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 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.26% |
$1.34K - $1.39K
|
5.43K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.19K+ 51.41% |
$306K - $317K
|
9.4K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-54.2K- 46.26% |
$5.19M - $5.38M
|
62.9K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 0.4% |
$242K - $251K
|
638K
$63.2M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-120- 3.92% |
$11.5K - $11.9K
|
2.94K
$291K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.4K+ 0.35% |
$997K - $1.03M
|
2.95M
$292M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
47+ 0.77% |
$4.5K - $4.66K
|
6.13K
$607K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-727- 1.46% |
$69.7K - $72.2K
|
49.1K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
12.6K+ 31.59% |
$1.21M - $1.25M
|
52.6K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-58.2K- 64.83% |
$5.58M - $5.78M
|
31.6K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52.2K+ 5.39% |
$5M - $5.18M
|
1.02M
$101M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.25K- 85.69% |
$216K - $224K
|
376
$37.2K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.7K+ 93.99% |
$546K - $565K
|
11.8K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-16.3K- 87.08% |
$1.56M - $1.62M
|
2.42K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
661+ 1.71% |
$63.4K - $65.6K
|
39.3K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.27K+ 14.0% |
$889K - $920K
|
75.5K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
485+ 2.15% |
$46.5K - $48.1K
|
23.1K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.28K- 19.41% |
$122K - $127K
|
5.3K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
530+ 13.51% |
$50.8K - $52.6K
|
4.45K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36.7K+ 99.06% |
$3.52M - $3.64M
|
73.7K
$7.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 18.11% |
$99.2K - $103K
|
4.68K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-31.8K- 14.08% |
$3.05M - $3.15M
|
194K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.81K- 57.6% |
$270K - $279K
|
2.07K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.9KNew |
$4.78M - $4.95M
|
49.9K
$4.94M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
2.55K+ 85.5% |
$245K - $253K
|
5.54K
$548K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.11K- 6.28% |
$107K - $110K
|
16.6K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
440+ 11.27% |
$42.2K - $43.7K
|
4.34K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-89.4K- 84.15% |
$8.57M - $8.87M
|
16.8K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-34- 3.66% |
$3.26K - $3.37K
|
894
$88.5K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-12.3K- 75.47% |
$1.18M - $1.23M
|
4.01K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.27K- 35.15% |
$122K - $126K
|
2.35K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.54K+ 116.26% |
$435K - $451K
|
8.45K
$836K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-694- 7.99% |
$66.5K - $68.9K
|
7.99K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-73- 1.63% |
$7K - $7.25K
|
4.41K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
268+ 0.23% |
$25.7K - $26.6K
|
116K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
358+ 1.92% |
$34.3K - $35.5K
|
19K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
180+ 18.0% |
$17.3K - $17.9K
|
1.18K
$117K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-363- 8.93% |
$34.8K - $36K
|
3.7K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
976+ 0.71% |
$93.5K - $96.9K
|
138K
$13.6M
|
|
|
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
|