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 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
341+ 1.77% |
$33K - $34.5K
|
19.6K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1K+ 775.97% |
$96.7K - $101K
|
1.13K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21.5KNew |
$2.08M - $2.17M
|
21.5K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.73K+ 3.45% |
$167K - $175K
|
51.7K
$5.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18.5K+ 5.11% |
$1.79M - $1.87M
|
380K
$37.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.32K- 39.13% |
$418K - $438K
|
6.73K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.1K+ 54.58% |
$686K - $718K
|
20.1K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-554- 1.75% |
$53.5K - $56.1K
|
31.1K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.3K+ 7.81% |
$1.09M - $1.15M
|
156K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-108- 0.31% |
$10.4K - $10.9K
|
34.8K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-628- 2.04% |
$60.7K - $63.6K
|
30.1K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
433+ 8.08% |
$41.8K - $43.8K
|
5.79K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.4K+ 54.47% |
$2.55M - $2.67M
|
74.7K
$7.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 10.76% |
$9.76K - $10.2K
|
838
$82.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
30.2K+ 7.16% |
$2.92M - $3.05M
|
452K
$44.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.93K+ 13.62% |
$283K - $297K
|
24.5K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.48K+ 2.8% |
$433K - $453K
|
164K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 1.16% |
$2.42K - $2.53K
|
2.18K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
158+ 4.1% |
$15.3K - $16K
|
4.02K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 10.4% |
$776K - $813K
|
85.3K
$8.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.98K+ 2.98% |
$288K - $301K
|
103K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.93K+ 24.79% |
$283K - $296K
|
14.7K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.29K+ 219.1% |
$898K - $941K
|
13.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
127+ 4.98% |
$12.3K - $12.9K
|
2.68K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.97K+ 1.42% |
$287K - $301K
|
212K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.51K+ 2.47% |
$339K - $356K
|
146K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 7.28% |
$165K - $173K
|
21.8K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-484- 1.49% |
$46.8K - $49K
|
32K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
85.8K+ 28.67% |
$8.29M - $8.69M
|
385K
$37.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-100- 1.86% |
$9.66K - $10.1K
|
5.28K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-33- 1.28% |
$3.19K - $3.34K
|
2.55K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-820- 19.57% |
$79.2K - $83K
|
3.37K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 21.99% |
$1.1M - $1.16M
|
63.3K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72.2K- 41.15% |
$6.98M - $7.31M
|
103K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.01KNew |
$291K - $305K
|
3.01K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-203- 4.21% |
$19.6K - $20.5K
|
4.62K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.66% |
$117K - $123K
|
17K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 21.77% |
$9.93M - $10.4M
|
575K
$56.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.18K+ 2.23% |
$887K - $930K
|
420K
$41.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 4.14% |
$12.1K - $12.7K
|
3.14K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.58K+ 34.17% |
$635K - $666K
|
25.8K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 41.32% |
$9.66K - $10.1K
|
142
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
253+ 4.19% |
$24.4K - $25.6K
|
6.3K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 4.62% |
$4.49M - $4.71M
|
959K
$94M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.94KNew |
$671K - $703K
|
6.94K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 2.15% |
$5.32K - $5.57K
|
2.62K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
798+ 5.39% |
$77.1K - $80.8K
|
15.6K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 4.94% |
$1.85M - $1.94M
|
407K
$39.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
191+ 2.63% |
$18.5K - $19.3K
|
7.45K
$730K
|