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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.81K- 41.63% |
$173K - $179K
|
2.53K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.23K- 4.15% |
$117K - $122K
|
28.3K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 2.33% |
$6.75M - $6.99M
|
3.09M
$306M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.39K+ 1.28% |
$325K - $336K
|
268K
$26.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-233K- 85.21% |
$22.3M - $23.1M
|
40.5K
$4M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.72KNew |
$740K - $766K
|
7.72K
$764K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.42K- 5.37% |
$136K - $140K
|
25K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
350+ 7.65% |
$33.5K - $34.7K
|
4.93K
$488K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 29.85% |
$110K - $114K
|
2.69K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.6K+ 132841.19% |
$2.16M - $2.24M
|
22.6K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.97K- 8.21% |
$188K - $195K
|
22K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.58K+ 0.26% |
$248K - $256K
|
998K
$98.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
450K+ 13.84% |
$43.1M - $44.6M
|
3.7M
$366M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
75.7K+ 13.13% |
$7.26M - $7.52M
|
653K
$64.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-87.3K- 20.79% |
$8.37M - $8.67M
|
333K
$32.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.1K- 9.49% |
$966K - $1M
|
96.1K
$9.52M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.41K+ 4.79% |
$614K - $636K
|
140K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$450K - $466K
|
4.7K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.52K- 5.08% |
$241K - $250K
|
47.1K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.82K+ 6.06% |
$174K - $180K
|
31.8K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-128K- 29.95% |
$12.3M - $12.7M
|
299K
$29.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.1K+ 84.69% |
$2.98M - $3.09M
|
67.8K
$6.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-75- 0.28% |
$7.19K - $7.44K
|
26.6K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
2.19KNew |
$209K - $217K
|
2.19K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 29.04% |
$2.47M - $2.56M
|
63K
$6.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.1K- 52.68% |
$2.31M - $2.4M
|
21.7K
$2.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-40.4K- 2.49% |
$3.88M - $4.01M
|
1.58M
$157M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
147+ 2.41% |
$14.1K - $14.6K
|
6.25K
$618K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
79+ 0.53% |
$7.57K - $7.84K
|
15.1K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.28K- 13.21% |
$123K - $127K
|
8.4K
$832K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.02K+ 6.8% |
$481K - $498K
|
78.8K
$7.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-11.1K- 2.73% |
$1.06M - $1.1M
|
396K
$39.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.87K- 7.23% |
$179K - $185K
|
24K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
5.06K+ 7.49% |
$485K - $502K
|
72.5K
$7.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-51- 1.46% |
$4.89K - $5.06K
|
3.44K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.31K+ 47.76% |
$700K - $725K
|
22.6K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$95.9 - $99.3
|
2.27K
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.83K+ 0.97% |
$367K - $380K
|
397K
$39.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.35K- 53.14% |
$417K - $431K
|
3.83K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
116+ 0.54% |
$11.1K - $11.5K
|
21.6K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-264- 2.48% |
$25.3K - $26.2K
|
10.4K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 41.17% |
$143K - $148K
|
5.12K
$507K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.43K- 36.9% |
$329K - $340K
|
5.86K
$580K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.72K+ 5.97% |
$452K - $468K
|
83.7K
$8.29M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.32K+ 4.31% |
$606K - $627K
|
153K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-338K- 34.63% |
$32.4M - $33.5M
|
638K
$63.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-491- 39.5% |
$47.1K - $48.7K
|
752
$74.4K
|