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 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.12K- 1.67% |
$107K - $111K
|
65.9K
$6.52M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.77K- 23.24% |
$170K - $176K
|
5.84K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
802+ 15.09% |
$76.9K - $79.6K
|
6.12K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
685+ 7.38% |
$65.7K - $68K
|
9.96K
$986K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 1.18% |
$3.45K - $3.57K
|
3.01K
$298K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.52K- 8.09% |
$146K - $151K
|
17.3K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.39K- 1.52% |
$133K - $138K
|
89.7K
$8.88M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.38K+ 31.07% |
$516K - $534K
|
22.7K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-15.7K- 5.14% |
$1.5M - $1.55M
|
289K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
60+ 2.76% |
$5.75K - $5.96K
|
2.23K
$221K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-36.9K- 8.85% |
$3.53M - $3.66M
|
380K
$37.6M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.64K+ 84.7% |
$253K - $262K
|
5.76K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.64K- 6.63% |
$636K - $659K
|
93.5K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20+ 0.47% |
$1.92K - $1.99K
|
4.3K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 10.07% |
$129K - $133K
|
14.7K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 5.59% |
$106K - $110K
|
20.9K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.94K- 1.77% |
$761K - $788K
|
440K
$43.6M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.85K+ 14.32% |
$656K - $680K
|
54.7K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
25.7K+ 8.03% |
$2.46M - $2.55M
|
346K
$34.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-282K- 38.67% |
$27.1M - $28M
|
448K
$44.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-209K- 83.61% |
$20M - $20.7M
|
40.9K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
22K+ 9.29% |
$2.11M - $2.18M
|
259K
$25.6M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.24K- 11.1% |
$215K - $222K
|
17.9K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.42KNew |
$328K - $339K
|
3.42K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 65.49% |
$1.02M - $1.06M
|
26.9K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
345+ 15.07% |
$33.1K - $34.2K
|
2.63K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.4K+ 20.26% |
$230K - $238K
|
14.3K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
3.23K+ 6.71% |
$310K - $321K
|
51.4K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25.9K- 32.48% |
$2.49M - $2.58M
|
53.9K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$62.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-157- 3.77% |
$15K - $15.6K
|
4K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
429+ 7.47% |
$41.1K - $42.6K
|
6.17K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 16.59% |
$141K - $146K
|
7.42K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.71K- 15.11% |
$260K - $269K
|
15.2K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
15.2K+ 33.34% |
$1.46M - $1.51M
|
60.9K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$21M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23.3K+ 11.96% |
$2.23M - $2.31M
|
218K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
58+ 0.27% |
$5.56K - $5.76K
|
21.4K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 52.38% |
$122K - $127K
|
3.71K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 33.46% |
$226K - $234K
|
9.41K
$931K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.95K+ 4.72% |
$474K - $491K
|
110K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.88K+ 3.32% |
$372K - $385K
|
121K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-846- 22.95% |
$81.1K - $84K
|
2.84K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-457K- 15.51% |
$43.8M - $45.4M
|
2.49M
$247M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-16.7K- 3.72% |
$1.6M - $1.65M
|
432K
$42.8M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
55.1K+ 1.05% |
$5.28M - $5.47M
|
5.32M
$527M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-78- 10.96% |
$7.48K - $7.74K
|
634
$62.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$126M
|