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
|
Country Trust Bank
|
SELL
|
- |
-25.1K- 2.08% |
$2.41M - $2.49M
|
1.18M
$116M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
26.3K+ 157.14% |
$2.53M - $2.61M
|
43.1K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-7.34K- 9.16% |
$703K - $728K
|
72.7K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-202K- 23.5% |
$19.4M - $20.1M
|
658K
$64.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.14K+ 0.77% |
$301K - $311K
|
411K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 46.67% |
$671 - $695
|
22
$2.17K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.4K+ 148.0% |
$709K - $734K
|
12.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81.4K+ 10.62% |
$7.8M - $8.07M
|
847K
$83.6M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.17% |
$238K - $246K
|
112K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-643- 23.61% |
$61.6K - $63.8K
|
2.08K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.35K+ 2.85% |
$513K - $531K
|
193K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.01K+ 0.99% |
$384K - $398K
|
408K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 222.6% |
$1.09M - $1.13M
|
16.4K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.9K- 0.84% |
$374K - $387K
|
461K
$45.5M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.2K+ 8.53% |
$1.17M - $1.21M
|
155K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 7.4% |
$305K - $316K
|
39.8K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.6K- 10.08% |
$1.12M - $1.16M
|
104K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.88K- 0.8% |
$180K - $186K
|
234K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.01K- 8.25% |
$672K - $696K
|
78K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.39K+ 38.06% |
$133K - $138K
|
5.05K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-477- 1.28% |
$45.7K - $47.3K
|
36.7K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
15.2K+ 6.81% |
$1.46M - $1.51M
|
239K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.28K- 31.74% |
$314K - $326K
|
7.06K
$696K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.9K- 34.69% |
$1.62M - $1.68M
|
31.9K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
337K+ 27.87% |
$32.3M - $33.5M
|
1.55M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
43.3K+ 7.03% |
$4.15M - $4.29M
|
658K
$65M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-62.7K- 91.2% |
$6.01M - $6.22M
|
6.05K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
72.8K+ 10.3% |
$6.98M - $7.23M
|
780K
$77M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-571- 3.63% |
$54.7K - $56.7K
|
15.1K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2K+ 7.66% |
$192K - $199K
|
28.1K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.13KNew |
$204K - $212K
|
2.13K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
848+ 9.13% |
$81.3K - $84.2K
|
10.1K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.17K+ 0.3% |
$113K - $117K
|
396K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.97K+ 21.99% |
$284K - $294K
|
16.5K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
406+ 12.85% |
$38.9K - $40.3K
|
3.57K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.76K- 25.95% |
$168K - $174K
|
5.01K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-405- 3.11% |
$38.8K - $40.2K
|
12.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.6K+ 20.57% |
$441K - $457K
|
27K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-42- 1.7% |
$4.03K - $4.17K
|
2.42K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247KClosed |
$23.7M - $24.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 5.71% |
$272K - $282K
|
52.5K
$5.18M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.46K- 41.17% |
$428K - $443K
|
6.38K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
89.9K+ 0.67% |
$8.62M - $8.93M
|
13.4M
$1.33B
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.85K+ 10.34% |
$465K - $481K
|
51.7K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.26K- 12.54% |
$121K - $125K
|
8.77K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.18K- 23.68% |
$113K - $117K
|
3.8K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
138+ 5.76% |
$13.2K - $13.7K
|
2.54K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.66K- 49.78% |
$255K - $264K
|
2.69K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-540- 2.33% |
$51.8K - $53.6K
|
22.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 0.95% |
$5.75K - $5.96K
|
6.23K
$614K
|