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 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
570+ 71.25% |
$55.1K - $57.7K
|
1.37K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.67K+ 1.15% |
$258K - $270K
|
236K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.25KNew |
$604K - $632K
|
6.25K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 20.44% |
$1.91M - $2M
|
117K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
42.7K+ 335.84% |
$4.13M - $4.32M
|
55.4K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47.1K+ 29.18% |
$4.55M - $4.77M
|
209K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-7.91K- 2.41% |
$764K - $800K
|
320K
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
121+ 5.1% |
$11.7K - $12.2K
|
2.49K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.4K+ 5.95% |
$1.2M - $1.26M
|
221K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-15.1K- 32.05% |
$1.46M - $1.53M
|
32K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.5K+ 33.38% |
$2.47M - $2.58M
|
102K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.9K+ 33.01% |
$8.97M - $9.4M
|
374K
$36.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
755+ 3.97% |
$73K - $76.4K
|
19.8K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-389- 15.03% |
$37.6K - $39.4K
|
2.2K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 4.66% |
$242K - $253K
|
56.1K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-709- 10.0% |
$68.5K - $71.8K
|
6.38K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.32KNew |
$224K - $235K
|
2.32K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
34.4K+ 14.6% |
$3.33M - $3.48M
|
270K
$26.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
349+ 7.54% |
$33.7K - $35.3K
|
4.98K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.37K+ 788.06% |
$325K - $341K
|
3.79K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3K+ 7.21% |
$1.19M - $1.24M
|
183K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 18.72% |
$109K - $114K
|
4.89K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 60.72% |
$6.49M - $6.8M
|
178K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
27.1KNew |
$2.62M - $2.74M
|
27.1K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.09KNew |
$202K - $211K
|
2.09K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
698+ 2.97% |
$67.5K - $70.7K
|
24.2K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-58- 0.51% |
$5.61K - $5.87K
|
11.2K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
17.6K+ 34.47% |
$1.7M - $1.78M
|
68.5K
$6.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-395- 6.38% |
$38.2K - $40K
|
5.79K
$568K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
539+ 21.39% |
$52.1K - $54.6K
|
3.06K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-319- 12.43% |
$30.8K - $32.3K
|
2.25K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 1.07% |
$4.93K - $5.16K
|
4.81K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.03K+ 165.25% |
$196K - $205K
|
3.25K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.35K+ 13.55% |
$130K - $137K
|
11.3K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
520+ 1.15% |
$50.3K - $52.6K
|
45.9K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8KNew |
$1.62M - $1.7M
|
16.8K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.76K+ 2.62% |
$749K - $785K
|
303K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 6.92% |
$202K - $211K
|
32.2K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-337- 0.24% |
$32.6K - $34.1K
|
143K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
139+ 1.24% |
$13.4K - $14.1K
|
11.3K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.9K- 1.74% |
$570K - $597K
|
334K
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.8K+ 136.9% |
$2.3M - $2.41M
|
41.3K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.51K+ 21.07% |
$146K - $153K
|
8.66K
$849K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
638+ 32.55% |
$61.7K - $64.6K
|
2.6K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-11.3K- 18.37% |
$1.09M - $1.14M
|
50.2K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 9.81% |
$7.34K - $7.69K
|
699
$68.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
144+ 1.06% |
$13.9K - $14.6K
|
13.8K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29.8K- 18.0% |
$2.88M - $3.01M
|
136K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
9.8K+ 7.0% |
$947K - $992K
|
150K
$14.7M
|