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 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.16K+ 8.5% |
$363K - $368K
|
40.4K
$3.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3.15K+ 22.1% |
$361K - $367K
|
17.4K
$1.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.1K+ 6.63% |
$356K - $362K
|
49.9K
$4.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.06K+ 1.06% |
$351K - $357K
|
292K
$28.8M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.05K+ 23.35% |
$350K - $356K
|
16.1K
$1.59M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.02K+ 3.42% |
$347K - $352K
|
91.5K
$9.01M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
3.02K+ 22.85% |
$346K - $352K
|
16.2K
$1.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
2.94K+ 1.67% |
$337K - $343K
|
178K
$17.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.86K+ 15.79% |
$328K - $334K
|
21K
$2.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.84K+ 1.62% |
$325K - $331K
|
177K
$17.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.79K+ 3.06% |
$320K - $325K
|
93.9K
$9.24M
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.78K+ 7.08% |
$319K - $324K
|
42K
$4.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.73KNew |
$314K - $319K
|
2.73K
$269K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
2.7K+ 35.51% |
$310K - $315K
|
10.3K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.68K+ 29.54% |
$307K - $312K
|
11.7K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
2.67K+ 100.08% |
$306K - $311K
|
5.33K
$525K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.65K+ 11.15% |
$304K - $309K
|
26.4K
$2.6M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.63K+ 2.05% |
$302K - $307K
|
131K
$12.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.58K+ 6.72% |
$296K - $301K
|
41K
$4.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.58K+ 9.89% |
$296K - $300K
|
28.6K
$2.82M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
2.55K+ 61.72% |
$293K - $297K
|
6.68K
$658K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.54K+ 4.33% |
$292K - $296K
|
61.2K
$6.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52K+ 70.67% |
$290K - $294K
|
6.09K
$600K
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$283K - $288K
|
2.47K
$243K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.46K+ 9.05% |
$283K - $287K
|
29.7K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.43K+ 37.47% |
$279K - $283K
|
8.91K
$877K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.42K+ 82.74% |
$278K - $282K
|
5.35K
$526K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.4K+ 0.58% |
$275K - $280K
|
418K
$41.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.39K+ 2.54% |
$275K - $279K
|
96.5K
$9.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 105.13% |
$271K - $275K
|
4.6K
$453K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
2.34K+ 10.31% |
$269K - $273K
|
25.1K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.31KNew |
$266K - $270K
|
2.31K
$228K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.31K+ 21.58% |
$265K - $269K
|
13K
$1.28M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.31KNew |
$265K - $269K
|
2.31K
$227K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.3K+ 2.24% |
$264K - $269K
|
105K
$10.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
2.29KNew |
$262K - $267K
|
2.29K
$225K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 4.19% |
$261K - $265K
|
56.4K
$5.56M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.27K+ 25.54% |
$260K - $264K
|
11.1K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.27K+ 1.3% |
$260K - $264K
|
176K
$17.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.26KNew |
$260K - $264K
|
2.26K
$223K
|
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
BUY
|
- |
2.25KNew |
$258K - $262K
|
2.25K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 3.67% |
$258K - $262K
|
63.5K
$6.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.23K+ 29.4% |
$256K - $260K
|
9.83K
$968K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.23K+ 1.8% |
$256K - $260K
|
126K
$12.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.23K+ 5.59% |
$256K - $260K
|
42K
$4.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 3.33% |
$254K - $258K
|
68.8K
$6.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.21KNew |
$254K - $258K
|
2.21K
$217K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.19KNew |
$251K - $255K
|
2.19K
$215K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.17K+ 5.23% |
$249K - $253K
|
43.7K
$4.3M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.15KNew |
$247K - $251K
|
2.15K
$212K
|