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 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-337- 5.37% |
$32.3K - $33.4K
|
5.94K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.2K- 7.79% |
$4.42M - $4.58M
|
546K
$53.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 2.42% |
$12.1M - $12.5M
|
5.08M
$501M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-389- 3.88% |
$37.3K - $38.6K
|
9.65K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.27M+ 15.93% |
$122M - $126M
|
9.24M
$911M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.15K+ 4.57% |
$493K - $511K
|
118K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
648+ 6.51% |
$62.1K - $64.3K
|
10.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-982- 5.64% |
$94.1K - $97.5K
|
16.4K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.55% |
$863 - $893
|
1.64K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51.3K- 37.78% |
$4.92M - $5.09M
|
84.5K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 1.68% |
$1.26M - $1.31M
|
771K
$76M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.3K+ 15.16% |
$1.27M - $1.32M
|
101K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.5K- 18.44% |
$144K - $149K
|
6.63K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.78K- 43.58% |
$458K - $474K
|
6.19K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-847- 24.14% |
$81.2K - $84.1K
|
2.66K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.68K- 70.94% |
$928K - $961K
|
3.97K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
74.8KNew |
$7.17M - $7.42M
|
74.8K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 0.41% |
$1.15K - $1.19K
|
2.88K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9KNew |
$863K - $893K
|
9K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
174K+ 5166.11% |
$16.6M - $17.2M
|
177K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-2.17K- 2.63% |
$208K - $216K
|
80.4K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-534- 16.19% |
$51.2K - $53K
|
2.76K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2.43KNew |
$233K - $241K
|
2.43K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.4K+ 22.69% |
$1M - $1.04M
|
56.4K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.69K- 11.55% |
$162K - $168K
|
12.9K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.16K- 2.84% |
$782K - $810K
|
279K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.16K- 3.6% |
$303K - $314K
|
84.8K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22K+ 8.94% |
$2.1M - $2.18M
|
267K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.37K- 17.55% |
$131K - $136K
|
6.42K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.4K+ 4.65% |
$1.77M - $1.83M
|
415K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.5K+ 1.32% |
$2.92M - $3.03M
|
2.35M
$231M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.98M+ 9.97% |
$190M - $197M
|
21.9M
$2.16B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.75M+ 11.74% |
$263M - $273M
|
26.2M
$2.58B
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.49K+ 44.69% |
$430K - $446K
|
14.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.91K- 6.28% |
$567K - $587K
|
88.2K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.58K- 1.84% |
$151K - $156K
|
84.1K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
411+ 0.71% |
$39.4K - $40.8K
|
57.9K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 17.21% |
$851K - $881K
|
60.4K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.8% |
$2.31M - $2.39M
|
378K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81.1K+ 273.28% |
$7.77M - $8.05M
|
111K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 281.74% |
$5.93M - $6.15M
|
83.9K
$8.28M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-17.4K- 88.32% |
$1.67M - $1.73M
|
2.3K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-231K- 45.86% |
$22.1M - $22.9M
|
272K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19.2K+ 6046.23% |
$1.84M - $1.91M
|
19.5K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
100K+ 20.73% |
$9.6M - $9.94M
|
583K
$57.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
200K+ 622.06% |
$19.2M - $19.9M
|
233K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7+ 0.12% |
$671 - $695
|
5.75K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
275K+ 740.68% |
$26.4M - $27.3M
|
312K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
137K+ 5.61% |
$13.1M - $13.6M
|
2.57M
$254M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.76K+ 12.13% |
$552K - $571K
|
53.2K
$5.25M
|