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
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.15K+ 20.98% |
$247K - $250K
|
12.4K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$246K - $249K
|
2.14K
$211K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
2.14K+ 8.13% |
$245K - $249K
|
28.4K
$2.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.1K+ 6.26% |
$241K - $244K
|
35.6K
$3.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.09K+ 90.26% |
$239K - $243K
|
4.4K
$433K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
2.06K+ 0.95% |
$237K - $241K
|
218K
$21.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.04KNew |
$234K - $238K
|
2.04K
$201K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.03K+ 17.19% |
$233K - $237K
|
13.8K
$1.36M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
1.99K+ 10.63% |
$229K - $232K
|
20.7K
$2.04M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.99KNew |
$228K - $232K
|
1.99K
$196K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.95K+ 1.77% |
$224K - $228K
|
112K
$11.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.95K+ 1.95% |
$224K - $228K
|
102K
$10M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85K+ 16.8% |
$212K - $216K
|
12.9K
$1.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.84K+ 22.35% |
$212K - $215K
|
10.1K
$993K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.83KNew |
$210K - $213K
|
1.83K
$180K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
1.82KNew |
$209K - $212K
|
1.82K
$179K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.79KNew |
$205K - $208K
|
1.79K
$176K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 40.86% |
$200K - $203K
|
6K
$590K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.71K+ 2.94% |
$197K - $200K
|
59.9K
$5.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
1.69K+ 58.97% |
$194K - $197K
|
4.56K
$449K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.61K+ 19.72% |
$185K - $187K
|
9.76K
$961K
|
|
|
Oct 13, 2021
Q3 2021
|
Pacific Wealth Management
|
BUY
|
- |
1.59K+ 1.02% |
$183K - $186K
|
158K
$15.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.59K+ 32.83% |
$182K - $185K
|
6.42K
$632K
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.57K+ 0.64% |
$180K - $183K
|
248K
$24.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.54K+ 3.92% |
$176K - $179K
|
40.8K
$4.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
1.52K+ 4.16% |
$174K - $177K
|
38.1K
$3.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.5K+ 1.84% |
$172K - $175K
|
82.9K
$8.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.49K+ 13.42% |
$171K - $173K
|
12.6K
$1.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.49K+ 6.55% |
$171K - $173K
|
24.2K
$2.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.46KNew |
$168K - $171K
|
1.46K
$144K
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 50.35% |
$167K - $169K
|
4.34K
$427K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.43K+ 9.63% |
$164K - $167K
|
16.3K
$1.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.06% |
$160K - $163K
|
21.2K
$2.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.38K+ 11.42% |
$158K - $160K
|
13.4K
$1.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
1.37K+ 2.23% |
$158K - $160K
|
63K
$6.2M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.37K+ 0.49% |
$157K - $159K
|
282K
$27.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.33K+ 0.82% |
$152K - $155K
|
163K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 24.64% |
$150K - $153K
|
6.62K
$652K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 0.07% |
$149K - $151K
|
1.93M
$190M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.29K+ 662.05% |
$148K - $151K
|
1.49K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 19.42% |
$148K - $150K
|
7.93K
$781K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
1.28K+ 6.17% |
$147K - $149K
|
22K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 2.02% |
$146K - $148K
|
63.9K
$6.3M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 11.81% |
$142K - $145K
|
11.7K
$1.16M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.22K+ 20.94% |
$140K - $142K
|
7.06K
$695K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.2K+ 2.97% |
$138K - $140K
|
41.8K
$4.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.2K+ 4.29% |
$138K - $140K
|
29.2K
$2.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.2K+ 8.5% |
$138K - $140K
|
15.3K
$1.51M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.18K+ 5.3% |
$136K - $138K
|
23.5K
$2.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.17K+ 0.78% |
$134K - $136K
|
151K
$14.9M
|