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 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.43K+ 14.85% |
$138K - $146K
|
11K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.44K+ 0.25% |
$138K - $147K
|
586K
$58.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-806- 7.59% |
$77.6K - $82.2K
|
9.82K
$974K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
48K+ 15.21% |
$4.62M - $4.89M
|
363K
$36.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-9.87K- 3.23% |
$950K - $1.01M
|
295K
$29.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5KNew |
$818K - $867K
|
8.5K
$843K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.28K+ 8.18% |
$220K - $233K
|
30.2K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17K+ 82.74% |
$1.63M - $1.73M
|
37.5K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
35.8K+ 10.14% |
$3.45M - $3.65M
|
389K
$38.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.44K+ 1.22% |
$235K - $249K
|
202K
$20.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$96.3 - $102
|
24
$2.38K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
1.54K+ 0.58% |
$148K - $157K
|
266K
$26.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-965- 12.66% |
$92.9K - $98.4K
|
6.66K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-106- 0.04% |
$10.2K - $10.8K
|
282K
$28M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-192- 4.74% |
$18.5K - $19.6K
|
3.86K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-33- 1.24% |
$3.18K - $3.37K
|
2.62K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
3.64K+ 0.83% |
$351K - $372K
|
440K
$43.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.06K- 21.26% |
$295K - $312K
|
11.3K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-477- 12.17% |
$45.9K - $48.6K
|
3.44K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 8.59% |
$2.03M - $2.15M
|
267K
$26.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
19KNew |
$1.83M - $1.94M
|
19K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-61- 2.75% |
$5.87K - $6.22K
|
2.15K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-776- 0.36% |
$74.7K - $79.1K
|
217K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 6.81% |
$167K - $177K
|
27.2K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
268+ 110.29% |
$25.8K - $27.3K
|
511
$50.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-51.7K- 34.08% |
$4.97M - $5.27M
|
100K
$9.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 15.34% |
$193K - $205K
|
15.1K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.13K- 11.64% |
$108K - $115K
|
8.55K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.65% |
$96.3 - $102
|
154
$15.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
772+ 1.21% |
$74.3K - $78.7K
|
64.7K
$6.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 2.16% |
$400K - $423K
|
188K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
71+ 0.43% |
$6.83K - $7.24K
|
16.7K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-531- 40.66% |
$51.1K - $54.2K
|
775
$76.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.8K+ 61.68% |
$2.38M - $2.53M
|
65K
$6.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
667+ 6.21% |
$64.2K - $68K
|
11.4K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.17K+ 65.17% |
$305K - $323K
|
8.03K
$796K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-592- 7.44% |
$57K - $60.4K
|
7.36K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-145- 3.12% |
$14K - $14.8K
|
4.51K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
34.1K+ 16.9% |
$3.28M - $3.47M
|
236K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
41.7K+ 17.88% |
$4.01M - $4.25M
|
275K
$27.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$1.29M - $1.37M
|
52.1K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
221+ 0.54% |
$21.3K - $22.5K
|
41K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
82+ 1.13% |
$7.89K - $8.36K
|
7.37K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.87K- 4.63% |
$180K - $191K
|
38.5K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
96.8K+ 37.06% |
$9.32M - $9.88M
|
358K
$35.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-830- 14.5% |
$79.9K - $84.6K
|
4.9K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.26K+ 2.67% |
$218K - $231K
|
86.9K
$8.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.63K- 61.35% |
$349K - $370K
|
2.28K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.34% |
$1.64K - $1.73K
|
4.95K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
87+ 0.46% |
$8.37K - $8.87K
|
19.1K
$1.9M
|