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 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 23.91% |
$2.12K - $2.24K
|
70
$6.94K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
11.1K+ 2.7% |
$1.07M - $1.13M
|
423K
$42M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 38.57% |
$319K - $338K
|
11.9K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61K+ 20.14% |
$347K - $368K
|
21.5K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-15.8K- 6.67% |
$1.52M - $1.61M
|
221K
$21.9M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.83K+ 2.43% |
$368K - $390K
|
162K
$16M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
379+ 1.9% |
$36.5K - $38.7K
|
20.3K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
89.4K+ 6.31% |
$8.61M - $9.12M
|
1.51M
$149M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.08K+ 6.82% |
$104K - $110K
|
16.9K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-450- 4.03% |
$43.3K - $45.9K
|
10.7K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 0.17% |
$963 - $1.02K
|
5.98K
$594K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19K+ 15.08% |
$307K - $325K
|
24.3K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 4.43% |
$1.37M - $1.46M
|
337K
$33.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.76K+ 1.51% |
$266K - $282K
|
186K
$18.4M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
783+ 32.26% |
$75.4K - $79.9K
|
3.21K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
50+ 1.07% |
$4.81K - $5.1K
|
4.71K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 82.41% |
$560K - $594K
|
1.24K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.01K+ 82.54% |
$675K - $715K
|
15.5K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20.8K+ 754.44% |
$2M - $2.12M
|
23.6K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.29K- 4.6% |
$124K - $131K
|
26.7K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
33.2K+ 163.05% |
$3.2M - $3.39M
|
53.6K
$5.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.2K+ 34.83% |
$115K - $122K
|
4.63K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-663- 0.85% |
$63.8K - $67.6K
|
77.6K
$7.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
258+ 0.54% |
$24.8K - $26.3K
|
48.5K
$4.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.12M+ 86.4% |
$204M - $217M
|
4.58M
$454M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 30.2% |
$101K - $107K
|
4.54K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
213+ 4.35% |
$20.5K - $21.7K
|
5.1K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-840- 27.7% |
$80.9K - $85.7K
|
2.19K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
58.2K+ 9.67% |
$5.6M - $5.93M
|
660K
$65.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
767K+ 282.09% |
$73.8M - $78.2M
|
1.04M
$103M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-716- 26.46% |
$68.9K - $73K
|
1.99K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.55K+ 8.65% |
$149K - $158K
|
19.5K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.2K- 29.25% |
$693K - $734K
|
17.4K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.88K- 12.2% |
$373K - $396K
|
27.9K
$2.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.63K+ 107.84% |
$541K - $574K
|
10.8K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.03K+ 14.99% |
$195K - $207K
|
15.6K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.16K+ 7.96% |
$112K - $119K
|
15.8K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
169+ 0.34% |
$16.3K - $17.2K
|
49.7K
$4.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-47- 0.04% |
$4.52K - $4.79K
|
125K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
162K+ 4535.73% |
$15.6M - $16.5M
|
165K
$16.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-139- 19.44% |
$13.4K - $14.2K
|
576
$57.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-141K- 97.09% |
$13.5M - $14.4M
|
4.22K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.91K- 30.72% |
$472K - $501K
|
11.1K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.4KNew |
$997K - $1.06M
|
10.4K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
8.47K+ 6.44% |
$815K - $864K
|
140K
$13.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.01K+ 46.0% |
$290K - $307K
|
9.55K
$948K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.3K+ 51.62% |
$1.47M - $1.56M
|
44.9K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.43% |
$963 - $1.02K
|
2.32K
$230K
|