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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$236K - $262K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.36KClosed |
$251K - $278K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-28.7KClosed |
$3.06M - $3.39M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-1.78KClosed |
$190K - $210K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.79KClosed |
$191K - $211K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.71K+ 29.67% |
$303K - $308K
|
11.8K
$1.16M
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-114KClosed |
$12.7M - $13M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-95.6KClosed |
$10.7M - $10.9M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
100K+ 200.0% |
$11.2M - $11.4M
|
150K
$14.7M
|
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.41KClosed |
$381K - $388K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.31KClosed |
$370K - $377K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.34KClosed |
$261K - $266K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.51KClosed |
$281K - $286K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-125Closed |
$14K - $14.2K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-33.1KClosed |
$3.7M - $3.77M
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
402New |
$44.9K - $45.8K
|
402
$39.3K
|
|
| Q3 2019 | |||||||
|
Mar 08, 2022
Q3 2019
|
Jvl Associates LLC
|
SELL
|
- |
-2.01KClosed |
$225K - $228K
|
0
$0
|
|
|
Jul 01, 2020
Q3 2019
|
Chandler Asset Management, Inc.
|
BUY
|
- |
12.1K+ 137.9% |
$1.35M - $1.37M
|
20.9K
$2.04M
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-60KClosed |
$6.71M - $6.8M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Highland Private Wealth Management
|
SELL
|
- |
-2.76KClosed |
$309K - $313K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.39KClosed |
$156K - $158K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.49KClosed |
$390K - $395K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.16KClosed |
$129K - $131K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.44KClosed |
$497K - $503K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
490New |
$54.8K - $55.5K
|
490
$47.9K
|
|
|
Oct 29, 2019
Q3 2019
|
Washington Trust Bank
|
SELL
|
- |
-27.5KClosed |
$3.08M - $3.12M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-309Closed |
$34.5K - $35K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-133Closed |
$14.9K - $15.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-568Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-108Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-121KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-162Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.01KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Nov 18, 2022
Q1 2019
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.33KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-715Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
PUT |
-50KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-95.2KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.85KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.45MClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6.04KClosed |
N/A
|
0
$0
|
|