Latest Institutional Transactions on Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$64K - $67.1K
|
3.2K
$66.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$244K - $256K
|
12.2K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.5KNew |
$631K - $661K
|
31.5K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-31.2K- 4.74% |
$624K - $654K
|
627K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-314K- 24.98% |
$6.27M - $6.58M
|
942K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$254K - $266K
|
12.7K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.3KNew |
$1.45M - $1.52M
|
72.3K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 12.25% |
$30.6K - $32.1K
|
14K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.34K+ 7.9% |
$86.8K - $91.1K
|
59.3K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.18% |
$20 - $21
|
565
$11.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
69.6KNew |
$1.39M - $1.46M
|
69.6K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
50.2KNew |
$1M - $1.05M
|
50.2K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.6K- 30.24% |
$152K - $159K
|
17.5K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1KNew |
$1.36M - $1.43M
|
68.1K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
219+ 0.52% |
$4.38K - $4.59K
|
42.5K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$481K - $505K
|
24.1K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.02% |
$25.5K - $26.8K
|
64.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$4K - $4.19K
|
200
$4.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
191KNew |
$3.81M - $4M
|
191K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.9KNew |
$1.64M - $1.72M
|
81.9K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.83K- 10.21% |
$96.6K - $101K
|
42.4K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
21KNew |
$420K - $440K
|
21K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.2K+ 26.77% |
$604K - $633K
|
143K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
176KNew |
$3.51M - $3.68M
|
176K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.64K+ 6.05% |
$32.8K - $34.4K
|
28.7K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-184K- 36.91% |
$3.67M - $3.85M
|
314K
$6.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 93.75% |
$969K - $1.02M
|
100K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-5.56K- 2.02% |
$111K - $117K
|
269K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-136- 2.47% |
$2.72K - $2.85K
|
5.36K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
133KNew |
$2.66M - $2.79M
|
133K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14.4K- 47.99% |
$289K - $303K
|
15.7K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.3K+ 26.49% |
$226K - $237K
|
54K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
314KNew |
$6.28M - $6.59M
|
314K
$6.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.62K- 4.95% |
$52.4K - $54.9K
|
50.3K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.4KNew |
$348K - $365K
|
17.4K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
49.3K+ 75.77% |
$987K - $1.03M
|
114K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.4KNew |
$568K - $595K
|
28.4K
$589K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.8K- 33.38% |
$1.3M - $1.36M
|
129K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7.64KNew |
$153K - $160K
|
7.64K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
20.1K+ 108.21% |
$401K - $421K
|
38.6K
$801K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
289K+ 144.29% |
$5.77M - $6.05M
|
489K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$255K - $267K
|
12.7K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.14K+ 5.41% |
$42.7K - $44.8K
|
41.6K
$864K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.54K- 3.54% |
$50.8K - $53.3K
|
69.3K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
15.8KNew |
$316K - $331K
|
15.8K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
40K+ 286.21% |
$800K - $839K
|
54K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
13.7K+ 43.02% |
$274K - $288K
|
45.6K
$946K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.8K- 27.85% |
$215K - $225K
|
27.9K
$578K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
811+ 2.57% |
$16.2K - $17K
|
32.4K
$672K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.4K+ 9.61% |
$808K - $847K
|
461K
$9.57M
|
|