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 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58K+ 44.35% |
$5.58M - $5.91M
|
189K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.99K+ 9.62% |
$288K - $305K
|
34.1K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.17K+ 312.39% |
$786K - $833K
|
10.8K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
17.9K+ 6.49% |
$1.72M - $1.82M
|
293K
$29.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.18% |
$3.95K - $4.18K
|
23K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.52K- 35.38% |
$339K - $359K
|
6.42K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
21.6K+ 12.97% |
$2.08M - $2.21M
|
189K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
104+ 0.83% |
$10K - $10.6K
|
12.7K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.9K+ 7.21% |
$279K - $296K
|
43.1K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.87K+ 7.81% |
$277K - $293K
|
39.6K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 22.42% |
$4.81K - $5.1K
|
273
$27.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-359- 1.95% |
$34.6K - $36.6K
|
18K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.84KNew |
$466K - $493K
|
4.84K
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.26K- 10.77% |
$313K - $332K
|
27K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 83.33% |
$96.3K - $102K
|
2.2K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.53K- 27.69% |
$147K - $156K
|
4K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.73K+ 2.32% |
$551K - $584K
|
252K
$25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.32K- 1.69% |
$127K - $135K
|
77.1K
$7.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.71K+ 7.93% |
$165K - $174K
|
23.3K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.98KNew |
$672K - $712K
|
6.98K
$692K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.84K+ 4.69% |
$273K - $289K
|
63.3K
$6.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
118K+ 393.09% |
$11.4M - $12.1M
|
149K
$14.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19.8K+ 25.53% |
$1.91M - $2.02M
|
97.5K
$9.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.73K+ 6.04% |
$166K - $176K
|
30.4K
$3.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.5K+ 4.15% |
$1.49M - $1.58M
|
389K
$38.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.88K+ 114.74% |
$277K - $294K
|
5.39K
$535K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.63K+ 30.33% |
$542K - $574K
|
24.2K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7.92KNew |
$762K - $808K
|
7.92K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.01K+ 14.51% |
$289K - $306K
|
23.7K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.34% |
$1.41M - $1.49M
|
1.11M
$110M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
19K+ 11.52% |
$1.83M - $1.94M
|
184K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-866- 96.98% |
$83.4K - $88.3K
|
27
$2.68K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-665- 3.62% |
$64K - $67.8K
|
17.7K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.04K+ 4.96% |
$99.9K - $106K
|
22K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.46K+ 5.4% |
$333K - $352K
|
67.5K
$6.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.7K+ 2.67% |
$2M - $2.12M
|
799K
$79.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8K+ 11.92% |
$1.91M - $2.02M
|
186K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.33K
|
13
$1.29K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8K+ 15.19% |
$1.23M - $1.3M
|
96.8K
$9.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
864+ 3.99% |
$83.2K - $88.1K
|
22.5K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
362+ 8.89% |
$34.8K - $36.9K
|
4.43K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$343K - $364K
|
3.57K
$354K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
12.4K+ 277.74% |
$1.19M - $1.26M
|
16.8K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.26K- 20.01% |
$410K - $434K
|
17K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.63K+ 7.5% |
$254K - $269K
|
37.7K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
58.5K+ 6.94% |
$5.64M - $5.97M
|
902K
$89.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 2.8% |
$384K - $407K
|
139K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.39K+ 3.25% |
$133K - $141K
|
44.1K
$4.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-833- 0.94% |
$80.2K - $84.9K
|
87.4K
$8.67M
|