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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.1K+ 2.92% |
$1.16M - $1.23M
|
427K
$42.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.85K+ 15.83% |
$274K - $291K
|
20.9K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-484- 27.15% |
$46.6K - $49.4K
|
1.3K
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
135+ 0.77% |
$13K - $13.8K
|
17.6K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-51.1K- 11.05% |
$4.92M - $5.21M
|
411K
$40.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-127- 1.23% |
$12.2K - $13K
|
10.2K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-687- 5.03% |
$66.1K - $70.1K
|
13K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
20.1K+ 17.12% |
$1.93M - $2.05M
|
137K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-414- 4.68% |
$39.8K - $42.2K
|
8.42K
$836K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.7K+ 18.18% |
$1.42M - $1.5M
|
95.9K
$9.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 9.27% |
$121K - $128K
|
12.3K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.2K+ 45.04% |
$500K - $530K
|
16.7K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
368+ 4.27% |
$35.4K - $37.5K
|
8.99K
$892K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-499- 2.82% |
$48K - $50.9K
|
17.2K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.15K+ 1.04% |
$206K - $219K
|
209K
$20.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-457- 3.18% |
$44K - $46.6K
|
13.9K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-83.7K- 14.67% |
$8.06M - $8.54M
|
487K
$48.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
946+ 91.4% |
$91.1K - $96.5K
|
1.98K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
713+ 4.72% |
$68.6K - $72.7K
|
15.8K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
16.8K+ 42.04% |
$1.62M - $1.72M
|
56.9K
$5.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.38K+ 30.7% |
$325K - $344K
|
14.4K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.8K+ 17.55% |
$1.81M - $1.92M
|
126K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-300- 0.89% |
$28.9K - $30.6K
|
33.3K
$3.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-283K- 16.71% |
$27.2M - $28.8M
|
1.41M
$140M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.67K+ 9.72% |
$546K - $579K
|
64K
$6.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.87K+ 4.0% |
$180K - $191K
|
48.6K
$4.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 30.73% |
$537K - $569K
|
23.7K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-205- 10.76% |
$19.7K - $20.9K
|
1.7K
$169K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-596- 3.96% |
$57.4K - $60.8K
|
14.5K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.18K- 11.34% |
$113K - $120K
|
9.2K
$912K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
2.88K+ 0.96% |
$277K - $294K
|
302K
$29.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
389+ 17.68% |
$37.4K - $39.7K
|
2.59K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.08K+ 62.97% |
$489K - $518K
|
13.1K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-198- 5.72% |
$19.1K - $20.2K
|
3.27K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
140K+ 2227.51% |
$13.4M - $14.2M
|
146K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
123K+ 11.49% |
$11.9M - $12.6M
|
1.2M
$119M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
282K+ 626.13% |
$27.1M - $28.7M
|
327K
$32.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
14.6K+ 17.72% |
$1.41M - $1.49M
|
97.2K
$9.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-596- 6.4% |
$57.4K - $60.8K
|
8.72K
$865K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
10.6KNew |
$1.02M - $1.08M
|
10.6K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 5.74% |
$433K - $459K
|
82.9K
$8.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9.48K- 17.11% |
$913K - $967K
|
45.9K
$4.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-256- 7.53% |
$24.6K - $26.1K
|
3.15K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.91K+ 1.56% |
$184K - $195K
|
124K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.8M+ 10.89% |
$462M - $490M
|
48.9M
$4.85B
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
80+ 49.69% |
$7.7K - $8.16K
|
241
$23.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-203- 4.02% |
$19.5K - $20.7K
|
4.85K
$481K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$523K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$259K
|