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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.11K- 2.06% |
$299K - $317K
|
148K
$14.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.91K+ 10.96% |
$858K - $909K
|
90.2K
$8.75M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$1.58M - $1.67M
|
16.4K
$1.59M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.42K+ 2.9% |
$137K - $145K
|
50.4K
$4.89M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
340+ 1.43% |
$32.7K - $34.7K
|
24.2K
$2.34M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.64K- 16.75% |
$254K - $270K
|
13.1K
$1.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.61K- 1.44% |
$444K - $470K
|
316K
$30.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
528KNew |
$50.8M - $53.9M
|
528K
$51.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
50.2K+ 3.88% |
$4.83M - $5.12M
|
1.34M
$130M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
432K+ 1956.19% |
$41.6M - $44M
|
454K
$44M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-474- 0.88% |
$45.6K - $48.3K
|
53.3K
$5.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7KNew |
$674K - $714K
|
7K
$679K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 10.08% |
$9.14K - $9.69K
|
847
$82.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
12+ 0.46% |
$1.16K - $1.22K
|
2.64K
$256K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
676+ 0.92% |
$65.1K - $68.9K
|
74.3K
$7.21M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.2K+ 197.49% |
$1.08M - $1.14M
|
16.9K
$1.63M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.33K+ 1554.0% |
$224K - $238K
|
2.48K
$241K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.17K- 44.84% |
$305K - $323K
|
3.9K
$378K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
395KNew |
$38.1M - $40.3M
|
395K
$38.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
793+ 2.67% |
$76.3K - $80.9K
|
30.5K
$2.96M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.96K+ 120.28% |
$670K - $709K
|
12.7K
$1.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22KNew |
$2.12M - $2.24M
|
22K
$2.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$994K - $1.05M
|
10.3K
$1M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.42K+ 3736.55% |
$521K - $553K
|
5.56K
$539K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 165.99% |
$15.3M - $16.3M
|
255K
$24.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.22K- 13.74% |
$406K - $430K
|
26.5K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
348+ 0.07% |
$33.5K - $35.5K
|
531K
$51.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56K+ 5.57% |
$5.39M - $5.71M
|
1.06M
$103M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 7.01% |
$2.01M - $2.13M
|
318K
$30.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
340+ 6.32% |
$32.7K - $34.7K
|
5.72K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
43.3K+ 53507.41% |
$4.17M - $4.42M
|
43.4K
$4.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.71K+ 38.19% |
$164K - $174K
|
6.17K
$598K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-83- 1.21% |
$7.99K - $8.46K
|
6.77K
$656K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
267KNew |
$25.7M - $27.2M
|
267K
$25.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
374K+ 57.81% |
$36M - $38.1M
|
1.02M
$99M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.89K+ 13.24% |
$278K - $295K
|
24.7K
$2.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.95K+ 300.0% |
$188K - $199K
|
2.6K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
569+ 2.11% |
$54.8K - $58K
|
27.5K
$2.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.24K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.34K- 4.02% |
$225K - $238K
|
55.8K
$5.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.49KNew |
$432K - $457K
|
4.49K
$435K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-157- 11.96% |
$15.1K - $16K
|
1.16K
$112K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80.5K+ 219.29% |
$7.75M - $8.21M
|
117K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-490- 10.58% |
$47.2K - $50K
|
4.14K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-51.4K- 65.85% |
$4.95M - $5.24M
|
26.7K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6KNew |
$250K - $265K
|
2.6K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
65KNew |
$6.26M - $6.63M
|
65K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2K+ 8.31% |
$193K - $204K
|
26.1K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.43KNew |
$234K - $248K
|
2.43K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-452K- 29.42% |
$43.5M - $46.1M
|
1.08M
$105M
|