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 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.69KNew |
$247K - $268K
|
2.69K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.53KNew |
$416K - $452K
|
4.53K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.63K- 34.78% |
$241K - $262K
|
4.92K
$483K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.07KNew |
$282K - $306K
|
3.07K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.98KNew |
$273K - $297K
|
2.98K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.39KNew |
$403K - $438K
|
4.39K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457K- 99.46% |
$41.9M - $45.6M
|
2.5K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.7KNew |
$1.07M - $1.17M
|
11.7K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.9K+ 1102.77% |
$3.1M - $3.37M
|
36.9K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$80.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-526- 12.34% |
$48.2K - $52.4K
|
3.74K
$366K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
355New |
$32.5K - $35.4K
|
355
$34.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
19.1KNew |
$1.75M - $1.9M
|
19.1K
$1.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 27.55% |
$452K - $491K
|
13K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-543- 3.36% |
$49.8K - $54.1K
|
15.6K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-140- 6.05% |
$12.8K - $14K
|
2.18K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.9KNew |
$266K - $289K
|
2.9K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
329New |
$30.2K - $32.8K
|
329
$32.2K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-108- 4.26% |
$9.9K - $10.8K
|
2.43K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-14.4K- 35.86% |
$1.32M - $1.44M
|
25.8K
$2.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.51K- 35.0% |
$322K - $350K
|
6.52K
$639K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.51KClosed |
$414K - $450K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31.1K- 67.55% |
$2.85M - $3.1M
|
15K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.56KNew |
$602K - $654K
|
6.56K
$643K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
863+ 15.18% |
$79.1K - $86K
|
6.55K
$642K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103K+ 64.64% |
$9.47M - $10.3M
|
263K
$25.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.39KNew |
$128K - $139K
|
1.39K
$136K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-150- 6.52% |
$13.8K - $14.9K
|
2.15K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.22KNew |
$204K - $221K
|
2.22K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11.5K- 64.73% |
$1.05M - $1.15M
|
6.26K
$614K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-954- 6.2% |
$87.5K - $95.1K
|
14.4K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
472+ 12.55% |
$43.3K - $47K
|
4.23K
$415K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
22.5KNew |
$2.06M - $2.24M
|
22.5K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.72K- 6.77% |
$157K - $171K
|
23.6K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-13.5K- 81.54% |
$1.24M - $1.35M
|
3.07K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.81KNew |
$257K - $280K
|
2.81K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.37K- 15.94% |
$217K - $236K
|
12.5K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-295- 9.89% |
$27K - $29.4K
|
2.69K
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30.4KNew |
$2.79M - $3.03M
|
30.4K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
4.17KNew |
$382K - $415K
|
4.17K
$409K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.65KNew |
$427K - $464K
|
4.65K
$456K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 4.56% |
$9.17K - $9.97K
|
2.09K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 16.33% |
$301K - $327K
|
16.8K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
44.8KNew |
$4.11M - $4.47M
|
44.8K
$4.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.51K+ 14.13% |
$138K - $150K
|
12.2K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
56.6K+ 42.29% |
$5.18M - $5.64M
|
190K
$18.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
60New |
$5.5K - $5.98K
|
60
$5.88K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133K- 31.79% |
$12.2M - $13.3M
|
285K
$28M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-354K- 87.44% |
$32.4M - $35.3M
|
50.8K
$4.98M
|