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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$326K - $352K
|
3.3K
$322K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-6.16KClosed |
$609K - $658K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-620- 50.0% |
$61.4K - $66.2K
|
620
$60.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.87K- 55.07% |
$284K - $306K
|
2.34K
$228K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2K- 49.65% |
$198K - $214K
|
2.03K
$198K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26.1KNew |
$2.59M - $2.79M
|
26.1K
$2.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
SELL
|
- |
-6.15K- 16.9% |
$608K - $657K
|
30.2K
$2.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
192+ 8.47% |
$19K - $20.5K
|
2.46K
$240K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.05K- 51.33% |
$203K - $219K
|
1.94K
$189K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
282New |
$27.9K - $30.1K
|
282
$27.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.06KClosed |
$204K - $220K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-11.1KClosed |
$1.1M - $1.19M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-271- 11.13% |
$26.8K - $29K
|
2.16K
$211K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-23KClosed |
$2.28M - $2.46M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-98- 67.12% |
$9.7K - $10.5K
|
48
$4.68K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.2KNew |
$4.08M - $4.4M
|
41.2K
$4.02M
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.65KClosed |
$361K - $390K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.33KNew |
$231K - $249K
|
2.33K
$227K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.57KClosed |
$353K - $381K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.38K+ 8.2% |
$136K - $147K
|
18.2K
$1.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$1.61M - $1.74M
|
16.2K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.19M- 99.37% |
$118M - $127M
|
7.5K
$732K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-812- 3.66% |
$80.4K - $86.8K
|
21.4K
$2.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19.1KNew |
$1.89M - $2.04M
|
19.1K
$1.87M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-5- 1.52% |
$495 - $534
|
325
$31.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.61KClosed |
$258K - $279K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.94KClosed |
$489K - $528K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 2.56% |
$1.09K - $1.18K
|
440
$42.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-23- 0.96% |
$2.28K - $2.46K
|
2.36K
$231K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.45KClosed |
$243K - $262K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-887Closed |
$87.8K - $94.8K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
45New |
$4.46K - $4.81K
|
45
$4.39K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.32K- 37.32% |
$130K - $141K
|
2.21K
$216K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
42+ 0.82% |
$4.16K - $4.49K
|
5.17K
$505K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$223K - $240K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-37Closed |
$3.66K - $3.95K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.2KClosed |
$218K - $235K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.33KNew |
$330K - $356K
|
3.33K
$325K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-169- 68.15% |
$16.7K - $18.1K
|
79
$7.71K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-3.44K- 68.97% |
$341K - $368K
|
1.55K
$151K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
82New |
$8.12K - $8.76K
|
82
$8K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-88.7KClosed |
$8.78M - $9.48M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-43.4K- 95.14% |
$4.3M - $4.64M
|
2.21K
$216K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.98KNew |
$196K - $211K
|
1.98K
$193K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-60.3KClosed |
$5.97M - $6.44M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
196New |
$19.4K - $20.9K
|
196
$19.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
27+ 0.35% |
$2.67K - $2.88K
|
7.73K
$754K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12Closed |
$1.19K - $1.28K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$293K - $316K
|
2.96K
$288K
|