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 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-500- 4.46% |
$47.9K - $49.6K
|
10.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.3K- 12.14% |
$1.37M - $1.42M
|
104K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
16.8K+ 10.69% |
$1.61M - $1.66M
|
174K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.4K+ 2.69% |
$2.62M - $2.72M
|
1.05M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
87+ 0.08% |
$8.34K - $8.63K
|
113K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
45.9K+ 12.06% |
$4.4M - $4.55M
|
427K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 3.15% |
$1.16M - $1.2M
|
371K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.95K+ 44.55% |
$187K - $193K
|
6.31K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.4K+ 33.76% |
$5.98M - $6.19M
|
247K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-470- 1.72% |
$45K - $46.6K
|
26.8K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-328- 5.0% |
$31.4K - $32.6K
|
6.24K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.45% |
$2.11K - $2.18K
|
4.96K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-481- 8.95% |
$46.1K - $47.7K
|
4.89K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.8K- 12.0% |
$1.23M - $1.27M
|
94.1K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.28M- 22.39% |
$411M - $425M
|
14.8M
$1.46B
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.03K- 0.51% |
$482K - $499K
|
981K
$96.8M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.71K- 13.05% |
$931K - $964K
|
64.7K
$6.39M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.49% |
$95.9 - $99.3
|
205
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.53K+ 3.65% |
$338K - $350K
|
100K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
28.9K+ 40.34% |
$2.77M - $2.87M
|
101K
$9.93M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
162+ 7.47% |
$15.5K - $16.1K
|
2.33K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-24- 0.63% |
$2.3K - $2.38K
|
3.79K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 0.4% |
$4.6K - $4.76K
|
12K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.8K- 1.67% |
$1.41M - $1.46M
|
870K
$85.8M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.24K- 19.92% |
$790K - $818K
|
33.1K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.05M+ 112.59% |
$101M - $104M
|
1.98M
$196M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-14.6K- 6.69% |
$1.4M - $1.45M
|
203K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.71% |
$192 - $199
|
282
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.9K+ 33.82% |
$182K - $189K
|
7.53K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.78K- 11.13% |
$266K - $276K
|
22.2K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
61+ 0.14% |
$5.85K - $6.05K
|
43.3K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-8- 0.06% |
$767 - $794
|
13.3K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.5K- 0.54% |
$144K - $149K
|
277K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-140K- 34.86% |
$13.4M - $13.9M
|
262K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
312+ 1.47% |
$29.9K - $31K
|
21.6K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12M+ 10.71% |
$107M - $111M
|
11.5M
$1.14B
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.57K- 3.96% |
$150K - $156K
|
38.1K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
59.4K+ 18.33% |
$5.7M - $5.9M
|
384K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-55.4K- 86.41% |
$5.31M - $5.5M
|
8.71K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.54K- 47.37% |
$243K - $252K
|
2.82K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-203K- 56.73% |
$19.4M - $20.1M
|
154K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.1K+ 129.17% |
$297K - $308K
|
5.5K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-22.7K- 11.59% |
$2.17M - $2.25M
|
173K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 0.67% |
$119K - $124K
|
187K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 57.01% |
$2.37M - $2.45M
|
68K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.98% |
$95.9 - $99.3
|
103
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.69K- 31.08% |
$162K - $168K
|
3.75K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.19K- 53.01% |
$306K - $317K
|
2.83K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-1.32K- 11.76% |
$126K - $131K
|
9.89K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
12+ 0.45% |
$1.15K - $1.19K
|
2.66K
$262K
|