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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.23M+ 692.85% |
$117M - $122M
|
1.4M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 60.0% |
$316K - $328K
|
2.2K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-175K- 1.36% |
$16.8M - $17.4M
|
12.7M
$1.25B
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
76+ 55.88% |
$7.28K - $7.54K
|
212
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.5K+ 305.36% |
$1.39M - $1.44M
|
19.2K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.73K- 24.94% |
$261K - $271K
|
8.21K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 19.12% |
$789K - $817K
|
51.3K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.6K- 54.38% |
$3.32M - $3.44M
|
29.1K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-11.2K- 84.32% |
$1.07M - $1.11M
|
2.08K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.52KNew |
$625K - $647K
|
6.52K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.25KNew |
$311K - $322K
|
3.25K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
274+ 0.21% |
$26.3K - $27.2K
|
132K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.16K+ 3.75% |
$111K - $115K
|
32.1K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-14K- 17.44% |
$1.34M - $1.39M
|
66.2K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.45K+ 25.34% |
$619K - $641K
|
31.9K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
130KNew |
$12.4M - $12.9M
|
130K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 25.37% |
$1.96M - $2.03M
|
101K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13.4KNew |
$1.28M - $1.33M
|
13.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
112+ 5.15% |
$10.7K - $11.1K
|
2.29K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
21.6K+ 11.64% |
$2.07M - $2.14M
|
207K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-536- 14.69% |
$51.4K - $53.2K
|
3.11K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-26- 10.36% |
$2.49K - $2.58K
|
225
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
28New |
$2.68K - $2.78K
|
28
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$3.74K - $3.87K
|
39
$3.85K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-413- 12.82% |
$39.6K - $41K
|
2.81K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-439- 7.32% |
$42.1K - $43.6K
|
5.56K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
174K+ 86.54% |
$16.7M - $17.3M
|
376K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 2.54% |
$218K - $226K
|
91.8K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 56.52% |
$1.07M - $1.11M
|
8.6K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 7.13% |
$395K - $409K
|
53.6K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-210- 2.79% |
$20.1K - $20.8K
|
7.31K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
309+ 4.57% |
$29.6K - $30.7K
|
7.07K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
23+ 0.57% |
$2.2K - $2.28K
|
4.05K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
85.1K+ 8.12% |
$8.15M - $8.44M
|
1.13M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.3K- 2.38% |
$2.42M - $2.51M
|
1.04M
$102M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
54.4K+ 922.57% |
$5.21M - $5.4M
|
60.3K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-58.9K- 12.37% |
$5.65M - $5.85M
|
418K
$41.2M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-743- 1.63% |
$71.2K - $73.7K
|
44.8K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.7K+ 18.53% |
$3.42M - $3.54M
|
228K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10K- 3.26% |
$959K - $993K
|
297K
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-30.7K- 1.19% |
$2.94M - $3.05M
|
2.55M
$251M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
13.7K+ 728.24% |
$1.32M - $1.36M
|
15.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
9.93K+ 9.69% |
$952K - $986K
|
112K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.07K+ 2.72% |
$103K - $106K
|
40.5K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.66K- 6.91% |
$159K - $165K
|
22.4K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.84K+ 45.81% |
$368K - $381K
|
12.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
172K+ 31.29% |
$16.5M - $17M
|
720K
$71.1M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.77K- 2.05% |
$169K - $175K
|
84.5K
$8.34M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.14% |
$3.74K - $3.87K
|
27K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 5.99% |
$159K - $165K
|
29.4K
$2.9M
|