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 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.6K- 20.09% |
$250K - $265K
|
10.3K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
15+ 2.24% |
$1.44K - $1.53K
|
684
$67.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
542New |
$52.2K - $55.3K
|
542
$53.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 31.43% |
$1.26M - $1.34M
|
54.8K
$5.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.43% |
$2.21K - $2.35K
|
5.38K
$534K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24K+ 6.04% |
$2.31M - $2.45M
|
421K
$41.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-533- 2.6% |
$51.3K - $54.4K
|
20K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 2.73% |
$4.15M - $4.4M
|
1.54M
$152M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.43K- 11.39% |
$426K - $451K
|
34.4K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.49K+ 5.74% |
$240K - $254K
|
46K
$4.56M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-12- 0.1% |
$1.16K - $1.22K
|
11.8K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
85+ 9.1% |
$8.18K - $8.67K
|
1.02K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.2K- 5.02% |
$212K - $225K
|
41.7K
$4.14M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
2.35K+ 2.28% |
$227K - $240K
|
106K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.18K - $3.37K
|
12.3K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 32.97% |
$5.78K - $6.12K
|
242
$24K
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$132M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
937KNew |
$90.2M - $95.6M
|
937K
$93M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46K+ 1.25% |
$237K - $251K
|
199K
$19.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
591+ 6.67% |
$56.9K - $60.3K
|
9.45K
$937K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.43K+ 5.13% |
$138K - $146K
|
29.3K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.32K- 4.54% |
$416K - $440K
|
90.7K
$9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.84K+ 2.95% |
$370K - $392K
|
134K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
97.6K+ 102.82% |
$9.39M - $9.95M
|
192K
$19.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.05KNew |
$101K - $107K
|
1.05K
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 37.38% |
$39.8K - $42.1K
|
692
$68.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
1.04K+ 2.51% |
$100K - $106K
|
42.6K
$4.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-7- 0.16% |
$674 - $714
|
4.33K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-29.3K- 11.66% |
$2.82M - $2.99M
|
222K
$22.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.43K+ 2.67% |
$331K - $350K
|
132K
$13.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1K+ 16.1% |
$96.3K - $102K
|
7.21K
$716K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-7.68K- 6.5% |
$739K - $784K
|
111K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.69K- 15.24% |
$163K - $172K
|
9.4K
$932K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$193 - $204
|
13.9K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
233K+ 48.03% |
$22.4M - $23.7M
|
717K
$71.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-18- 0.9% |
$1.73K - $1.84K
|
1.98K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-33.3K- 6.94% |
$3.2M - $3.39M
|
446K
$44.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
76.2K+ 14.75% |
$7.33M - $7.77M
|
593K
$58.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.82K+ 99.68% |
$656K - $695K
|
13.7K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
175+ 1.79% |
$16.8K - $17.8K
|
9.95K
$987K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-760- 6.85% |
$73.2K - $77.5K
|
10.3K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.7K+ 3.68% |
$5.84M - $6.19M
|
1.71M
$170M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.58K+ 40.16% |
$152K - $161K
|
5.51K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.2K+ 8.99% |
$789K - $836K
|
99.4K
$9.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.78K+ 8.06% |
$171K - $182K
|
23.9K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.15K+ 1.77% |
$592K - $627K
|
353K
$35M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-162- 63.53% |
$15.6K - $16.5K
|
93
$9.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.05K+ 9.68% |
$775K - $821K
|
91.2K
$9.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19.4K+ 6.05% |
$1.87M - $1.98M
|
340K
$33.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.1K+ 3.99% |
$972K - $1.03M
|
263K
$26.1M
|