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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
361New |
$34.9K - $36.5K
|
361
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.61KNew |
$446K - $467K
|
4.61K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.93K+ 0.65% |
$283K - $297K
|
457K
$44.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-262- 1.08% |
$25.3K - $26.5K
|
23.9K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
490+ 3.17% |
$47.4K - $49.6K
|
16K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-271- 6.41% |
$26.2K - $27.4K
|
3.96K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 2.49% |
$983K - $1.03M
|
418K
$41M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-338- 12.45% |
$32.7K - $34.2K
|
2.38K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.08K+ 1.11% |
$104K - $109K
|
98.3K
$9.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 0.4% |
$170K - $178K
|
432K
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21K- 83.82% |
$2.03M - $2.13M
|
4.06K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-25.6K- 51.99% |
$2.47M - $2.59M
|
23.6K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
13.6K+ 14.69% |
$1.31M - $1.38M
|
106K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.3K+ 388.66% |
$1.29M - $1.35M
|
16.8K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-180- 5.97% |
$17.4K - $18.2K
|
2.84K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
31.3K+ 29.69% |
$3.02M - $3.17M
|
137K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-13K- 10.85% |
$1.26M - $1.32M
|
107K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
268+ 2.23% |
$25.9K - $27.1K
|
12.3K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
253+ 15.71% |
$24.4K - $25.6K
|
1.86K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
22.6K+ 3.86% |
$2.19M - $2.29M
|
609K
$59.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
42K+ 8082.69% |
$4.06M - $4.25M
|
42.6K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.34KNew |
$226K - $237K
|
2.34K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.67K+ 0.55% |
$161K - $169K
|
305K
$29.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$134M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 4.35% |
$1.69M - $1.77M
|
420K
$41.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.56K+ 4.45% |
$247K - $259K
|
60.2K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126K+ 5.92% |
$12.2M - $12.7M
|
2.25M
$221M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-180- 6.64% |
$17.4K - $18.2K
|
2.53K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
P/E Global LLC
|
BUY
|
- |
35.6K+ 8.32% |
$3.44M - $3.6M
|
463K
$45.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 7.73% |
$115K - $121K
|
16.6K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.76KNew |
$460K - $482K
|
4.76K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
98New |
$9.47K - $9.92K
|
98
$9.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-107- 0.06% |
$10.3K - $10.8K
|
167K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
29K+ 6.52% |
$2.8M - $2.94M
|
474K
$46.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72.1K+ 13.48% |
$6.96M - $7.29M
|
606K
$59.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-193K- 3.54% |
$18.7M - $19.6M
|
5.27M
$516M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.16K- 0.48% |
$208K - $218K
|
449K
$44M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.87K+ 0.87% |
$181K - $189K
|
216K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-865- 16.14% |
$83.6K - $87.6K
|
4.49K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
475+ 4.16% |
$45.9K - $48.1K
|
11.9K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
26.6K+ 5.07% |
$2.57M - $2.69M
|
551K
$54M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
370+ 0.55% |
$35.8K - $37.5K
|
67.1K
$6.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8.1K+ 202.5% |
$783K - $820K
|
12.1K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
853+ 2.18% |
$82.4K - $86.3K
|
40K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
191+ 6.41% |
$18.5K - $19.3K
|
3.17K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.7K+ 23.57% |
$1.22M - $1.28M
|
66.3K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.08K- 55.86% |
$298K - $312K
|
2.43K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
303+ 9.13% |
$29.3K - $30.7K
|
3.62K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-472- 23.72% |
$45.6K - $47.8K
|
1.52K
$149K
|