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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.28KNew |
$312K - $321K
|
3.28K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
236+ 1.15% |
$22.4K - $23.1K
|
20.7K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.3K- 47.97% |
$789K - $812K
|
9K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-39- 11.14% |
$3.71K - $3.82K
|
311
$30.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
915+ 33.16% |
$87K - $89.6K
|
3.67K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.45KNew |
$709K - $730K
|
7.45K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-257- 2.71% |
$24.4K - $25.2K
|
9.23K
$905K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 72.18% |
$109K - $112K
|
441
$43.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.54K+ 2.21% |
$242K - $249K
|
117K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15+ 1.18% |
$1.43K - $1.47K
|
1.29K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 18.34% |
$12.6K - $13K
|
592
$58K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 17.97% |
$1.18M - $1.22M
|
81.7K
$8.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.97KNew |
$568K - $584K
|
5.97K
$585K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
33New |
$3.14K - $3.23K
|
33
$3.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
2.5KNew |
$238K - $245K
|
2.5K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.27K- 30.46% |
$121K - $124K
|
2.9K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.87% |
$476 - $490
|
577
$56.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-848- 96.47% |
$80.7K - $83K
|
31
$3.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
774New |
$73.6K - $75.8K
|
774
$75.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-390- 13.53% |
$37.1K - $38.2K
|
2.49K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.47KNew |
$234K - $241K
|
2.47K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-591- 89.95% |
$56.2K - $57.9K
|
66
$6.47K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 2.41% |
$571 - $588
|
243
$23.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2.19K- 7.65% |
$208K - $215K
|
26.4K
$2.59M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$4.76K - $4.9K
|
50
$4.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.78% |
$190 - $196
|
259
$25.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-199- 5.51% |
$18.9K - $19.5K
|
3.41K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-108K- 73.75% |
$10.3M - $10.6M
|
38.6K
$3.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
545+ 2868.42% |
$51.8K - $53.4K
|
564
$55.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-151- 86.78% |
$14.4K - $14.8K
|
23
$2.25K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-23.2K- 59.73% |
$2.21M - $2.28M
|
15.7K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
222+ 9.87% |
$21.1K - $21.7K
|
2.47K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
2.16K+ 62.43% |
$205K - $212K
|
5.62K
$551K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.15KNew |
$680K - $700K
|
7.15K
$701K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.67KNew |
$254K - $261K
|
2.67K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-200- 6.47% |
$19K - $19.6K
|
2.89K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
755+ 35.95% |
$71.8K - $73.9K
|
2.86K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 1750.0% |
$16.6K - $17.1K
|
185
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.85K- 32.71% |
$366K - $377K
|
7.91K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-35- 23.33% |
$3.33K - $3.43K
|
115
$11.3K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-116K- 55.4% |
$11M - $11.3M
|
93.2K
$9.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
100+ 4.0% |
$9.51K - $9.79K
|
2.6K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68K+ 141.5% |
$350K - $360K
|
6.28K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.34KNew |
$127K - $131K
|
1.34K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-589- 21.13% |
$56K - $57.7K
|
2.2K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-342- 10.28% |
$32.5K - $33.5K
|
2.99K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
22KNew |
$2.1M - $2.16M
|
22K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
729+ 1.07% |
$69.3K - $71.4K
|
69.1K
$6.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.11K- 3.04% |
$201K - $207K
|
67.3K
$6.6M
|