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.35K+ 4.7% |
$500K - $508K
|
96.9K
$9.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.34K+ 3.32% |
$499K - $506K
|
135K
$13.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
4.34K+ 20.71% |
$498K - $505K
|
25.3K
$2.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.33K+ 14.93% |
$497K - $505K
|
33.3K
$3.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 93.94% |
$495K - $502K
|
8.9K
$869K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
4.26K+ 8.0% |
$489K - $497K
|
57.6K
$5.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.26K+ 26.28% |
$488K - $496K
|
20.4K
$2M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.25K+ 229.51% |
$487K - $495K
|
6.1K
$596K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.24K+ 20.03% |
$487K - $495K
|
25.4K
$2.48M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$486K - $494K
|
4.24K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.19K+ 46.06% |
$481K - $489K
|
13.3K
$1.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
4.16K+ 66.14% |
$477K - $484K
|
10.4K
$1.02M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
4.15K+ 19.1% |
$477K - $484K
|
25.9K
$2.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.99K+ 94.28% |
$458K - $465K
|
8.22K
$803K
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.96KNew |
$455K - $462K
|
3.96K
$387K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.94K+ 8.26% |
$453K - $460K
|
51.7K
$5.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.9K+ 18.18% |
$448K - $455K
|
25.4K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.89K+ 2.22% |
$446K - $453K
|
179K
$17.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
3.88K+ 195.13% |
$446K - $453K
|
5.87K
$574K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
3.88KNew |
$445K - $452K
|
3.88K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.83K+ 10.85% |
$440K - $447K
|
39.2K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.82K+ 1.5% |
$439K - $446K
|
258K
$25.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.81K+ 85.44% |
$437K - $444K
|
8.27K
$808K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.79K+ 120.73% |
$435K - $442K
|
6.93K
$677K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.79K+ 2.26% |
$435K - $442K
|
172K
$16.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.77K+ 26.53% |
$433K - $440K
|
18K
$1.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.75K+ 13.46% |
$431K - $438K
|
31.6K
$3.09M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.72KNew |
$427K - $434K
|
3.72K
$364K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.68K+ 2.46% |
$423K - $429K
|
154K
$15M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.56K+ 3.01% |
$409K - $415K
|
122K
$11.9M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.55K+ 57.42% |
$408K - $414K
|
9.74K
$952K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.55K+ 39.7% |
$407K - $414K
|
12.5K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.49K+ 4.02% |
$400K - $407K
|
90.2K
$8.81M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 3.04% |
$399K - $405K
|
118K
$11.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.27K+ 4.48% |
$375K - $381K
|
76.3K
$7.46M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.25K+ 2.91% |
$373K - $379K
|
115K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.23K+ 10.34% |
$371K - $377K
|
34.5K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.21K+ 3.25% |
$368K - $374K
|
102K
$9.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.16K+ 8.5% |
$363K - $368K
|
40.4K
$3.94M
|