Latest Institutional Transactions on Ishares Core U.S. Aggregate Bo (AGG)
This table provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
6.4K+ 3.9% |
$618K - $648K
|
170K
$16.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
5.48K+ 7.45% |
$530K - $555K
|
79K
$7.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
226+ 1.75% |
$21.8K - $22.9K
|
13.2K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 1.8% |
$22.3M - $23.4M
|
13M
$1.25B
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-255- 91.07% |
$24.6K - $25.8K
|
25
$2.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
410+ 0.17% |
$39.6K - $41.5K
|
239K
$22.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
959+ 675.35% |
$92.7K - $97.1K
|
1.1K
$106K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
7.91K+ 20.96% |
$765K - $801K
|
45.7K
$4.38M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.93K- 0.64% |
$186K - $195K
|
297K
$28.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.39M- 99.06% |
$231M - $242M
|
22.8K
$2.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.28K- 2.31% |
$703K - $737K
|
308K
$29.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 1786.67% |
$51.8K - $54.3K
|
566
$54.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.23K+ 24.5% |
$215K - $225K
|
11.3K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
190+ 71.7% |
$18.4K - $19.2K
|
455
$43.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15.1K+ 25.23% |
$1.46M - $1.53M
|
75K
$7.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-38.7K- 18.14% |
$3.74M - $3.92M
|
175K
$16.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.04K+ 3.06% |
$391K - $409K
|
136K
$13.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$303K - $318K
|
3.14K
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-248- 6.91% |
$24K - $25.1K
|
3.34K
$320K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 22.64% |
$163K - $171K
|
9.14K
$877K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.1K+ 14.42% |
$203K - $212K
|
16.6K
$1.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
88.8KNew |
$8.58M - $8.99M
|
88.8K
$8.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.83% |
$10.7K - $11.2K
|
2.79K
$268K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.6K+ 6.17% |
$1.13M - $1.18M
|
200K
$19.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
39.3K+ 34.17% |
$3.8M - $3.98M
|
154K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
188K+ 10.26% |
$18.2M - $19M
|
2.02M
$194M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-4.12K- 12.24% |
$398K - $417K
|
29.5K
$2.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 7.65% |
$19.3K - $20.2K
|
2.82K
$270K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
268New |
$25.9K - $27.1K
|
268
$25.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
517+ 13.54% |
$50K - $52.3K
|
4.34K
$416K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
382+ 3.15% |
$36.9K - $38.7K
|
12.5K
$1.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 5.09% |
$211K - $221K
|
45.1K
$4.33M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-418- 12.15% |
$40.4K - $42.3K
|
3.02K
$290K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.99KNew |
$482K - $505K
|
4.99K
$479K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 7.14% |
$387 - $405
|
60
$5.76K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
7.55K+ 7.17% |
$730K - $765K
|
113K
$10.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
258+ 6.97% |
$24.9K - $26.1K
|
3.96K
$380K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-17.8K- 40.56% |
$1.72M - $1.81M
|
26.1K
$2.51M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.79K+ 231.8% |
$461K - $488K
|
6.86K
$658K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 5.48% |
$40.4K - $42.8K
|
8.08K
$775K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-412- 4.43% |
$39.7K - $42K
|
8.88K
$852K
|
|
|
Dec 31, 2024
Q3 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
97KNew |
$9.34M - $9.89M
|
97K
$9.31M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27M- 9.63% |
$122M - $130M
|
11.9M
$1.15B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.11K- 2.06% |
$299K - $317K
|
148K
$14.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.91K+ 10.96% |
$858K - $909K
|
90.2K
$8.65M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$1.58M - $1.67M
|
16.4K
$1.57M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.42K+ 2.9% |
$137K - $145K
|
50.4K
$4.84M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
340+ 1.43% |
$32.7K - $34.7K
|
24.2K
$2.32M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.64K- 16.75% |
$254K - $270K
|
13.1K
$1.26M
|
|