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 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-423- 7.32% |
$40.7K - $43.1K
|
5.35K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
178+ 0.41% |
$17.1K - $18.2K
|
43.9K
$4.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.82K+ 4.81% |
$175K - $185K
|
39.6K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.32K+ 2.86% |
$223K - $236K
|
83.2K
$8.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.14K+ 1.51% |
$110K - $116K
|
76.7K
$7.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
921+ 2.15% |
$88.6K - $93.9K
|
43.8K
$4.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.19K+ 189.19% |
$884K - $937K
|
14K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
514+ 2.74% |
$49.5K - $52.4K
|
19.3K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
730+ 0.44% |
$70.3K - $74.4K
|
168K
$16.6M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-423- 12.85% |
$40.7K - $43.1K
|
2.87K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.13K+ 20.11% |
$205K - $217K
|
12.7K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.8K- 66.4% |
$558K - $591K
|
2.93K
$291K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-253- 1.72% |
$24.4K - $25.8K
|
14.4K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.66KNew |
$256K - $271K
|
2.66K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-85.8K- 13.81% |
$8.26M - $8.75M
|
536K
$53.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 4.17% |
$677K - $717K
|
161K
$16M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.43K+ 94.28% |
$138K - $146K
|
2.95K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.62K+ 24.6% |
$156K - $165K
|
8.19K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.9K+ 21.19% |
$857K - $908K
|
50.9K
$5.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.56K+ 33.69% |
$150K - $159K
|
6.2K
$615K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
78.9K+ 13.96% |
$7.6M - $8.05M
|
644K
$63.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.2K+ 1.06% |
$212K - $224K
|
211K
$20.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
240+ 0.92% |
$23.1K - $24.5K
|
26.2K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.9KNew |
$1.05M - $1.11M
|
10.9K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
370+ 4.21% |
$35.6K - $37.7K
|
9.15K
$908K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.11K+ 5.91% |
$396K - $419K
|
73.6K
$7.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 0.98% |
$1.21M - $1.28M
|
1.29M
$128M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
125+ 0.92% |
$12K - $12.7K
|
13.6K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.93K- 7.98% |
$378K - $401K
|
45.3K
$4.5M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.7K- 15.37% |
$164K - $173K
|
9.37K
$929K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-159- 1.82% |
$15.3K - $16.2K
|
8.58K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.89K+ 3.27% |
$182K - $193K
|
59.7K
$5.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.1K+ 394.02% |
$298K - $316K
|
3.88K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.72M+ 11.08% |
$358M - $379M
|
37.3M
$3.7B
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.5K- 10.74% |
$337K - $357K
|
29.1K
$2.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.1K+ 13.96% |
$1.26M - $1.34M
|
107K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
68K+ 74.25% |
$6.54M - $6.93M
|
159K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.3MNew |
$125M - $133M
|
1.3M
$129M
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-591- 0.78% |
$56.9K - $60.3K
|
75K
$7.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.95% |
$3.47K - $3.67K
|
3.73K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-11- 0.3% |
$1.06K - $1.12K
|
3.63K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.29K+ 12.08% |
$605K - $641K
|
58.4K
$5.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-553- 4.93% |
$53.2K - $56.4K
|
10.7K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 44.16% |
$203K - $215K
|
6.87K
$681K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.12KNew |
$300K - $318K
|
3.12K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.18K+ 3.11% |
$498K - $528K
|
172K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.33K+ 15.61% |
$513K - $544K
|
39.5K
$3.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.22K+ 24.35% |
$213K - $226K
|
11.3K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.55K- 2.84% |
$245K - $260K
|
87K
$8.63M
|