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 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.93K- 0.64% |
$186K - $195K
|
297K
$29.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.39M- 99.06% |
$231M - $242M
|
22.8K
$2.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.3K- 17.73% |
$319K - $334K
|
15.3K
$1.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.28K- 2.31% |
$703K - $737K
|
308K
$30.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 1786.67% |
$51.8K - $54.3K
|
566
$55.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.23K+ 24.5% |
$215K - $225K
|
11.3K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
190+ 71.7% |
$18.4K - $19.2K
|
455
$44.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15.1K+ 25.23% |
$1.46M - $1.53M
|
75K
$7.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-38.7K- 18.14% |
$3.74M - $3.92M
|
175K
$17.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.04K+ 3.06% |
$391K - $409K
|
136K
$13.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$303K - $318K
|
3.14K
$308K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-248- 6.91% |
$24K - $25.1K
|
3.34K
$327K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 22.64% |
$163K - $171K
|
9.14K
$896K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.1K+ 14.42% |
$203K - $212K
|
16.6K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
88.8KNew |
$8.58M - $8.99M
|
88.8K
$8.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.83% |
$10.7K - $11.2K
|
2.79K
$273K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.6K+ 6.17% |
$1.13M - $1.18M
|
200K
$19.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
39.3K+ 34.17% |
$3.8M - $3.98M
|
154K
$15.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
188K+ 10.26% |
$18.2M - $19M
|
2.02M
$198M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-4.12K- 12.24% |
$398K - $417K
|
29.5K
$2.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 7.65% |
$19.3K - $20.2K
|
2.82K
$276K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
268New |
$25.9K - $27.1K
|
268
$26.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
517+ 13.54% |
$50K - $52.3K
|
4.34K
$425K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
382+ 3.15% |
$36.9K - $38.7K
|
12.5K
$1.23M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 5.09% |
$211K - $221K
|
45.1K
$4.42M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-418- 12.15% |
$40.4K - $42.3K
|
3.02K
$296K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.99KNew |
$482K - $505K
|
4.99K
$489K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 7.14% |
$387 - $405
|
60
$5.88K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
7.55K+ 7.17% |
$730K - $765K
|
113K
$11.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
258+ 6.97% |
$24.9K - $26.1K
|
3.96K
$388K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-17.8K- 40.56% |
$1.72M - $1.81M
|
26.1K
$2.56M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.66K- 37.14% |
$256K - $271K
|
4.5K
$441K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-14.2K- 79.68% |
$1.37M - $1.45M
|
3.62K
$355K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 71.56% |
$278K - $295K
|
6.94K
$680K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 65.88% |
$452K - $478K
|
2.43K
$238K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 5.48% |
$40.4K - $42.8K
|
8.08K
$792K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.91K+ 10.96% |
$858K - $909K
|
90.2K
$8.84M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$1.58M - $1.67M
|
16.4K
$1.61M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7KNew |
$674K - $714K
|
7K
$686K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.2K+ 197.49% |
$1.08M - $1.14M
|
16.9K
$1.65M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.33K+ 1554.0% |
$224K - $238K
|
2.48K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22KNew |
$2.12M - $2.24M
|
22K
$2.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$994K - $1.05M
|
10.3K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
267KNew |
$25.7M - $27.2M
|
267K
$26.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.33K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6KNew |
$250K - $265K
|
2.6K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$197K - $209K
|
2.05K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.15K+ 12.81% |
$207K - $219K
|
18.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.93K+ 8.46% |
$474K - $503K
|
63.2K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$14.4M - $15.3M
|
150K
$14.7M
|
|