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 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-5.5K- 34.78% |
$532K - $557K
|
10.3K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.62KNew |
$156K - $163K
|
1.62K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.5K- 11.86% |
$1.59M - $1.67M
|
122K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
6.07K+ 38.19% |
$586K - $614K
|
21.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.5K+ 1.74% |
$1.21M - $1.26M
|
730K
$71.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.4KNew |
$2.16M - $2.26M
|
22.4K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.13K+ 11.98% |
$109K - $114K
|
10.5K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
5.87K+ 8.47% |
$567K - $594K
|
75.1K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
90.1K+ 9.99% |
$8.71M - $9.12M
|
992K
$97.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2KNew |
$985K - $1.03M
|
10.2K
$999K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.32K+ 1.49% |
$321K - $336K
|
226K
$22.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
16.5K+ 7.88% |
$1.59M - $1.67M
|
226K
$22.1M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.76K+ 1.39% |
$170K - $178K
|
128K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
16.4K+ 5.56% |
$1.59M - $1.66M
|
312K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-10.6K- 29.37% |
$1.02M - $1.07M
|
25.5K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-72K- 6.49% |
$6.96M - $7.29M
|
1.04M
$102M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.82K+ 9.19% |
$563K - $589K
|
69.2K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.88K+ 0.68% |
$182K - $191K
|
281K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-12.4K- 6.4% |
$1.2M - $1.26M
|
181K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.9K+ 5.92% |
$1.05M - $1.1M
|
195K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-98.2K- 22.52% |
$9.49M - $9.94M
|
338K
$33.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23.8K+ 84.58% |
$2.3M - $2.41M
|
51.9K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.51M- 98.52% |
$436M - $456M
|
67.9K
$6.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-203- 39.26% |
$19.6K - $20.5K
|
314
$30.8K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.35K+ 1.3% |
$517K - $541K
|
417K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21.2K+ 4.97% |
$2.05M - $2.15M
|
448K
$43.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12+ 1.36% |
$1.16K - $1.21K
|
895
$87.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5KNew |
$483K - $506K
|
5K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9MNew |
$7.53B - $7.88B
|
77.9M
$7.63B
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
5.47KNew |
$528K - $554K
|
5.47K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67+ 6.58% |
$6.47K - $6.78K
|
1.09K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
208K+ 2.11% |
$20.1M - $21.1M
|
10.1M
$987M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.94K+ 10.85% |
$961K - $1.01M
|
102K
$9.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.7K+ 18.23% |
$3.26M - $3.41M
|
219K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.49K- 27.56% |
$144K - $150K
|
3.91K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-27- 0.11% |
$2.61K - $2.73K
|
24.2K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-242- 0.53% |
$23.4K - $24.5K
|
45.3K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
444+ 0.07% |
$42.9K - $44.9K
|
636K
$62.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.14K- 22.36% |
$207K - $217K
|
7.44K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
340+ 2.68% |
$32.9K - $34.4K
|
13K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.19K+ 22.69% |
$212K - $222K
|
11.9K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
32K+ 2.38% |
$3.09M - $3.24M
|
1.38M
$135M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
956+ 6.56% |
$92.4K - $96.8K
|
15.5K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.98K+ 11.54% |
$481K - $504K
|
48.1K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.41K- 4.15% |
$136K - $143K
|
32.5K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.65K+ 4.15% |
$159K - $167K
|
41.2K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 7.08% |
$103K - $108K
|
14K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
527+ 3.06% |
$50.9K - $53.3K
|
17.8K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.08K- 8.24% |
$104K - $109K
|
12K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19.4K- 88.87% |
$1.88M - $1.97M
|
2.43K
$238K
|