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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
222+ 3.23% |
$21.4K - $22.6K
|
7.09K
$704K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-15- 0.11% |
$1.44K - $1.53K
|
13.5K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11M+ 19.73% |
$299M - $317M
|
18.8M
$1.87B
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-8.98K- 41.79% |
$865K - $916K
|
12.5K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.4K+ 292.18% |
$1.77M - $1.88M
|
24.7K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-110- 3.34% |
$10.6K - $11.2K
|
3.19K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13.9K+ 63.96% |
$1.34M - $1.42M
|
35.6K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.82K+ 68.18% |
$368K - $390K
|
9.43K
$935K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.76K- 21.82% |
$266K - $282K
|
9.9K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.6K+ 22.5% |
$1.79M - $1.89M
|
101K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.83K+ 1.97% |
$946K - $1M
|
509K
$50.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.71K+ 5.88% |
$164K - $174K
|
30.8K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86KNew |
$275K - $292K
|
2.86K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
290+ 3.78% |
$27.9K - $29.6K
|
7.96K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 17.04% |
$362K - $384K
|
25.8K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
82.5K+ 110.51% |
$7.94M - $8.42M
|
157K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
38+ 1.21% |
$3.66K - $3.88K
|
3.18K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.02K- 4.9% |
$97.7K - $104K
|
19.7K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
146KNew |
$14.1M - $14.9M
|
146K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-36- 1.18% |
$3.47K - $3.67K
|
3.03K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.33K- 4.11% |
$609K - $646K
|
148K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59KNew |
$249K - $264K
|
2.59K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
355+ 16.17% |
$34.2K - $36.2K
|
2.55K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.91K- 3.0% |
$183K - $194K
|
61.6K
$6.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
46+ 0.53% |
$4.43K - $4.69K
|
8.7K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.41K+ 10.6% |
$232K - $245K
|
25.1K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14K- 51.38% |
$1.35M - $1.43M
|
13.2K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 0.57% |
$14.4K - $15.3K
|
26.4K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $102
|
2.92K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
901+ 16.1% |
$86.7K - $91.9K
|
6.5K
$645K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.62KNew |
$445K - $471K
|
4.62K
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-763- 23.09% |
$73.4K - $77.8K
|
2.54K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 6.69% |
$599K - $634K
|
99.3K
$9.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.47K+ 50.52% |
$334K - $354K
|
10.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 15.78% |
$144K - $153K
|
11K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-228- 5.28% |
$21.9K - $23.3K
|
4.09K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.12K- 3.85% |
$300K - $318K
|
77.9K
$7.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.2K- 3.38% |
$3.01M - $3.19M
|
894K
$88.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.16K+ 1.74% |
$208K - $220K
|
126K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15.3KNew |
$1.48M - $1.57M
|
15.3K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-45- 2.57% |
$4.33K - $4.59K
|
1.71K
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-99- 3.59% |
$9.53K - $10.1K
|
2.66K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.05K- 2.66% |
$198K - $209K
|
75.1K
$7.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.48K- 7.24% |
$142K - $151K
|
18.9K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 2.09% |
$21.9K - $23.3K
|
11.2K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
845+ 4.65% |
$81.3K - $86.2K
|
19K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.06% |
$578 - $612
|
9.48K
$941K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.36K+ 0.97% |
$131K - $139K
|
142K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-930- 1.74% |
$89.5K - $94.8K
|
52.6K
$5.21M
|