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 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.73K+ 2.25% |
$358K - $370K
|
170K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
22.1K+ 15.34% |
$2.12M - $2.19M
|
166K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
41+ 0.95% |
$3.93K - $4.07K
|
4.37K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.71K- 26.62% |
$260K - $269K
|
7.47K
$737K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11K+ 6.93% |
$1.06M - $1.1M
|
170K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11+ 0.08% |
$1.05K - $1.09K
|
13.3K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
52.4KNew |
$5.03M - $5.2M
|
52.4K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
330+ 1.84% |
$31.6K - $32.8K
|
18.2K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
482+ 2.62% |
$46.2K - $47.8K
|
18.9K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-225- 1.03% |
$21.6K - $22.3K
|
21.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-108K- 65.34% |
$10.4M - $10.7M
|
57.3K
$5.65M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-311- 1.62% |
$29.8K - $30.9K
|
18.9K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.9K- 8.7% |
$1.53M - $1.58M
|
167K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
244+ 0.38% |
$23.4K - $24.2K
|
64K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.24K+ 4.53% |
$119K - $123K
|
28.6K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-775- 26.96% |
$74.3K - $76.9K
|
2.1K
$207K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-8.23K- 15.71% |
$789K - $817K
|
44.2K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.6K+ 239.5% |
$1.59M - $1.65M
|
23.5K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.3K+ 29.84% |
$1.18M - $1.22M
|
53.6K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.92K+ 2.46% |
$184K - $190K
|
79.8K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.2K- 12.85% |
$1.17M - $1.21M
|
82.6K
$8.15M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$1.92K - $1.99K
|
1.55K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.8K+ 16.66% |
$1.52M - $1.57M
|
111K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.42KNew |
$136K - $141K
|
1.42K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.66K+ 1.52% |
$159K - $164K
|
111K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.5K+ 2.63% |
$4.94M - $5.12M
|
2.01M
$199M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.39K- 0.32% |
$133K - $138K
|
428K
$42.2M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-218- 0.7% |
$20.9K - $21.6K
|
30.8K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-23- 0.24% |
$2.2K - $2.28K
|
9.76K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.57K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
211K+ 20.38% |
$20.2M - $20.9M
|
1.25M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 17.87% |
$109K - $113K
|
5.24K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.57K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115K+ 1.3% |
$11M - $11.4M
|
8.94M
$882M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
14.9K+ 11.76% |
$1.43M - $1.48M
|
142K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
424K+ 22.84% |
$40.7M - $42.1M
|
2.28M
$225M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
67.8K+ 32.48% |
$6.5M - $6.73M
|
276K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29.5K+ 10.52% |
$2.83M - $2.93M
|
310K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-461- 6.84% |
$44.2K - $45.8K
|
6.28K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.03% |
$95.9 - $99.3
|
3.38K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.7K- 4.49% |
$546K - $566K
|
121K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13+ 0.38% |
$1.25K - $1.29K
|
3.45K
$340K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
66.3K+ 39.59% |
$6.36M - $6.58M
|
234K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
76+ 6.34% |
$7.28K - $7.54K
|
1.28K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-37.9K- 22.55% |
$3.64M - $3.76M
|
130K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.55K+ 8.1% |
$149K - $154K
|
20.7K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.64K+ 28.13% |
$157K - $162K
|
7.45K
$735K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 6.99% |
$224K - $232K
|
31.1K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-27.8K- 15.32% |
$2.67M - $2.76M
|
154K
$15.2M
|