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 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
44.4K+ 778.54% |
$5.1M - $5.18M
|
50.2K
$4.93M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.8K+ 6.73% |
$5.03M - $5.11M
|
695K
$68.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
43.6K+ 5.99% |
$5M - $5.08M
|
771K
$75.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
41.3K+ 42.82% |
$4.75M - $4.82M
|
138K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.3K+ 42.17% |
$4.74M - $4.81M
|
139K
$13.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.4K+ 22.79% |
$4.64M - $4.71M
|
218K
$21.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39.8K+ 6.04% |
$4.56M - $4.64M
|
698K
$68.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
39.3KNew |
$4.51M - $4.58M
|
39.3K
$3.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
38.5K+ 110.04% |
$4.42M - $4.49M
|
73.5K
$7.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
38.5KNew |
$4.42M - $4.49M
|
38.5K
$3.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
38K+ 7.47% |
$4.36M - $4.43M
|
547K
$53.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
37.9K+ 58.6% |
$4.35M - $4.42M
|
103K
$10.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
37.3K+ 8.51% |
$4.28M - $4.35M
|
476K
$46.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
36.2K+ 3.0% |
$4.16M - $4.22M
|
1.24M
$122M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36.1K+ 3.25% |
$4.14M - $4.2M
|
1.14M
$113M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
35.5KNew |
$4.07M - $4.14M
|
35.5K
$3.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
34.7K+ 16.74% |
$3.99M - $4.05M
|
242K
$23.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
34.6K+ 23.93% |
$3.97M - $4.04M
|
179K
$17.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
33.7K+ 13.38% |
$3.87M - $3.93M
|
285K
$28.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33.3K+ 5.31% |
$3.82M - $3.88M
|
661K
$65M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32.2K+ 7.05% |
$3.69M - $3.75M
|
489K
$48.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8K+ 10.57% |
$3.65M - $3.7M
|
332K
$32.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.5K+ 19.02% |
$3.62M - $3.67M
|
197K
$19.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 172.58% |
$3.61M - $3.67M
|
49.7K
$4.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
31.2K+ 10.35% |
$3.58M - $3.64M
|
332K
$32.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31K+ 90.11% |
$3.56M - $3.61M
|
65.4K
$6.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
30.9K+ 1125.52% |
$3.54M - $3.6M
|
33.6K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.9K+ 0.91% |
$3.54M - $3.6M
|
3.43M
$338M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
30.4K+ 18.32% |
$3.49M - $3.55M
|
197K
$19.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
30.1K+ 4.03% |
$3.45M - $3.5M
|
776K
$76.3M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
30KNew |
$3.44M - $3.5M
|
30K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
28.3K+ 7.92% |
$3.25M - $3.3M
|
386K
$38M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
28.2K+ 12.12% |
$3.24M - $3.29M
|
261K
$25.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
28.1K+ 7.44% |
$3.23M - $3.28M
|
406K
$39.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.8K+ 5.78% |
$3.19M - $3.24M
|
509K
$50.1M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27.8K+ 1.45% |
$3.19M - $3.24M
|
1.95M
$192M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
27.3K+ 6.23% |
$3.13M - $3.18M
|
465K
$45.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Matrix Trust CO
|
BUY
|
- |
27K+ 12.85% |
$3.1M - $3.15M
|
237K
$23.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
25.4K+ 120.79% |
$2.91M - $2.96M
|
46.4K
$4.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.2K+ 33.46% |
$2.89M - $2.94M
|
100K
$9.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.1K+ 3.22% |
$2.88M - $2.93M
|
806K
$79.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.4K+ 12.33% |
$2.8M - $2.84M
|
222K
$21.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
23.1K+ 1.48% |
$2.65M - $2.69M
|
1.58M
$155M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.6K+ 6.65% |
$2.59M - $2.63M
|
362K
$35.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 16.14% |
$2.59M - $2.63M
|
162K
$15.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22.5K+ 45.52% |
$2.59M - $2.63M
|
72K
$7.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.3K+ 9.12% |
$2.56M - $2.6M
|
267K
$26.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.2K+ 4.3% |
$2.55M - $2.59M
|
538K
$53M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.6K+ 10.69% |
$2.48M - $2.52M
|
224K
$22M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
21.4K+ 3.47% |
$2.46M - $2.5M
|
639K
$62.9M
|