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 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
41.3KNew |
$3.98M - $4.16M
|
41.3K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.41K- 29.48% |
$135K - $142K
|
3.36K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
3.66KNew |
$353K - $369K
|
3.66K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.15K- 32.23% |
$207K - $217K
|
4.52K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.05K- 12.9% |
$101K - $106K
|
7.09K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
510K+ 48.8% |
$49.1M - $51.4M
|
1.56M
$152M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.63K- 40.23% |
$349K - $365K
|
5.39K
$528K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-397- 14.69% |
$38.2K - $40K
|
2.31K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-91.7K- 6.09% |
$8.83M - $9.24M
|
1.41M
$139M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.31KNew |
$319K - $334K
|
3.31K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.86M - $1.94M
|
19.3K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
52+ 1.63% |
$5.01K - $5.24K
|
3.25K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.86KNew |
$468K - $490K
|
4.86K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18MNew |
$402M - $421M
|
4.18M
$409M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
41+ 1.64% |
$3.95K - $4.13K
|
2.55K
$250K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 15.89% |
$4.62K - $4.84K
|
254
$24.9K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-950- 75.1% |
$91.5K - $95.8K
|
315
$30.9K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-383K- 99.87% |
$36.9M - $38.6M
|
483
$47.3K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.09KNew |
$201K - $210K
|
2.09K
$205K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16K- 20.37% |
$111K - $116K
|
4.52K
$443K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
205New |
$19.7K - $20.7K
|
205
$20.1K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-850- 17.0% |
$81.9K - $85.7K
|
4.15K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
228+ 1.44% |
$22K - $23K
|
16.1K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
460+ 3538.46% |
$44.3K - $46.4K
|
473
$46.4K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45.4K- 60.66% |
$4.37M - $4.57M
|
29.4K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.08K+ 42.49% |
$200K - $209K
|
6.96K
$682K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
475+ 19.2% |
$45.8K - $47.9K
|
2.95K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 51.55% |
$336K - $352K
|
3.28K
$322K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-90- 4.2% |
$8.67K - $9.07K
|
2.05K
$201K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.56% |
$9.63K - $10.1K
|
3.81K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-26- 10.36% |
$2.5K - $2.62K
|
225
$22.1K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.24KNew |
$312K - $327K
|
3.24K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-661- 16.31% |
$63.7K - $66.6K
|
3.39K
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.46KNew |
$237K - $248K
|
2.46K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
607+ 22.19% |
$58.5K - $61.2K
|
3.34K
$328K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104- 30.32% |
$10K - $10.5K
|
239
$23.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
588New |
$56.6K - $59.3K
|
588
$57.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
78New |
$7.51K - $7.86K
|
78
$7.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $202
|
3.85K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-84- 65.12% |
$8.09K - $8.47K
|
45
$4.41K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.69KNew |
$259K - $272K
|
2.69K
$264K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-328- 2.16% |
$31.6K - $33.1K
|
14.9K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.93K+ 11.72% |
$861K - $900K
|
85.2K
$8.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-19.5K- 77.79% |
$1.88M - $1.97M
|
5.58K
$546K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-101- 2.56% |
$9.73K - $10.2K
|
3.84K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
8.67KNew |
$835K - $873K
|
8.67K
$849K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 40.55% |
$173K - $181K
|
2.64K
$258K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$472K - $494K
|
4.9K
$480K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.6KNew |
$1.5M - $1.57M
|
15.6K
$1.53M
|