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 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
169KNew |
$16.2M - $16.7M
|
169K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
8.07K+ 2.96% |
$774K - $801K
|
281K
$27.7M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-354- 63.21% |
$33.9K - $35.1K
|
206
$20.3K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-677- 18.0% |
$64.9K - $67.2K
|
3.08K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
2K+ 35.28% |
$192K - $199K
|
7.68K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
546+ 0.57% |
$52.3K - $54.2K
|
95.8K
$9.45M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.66K- 2.12% |
$351K - $364K
|
170K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7+ 0.17% |
$671 - $695
|
4.1K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-135- 6.21% |
$12.9K - $13.4K
|
2.04K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.9KNew |
$278K - $288K
|
2.9K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 22.28% |
$266K - $275K
|
15.2K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
536K+ 239.21% |
$51.4M - $53.2M
|
760K
$75M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.03K- 46.27% |
$386K - $399K
|
4.67K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-670- 17.09% |
$64.2K - $66.5K
|
3.25K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
679+ 2.41% |
$65.1K - $67.4K
|
28.8K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
254+ 6.42% |
$24.3K - $25.2K
|
4.21K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
98New |
$9.39K - $9.73K
|
98
$9.67K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.3K- 13.49% |
$4.15M - $4.3M
|
278K
$27.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
259+ 17.91% |
$24.8K - $25.7K
|
1.71K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-49.8K- 44.47% |
$4.77M - $4.94M
|
62.2K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
761+ 24.52% |
$72.9K - $75.5K
|
3.87K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.2K+ 3.25% |
$1.65M - $1.71M
|
545K
$53.8M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 1.2% |
$143K - $148K
|
123K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
79.5K+ 187.02% |
$7.62M - $7.89M
|
122K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$251K - $260K
|
2.62K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.34KNew |
$224K - $232K
|
2.34K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.11K- 7.97% |
$394K - $408K
|
47.5K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.17K- 16.49% |
$112K - $116K
|
5.93K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
259K+ 95.18% |
$24.8M - $25.7M
|
531K
$52.4M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-778- 3.73% |
$74.6K - $77.2K
|
20.1K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 1.33% |
$1.92K - $1.99K
|
1.53K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-214- 0.28% |
$20.5K - $21.2K
|
76K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-129- 11.51% |
$12.4K - $12.8K
|
992
$97.9K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.57M+ 13.86% |
$246M - $255M
|
21.1M
$2.08B
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
152+ 2.62% |
$14.6K - $15.1K
|
5.96K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.11% |
$383 - $397
|
3.67K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.99K- 3.26% |
$382K - $396K
|
118K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-380- 8.71% |
$36.4K - $37.7K
|
3.98K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-28.7K- 64.82% |
$2.75M - $2.85M
|
15.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 3.73% |
$96.2K - $99.6K
|
27.9K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 18.34% |
$121K - $125K
|
5.62K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
13.8MNew |
$1.33B - $1.37B
|
13.8M
$1.36B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 20.26% |
$1.79M - $1.85M
|
73.4K
$7.24M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
254New |
$24.3K - $25.2K
|
254
$25.1K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
29.4K+ 116.85% |
$2.82M - $2.92M
|
54.6K
$5.39M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
28+ 5.17% |
$2.68K - $2.78K
|
570
$56.2K
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
62.2KNew |
$5.96M - $6.17M
|
62.2K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.71K+ 9.56% |
$931K - $964K
|
111K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 23.8% |
$236K - $245K
|
12.8K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-725K- 6.5% |
$69.5M - $71.9M
|
10.4M
$1.03B
|