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 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$410M
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.89M+ 0.0% |
$182M - $193M
|
1.89M
$187M
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.44K+ 1.15% |
$138K - $147K
|
127K
$12.6M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
124+ 0.61% |
$11.9K - $12.6K
|
20.6K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 62.77% |
$156K - $165K
|
961
$95.3K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
98+ 4.05% |
$9.43K - $9.99K
|
2.52K
$250K
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
39.5K+ 133.19% |
$3.81M - $4.03M
|
69.2K
$6.87M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.2K+ 10.57% |
$693K - $734K
|
75.3K
$7.47M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
608+ 17.55% |
$58.5K - $62K
|
4.07K
$404K
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.68K+ 3.53% |
$161K - $171K
|
49.2K
$4.88M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.17K+ 7.18% |
$209K - $221K
|
32.4K
$3.21M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
906+ 10.34% |
$87.2K - $92.4K
|
9.67K
$959K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 4.75% |
$499K - $528K
|
114K
$11.3M
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.98K+ 5.05% |
$190K - $201K
|
41.1K
$4.08M
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
860+ 10.29% |
$82.8K - $87.7K
|
9.21K
$914K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-571- 2.75% |
$55K - $58.2K
|
20.2K
$2M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.2K- 8.54% |
$1.08M - $1.14M
|
120K
$11.9M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.58M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
48.1K+ 13.9% |
$4.63M - $4.9M
|
394K
$39.1M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.04K+ 17.42% |
$388K - $411K
|
27.2K
$2.7M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-380K- 85.68% |
$36.5M - $38.7M
|
63.4K
$6.29M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-20- 0.54% |
$1.93K - $2.04K
|
3.67K
$364K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.15K+ 3.51% |
$207K - $219K
|
63.3K
$6.28M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-36- 0.53% |
$3.47K - $3.67K
|
6.79K
$673K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$690K
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
554K+ 23.61% |
$53.3M - $56.4M
|
2.9M
$287M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
480+ 1.9% |
$46.2K - $49K
|
25.7K
$2.55M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-227- 35.41% |
$21.8K - $23.1K
|
414
$41.1K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.76M
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
25+ 0.08% |
$2.41K - $2.55K
|
31.9K
$3.17M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
372+ 7.3% |
$35.8K - $37.9K
|
5.47K
$542K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.4K+ 23.8% |
$2.44M - $2.59M
|
132K
$13.1M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$228K
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.7K- 7.9% |
$838K - $888K
|
101K
$10.1M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.27K+ 21.78% |
$122K - $129K
|
7.09K
$703K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
865+ 5.93% |
$83.3K - $88.2K
|
15.5K
$1.53M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
275+ 5.54% |
$26.5K - $28K
|
5.24K
$520K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
12.5K+ 15.02% |
$1.2M - $1.27M
|
95.6K
$9.48M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-629- 19.18% |
$60.5K - $64.1K
|
2.65K
$263K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.28K+ 722.22% |
$219K - $232K
|
2.59K
$257K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-276- 3.1% |
$26.6K - $28.1K
|
8.61K
$855K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.17K+ 17.5% |
$209K - $221K
|
14.6K
$1.44M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-503- 0.54% |
$48.4K - $51.3K
|
93.2K
$9.24M
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.52K- 31.51% |
$146K - $155K
|
3.3K
$327K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-957- 1.67% |
$92.1K - $97.6K
|
56.5K
$5.6M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 0.66% |
$7.22K - $7.65K
|
11.4K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
160+ 7.23% |
$15.4K - $16.3K
|
2.37K
$235K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
83New |
$7.99K - $8.46K
|
83
$8.23K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.85% |
$2.31K - $2.45K
|
2.79K
$277K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.88K- 9.62% |
$759K - $804K
|
74.1K
$7.35M
|