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 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-60- 49.59% |
$5.78K - $6.12K
|
61
$6.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.4K- 9.86% |
$4.57M - $4.84M
|
434K
$43M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
21.5K+ 3.99% |
$2.07M - $2.19M
|
559K
$55.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.38% |
$963 - $1.02K
|
2.63K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-72- 1.75% |
$6.93K - $7.34K
|
4.05K
$401K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-63.4K- 86.36% |
$6.1M - $6.47M
|
10K
$994K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 34.33% |
$307K - $326K
|
12.5K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.67K+ 7.93% |
$354K - $375K
|
50K
$4.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.2K- 30.85% |
$1.27M - $1.35M
|
29.6K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.44K+ 3.79% |
$331K - $351K
|
94.4K
$9.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-232- 8.17% |
$22.3K - $23.7K
|
2.61K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-80- 3.69% |
$7.7K - $8.16K
|
2.09K
$207K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40.6K+ 3.45% |
$3.91M - $4.14M
|
1.22M
$121M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.29% |
$96.3 - $102
|
351
$34.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$407K - $431K
|
4.23K
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.21K+ 8.91% |
$405K - $429K
|
51.4K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$96.3 - $102
|
1.52K
$151K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-437- 18.23% |
$42.1K - $44.6K
|
1.96K
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.85K+ 4.63% |
$274K - $290K
|
64.3K
$6.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
111K+ 66.62% |
$10.7M - $11.3M
|
277K
$27.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-209- 1.24% |
$20.1K - $21.3K
|
16.7K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150+ 3.71% |
$14.4K - $15.3K
|
4.19K
$416K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-450- 65.41% |
$43.3K - $45.9K
|
238
$23.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
20.5K+ 13.89% |
$1.97M - $2.09M
|
168K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-684- 18.8% |
$65.8K - $69.8K
|
2.95K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.23% |
$96.3 - $102
|
430
$42.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.39M+ 12022.82% |
$230M - $244M
|
2.41M
$239M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.27K- 3.56% |
$218K - $231K
|
61.4K
$6.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 2.31% |
$8.95K - $9.48K
|
4.12K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 7.47% |
$213K - $226K
|
31.9K
$3.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.01K+ 6.14% |
$96.7K - $102K
|
17.4K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
53.7KNew |
$5.17M - $5.47M
|
53.7K
$5.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-110- 7.85% |
$10.6K - $11.2K
|
1.29K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-926- 29.66% |
$89.1K - $94.4K
|
2.2K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.43% |
$193 - $204
|
467
$46.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 1.59% |
$13.9K - $14.7K
|
9.21K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-71- 0.66% |
$6.83K - $7.24K
|
10.7K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.18K+ 7.25% |
$209K - $222K
|
32.2K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 1.36% |
$2.89K - $3.06K
|
2.24K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.6K+ 68.18% |
$2.08M - $2.2M
|
53.3K
$5.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-90- 3.45% |
$8.66K - $9.18K
|
2.52K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
121K+ 275.35% |
$11.7M - $12.4M
|
166K
$16.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-26- 0.98% |
$2.5K - $2.65K
|
2.63K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
715+ 5.1% |
$68.8K - $72.9K
|
14.7K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-403- 7.81% |
$38.8K - $41.1K
|
4.76K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.37K- 5.65% |
$131K - $139K
|
22.8K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
710+ 5.62% |
$68.3K - $72.4K
|
13.3K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-420- 13.02% |
$40.4K - $42.8K
|
2.81K
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
986New |
$94.9K - $101K
|
986
$97.8K
|