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 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33KClosed |
$605K - $615K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
33New |
$3.74K - $3.81K
|
33
$3.22K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-26.5KClosed |
$3M - $3.05M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.75KClosed |
$199K - $202K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-168Closed |
$19.1K - $19.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-3.21KClosed |
$364K - $370K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-790- 24.69% |
$89.6K - $91.1K
|
2.41K
$235K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
PUT |
500New |
$56.7K - $57.7K
|
500
$48.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12New |
$1.36K - $1.38K
|
12
$1.17K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$11.3K - $11.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.65KClosed |
$754K - $767K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$1.02K - $1.04K
|
3
$292
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-15.6KClosed |
$1.77M - $1.79M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15.9KClosed |
$1.81M - $1.84M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.4KClosed |
$386K - $392K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-405Closed |
$45.9K - $46.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-3.26KClosed |
$370K - $376K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.05KClosed |
$232K - $236K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$454K - $461K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$25K - $25.4K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
24.7KNew |
$2.81M - $2.85M
|
24.7K
$2.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.5KClosed |
$284K - $288K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.76KClosed |
$199K - $203K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.77KClosed |
$201K - $204K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-2.25KClosed |
$255K - $259K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-2.79KClosed |
$321K - $326K
|
0
$0
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-3KClosed |
$344K - $350K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-91Closed |
$10.4K - $10.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-432Closed |
$49.6K - $50.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.94KClosed |
$452K - $459K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-107KClosed |
$12.3M - $12.5M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.88KClosed |
$445K - $452K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.25K- 34.85% |
$143K - $146K
|
2.34K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.63KClosed |
$1.1M - $1.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.26KClosed |
$260K - $264K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-5.41KClosed |
$621K - $630K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-5KClosed |
$574K - $583K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.84KClosed |
$211K - $215K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-186Closed |
$21.3K - $21.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.84KClosed |
$671K - $681K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.3KClosed |
$608K - $618K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.9KClosed |
$218K - $222K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-2K- 64.52% |
$230K - $233K
|
1.1K
$107K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.45KClosed |
$625K - $635K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
269KNew |
$30.9M - $31.4M
|
269K
$26.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$317K - $322K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.04KClosed |
$235K - $238K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 3.85% |
$115 - $117
|
27
$2.63K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.65KClosed |
$304K - $309K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-151Closed |
$17.3K - $17.6K
|
0
$0
|
|