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 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.5K+ 2.29% |
$339K - $355K
|
157K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
52.4K+ 4.3% |
$5.07M - $5.31M
|
1.27M
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 25.0% |
$290 - $304
|
15
$1.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
165KNew |
$16M - $16.7M
|
165K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
37.6KNew |
$3.63M - $3.8M
|
37.6K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
23.1K+ 33.57% |
$2.24M - $2.34M
|
92.1K
$9.03M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.04K+ 2.68% |
$197K - $206K
|
77.9K
$7.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
106KNew |
$10.3M - $10.8M
|
106K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
35.7KNew |
$3.45M - $3.61M
|
35.7K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.47K+ 16.63% |
$722K - $756K
|
52.4K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.25K+ 290.0% |
$701K - $734K
|
9.75K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
295+ 1.24% |
$28.5K - $29.9K
|
24K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.47K- 11.96% |
$239K - $250K
|
18.2K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.68K+ 9.11% |
$935K - $980K
|
116K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.17K- 5.68% |
$596K - $624K
|
102K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3KNew |
$290K - $304K
|
3K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.7K+ 668.6% |
$1.52M - $1.59M
|
18.1K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14K- 7.75% |
$1.35M - $1.42M
|
167K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.2K+ 2.89% |
$1.66M - $1.74M
|
611K
$59.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.1K+ 4.04% |
$7.36M - $7.71M
|
1.96M
$192M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132- 0.9% |
$12.8K - $13.4K
|
14.5K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-49- 1.16% |
$4.74K - $4.96K
|
4.16K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.17K+ 4.44% |
$113K - $119K
|
27.6K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 115.05% |
$501K - $525K
|
9.69K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
263K+ 3.02% |
$25.5M - $26.7M
|
8.99M
$882M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-470- 19.42% |
$45.4K - $47.6K
|
1.95K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.6KNew |
$251K - $263K
|
2.6K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
141K+ 6353.6% |
$13.7M - $14.3M
|
144K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133K+ 166.44% |
$12.8M - $13.4M
|
212K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
226New |
$21.8K - $22.9K
|
226
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$193 - $202
|
2
$196
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
20.3K+ 3.83% |
$1.96M - $2.06M
|
551K
$54M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1+ 0.0% |
$96.6 - $101
|
25.2K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-290- 9.92% |
$28K - $29.4K
|
2.63K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
678+ 8.51% |
$65.5K - $68.6K
|
8.64K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.5KNew |
$242K - $253K
|
2.5K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.05K+ 0.74% |
$101K - $106K
|
143K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 37.24% |
$418K - $438K
|
7.28K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34K+ 0.78% |
$129K - $136K
|
173K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.09KNew |
$396K - $414K
|
4.09K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
245+ 1.44% |
$23.7K - $24.8K
|
17.3K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.45K- 10.46% |
$333K - $349K
|
29.5K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 0.43% |
$7.92K - $8.3K
|
19.2K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
140KNew |
$13.6M - $14.2M
|
140K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71.5K+ 7.13% |
$6.91M - $7.23M
|
1.07M
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18.2K+ 83.09% |
$1.76M - $1.84M
|
40.1K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.34K- 12.11% |
$130K - $136K
|
9.73K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.84KNew |
$661K - $693K
|
6.84K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-355K- 3.08% |
$34.3M - $35.9M
|
11.2M
$1.09B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-7.81K- 23.83% |
$755K - $791K
|
25K
$2.45M
|