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
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
5.5K+ 13.84% |
$527K - $546K
|
45.2K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-94- 0.08% |
$9.01K - $9.33K
|
116K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-77- 0.19% |
$7.38K - $7.64K
|
41.5K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 0.49% |
$20.4K - $21.1K
|
43.9K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.66K+ 30.03% |
$447K - $463K
|
20.2K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11.4K- 38.59% |
$1.09M - $1.13M
|
18.1K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
408New |
$39.1K - $40.5K
|
408
$40.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-102- 2.14% |
$9.78K - $10.1K
|
4.66K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 8.27% |
$153K - $158K
|
20.9K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-513- 99.81% |
$49.2K - $50.9K
|
1
$98.7
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.9KNew |
$1.52M - $1.58M
|
15.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-32.5K- 11.32% |
$3.11M - $3.22M
|
254K
$25.1M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-113- 3.66% |
$10.8K - $11.2K
|
2.97K
$293K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-167- 3.48% |
$16K - $16.6K
|
4.63K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.95K- 53.4% |
$187K - $193K
|
1.7K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-97- 1.5% |
$9.3K - $9.63K
|
6.37K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 1.22% |
$767 - $794
|
663
$65.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.88K+ 72.48% |
$467K - $484K
|
11.6K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.6K+ 10.41% |
$3.13M - $3.24M
|
346K
$34.1M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-534- 3.51% |
$51.2K - $53K
|
14.7K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.36K+ 10.48% |
$131K - $135K
|
14.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.76K- 9.62% |
$456K - $472K
|
44.7K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
134K+ 12.3% |
$12.9M - $13.3M
|
1.23M
$121M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.56K+ 2.17% |
$437K - $453K
|
215K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11K+ 31.15% |
$1.05M - $1.09M
|
46.2K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.02K- 59.23% |
$194K - $201K
|
1.39K
$137K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.38K- 0.68% |
$324K - $335K
|
496K
$48.9M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.56K+ 1.96% |
$149K - $154K
|
81K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-141K- 98.37% |
$13.5M - $14M
|
2.33K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.85KNew |
$465K - $482K
|
4.85K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
4.87KNew |
$466K - $483K
|
4.87K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
5.9K+ 3.8% |
$566K - $586K
|
161K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 300.0% |
$1.44K - $1.49K
|
20
$1.97K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
33K+ 15.96% |
$3.17M - $3.28M
|
240K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
311K+ 74.17% |
$29.8M - $30.9M
|
730K
$72.1M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 13.04% |
$863 - $893
|
78
$7.7K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
6.12KNew |
$587K - $607K
|
6.12K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 0.1% |
$19.2K - $19.9K
|
202K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.7K- 9.25% |
$163K - $169K
|
16.7K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 3.03% |
$193K - $200K
|
64.5K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-512- 1.91% |
$49.1K - $50.8K
|
26.2K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24K+ 75.92% |
$2.3M - $2.39M
|
55.7K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-141K- 50.64% |
$13.5M - $14M
|
137K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.41K+ 3.58% |
$135K - $140K
|
40.7K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.95K- 36.7% |
$187K - $194K
|
3.37K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 3.8% |
$143K - $148K
|
40.8K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-384- 4.42% |
$36.8K - $38.1K
|
8.31K
$820K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
260+ 5.12% |
$24.9K - $25.8K
|
5.34K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-59.5K- 15.99% |
$5.7M - $5.91M
|
313K
$30.8M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
945+ 3.18% |
$90.6K - $93.8K
|
30.6K
$3.02M
|