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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.2KNew |
$117K - $121K
|
1.2K
$118K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.14KNew |
$209K - $215K
|
2.14K
$210K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.1KNew |
$595K - $613K
|
6.1K
$598K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.7K+ 6.51% |
$1.34M - $1.38M
|
225K
$22.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-102K- 62.55% |
$9.91M - $10.2M
|
60.9K
$5.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.55% |
$189K - $195K
|
52.6K
$5.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-102K- 23.63% |
$9.92M - $10.2M
|
329K
$32.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.25% |
$682 - $704
|
2.78K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-74.5K- 91.9% |
$7.26M - $7.49M
|
6.57K
$644K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
64.7K+ 10.64% |
$6.31M - $6.5M
|
673K
$66M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-589- 11.81% |
$57.4K - $59.2K
|
4.4K
$431K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-603- 5.27% |
$58.8K - $60.6K
|
10.8K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
712+ 1.98% |
$69.4K - $71.6K
|
36.6K
$3.59M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.08KNew |
$398K - $410K
|
4.08K
$400K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.09K- 63.92% |
$496K - $512K
|
2.87K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.44K- 3.28% |
$140K - $144K
|
42.3K
$4.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-21.1K- 87.58% |
$2.06M - $2.12M
|
3K
$294K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.52K+ 36.53% |
$148K - $153K
|
5.69K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
150New |
$14.6K - $15.1K
|
150
$14.7K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$390 - $402
|
2.2K
$215K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-444- 3.44% |
$43.3K - $44.6K
|
12.5K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.8% |
$1.95K - $2.01K
|
2.47K
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
39.4KNew |
$3.84M - $3.96M
|
39.4K
$3.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$226K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.06K+ 11.21% |
$298K - $307K
|
30.3K
$2.97M
|
|
| Q1 2023 | |||||||
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-182- 6.22% |
$17.5K - $18.3K
|
2.74K
$269K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-70Closed |
$6.74K - $7.06K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
71+ 7100.0% |
$6.84K - $7.16K
|
72
$7.06K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.12KNew |
$300K - $314K
|
3.12K
$306K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-107Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.88M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.73% |
$2.12K - $2.22K
|
3.03K
$297K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.16K- 10.1% |
$111K - $117K
|
10.3K
$1.01M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 800.0% |
$2.31K - $2.42K
|
27
$2.65K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.6K- 39.73% |
$154K - $161K
|
2.43K
$238K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-784- 98.25% |
$75.5K - $79K
|
14
$1.37K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 88.27% |
$2.24M - $2.35M
|
3.09K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90New |
$8.67K - $9.07K
|
90
$8.82K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
180+ 0.72% |
$17.3K - $18.1K
|
25.2K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
80.5K+ 37.55% |
$7.75M - $8.11M
|
295K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
669New |
$64.4K - $67.4K
|
669
$65.6K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8New |
$771 - $806
|
8
$784
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-202- 5.78% |
$19.5K - $20.4K
|
3.29K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4KNew |
$385K - $403K
|
4K
$392K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-787- 27.18% |
$75.8K - $79.3K
|
2.11K
$207K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.59K- 50.27% |
$539K - $564K
|
5.53K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 2.0% |
$8.38K - $8.77K
|
4.27K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100New |
$9.63K - $10.1K
|
100
$9.8K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150K+ 75.0% |
$14.4M - $15.1M
|
350K
$34.3M
|
|