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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.5K+ 61.31% |
$2.82M - $3.08M
|
77.6K
$7.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.04K- 1.09% |
$99K - $108K
|
94.1K
$9.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.83K- 1.84% |
$270K - $295K
|
151K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.12KClosed |
$489K - $533K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.37K- 15.72% |
$800K - $873K
|
44.9K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-169- 3.9% |
$16.1K - $17.6K
|
4.16K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.17K+ 4.01% |
$494K - $539K
|
134K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.99% |
$116K - $127K
|
12.3K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
29.4KNew |
$2.81M - $3.06M
|
29.4K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.4K- 8.13% |
$1.19M - $1.29M
|
140K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 17.0% |
$342K - $373K
|
17.5K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.68KNew |
$638K - $696K
|
6.68K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-350- 11.84% |
$33.4K - $36.5K
|
2.61K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.75KClosed |
$167K - $182K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
27.2K+ 35.41% |
$2.6M - $2.83M
|
104K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$9.76K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-32.7K- 27.3% |
$3.12M - $3.4M
|
87K
$8.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-355- 12.03% |
$33.9K - $37K
|
2.6K
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.92K- 13.55% |
$756K - $825K
|
50.5K
$4.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9+ 6.16% |
$860 - $938
|
155
$15.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-12.7K- 63.89% |
$1.21M - $1.32M
|
7.17K
$700K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
111+ 1.15% |
$10.6K - $11.6K
|
9.75K
$952K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 68.97% |
$95.5K - $104K
|
2.45K
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.38KNew |
$322K - $352K
|
3.38K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-465K- 99.11% |
$44.4M - $48.5M
|
4.2K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123New |
$11.8K - $12.8K
|
123
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-1Closed |
$95.5 - $104
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
153KNew |
$14.6M - $15.9M
|
153K
$14.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1K- 20.24% |
$95.9K - $105K
|
3.96K
$386K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8.68K- 46.38% |
$829K - $905K
|
10K
$980K
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
102K+ 0.86% |
$9.78M - $10.7M
|
12.1M
$1.18B
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-786K- 99.71% |
$75.1M - $81.9M
|
2.25K
$219K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$287 - $313
|
3
$293
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-110- 1.36% |
$10.5K - $11.5K
|
7.96K
$777K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-133- 0.08% |
$12.7K - $13.9K
|
169K
$16.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.79K- 68.17% |
$171K - $186K
|
835
$81.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.15KNew |
$205K - $224K
|
2.15K
$210K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-4.01K- 54.98% |
$383K - $418K
|
3.28K
$321K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-178- 7.56% |
$17K - $18.6K
|
2.18K
$212K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.51K+ 157.29% |
$335K - $365K
|
5.74K
$560K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16K- 61.92% |
$1.53M - $1.67M
|
9.84K
$961K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.5K+ 59.11% |
$2.72M - $2.97M
|
76.6K
$7.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
377+ 13.66% |
$36K - $39.3K
|
3.14K
$306K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
47.2KNew |
$4.51M - $4.92M
|
47.2K
$4.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
750+ 113.12% |
$71.7K - $78.2K
|
1.41K
$138K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
6.88K+ 38.42% |
$658K - $718K
|
24.8K
$2.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.18KNew |
$399K - $436K
|
4.18K
$408K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-17.5K- 24.28% |
$1.67M - $1.82M
|
54.5K
$5.32M
|