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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-357- 5.16% |
$34.5K - $36.1K
|
6.56K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 50.04% |
$294K - $308K
|
9.13K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21.7K+ 206.15% |
$2.1M - $2.2M
|
32.3K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118K+ 7.85% |
$11.4M - $12M
|
1.62M
$159M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.2K+ 4.38% |
$213K - $223K
|
52.5K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-261- 3.97% |
$25.2K - $26.4K
|
6.31K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 13.93% |
$139K - $146K
|
8.9K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.09KNew |
$782K - $819K
|
8.09K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.53K+ 16.65% |
$438K - $458K
|
31.7K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 117.8% |
$334K - $350K
|
6.39K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-38.1K- 22.74% |
$3.68M - $3.86M
|
130K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 9.34% |
$469K - $491K
|
56.8K
$5.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 14.95% |
$4.2M - $4.4M
|
247K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.62K- 1.35% |
$833K - $873K
|
632K
$61.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-38.9K- 10.37% |
$3.76M - $3.94M
|
337K
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.2K+ 529.81% |
$6.49M - $6.8M
|
79.9K
$7.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
27+ 0.72% |
$2.61K - $2.73K
|
3.76K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 37.75% |
$123K - $129K
|
4.63K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.57KNew |
$345K - $362K
|
3.57K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
14.7K+ 16.03% |
$1.42M - $1.48M
|
106K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
15.2KNew |
$1.47M - $1.54M
|
15.2K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125+ 3.39% |
$12.1K - $12.7K
|
3.82K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 3.99% |
$184K - $193K
|
45.8K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 0.5% |
$7.34K - $7.69K
|
15.3K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.03K+ 21.57% |
$390K - $408K
|
22.7K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
20.3K+ 12.09% |
$1.96M - $2.06M
|
189K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.52K+ 58.22% |
$147K - $154K
|
4.13K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
31.2K+ 6.29% |
$3.02M - $3.16M
|
528K
$51.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
779+ 26.93% |
$75.3K - $78.9K
|
3.67K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
20.5K+ 33.32% |
$1.98M - $2.07M
|
82K
$8.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$807K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.25KNew |
$314K - $329K
|
3.25K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
692+ 467.57% |
$66.9K - $70.1K
|
840
$82.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19- 0.52% |
$1.84K - $1.92K
|
3.63K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.5K+ 119.24% |
$1.21M - $1.27M
|
23K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-377- 2.09% |
$36.4K - $38.2K
|
17.7K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.5K+ 81.92% |
$4.88M - $5.11M
|
112K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.69K- 9.59% |
$357K - $374K
|
34.8K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-48.3K- 60.83% |
$4.67M - $4.89M
|
31.1K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-136- 0.5% |
$13.1K - $13.8K
|
27.1K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 7.93% |
$177K - $185K
|
21.3K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25.6K- 3.83% |
$2.48M - $2.59M
|
644K
$63.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
696+ 3.55% |
$67.3K - $70.5K
|
20.3K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36.7K+ 38.84% |
$3.54M - $3.71M
|
131K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$33.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-16- 0.02% |
$1.55K - $1.62K
|
74.3K
$7.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 3.87% |
$4.83K - $5.06K
|
1.24K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6K+ 17.26% |
$1.22M - $1.27M
|
85.5K
$8.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.99K+ 22.42% |
$289K - $303K
|
16.3K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.1K+ 11.56% |
$3.29M - $3.45M
|
329K
$32.2M
|