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 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111Closed |
$12.6K - $12.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-82Closed |
$9.33K - $9.46K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.63KClosed |
$185K - $188K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.45KClosed |
$620K - $629K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.46K+ 65.6% |
$166K - $168K
|
3.69K
$364K
|
|
Aug 05, 2021
Q2 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-13Closed |
$1.48K - $1.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-289Closed |
$32.9K - $33.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-185Closed |
$21K - $21.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-71Closed |
$8.08K - $8.19K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.71KClosed |
$308K - $312K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-64.3KClosed |
$7.31M - $7.41M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.86KClosed |
$552K - $560K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.86KClosed |
$439K - $445K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.88KClosed |
$441K - $447K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.09KClosed |
$579K - $587K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-483Closed |
$55K - $55.7K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
41KNew |
$4.67M - $4.73M
|
41K
$4.05M
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-365- 14.57% |
$41.5K - $42.1K
|
2.14K
$211K
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$229K - $233K
|
2.02K
$199K
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-15.4KClosed |
$1.75M - $1.77M
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
508New |
$57.8K - $58.6K
|
508
$50.2K
|
|
Q1 2021 | |||||||
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.1KClosed |
$2.27M - $2.37M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-434Closed |
$49.2K - $51.2K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.7KClosed |
$306K - $318K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-840Closed |
$95.3K - $99.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-41.6KClosed |
$4.72M - $4.91M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-131Closed |
$14.9K - $15.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.14KClosed |
$243K - $253K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-406Closed |
$46K - $47.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-53.3KClosed |
$6.05M - $6.29M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.38KClosed |
$950K - $989K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-59KClosed |
$6.69M - $6.96M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.32M - $1.37M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460Closed |
$52.2K - $54.3K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.98KClosed |
$224K - $233K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
X Square Capital, LLC
|
SELL
|
- |
-21.8KClosed |
$2.47M - $2.57M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-14.2KClosed |
$1.61M - $1.67M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.83KClosed |
$321K - $334K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$1.51M - $1.57M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.69KClosed |
$531K - $553K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$341K - $355K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$198K - $206K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-24KClosed |
$2.72M - $2.83M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-17.7KClosed |
$2.01M - $2.09M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-75Closed |
$8.51K - $8.85K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$265K - $276K
|
0
$0
|