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
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.49K- 22.41% |
$144K - $151K
|
5.15K
$505K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
28.8K+ 8.37% |
$2.78M - $2.91M
|
372K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-455- 6.31% |
$44K - $46.1K
|
6.76K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-65.4K- 38.27% |
$6.32M - $6.62M
|
105K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
871K+ 13.04% |
$84.2M - $88.2M
|
7.55M
$740M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
24.5KNew |
$2.36M - $2.48M
|
24.5K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
842+ 4.84% |
$81.4K - $85.2K
|
18.3K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.05K+ 12.11% |
$101K - $106K
|
9.72K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
217K+ 2.5% |
$21M - $21.9M
|
8.88M
$871M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44.7K+ 831.14% |
$4.32M - $4.53M
|
50.1K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-114K- 69.29% |
$11M - $11.5M
|
50.6K
$4.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
256+ 6.46% |
$24.7K - $25.9K
|
4.22K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 4.9% |
$158K - $165K
|
35K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
44.7K+ 3.64% |
$4.32M - $4.52M
|
1.27M
$125M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
24+ 0.58% |
$2.32K - $2.43K
|
4.14K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
289+ 5.36% |
$27.9K - $29.3K
|
5.68K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.11K+ 2.46% |
$204K - $214K
|
88K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 3.66% |
$48.3K - $50.6K
|
13.2K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-7.5K- 28.61% |
$725K - $759K
|
18.7K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.64K- 1.95% |
$352K - $368K
|
183K
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-17- 0.49% |
$1.64K - $1.72K
|
3.49K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
666+ 9.72% |
$64.4K - $67.4K
|
7.52K
$737K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3.32KNew |
$321K - $336K
|
3.32K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
46.9KNew |
$4.53M - $4.74M
|
46.9K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
204New |
$19.7K - $20.7K
|
204
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
990+ 16.66% |
$95.7K - $100K
|
6.93K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
886+ 367.63% |
$85.6K - $89.7K
|
1.13K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.4K+ 5.32% |
$2.17M - $2.27M
|
444K
$43.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-788- 15.19% |
$76.2K - $79.8K
|
4.4K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
754+ 76.39% |
$72.9K - $76.3K
|
1.74K
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.75K- 5.97% |
$169K - $177K
|
27.5K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.11K+ 9.03% |
$107K - $112K
|
13.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.58K- 1.62% |
$152K - $160K
|
95.9K
$9.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 5.98% |
$11.4M - $12M
|
1.86M
$182M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-948- 9.65% |
$91.6K - $96K
|
8.87K
$870K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-86.2K- 23.14% |
$8.33M - $8.72M
|
286K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.09K- 9.81% |
$202K - $211K
|
19.2K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62.7K- 83.27% |
$6.06M - $6.35M
|
12.6K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-684- 0.64% |
$66.1K - $69.2K
|
107K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
50.7KNew |
$4.9M - $5.13M
|
50.7K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
37.9KNew |
$3.67M - $3.84M
|
37.9K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
192KNew |
$18.6M - $19.4M
|
192K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-939- 20.66% |
$90.7K - $95.1K
|
3.61K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-30K- 9.91% |
$2.9M - $3.03M
|
272K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.52K- 2.3% |
$437K - $458K
|
192K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
504+ 1.07% |
$48.7K - $51K
|
47.8K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
168KNew |
$16.2M - $17M
|
168K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
5.74KNew |
$555K - $581K
|
5.74K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
484+ 3.73% |
$46.8K - $49K
|
13.4K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.2K+ 13.72% |
$4.47M - $4.68M
|
383K
$37.6M
|