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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 25.71% |
$1.14M - $1.2M
|
57.8K
$5.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-23.8K- 90.22% |
$2.3M - $2.41M
|
2.58K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-281- 0.44% |
$27.2K - $28.4K
|
63.8K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
25.1KNew |
$2.43M - $2.54M
|
25.1K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
228+ 53.4% |
$22K - $23.1K
|
655
$64.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
165K+ 45.27% |
$15.9M - $16.7M
|
528K
$51.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.8K- 64.95% |
$850K - $891K
|
4.75K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-422- 4.94% |
$40.8K - $42.7K
|
8.13K
$797K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.61% |
$8.5K - $8.91K
|
5.55K
$544K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
181+ 7.64% |
$17.5K - $18.3K
|
2.55K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-22.9K- 0.77% |
$2.21M - $2.32M
|
2.95M
$289M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-658- 1.47% |
$63.6K - $66.6K
|
44.1K
$4.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.28K- 14.55% |
$124K - $129K
|
7.51K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-398- 73.43% |
$38.5K - $40.3K
|
144
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
405+ 1.63% |
$39.1K - $41K
|
25.2K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
816K+ 398.86% |
$78.8M - $82.6M
|
1.02M
$100M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
22+ 0.07% |
$2.13K - $2.23K
|
32K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.76K+ 29.13% |
$170K - $178K
|
7.79K
$763K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13.8K- 4.71% |
$1.33M - $1.39M
|
279K
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.17K+ 10.39% |
$693K - $726K
|
76.2K
$7.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.71K- 4.65% |
$552K - $578K
|
117K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
756+ 31.18% |
$73.1K - $76.5K
|
3.18K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22.3K+ 117.64% |
$2.15M - $2.26M
|
41.2K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.63KNew |
$544K - $570K
|
5.63K
$552K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.45% |
$387 - $405
|
280
$27.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.04K+ 55.57% |
$197K - $207K
|
5.71K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 0.1% |
$11.1K - $11.6K
|
114K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
23K+ 16.66% |
$2.22M - $2.33M
|
161K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-3.77K- 27.87% |
$364K - $381K
|
9.74K
$955K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.52K- 36.59% |
$147K - $153K
|
2.63K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.21M- 8.62% |
$310M - $325M
|
34M
$3.34B
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
118K+ 13.11% |
$11.4M - $12M
|
1.02M
$99.9M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-242- 1.15% |
$23.4K - $24.5K
|
20.9K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30New |
$2.9K - $3.04K
|
30
$2.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
670+ 20.62% |
$64.7K - $67.8K
|
3.92K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$1.93K - $2.02K
|
8.02K
$786K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-28.7K- 9.52% |
$2.78M - $2.91M
|
273K
$26.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47K- 14.01% |
$142K - $149K
|
9K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
17K+ 43.02% |
$1.64M - $1.72M
|
56.5K
$5.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
107K+ 4870.54% |
$10.3M - $10.8M
|
109K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 31.61% |
$103K - $108K
|
2.3K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-308- 26.78% |
$29.8K - $31.2K
|
842
$82.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.15K+ 17.14% |
$207K - $217K
|
14.7K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.88KNew |
$278K - $291K
|
2.88K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.9K- 54.99% |
$763K - $800K
|
6.47K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 4.08% |
$1.29M - $1.35M
|
340K
$33.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
409+ 138.18% |
$39.5K - $41.4K
|
705
$69.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
887+ 2.09% |
$85.7K - $89.8K
|
43.3K
$4.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.8K+ 76.13% |
$1.14M - $1.2M
|
27.3K
$2.68M
|