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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
52+ 0.76% |
$5.03K - $5.26K
|
6.86K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
810New |
$78.3K - $82K
|
810
$79.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-58- 18.83% |
$5.61K - $5.87K
|
250
$24.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.27K- 24.25% |
$799K - $837K
|
25.8K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.28K- 5.51% |
$414K - $433K
|
73.3K
$7.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.8K- 28.71% |
$1.62M - $1.7M
|
41.6K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.56K- 48.28% |
$344K - $360K
|
3.81K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
194New |
$18.7K - $19.6K
|
194
$19K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.04K- 21.03% |
$100K - $105K
|
3.89K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 7.37% |
$184K - $193K
|
27.7K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-69.1K- 2.97% |
$6.68M - $7M
|
2.26M
$221M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-553- 6.57% |
$53.4K - $56K
|
7.87K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 0.14% |
$2.03K - $2.13K
|
15.4K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
317+ 2.94% |
$30.6K - $32.1K
|
11.1K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.17K+ 11.14% |
$403K - $422K
|
41.6K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 20.9% |
$209K - $219K
|
12.5K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
312+ 7.7% |
$30.2K - $31.6K
|
4.36K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.52K+ 76.54% |
$243K - $255K
|
5.8K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 0.23% |
$580 - $607
|
2.67K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4.35KNew |
$420K - $440K
|
4.35K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.23KNew |
$215K - $226K
|
2.23K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-160- 5.59% |
$15.5K - $16.2K
|
2.7K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-4.29K- 2.09% |
$414K - $434K
|
201K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2- 0.08% |
$193 - $202
|
2.52K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
2.58K+ 1.55% |
$249K - $261K
|
168K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-204- 1.18% |
$19.7K - $20.7K
|
17K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
3.22K+ 19.16% |
$311K - $326K
|
20K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.13KNew |
$592K - $620K
|
6.13K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
3.67K+ 8.73% |
$355K - $372K
|
45.8K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.23% |
$96.6 - $101
|
431
$42.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.3K+ 2.33% |
$415K - $435K
|
189K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
3.37K+ 2.01% |
$326K - $341K
|
171K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
969+ 42.93% |
$93.6K - $98.1K
|
3.23K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.54KNew |
$342K - $359K
|
3.54K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
692+ 0.32% |
$66.9K - $70.1K
|
216K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
129KNew |
$12.4M - $13M
|
129K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-409- 30.41% |
$39.5K - $41.4K
|
936
$91.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-155- 1.74% |
$15K - $15.7K
|
8.77K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.32K- 32.44% |
$611K - $640K
|
13.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.65% |
$96.6 - $101
|
153
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-14.1K- 4.2% |
$1.36M - $1.42M
|
321K
$31.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.3K- 10.82% |
$2.83M - $2.96M
|
241K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-479- 12.54% |
$46.3K - $48.5K
|
3.34K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-46.4K- 95.31% |
$4.48M - $4.69M
|
2.28K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
142+ 4.77% |
$13.7K - $14.4K
|
3.12K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
40K+ 7.15% |
$3.87M - $4.05M
|
599K
$58.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-144K- 36.62% |
$13.9M - $14.6M
|
250K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-673- 1.32% |
$65K - $68.1K
|
50.2K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-717- 7.78% |
$69.3K - $72.6K
|
8.5K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.22K- 6.39% |
$118K - $124K
|
17.9K
$1.76M
|