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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-393- 14.13% |
$37.5K - $41K
|
2.39K
$233K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
9.7KNew |
$927K - $1.01M
|
9.7K
$947K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14.5K- 22.84% |
$1.39M - $1.52M
|
49.1K
$4.79M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.2KNew |
$306K - $333K
|
3.2K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-120KClosed |
$11.5M - $12.5M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21+ 0.57% |
$2.01K - $2.19K
|
3.68K
$359K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
407+ 16.53% |
$38.9K - $42.4K
|
2.87K
$280K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-462- 11.58% |
$44.1K - $48.2K
|
3.53K
$344K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.51% |
$97.8K - $107K
|
14.7K
$1.43M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-21- 0.65% |
$2.01K - $2.19K
|
3.23K
$315K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-22.5K- 90.82% |
$2.15M - $2.35M
|
2.28K
$222K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.2KNew |
$210K - $229K
|
2.2K
$214K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.17K
|
40
$3.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
52+ 0.55% |
$4.97K - $5.42K
|
9.5K
$927K
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-153- 6.39% |
$14.6K - $15.9K
|
2.24K
$219K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-6.31KClosed |
$603K - $658K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-51- 1.86% |
$4.87K - $5.32K
|
2.7K
$263K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
928+ 30.36% |
$88.7K - $96.7K
|
3.99K
$389K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7K+ 100.61% |
$3.5M - $3.82M
|
73.1K
$7.13M
|
|
| Q2 2022 | |||||||
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.45KClosed |
$242K - $261K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.68K+ 91.22% |
$265K - $286K
|
5.62K
$548K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.04KClosed |
$301K - $325K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.02KNew |
$299K - $323K
|
3.02K
$295K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-964- 31.3% |
$95.4K - $103K
|
2.12K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-14.9K- 14.24% |
$1.47M - $1.59M
|
89.5K
$8.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-200Closed |
$19.8K - $21.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
58.8KNew |
$5.82M - $6.28M
|
58.8K
$5.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-9.83KClosed |
$973K - $1.05M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$1.98M - $2.14M
|
20K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.72KClosed |
$269K - $291K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.97KClosed |
$195K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-515- 96.26% |
$51K - $55K
|
20
$1.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.69KClosed |
$266K - $287K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-60- 2.54% |
$5.94K - $6.41K
|
2.3K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-71Closed |
$7.03K - $7.59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-124Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-848- 10.75% |
$84K - $90.6K
|
7.04K
$687K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-600KClosed |
$59.4M - $64.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
495+ 23.4% |
$49K - $52.9K
|
2.61K
$255K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.56KClosed |
$254K - $274K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.54K+ 15.43% |
$648K - $699K
|
48.9K
$4.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-237K- 70.63% |
$23.5M - $25.3M
|
98.6K
$9.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.46KClosed |
$243K - $263K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-22Closed |
$2.18K - $2.35K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.72K- 50.72% |
$170K - $184K
|
1.67K
$163K
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 100.0% |
$297K - $321K
|
6K
$586K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-100Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-12.6KClosed |
$1.25M - $1.34M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-288KClosed |
$28.5M - $30.8M
|
0
$0
|
|