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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
428+ 15.86% |
$39.2K - $42.7K
|
3.13K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
978New |
$89.7K - $97.5K
|
978
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.2KNew |
$202K - $219K
|
2.2K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-814- 28.5% |
$74.6K - $81.1K
|
2.04K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.5K+ 172.94% |
$2.06M - $2.24M
|
35.5K
$3.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.44K- 28.9% |
$132K - $144K
|
3.55K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.54KNew |
$874K - $950K
|
9.54K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
90KNew |
$8.25M - $8.97M
|
90K
$9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
2New |
$183 - $199
|
2
$200
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-356- 89.9% |
$32.6K - $35.5K
|
40
$4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-16.5K- 26.0% |
$1.52M - $1.65M
|
47.1K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.83K - $1.99K
|
20
$2K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.11KNew |
$194K - $211K
|
2.11K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.8K- 54.38% |
$348K - $378K
|
3.18K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.24K+ 23.22% |
$297K - $322K
|
17.2K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.5KNew |
$230K - $250K
|
2.5K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.36KNew |
$216K - $235K
|
2.36K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.7KNew |
$1.17M - $1.27M
|
12.7K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.45KNew |
$683K - $742K
|
7.45K
$745K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-50.5K- 89.18% |
$4.63M - $5.03M
|
6.13K
$613K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.23KNew |
$662K - $720K
|
7.23K
$723K
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
37.1KNew |
$3.4M - $3.7M
|
37.1K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
2.16KNew |
$198K - $215K
|
2.16K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.2KNew |
$201K - $219K
|
2.2K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.27KNew |
$208K - $226K
|
2.27K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.77K+ 21.88% |
$804K - $874K
|
48.8K
$4.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-197- 8.73% |
$18.1K - $19.6K
|
2.06K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.33KNew |
$305K - $331K
|
3.33K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.69KNew |
$247K - $268K
|
2.69K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.53KNew |
$416K - $452K
|
4.53K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.63K- 34.78% |
$241K - $262K
|
4.92K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.07KNew |
$282K - $306K
|
3.07K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.39KNew |
$403K - $438K
|
4.39K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457K- 99.46% |
$41.9M - $45.6M
|
2.5K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.7KNew |
$1.07M - $1.17M
|
11.7K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.9K+ 1102.77% |
$3.1M - $3.37M
|
36.9K
$3.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$81.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-526- 12.34% |
$48.2K - $52.4K
|
3.74K
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
355New |
$32.5K - $35.4K
|
355
$35.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
19.1KNew |
$1.75M - $1.9M
|
19.1K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-543- 3.36% |
$49.8K - $54.1K
|
15.6K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-140- 6.05% |
$12.8K - $14K
|
2.18K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.9KNew |
$266K - $289K
|
2.9K
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
329New |
$30.2K - $32.8K
|
329
$32.9K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-108- 4.26% |
$9.9K - $10.8K
|
2.43K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-14.4K- 35.86% |
$1.32M - $1.44M
|
25.8K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.51K- 35.0% |
$322K - $350K
|
6.52K
$652K
|
|
|
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
$1.5M
|
|