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 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10.9K- 11.31% |
$1.04M - $1.08M
|
85.1K
$8.39M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
154New |
$14.8K - $15.3K
|
154
$15.2K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
388+ 6.06% |
$37.2K - $38.5K
|
6.79K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.65K+ 7.15% |
$733K - $759K
|
115K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.9K- 42.65% |
$182K - $188K
|
2.55K
$252K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-602- 4.48% |
$57.7K - $59.7K
|
12.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 12.91% |
$1.45M - $1.5M
|
132K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
69+ 1.88% |
$6.61K - $6.85K
|
3.74K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.05K- 2.78% |
$389K - $402K
|
142K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.36K- 4.12% |
$130K - $135K
|
31.7K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.03K- 30.48% |
$98.3K - $102K
|
2.34K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
465+ 1.84% |
$44.6K - $46.2K
|
25.7K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-235- 9.2% |
$22.5K - $23.3K
|
2.32K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.6KNew |
$2.17M - $2.24M
|
22.6K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
116+ 0.84% |
$11.1K - $11.5K
|
13.9K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9K+ 0.05% |
$1.62M - $1.67M
|
34.1M
$3.36B
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-56- 15.51% |
$5.37K - $5.56K
|
305
$30.1K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 2.31% |
$1.85M - $1.91M
|
855K
$84.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
31+ 134.78% |
$2.97K - $3.08K
|
54
$5.33K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 0.17% |
$671 - $695
|
4.15K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-955- 5.66% |
$91.5K - $94.8K
|
15.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.44K+ 4.45% |
$522K - $540K
|
128K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 1.27% |
$10.8M - $11.2M
|
8.77M
$865M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
34.6KNew |
$3.32M - $3.44M
|
34.6K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.1K- 46.99% |
$1.26M - $1.3M
|
14.8K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.39K+ 59.86% |
$133K - $138K
|
3.71K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$863 - $893
|
9
$888
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-39.7K- 71.68% |
$3.81M - $3.94M
|
15.7K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-950- 4.73% |
$91.1K - $94.3K
|
19.1K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.01K+ 1.85% |
$96.7K - $100K
|
55.5K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
261+ 5.98% |
$25K - $25.9K
|
4.63K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.6K+ 6.17% |
$441K - $456K
|
79.1K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-65.1K- 91.09% |
$6.24M - $6.46M
|
6.37K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.66K- 24.96% |
$926K - $959K
|
29K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-303- 3.11% |
$29K - $30.1K
|
9.44K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-162- 5.51% |
$15.5K - $16.1K
|
2.78K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.42K+ 22.18% |
$327K - $339K
|
18.8K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
143K+ 905.93% |
$13.7M - $14.2M
|
159K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
46.8K+ 145.1% |
$4.49M - $4.65M
|
79.1K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.34K- 1.21% |
$224K - $232K
|
191K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.33K+ 6.32% |
$511K - $529K
|
89.6K
$8.84M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
677K+ 7.3% |
$64.9M - $67.2M
|
9.95M
$982M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
103+ 1.61% |
$9.87K - $10.2K
|
6.5K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-59- 2.48% |
$5.66K - $5.86K
|
2.32K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
147+ 2.13% |
$14.1K - $14.6K
|
7.04K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
506+ 10.02% |
$48.5K - $50.2K
|
5.56K
$548K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.63% |
$2.59K - $2.68K
|
1.05K
$104K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.08KNew |
$391K - $405K
|
4.08K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-47.9K- 10.74% |
$4.59M - $4.75M
|
398K
$39.2M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-119K- 35.27% |
$11.4M - $11.8M
|
219K
$21.6M
|