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 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.1K- 11.86% |
$1.35M - $1.4M
|
105K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.84K+ 1.06% |
$464K - $481K
|
462K
$45.7M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-683- 1.02% |
$65.5K - $67.8K
|
66.2K
$6.56M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.32K- 2.6% |
$127K - $131K
|
49.7K
$4.92M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-423- 0.71% |
$40.5K - $42K
|
59K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 2.27% |
$120K - $124K
|
56.1K
$5.55M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 0.63% |
$1.92K - $1.99K
|
3.19K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
367+ 2.42% |
$35.2K - $36.4K
|
15.5K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47.3K+ 12.28% |
$4.53M - $4.69M
|
433K
$42.8M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-289- 1.4% |
$27.7K - $28.7K
|
20.4K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
23+ 0.47% |
$2.2K - $2.28K
|
4.97K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$78.9M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 10.39% |
$55.6K - $57.6K
|
6.16K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-838- 6.36% |
$80.3K - $83.2K
|
12.3K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.64K- 6.99% |
$253K - $262K
|
35.2K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$9.06M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
41K+ 12.19% |
$3.93M - $4.07M
|
378K
$37.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.83K- 4.18% |
$367K - $380K
|
87.9K
$8.7M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
22.2K+ 4.92% |
$2.13M - $2.2M
|
474K
$46.9M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 966.67% |
$2.78K - $2.88K
|
32
$3.17K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 0.2% |
$2.2K - $2.28K
|
11.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.3K+ 2.66% |
$3.86M - $4M
|
1.55M
$154M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.3K+ 96.08% |
$7.69M - $7.97M
|
164K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.19K- 10.98% |
$114K - $119K
|
9.69K
$959K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-19.6K- 66.34% |
$1.88M - $1.94M
|
9.94K
$984K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.44KNew |
$330K - $342K
|
3.44K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$59.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
50New |
$4.79K - $4.96K
|
50
$4.95K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
6.01KNew |
$576K - $597K
|
6.01K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.76K+ 9.32% |
$839K - $869K
|
103K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
463+ 178.76% |
$44.4K - $46K
|
722
$71.5K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36K+ 408.97% |
$3.45M - $3.57M
|
44.8K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-113- 4.28% |
$10.8K - $11.2K
|
2.53K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 20.56% |
$148K - $153K
|
9.07K
$898K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.19% |
$2.01K - $2.08K
|
1.78K
$177K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12K+ 13.6% |
$108K - $111K
|
9.38K
$928K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$36.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.66K+ 7.4% |
$159K - $164K
|
24K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-127- 1.34% |
$12.2K - $12.6K
|
9.35K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
57.6K+ 10.46% |
$5.52M - $5.72M
|
609K
$60.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.17KNew |
$208K - $215K
|
2.17K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24.8K+ 7.28% |
$2.38M - $2.46M
|
365K
$36.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
4.34K+ 39.86% |
$416K - $431K
|
15.2K
$1.51M
|