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 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
140+ 7.08% |
$13.5K - $14.2K
|
2.12K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.88K+ 7.44% |
$569K - $596K
|
85K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.39K+ 18.18% |
$231K - $242K
|
15.5K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
10.2K+ 11.2% |
$987K - $1.03M
|
101K
$9.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.79K+ 3.75% |
$270K - $282K
|
77.1K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-751- 36.26% |
$72.6K - $76K
|
1.32K
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-77.7K- 76.2% |
$7.51M - $7.87M
|
24.3K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 29.66% |
$15.4M - $16.1M
|
695K
$68.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15.5K- 7.71% |
$1.5M - $1.57M
|
185K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 3104.3% |
$9.76M - $10.2M
|
104K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.05K- 34.26% |
$198K - $208K
|
3.93K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 21.1% |
$99.8K - $105K
|
3.86K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.31K+ 0.5% |
$126K - $132K
|
263K
$25.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
222K+ 21.34% |
$21.5M - $22.5M
|
1.26M
$124M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.23K+ 1163.21% |
$119K - $125K
|
1.34K
$131K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.93K- 5.75% |
$187K - $196K
|
31.7K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-168K- 60.2% |
$16.2M - $17M
|
111K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.67K+ 3.04% |
$741K - $777K
|
260K
$25.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.59K- 17.4% |
$637K - $667K
|
31.3K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
500+ 18.8% |
$48.3K - $50.6K
|
3.16K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.75K+ 4.06% |
$846K - $886K
|
224K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 4.39% |
$1.39M - $1.46M
|
342K
$33.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220+ 0.88% |
$21.3K - $22.3K
|
25.3K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 2.57% |
$116K - $122K
|
48K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.85K+ 26.69% |
$178K - $187K
|
8.76K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-192- 7.46% |
$18.6K - $19.4K
|
2.38K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-75.6K- 48.11% |
$7.31M - $7.66M
|
81.6K
$8M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7.79K- 9.59% |
$753K - $789K
|
73.4K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
459+ 13.34% |
$44.4K - $46.5K
|
3.9K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.03K+ 237.98% |
$679K - $712K
|
9.98K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-44- 0.85% |
$4.25K - $4.45K
|
5.15K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.5K+ 40.91% |
$2.95M - $3.09M
|
105K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-23- 1.54% |
$2.22K - $2.33K
|
1.47K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
355+ 0.15% |
$34.3K - $35.9K
|
242K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
12K+ 28.41% |
$1.16M - $1.21M
|
54.1K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 28.3% |
$1.09M - $1.14M
|
51.2K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
719+ 4.18% |
$69.5K - $72.8K
|
17.9K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.48KNew |
$240K - $251K
|
2.48K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
495+ 9.9% |
$47.8K - $50.1K
|
5.49K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-58- 7.66% |
$5.61K - $5.87K
|
699
$68.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.1% |
$773 - $810
|
7.7K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.2K+ 26.12% |
$212K - $222K
|
10.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 29.98% |
$521K - $546K
|
12.6K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$642K - $673K
|
6.64K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
985+ 2.74% |
$95.2K - $99.7K
|
36.9K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
217+ 8.5% |
$21K - $22K
|
2.77K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20.3K+ 27.56% |
$1.96M - $2.05M
|
93.9K
$9.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.16K- 4.07% |
$209K - $219K
|
51K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 5.1% |
$301K - $315K
|
57.9K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.8K- 72.73% |
$2.11M - $2.2M
|
8.17K
$801K
|