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 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.72M- 35.97% |
$260M - $270M
|
4.84M
$477M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-787- 4.73% |
$75.4K - $78.1K
|
15.9K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.68% |
$192 - $199
|
296
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.22K- 44.08% |
$404K - $418K
|
5.35K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-50- 1.57% |
$4.79K - $4.96K
|
3.14K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.86M+ 8534.89% |
$466M - $482M
|
4.92M
$485M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-201K- 45.25% |
$19.2M - $19.9M
|
243K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.68K+ 154.97% |
$161K - $167K
|
2.77K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 2.25% |
$2.93M - $3.03M
|
1.39M
$137M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.49K+ 3.14% |
$239K - $247K
|
81.7K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
889+ 7.71% |
$85.2K - $88.2K
|
12.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-331- 2.24% |
$31.7K - $32.9K
|
14.5K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-76.3K- 9.08% |
$7.32M - $7.58M
|
764K
$75.4M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19+ 0.79% |
$1.82K - $1.89K
|
2.42K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.05% |
$192 - $199
|
3.72K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70.9K+ 6.6% |
$6.79M - $7.04M
|
1.14M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-164- 1.61% |
$15.7K - $16.3K
|
10K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
295+ 2.21% |
$28.3K - $29.3K
|
13.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-203- 4.47% |
$19.5K - $20.1K
|
4.34K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.85K+ 100.45% |
$560K - $580K
|
11.7K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.6K+ 3.8% |
$2.65M - $2.74M
|
755K
$74.4M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
67K+ 341.73% |
$6.42M - $6.65M
|
86.6K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
66+ 1.82% |
$6.33K - $6.55K
|
3.7K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-943- 5.93% |
$90.4K - $93.6K
|
15K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 22.75% |
$7.51M - $7.77M
|
266K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.2K+ 4.49% |
$498K - $516K
|
121K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.84K+ 48.68% |
$176K - $183K
|
5.62K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
101K+ 132.36% |
$9.66M - $10M
|
177K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.44K+ 18.07% |
$521K - $540K
|
35.5K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.42M+ 4.39% |
$328M - $340M
|
81.3M
$8.02B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.56K- 11.3% |
$341K - $353K
|
27.9K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-540- 15.76% |
$51.8K - $53.6K
|
2.89K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 4.51% |
$104K - $107K
|
22.8K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.31M+ 15.04% |
$125M - $130M
|
9.99M
$986M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.9K+ 4.86% |
$2.96M - $3.07M
|
667K
$65.8M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-390- 2.97% |
$37.4K - $38.7K
|
12.8K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.12M+ 14.36% |
$203M - $210M
|
16.9M
$1.67B
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-28K- 4.25% |
$2.69M - $2.78M
|
632K
$62.4M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
52.4K+ 4.47% |
$5.02M - $5.2M
|
1.23M
$121M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.43K+ 7.6% |
$808K - $837K
|
119K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.2K+ 203220.0% |
$974K - $1.01M
|
10.2K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.06K- 16.85% |
$294K - $304K
|
15.1K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-407- 3.6% |
$39K - $40.4K
|
10.9K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-15.4K- 43.23% |
$1.48M - $1.53M
|
20.3K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$259K - $268K
|
2.7K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
69+ 0.93% |
$6.61K - $6.85K
|
7.51K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.2M+ 94.62% |
$115M - $119M
|
2.47M
$244M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-964- 30.3% |
$92.4K - $95.7K
|
2.22K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.31K+ 3.32% |
$508K - $527K
|
165K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$207K
|