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 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
5.2K+ 4.95% |
$499K - $516K
|
110K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 43.32% |
$117K - $122K
|
4.05K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-414- 6.24% |
$39.7K - $41.1K
|
6.22K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-30.8K- 60.86% |
$2.95M - $3.05M
|
19.8K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.9K+ 13.12% |
$374K - $387K
|
33.6K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-91- 3.0% |
$8.72K - $9.03K
|
2.94K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.75K+ 19.43% |
$360K - $373K
|
23.1K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4K+ 45.07% |
$1.38M - $1.43M
|
46.4K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.71K+ 6.34% |
$548K - $567K
|
95.9K
$9.46M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.6K- 6.45% |
$1.02M - $1.05M
|
154K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
201+ 2.55% |
$19.3K - $19.9K
|
8.09K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
709+ 0.94% |
$68K - $70.4K
|
75.8K
$7.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
239K+ 2.66% |
$23M - $23.8M
|
9.23M
$911M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388K+ 8.04% |
$37.2M - $38.6M
|
5.22M
$515M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-21.9K- 24.63% |
$2.1M - $2.17M
|
66.9K
$6.6M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-560- 1.75% |
$53.7K - $55.6K
|
31.4K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.19K- 22.55% |
$306K - $316K
|
11K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
102+ 0.14% |
$9.78K - $10.1K
|
73.2K
$7.22M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 28.92% |
$1.92M - $1.99M
|
89.2K
$8.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.63KNew |
$252K - $261K
|
2.63K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-358K- 34.54% |
$34.4M - $35.6M
|
680K
$67M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
105KNew |
$10.1M - $10.4M
|
105K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.11% |
$95.9 - $99.3
|
937
$92.4K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-10K- 60.02% |
$962K - $996K
|
6.69K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.61K+ 2.35% |
$250K - $259K
|
114K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1K+ 356.42% |
$2.79M - $2.89M
|
37.3K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.9K- 7.15% |
$2.96M - $3.07M
|
401K
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.77K+ 3.3% |
$266K - $275K
|
86.7K
$8.55M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
33+ 0.1% |
$3.16K - $3.28K
|
32.6K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
290+ 0.05% |
$27.8K - $28.8K
|
528K
$52.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-46.8K- 86.45% |
$4.49M - $4.65M
|
7.34K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-151K- 3.32% |
$14.5M - $15M
|
4.41M
$436M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 1.17% |
$6.04K - $6.25K
|
5.31K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-136- 3.29% |
$13K - $13.5K
|
3.99K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
675+ 2.18% |
$64.7K - $67K
|
31.6K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
34.8K+ 744.57% |
$3.34M - $3.46M
|
39.5K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.26% |
$1.34K - $1.39K
|
5.43K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-54.2K- 46.26% |
$5.19M - $5.38M
|
62.9K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 0.4% |
$242K - $251K
|
638K
$62.9M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-120- 3.92% |
$11.5K - $11.9K
|
2.94K
$290K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.4K+ 0.35% |
$997K - $1.03M
|
2.95M
$291M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
47+ 0.77% |
$4.5K - $4.66K
|
6.13K
$604K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-727- 1.46% |
$69.7K - $72.2K
|
49.1K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
12.6K+ 31.59% |
$1.21M - $1.25M
|
52.6K
$5.19M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52.2K+ 5.39% |
$5M - $5.18M
|
1.02M
$101M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.25K- 85.69% |
$216K - $224K
|
376
$37.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.7K+ 93.99% |
$546K - $565K
|
11.8K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-16.3K- 87.08% |
$1.56M - $1.62M
|
2.42K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
661+ 1.71% |
$63.4K - $65.6K
|
39.3K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.27K+ 14.0% |
$889K - $920K
|
75.5K
$7.45M
|