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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.98K+ 34.12% |
$189K - $196K
|
7.77K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-459- 0.31% |
$44K - $45.6K
|
149K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 0.62% |
$397K - $411K
|
669K
$66.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 4.91% |
$970K - $1M
|
216K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.58% |
$24K - $24.8K
|
5.2K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
103K+ 16.8% |
$9.84M - $10.2M
|
713K
$70.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.74K+ 5.28% |
$454K - $470K
|
94.6K
$9.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.16K+ 1.42% |
$207K - $214K
|
154K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.98K+ 3.02% |
$285K - $295K
|
102K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.12K+ 17.42% |
$299K - $310K
|
21K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-933- 17.97% |
$89.4K - $92.6K
|
4.26K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
169+ 3.62% |
$16.2K - $16.8K
|
4.84K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
189+ 1.68% |
$18.1K - $18.8K
|
11.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.25K- 6.17% |
$120K - $124K
|
19K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-50- 1.4% |
$4.79K - $4.96K
|
3.52K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3+ 0.09% |
$288 - $298
|
3.33K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-689- 22.74% |
$66K - $68.4K
|
2.34K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
93+ 1.74% |
$8.91K - $9.23K
|
5.44K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
930KNew |
$89.1M - $92.3M
|
930K
$92M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22.7K+ 5.96% |
$2.17M - $2.25M
|
403K
$39.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
243+ 10.63% |
$23.3K - $24.1K
|
2.53K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-5.29K- 4.66% |
$507K - $525K
|
108K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 2.92% |
$1.48M - $1.53M
|
512K
$50.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 5.8% |
$484K - $501K
|
82.1K
$8.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.6K+ 37.66% |
$2.16M - $2.24M
|
82.5K
$8.17M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
526+ 0.62% |
$50.4K - $52.2K
|
85.5K
$8.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.19KNew |
$497K - $515K
|
5.19K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
210+ 3.2% |
$20.1K - $20.8K
|
6.77K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 227.99% |
$1.16M - $1.2M
|
17.4K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28.7K+ 14.3% |
$2.75M - $2.85M
|
229K
$22.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
344+ 0.27% |
$33K - $34.1K
|
126K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-540- 44.3% |
$51.8K - $53.6K
|
679
$67.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
127+ 2.83% |
$12.2K - $12.6K
|
4.62K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 13.55% |
$311K - $322K
|
27.2K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.93K- 36.0% |
$568K - $588K
|
10.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.06K+ 1.34% |
$198K - $205K
|
156K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-681- 24.4% |
$65.3K - $67.6K
|
2.11K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-625- 0.28% |
$59.9K - $62K
|
224K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.2K- 20.46% |
$1.55M - $1.61M
|
63K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
185K+ 1.11% |
$17.7M - $18.4M
|
16.9M
$1.67B
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
135+ 10.36% |
$12.9K - $13.4K
|
1.44K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.5K+ 6.91% |
$1.58M - $1.64M
|
256K
$25.3M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 6.49% |
$99.4K - $103K
|
14.9K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.15K- 1.08% |
$110K - $114K
|
106K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
215+ 3.71% |
$20.6K - $21.3K
|
6.01K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.34K- 8.28% |
$608K - $629K
|
70.2K
$6.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-31- 2.74% |
$2.97K - $3.08K
|
1.1K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
595+ 2.35% |
$57K - $59.1K
|
25.9K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.31KNew |
$509K - $527K
|
5.31K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-800- 12.9% |
$76.7K - $79.4K
|
5.4K
$535K
|