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 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-51- 1.05% |
$4.93K - $5.16K
|
4.8K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.55K- 4.98% |
$149K - $156K
|
29.5K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-186- 8.47% |
$18K - $18.8K
|
2.01K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
751+ 89.51% |
$72.6K - $76K
|
1.59K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 134.82% |
$18M - $18.9M
|
325K
$31.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 9.87% |
$109K - $115K
|
10.3K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 36.01% |
$176K - $185K
|
6.89K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-22K- 42.82% |
$2.13M - $2.23M
|
29.4K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.03KNew |
$99.1K - $104K
|
1.03K
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
593+ 1.09% |
$57.3K - $60K
|
54.8K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 14.83% |
$58.4K - $61.1K
|
4.68K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-375- 23.82% |
$36.2K - $38K
|
1.2K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
195K+ 235.1% |
$18.8M - $19.7M
|
278K
$27.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.53K+ 6.57% |
$727K - $762K
|
122K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
25.2KNew |
$2.43M - $2.55M
|
25.2K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-231- 3.4% |
$22.3K - $23.4K
|
6.56K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
20.8K+ 32.81% |
$2.01M - $2.11M
|
84.3K
$8.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.56K+ 15.29% |
$538K - $563K
|
41.9K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
54.2K+ 2.15% |
$5.24M - $5.49M
|
2.58M
$252M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.82K+ 6.37% |
$659K - $691K
|
114K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$422K - $442K
|
4.37K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
831+ 1.26% |
$80.3K - $84.1K
|
66.5K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.59K+ 1.41% |
$154K - $161K
|
114K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
198+ 0.33% |
$19.1K - $20K
|
59.5K
$5.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.55K+ 9.75% |
$633K - $663K
|
73.7K
$7.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 11.29% |
$1.44M - $1.51M
|
117K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132K+ 16.43% |
$12.7M - $13.3M
|
933K
$91.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.15K- 27.44% |
$208K - $218K
|
5.69K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16M- 11.49% |
$209M - $219M
|
16.7M
$1.64B
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.36KNew |
$325K - $340K
|
3.36K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 13.98% |
$153K - $160K
|
12.9K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.18K- 10.59% |
$210K - $220K
|
18.4K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 47.04% |
$598K - $626K
|
6.96K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
579New |
$56K - $58.6K
|
579
$56.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.6K- 1.82% |
$1.51M - $1.58M
|
841K
$82.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 9.32% |
$2.66M - $2.79M
|
268K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67K- 6.24% |
$6.48M - $6.79M
|
1.01M
$98.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.23K+ 5.01% |
$312K - $326K
|
67.5K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 3.77% |
$512K - $536K
|
146K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.26K- 0.78% |
$218K - $229K
|
287K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
49.2K+ 16.78% |
$4.76M - $4.98M
|
343K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 91.74% |
$1.04M - $1.09M
|
22.6K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-555- 1.1% |
$53.6K - $56.2K
|
49.9K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75.2K+ 4.39% |
$7.26M - $7.61M
|
1.79M
$175M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
514New |
$49.7K - $52K
|
514
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
65.5KNew |
$6.33M - $6.63M
|
65.5K
$6.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
43K+ 6.68% |
$4.16M - $4.36M
|
687K
$67.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-832- 6.62% |
$80.4K - $84.2K
|
11.7K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
31.6K+ 10.69% |
$3.05M - $3.2M
|
327K
$32.1M
|