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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 352.42% |
$10.8M - $11.2M
|
145K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10K+ 42.7% |
$961K - $995K
|
33.5K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-901- 2.24% |
$86.4K - $89.4K
|
39.4K
$3.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.46K- 8.35% |
$235K - $244K
|
26.9K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 46.26% |
$503K - $520K
|
6.09K
$603K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 73.33% |
$2.11K - $2.18K
|
8
$792
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
394+ 1.25% |
$37.8K - $39.1K
|
31.9K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
222+ 1.13% |
$21.3K - $22K
|
19.8K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-134- 3.59% |
$12.8K - $13.3K
|
3.6K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.42K- 27.14% |
$423K - $438K
|
11.9K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.43K- 97.77% |
$424K - $439K
|
101
$10K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 11.82% |
$1.54M - $1.59M
|
152K
$15M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
24.6K+ 3.82% |
$2.35M - $2.44M
|
668K
$66.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-135- 1.04% |
$12.9K - $13.4K
|
12.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.42K+ 2.11% |
$136K - $141K
|
68.5K
$6.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.54K+ 2.04% |
$244K - $252K
|
127K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
31+ 1.22% |
$2.97K - $3.08K
|
2.56K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-678- 3.71% |
$65K - $67.3K
|
17.6K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3+ 0.08% |
$288 - $298
|
3.76K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.11K+ 77.8% |
$394K - $408K
|
9.4K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.6K- 14.45% |
$153K - $159K
|
9.48K
$939K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
265+ 0.64% |
$25.4K - $26.3K
|
41.7K
$4.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
271K+ 2.69% |
$26M - $26.9M
|
10.3M
$1.02B
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.03K- 4.7% |
$98.3K - $102K
|
20.8K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
831+ 24.98% |
$79.7K - $82.5K
|
4.16K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.37K+ 8.35% |
$611K - $632K
|
82.6K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-109- 4.17% |
$10.4K - $10.8K
|
2.51K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-70K- 67.79% |
$6.71M - $6.95M
|
33.3K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
646+ 18.12% |
$61.9K - $64.1K
|
4.21K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.82K+ 6.04% |
$175K - $181K
|
32K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
292+ 3.2% |
$28K - $29K
|
9.42K
$932K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.38K+ 1.74% |
$516K - $534K
|
314K
$31.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
617+ 5.59% |
$59.1K - $61.2K
|
11.7K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43.5K+ 2.68% |
$4.17M - $4.32M
|
1.67M
$165M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.16K+ 9.96% |
$303K - $314K
|
34.9K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$26.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.06% |
$192 - $199
|
3.34K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.05K+ 14.26% |
$388K - $402K
|
32.4K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 8.1% |
$129K - $133K
|
17.9K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-18K- 3.12% |
$1.72M - $1.78M
|
557K
$55.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-56.9K- 29.09% |
$5.46M - $5.65M
|
139K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 2.86% |
$184K - $190K
|
65.2K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
14K+ 23.8% |
$1.35M - $1.39M
|
73K
$7.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 13.7% |
$219K - $226K
|
14.4K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$134K - $139K
|
75.7K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
248+ 6.44% |
$23.8K - $24.6K
|
4.1K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$510K - $529K
|
405K
$40.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336K+ 3.26% |
$32.2M - $33.3M
|
10.6M
$1.05B
|