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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$99.4K
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.39KNew |
$425K - $436K
|
4.39K
$424K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.21K- 19.7% |
$214K - $220K
|
9.01K
$869K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53M+ 194.71% |
$245M - $251M
|
3.83M
$369M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
314+ 96.02% |
$30.4K - $31.2K
|
641
$61.9K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-935- 14.38% |
$90.5K - $92.9K
|
5.57K
$538K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.21K+ 9.58% |
$794K - $816K
|
93.9K
$9.06M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2- 0.58% |
$194 - $199
|
344
$33.2K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-3.48K- 5.18% |
$336K - $345K
|
63.6K
$6.14M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.7K+ 5.98% |
$2.09M - $2.15M
|
384K
$37M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75K+ 38.43% |
$169K - $174K
|
6.31K
$609K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.9K+ 15.45% |
$1.83M - $1.88M
|
142K
$13.7M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.32KNew |
$612K - $628K
|
6.32K
$610K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1K- 93.46% |
$96.8K - $99.4K
|
70
$6.76K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
315K+ 83.61% |
$30.5M - $31.3M
|
692K
$66.7M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-24- 0.93% |
$2.32K - $2.38K
|
2.55K
$246K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
520+ 1.19% |
$50.3K - $51.7K
|
44.2K
$4.26M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.8K- 12.91% |
$1.43M - $1.47M
|
99.8K
$9.63M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-34.9K- 13.2% |
$3.38M - $3.47M
|
230K
$22.2M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 46.36% |
$6.77K - $6.96K
|
81
$7.82K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.07K+ 79.93% |
$104K - $106K
|
2.41K
$233K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
700+ 8.61% |
$67.7K - $69.6K
|
8.83K
$852K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 2.44% |
$203K - $209K
|
84K
$8.11M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.5K+ 26.12% |
$145K - $149K
|
7.23K
$698K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
80+ 0.2% |
$7.74K - $7.95K
|
39.9K
$3.85M
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-20.2K- 33.81% |
$1.95M - $2.01M
|
39.5K
$3.82M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
380+ 0.14% |
$36.8K - $37.8K
|
274K
$26.4M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.62K+ 13.92% |
$254K - $261K
|
21.5K
$2.07M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-29.4K- 2.19% |
$2.84M - $2.92M
|
1.31M
$126M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-59K- 41.67% |
$5.7M - $5.86M
|
82.5K
$7.96M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.06K- 38.6% |
$199K - $205K
|
3.28K
$316K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.73K+ 87300.0% |
$845K - $868K
|
8.74K
$844K
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-585- 66.1% |
$56.6K - $58.1K
|
300
$29K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 18.24% |
$2.34M - $2.4M
|
157K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.61M+ 32.68% |
$156M - $160M
|
6.53M
$631M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.01% |
$96.8 - $99.4
|
16.4K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
410+ 4.86% |
$39.7K - $40.7K
|
8.84K
$853K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.6K+ 67.87% |
$7.51M - $7.71M
|
192K
$18.5M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
241+ 0.85% |
$23.3K - $23.9K
|
28.6K
$2.76M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.14% |
$968 - $994
|
870
$84K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
24.6K+ 34.06% |
$2.38M - $2.45M
|
96.9K
$9.35M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-612K- 85.69% |
$59.2M - $60.8M
|
102K
$9.87M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.9K- 2.05% |
$184K - $189K
|
90.7K
$8.75M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-26.6K- 2.73% |
$2.57M - $2.64M
|
944K
$91.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
352KNew |
$34.1M - $35M
|
352K
$34M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 5.52% |
$42.8M - $44M
|
8.46M
$816M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57M+ 17.03% |
$248M - $255M
|
17.6M
$1.7B
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58K+ 18.49% |
$5.61M - $5.76M
|
372K
$35.9M
|
|
May 15, 2024
Q1 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
222K+ 18.73% |
$21.5M - $22M
|
1.41M
$136M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.34M+ 15.33% |
$129M - $133M
|
10.1M
$971M
|