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 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-229- 0.34% |
$22.1K - $23.2K
|
67K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15.6K- 67.16% |
$1.5M - $1.58M
|
7.61K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.92K- 64.36% |
$379K - $397K
|
2.17K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
16+ 0.44% |
$1.55K - $1.62K
|
3.67K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116K+ 4.0% |
$11.2M - $11.8M
|
3.02M
$296M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.22K+ 24.03% |
$117K - $123K
|
6.27K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.04KNew |
$294K - $308K
|
3.04K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-481- 2.39% |
$46.5K - $48.7K
|
19.7K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.02K+ 12.23% |
$582K - $609K
|
55.2K
$5.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-234- 7.43% |
$22.6K - $23.7K
|
2.92K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
123K+ 48.26% |
$11.9M - $12.5M
|
379K
$37.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-33.3K- 22.52% |
$3.22M - $3.37M
|
115K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
251New |
$24.3K - $25.4K
|
251
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44.3KNew |
$4.28M - $4.48M
|
44.3K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
47.1K+ 663.53% |
$4.55M - $4.76M
|
54.1K
$5.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16- 2.78% |
$1.55K - $1.62K
|
560
$54.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$163K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
204+ 0.87% |
$19.7K - $20.7K
|
23.6K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
27.8K+ 5.46% |
$2.69M - $2.81M
|
537K
$52.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-170- 2.41% |
$16.4K - $17.2K
|
6.9K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
688+ 24.39% |
$66.5K - $69.6K
|
3.51K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.55K+ 27.8% |
$633K - $663K
|
30.1K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
928New |
$89.7K - $93.9K
|
928
$91K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
7.52KNew |
$727K - $762K
|
7.52K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 22.47% |
$393K - $411K
|
22.2K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.53KNew |
$244K - $256K
|
2.53K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.1K- 12.94% |
$106K - $112K
|
7.41K
$727K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
910K+ 64.54% |
$87.9M - $92.1M
|
2.32M
$227M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33.8K+ 10.54% |
$3.26M - $3.42M
|
354K
$34.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.26K+ 5.88% |
$604K - $633K
|
113K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.76M- 29.51% |
$750M - $785M
|
18.5M
$1.82B
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 34.83% |
$310K - $324K
|
5.99K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.89K- 94.13% |
$859K - $900K
|
554
$54.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17.9K- 5.52% |
$1.73M - $1.82M
|
307K
$30.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920K+ 9.68% |
$88.9M - $93.2M
|
10.4M
$1.02B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 16.73% |
$128M - $134M
|
9.27M
$909M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 0.99% |
$102K - $106K
|
107K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32.1K+ 4.37% |
$3.1M - $3.25M
|
767K
$75.2M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.18M- 67.64% |
$597M - $625M
|
2.95M
$290M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
404+ 1.32% |
$39K - $40.9K
|
30.9K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.9K- 6.99% |
$377K - $395K
|
51.9K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-14.7K- 53.87% |
$1.42M - $1.49M
|
12.6K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.04K+ 9.32% |
$198K - $207K
|
24K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-575- 13.62% |
$55.6K - $58.2K
|
3.65K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.61M
|
15.9K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
18New |
$1.74K - $1.82K
|
18
$1.76K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.1K- 14.79% |
$879K - $921K
|
52.4K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.3K- 2.94% |
$1.38M - $1.45M
|
473K
$46.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 5.37% |
$120K - $126K
|
24.4K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.1K+ 14.36% |
$1.75M - $1.83M
|
144K
$14.1M
|