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 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
173K+ 160.61% |
$15.9M - $17.2M
|
281K
$27.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
362K+ 339.42% |
$33.2M - $36.1M
|
469K
$45.9M
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 32.7% |
$11.3K - $11.8K
|
247
$24.2K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-18K- 21.52% |
$1.69M - $1.77M
|
65.7K
$6.44M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.98KNew |
$374K - $392K
|
3.98K
$390K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-461Closed |
$43.3K - $45.4K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
123+ 109.82% |
$11.5K - $12.1K
|
235
$23K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.38% |
$1.22K - $1.28K
|
3.38K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 12.09% |
$422K - $442K
|
32.7K
$3.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.02K+ 966.04% |
$96.1K - $101K
|
1.13K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.79% |
$93.9 - $98.4
|
127
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
490New |
$46K - $48.2K
|
490
$48K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.26K- 7.11% |
$119K - $124K
|
16.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
311+ 2.87% |
$29.2K - $30.6K
|
11.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.17% |
$806K - $846K
|
198K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.52K+ 80.41% |
$237K - $248K
|
5.66K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 2.66% |
$976K - $1.02M
|
380K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
29+ 0.8% |
$2.72K - $2.85K
|
3.65K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.9K- 75.73% |
$647K - $679K
|
2.21K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.03K- 96.16% |
$378K - $397K
|
161
$15.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16K- 26.25% |
$1.5M - $1.58M
|
45K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.49K- 38.4% |
$140K - $146K
|
2.39K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
14.6KNew |
$1.37M - $1.44M
|
14.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.2MClosed |
$1.43B - $1.5B
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
164New |
$15.4K - $16.1K
|
164
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142New |
$13.3K - $14K
|
142
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.08K- 36.61% |
$383K - $401K
|
7.06K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
136+ 4.57% |
$12.8K - $13.4K
|
3.11K
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 63.5% |
$181K - $189K
|
1.11K
$108K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 2.76% |
$6.57K - $6.89K
|
2.46K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.83KNew |
$265K - $278K
|
2.83K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 2.08% |
$93.9 - $98.4
|
49
$4.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 49.75% |
$9.39K - $9.84K
|
301
$29.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.52K- 65.95% |
$236K - $248K
|
1.3K
$127K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-990- 27.57% |
$92.9K - $97.4K
|
2.6K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-229- 4.34% |
$21.5K - $22.5K
|
5.05K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
6.07K+ 1.59% |
$570K - $597K
|
387K
$37.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-133- 82.61% |
$12.5K - $13.1K
|
28
$2.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93K+ 4.0% |
$181K - $190K
|
50.1K
$4.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 68.83% |
$555K - $582K
|
2.68K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
404+ 52.6% |
$37.9K - $39.8K
|
1.17K
$115K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14K- 52.56% |
$1.32M - $1.38M
|
12.7K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-32- 1.36% |
$3K - $3.15K
|
2.32K
$227K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.97K- 68.08% |
$560K - $588K
|
2.8K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5New |
$469 - $492
|
5
$490
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
230KNew |
$21.6M - $22.6M
|
230K
$22.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.18K+ 1.73% |
$299K - $313K
|
188K
$18.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
107KNew |
$10M - $10.5M
|
107K
$10.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
9.5KNew |
$891K - $935K
|
9.5K
$931K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
116New |
$10.9K - $11.4K
|
116
$11.4K
|
|