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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
301+ 0.03% |
$29K - $30.7K
|
996K
$98.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
749+ 0.32% |
$72.1K - $76.4K
|
233K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 6.47% |
$1.92M - $2.03M
|
327K
$32.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$156K - $165K
|
1.62K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
225+ 11.42% |
$21.7K - $22.9K
|
2.2K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.98KNew |
$191K - $202K
|
1.98K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.9K+ 2.91% |
$1.34M - $1.42M
|
491K
$48.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 1.63% |
$159K - $168K
|
103K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.42KNew |
$136K - $144K
|
1.42K
$140K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
265+ 0.44% |
$25.5K - $27K
|
61K
$6.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
474+ 3.75% |
$45.6K - $48.3K
|
13.1K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 3.47% |
$257K - $273K
|
79.7K
$7.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-205- 5.34% |
$19.7K - $20.9K
|
3.64K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
661+ 2.97% |
$63.6K - $67.4K
|
22.9K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.75K+ 129.29% |
$457K - $484K
|
8.42K
$835K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
7.16K
$710K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.88K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.81KNew |
$656K - $695K
|
6.81K
$676K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$99.2
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8.27K+ 16.28% |
$796K - $843K
|
59.1K
$5.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
739+ 6.09% |
$71.1K - $75.4K
|
12.9K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 0.27% |
$385 - $408
|
1.5K
$148K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-575- 83.45% |
$55.3K - $58.6K
|
114
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.14K- 1.43% |
$109K - $116K
|
78.4K
$7.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.79K+ 1.66% |
$268K - $284K
|
170K
$16.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.1K- 2.14% |
$587K - $622K
|
279K
$27.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.61K+ 1.89% |
$637K - $674K
|
357K
$35.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
409+ 5.98% |
$39.4K - $41.7K
|
7.25K
$719K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.01K- 10.21% |
$97.6K - $103K
|
8.92K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
958+ 3.18% |
$92.2K - $97.7K
|
31.1K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
94+ 3.26% |
$9.05K - $9.59K
|
2.98K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.34K+ 1.63% |
$321K - $340K
|
208K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15K+ 18.27% |
$1.44M - $1.53M
|
97.1K
$9.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$1.12M - $1.18M
|
11.6K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.03K+ 12.57% |
$773K - $819K
|
71.9K
$7.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-15.1K- 9.16% |
$1.45M - $1.54M
|
149K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.46KNew |
$718K - $761K
|
7.46K
$740K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
118K+ 22.29% |
$11.3M - $12M
|
646K
$64.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
2.68K+ 1.63% |
$258K - $273K
|
167K
$16.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31.8K- 58.72% |
$3.06M - $3.24M
|
22.3K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
BUY
|
- |
701K+ 1367.25% |
$67.5M - $71.5M
|
753K
$74.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.73% |
$119K - $126K
|
19.6K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24.2K+ 26.45% |
$2.33M - $2.47M
|
116K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
29.5K+ 3.07% |
$2.84M - $3.01M
|
990K
$98.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
358+ 0.06% |
$34.5K - $36.5K
|
565K
$56.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
447+ 2.34% |
$43K - $45.6K
|
19.6K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-182- 1.41% |
$17.5K - $18.6K
|
12.7K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
56.3K+ 64.33% |
$5.42M - $5.74M
|
144K
$14.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
37+ 0.16% |
$3.56K - $3.77K
|
23.5K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.1K+ 6.4% |
$1.07M - $1.13M
|
185K
$18.3M
|