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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.88K- 3.55% |
$182K - $190K
|
51K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
91.2K+ 9.54% |
$8.81M - $9.23M
|
1.05M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100K+ 7.34% |
$9.7M - $10.2M
|
1.47M
$142M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 22.55% |
$286K - $300K
|
10.2K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-36.1K- 18.46% |
$3.49M - $3.65M
|
159K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 21.19% |
$185K - $194K
|
11K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
18K+ 37.06% |
$1.74M - $1.83M
|
66.7K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-207- 2.05% |
$20K - $21K
|
9.88K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.78K+ 2.31% |
$655K - $686K
|
301K
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.55K- 27.35% |
$536K - $562K
|
14.7K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
979K+ 20.12% |
$94.6M - $99.1M
|
5.85M
$566M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 2.11% |
$26.6K - $27.8K
|
13.3K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 12.18% |
$180K - $189K
|
13.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
174KNew |
$16.8M - $17.6M
|
174K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.88K+ 3.02% |
$665K - $696K
|
235K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
741+ 23.29% |
$71.6K - $75K
|
3.92K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 38.81% |
$5.7M - $5.97M
|
93K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.6K- 3.84% |
$1.12M - $1.17M
|
290K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-8.12K- 16.33% |
$785K - $822K
|
41.6K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.7KNew |
$9.16M - $9.59M
|
94.7K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
56.2K+ 9.31% |
$5.43M - $5.69M
|
660K
$63.9M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
82.6KNew |
$7.98M - $8.36M
|
82.6K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 28.99% |
$126K - $132K
|
5.79K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-95.5K- 65.52% |
$9.23M - $9.67M
|
50.3K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 0.58% |
$25.5K - $26.7K
|
45.6K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-64.5K- 23.61% |
$6.23M - $6.53M
|
209K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.63K- 20.32% |
$158K - $165K
|
6.39K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19.5K+ 26.84% |
$1.88M - $1.97M
|
92K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.75K+ 2.17% |
$459K - $481K
|
224K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.5K+ 10.64% |
$2.85M - $2.98M
|
306K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-286- 1.06% |
$27.6K - $29K
|
26.7K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.96K- 16.52% |
$286K - $299K
|
14.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12+ 3.42% |
$1.16K - $1.21K
|
363
$35.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 49.68% |
$1.07M - $1.12M
|
33.5K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
62.3KNew |
$6.02M - $6.3M
|
62.3K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
27.7K+ 177.85% |
$2.68M - $2.8M
|
43.3K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.03K- 7.26% |
$293K - $307K
|
38.7K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-720- 14.88% |
$69.6K - $72.9K
|
4.12K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-30- 0.87% |
$2.9K - $3.04K
|
3.43K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
200New |
$19.3K - $20.2K
|
200
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55.9K- 94.73% |
$5.4M - $5.66M
|
3.11K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.03K- 3.05% |
$486K - $509K
|
160K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
186+ 7.88% |
$18K - $18.8K
|
2.55K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
881+ 15.04% |
$85.1K - $89.2K
|
6.74K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.72K- 66.55% |
$649K - $680K
|
3.38K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.93% |
$773 - $810
|
265
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
955+ 6.0% |
$92.3K - $96.7K
|
16.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.57K+ 41.41% |
$345K - $361K
|
12.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56.1KNew |
$5.42M - $5.68M
|
56.1K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
11K+ 11.34% |
$1.06M - $1.11M
|
108K
$10.5M
|