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 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 1.09% |
$12.1K - $12.7K
|
11.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222+ 5.43% |
$21.5K - $22.5K
|
4.31K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.4K+ 26.14% |
$1.49M - $1.56M
|
74.5K
$7.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34.5K- 7.6% |
$3.33M - $3.49M
|
419K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
780+ 2.06% |
$75.4K - $79K
|
38.7K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-85- 3.22% |
$8.21K - $8.6K
|
2.56K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
634+ 31.78% |
$61.3K - $64.2K
|
2.63K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.76K+ 13.3% |
$266K - $279K
|
23.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
263KNew |
$25.4M - $26.6M
|
263K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 1.15% |
$124K - $130K
|
113K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
560+ 2.72% |
$54.1K - $56.7K
|
21.1K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.7K+ 5.41% |
$455K - $476K
|
91.7K
$8.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
10.8K+ 8.64% |
$1.05M - $1.09M
|
136K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-652- 4.67% |
$63K - $66K
|
13.3K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-908- 6.16% |
$87.7K - $91.9K
|
13.8K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80.6K+ 3.41% |
$7.79M - $8.16M
|
2.45M
$240M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.4K+ 6.79% |
$3.91M - $4.09M
|
635K
$62.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.41K+ 1.92% |
$716K - $750K
|
393K
$38.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
28New |
$2.71K - $2.83K
|
28
$2.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
340New |
$32.9K - $34.4K
|
340
$33.3K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-270- 2.29% |
$26.1K - $27.3K
|
11.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-2.48K- 20.75% |
$239K - $251K
|
9.46K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 18.37% |
$695K - $728K
|
46.4K
$4.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 52.56% |
$1.64M - $1.72M
|
49.4K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.33% |
$96.6 - $101
|
305
$29.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.32KNew |
$320K - $336K
|
3.32K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.8K+ 46.58% |
$1.52M - $1.6M
|
49.6K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.91KNew |
$667K - $699K
|
6.91K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
6.21KNew |
$600K - $628K
|
6.21K
$608K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.12KNew |
$108K - $113K
|
1.12K
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.39K- 1.1% |
$134K - $140K
|
125K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
320+ 3.5% |
$30.9K - $32.4K
|
9.47K
$928K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
178K+ 106.25% |
$17.2M - $18.1M
|
346K
$33.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.64% |
$290 - $304
|
470
$46.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.54K+ 5.57% |
$535K - $561K
|
105K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 3.66% |
$649K - $680K
|
190K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 5.78% |
$1.02M - $1.07M
|
193K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.17K+ 4.85% |
$113K - $119K
|
25.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.7K+ 763.41% |
$2M - $2.09M
|
23.4K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
22+ 0.08% |
$2.13K - $2.23K
|
26.4K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.5K- 26.7% |
$242K - $253K
|
6.87K
$673K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21K- 2.4% |
$2.03M - $2.12M
|
853K
$83.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
313+ 5.3% |
$30.2K - $31.7K
|
6.22K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
570+ 71.25% |
$55.1K - $57.7K
|
1.37K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.67K+ 1.15% |
$258K - $270K
|
236K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.25KNew |
$604K - $632K
|
6.25K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 20.44% |
$1.91M - $2M
|
117K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
42.7K+ 335.84% |
$4.13M - $4.32M
|
55.4K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47.1K+ 29.18% |
$4.55M - $4.77M
|
209K
$20.4M
|