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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$63.1M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 38.28% |
$147K - $152K
|
2.47K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$95.9 - $99.3
|
3.67K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$37K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-122- 2.77% |
$11.7K - $12.1K
|
4.28K
$428K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36New |
$3.45K - $3.57K
|
36
$3.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
52+ 1.13% |
$4.98K - $5.16K
|
4.67K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
32New |
$3.07K - $3.18K
|
32
$3.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
15+ 0.62% |
$1.44K - $1.49K
|
2.44K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.12% |
$383 - $397
|
3.36K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
468+ 1.34% |
$44.9K - $46.4K
|
35.4K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
238KNew |
$22.8M - $23.6M
|
238K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-302- 67.87% |
$28.9K - $30K
|
143
$14.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$80.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
209New |
$20K - $20.7K
|
209
$20.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-193- 5.08% |
$18.5K - $19.2K
|
3.6K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.63K+ 28.7% |
$157K - $162K
|
7.32K
$732K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.06% |
$671 - $695
|
11.3K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-219- 2.71% |
$21K - $21.7K
|
7.86K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28+ 7.71% |
$2.68K - $2.78K
|
391
$39.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.03KNew |
$194K - $201K
|
2.03K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-283- 60.34% |
$27.1K - $28.1K
|
186
$18.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.32K+ 153.11% |
$319K - $330K
|
5.5K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-31- 2.74% |
$2.97K - $3.08K
|
1.1K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$2.88M - $2.98M
|
30K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
34K+ 735.41% |
$3.26M - $3.37M
|
38.6K
$3.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.5K+ 177.19% |
$2.25M - $2.33M
|
36.7K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-588- 22.07% |
$56.4K - $58.4K
|
2.08K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
3.63KNew |
$348K - $360K
|
3.63K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1K+ 45.45% |
$95.9K - $99.3K
|
3.2K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
191+ 22.68% |
$18.3K - $19K
|
1.03K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$53.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.53K - $1.59K
|
5.43K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$9.59K - $9.93K
|
100
$10K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.8M
|
|