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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.5K+ 14.73% |
$1.3M - $1.34M
|
105K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.6K- 39.75% |
$1.98M - $2.05M
|
31.3K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.7K+ 0.97% |
$5.82M - $6.03M
|
6.33M
$625M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.5K+ 11.02% |
$719K - $744K
|
75.5K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
107K+ 5.36% |
$10.2M - $10.6M
|
2.1M
$207M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-13.2K- 10.38% |
$1.26M - $1.31M
|
114K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-282- 5.65% |
$27K - $28K
|
4.71K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 19.89% |
$125K - $129K
|
7.85K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.2KNew |
$786K - $814K
|
8.2K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.95K+ 142.34% |
$187K - $194K
|
3.32K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-164K- 4.54% |
$15.7M - $16.3M
|
3.45M
$341M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-60.8K- 57.62% |
$5.82M - $6.03M
|
44.7K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.11KNew |
$203K - $210K
|
2.11K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.9K+ 38.27% |
$1.43M - $1.48M
|
53.8K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 2.5% |
$6.42K - $6.65K
|
2.61K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.13K+ 2.25% |
$875K - $906K
|
414K
$40.8M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-319K- 59.0% |
$30.6M - $31.6M
|
222K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.49K+ 17.63% |
$718K - $744K
|
50K
$4.93M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.22K+ 7.76% |
$117K - $121K
|
16.9K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
794+ 3.28% |
$76.1K - $78.8K
|
25K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-359- 4.15% |
$34.4K - $35.6K
|
8.28K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.84K- 43.08% |
$368K - $382K
|
5.08K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.2K+ 12.45% |
$1.17M - $1.21M
|
111K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-582K- 5.6% |
$55.8M - $57.7M
|
9.81M
$968M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
71.6K+ 16.61% |
$6.86M - $7.1M
|
502K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
57+ 0.02% |
$5.46K - $5.66K
|
272K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41.2K- 3.29% |
$3.95M - $4.09M
|
1.21M
$120M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.16K- 25.16% |
$303K - $314K
|
9.41K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-851- 12.54% |
$81.6K - $84.5K
|
5.93K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17K+ 5.19% |
$1.63M - $1.69M
|
344K
$34M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-680- 48.57% |
$65.2K - $67.5K
|
720
$71K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-23- 0.6% |
$2.2K - $2.28K
|
3.84K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.95K+ 5.89% |
$570K - $590K
|
107K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30.4K+ 73.94% |
$2.92M - $3.02M
|
71.6K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 43.4% |
$11K - $11.4K
|
380
$37.5K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.08K+ 10.42% |
$295K - $305K
|
32.6K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.95K- 13.49% |
$474K - $491K
|
31.7K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19.8K- 8.48% |
$1.9M - $1.97M
|
214K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.88K+ 3.41% |
$276K - $285K
|
87.1K
$8.6M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
79+ 1.55% |
$7.57K - $7.84K
|
5.18K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 66.67% |
$19.2K - $19.9K
|
500
$49.3K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51.9KNew |
$4.97M - $5.15M
|
51.9K
$5.12M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
768+ 8.31% |
$73.6K - $76.2K
|
10K
$988K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27.9K- 7.14% |
$2.68M - $2.77M
|
363K
$35.9M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
189+ 0.71% |
$18.1K - $18.8K
|
26.9K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.9K- 28.34% |
$182K - $189K
|
4.82K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3K+ 3.51% |
$288K - $298K
|
88.5K
$8.73M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-7.8K- 4.84% |
$747K - $774K
|
153K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.24M
|
12.5K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.17K+ 5.4% |
$591K - $612K
|
120K
$11.9M
|