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 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
980+ 3.22% |
$94.3K - $99.9K
|
31.5K
$3.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.03K+ 2.98% |
$98.8K - $105K
|
35.4K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.71K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.66K+ 1.54% |
$352K - $373K
|
242K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
153+ 0.95% |
$14.7K - $15.6K
|
16.3K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
642+ 6.03% |
$61.8K - $65.5K
|
11.3K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
224+ 4.69% |
$21.6K - $22.8K
|
5K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.03% |
$289 - $306
|
11.3K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 2.39% |
$127K - $134K
|
53.6K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-310K- 93.08% |
$29.9M - $31.7M
|
23.1K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.28K+ 38.49% |
$316K - $335K
|
11.8K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
377+ 5.33% |
$36.3K - $38.4K
|
7.45K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
508+ 9.11% |
$48.9K - $51.8K
|
6.08K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-79- 1.13% |
$7.6K - $8.06K
|
6.92K
$683K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
675+ 4.56% |
$65K - $68.8K
|
15.5K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-78- 3.67% |
$7.51K - $7.95K
|
2.05K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-82- 0.68% |
$7.89K - $8.36K
|
12K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-29.5K- 38.66% |
$2.84M - $3.01M
|
46.8K
$4.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 8.46% |
$181K - $192K
|
24.2K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-7.58K- 41.83% |
$729K - $773K
|
10.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
214+ 0.67% |
$20.6K - $21.8K
|
32.3K
$3.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.27KNew |
$507K - $537K
|
5.27K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-61- 0.14% |
$5.87K - $6.22K
|
43.4K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49.2K+ 3.46% |
$4.73M - $5.01M
|
1.47M
$145M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.3K+ 3.96% |
$1.08M - $1.15M
|
296K
$29.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
581+ 3.15% |
$55.9K - $59.3K
|
19K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-20- 0.37% |
$1.93K - $2.04K
|
5.38K
$532K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.44K+ 5.46% |
$235K - $249K
|
47K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.45K+ 13.79% |
$717K - $760K
|
61.5K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.76K+ 9.85% |
$265K - $281K
|
30.7K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.26% |
$1.44K - $1.53K
|
5.86K
$579K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
9.96KNew |
$959K - $1.02M
|
9.96K
$984K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.4K+ 25.45% |
$135K - $143K
|
6.9K
$682K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.47K- 65.17% |
$623K - $660K
|
3.46K
$342K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
754+ 19.67% |
$72.6K - $76.9K
|
4.59K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.17K+ 3.19% |
$113K - $119K
|
37.9K
$3.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86New |
$8.28K - $8.77K
|
86
$8.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.56K- 2.79% |
$150K - $159K
|
54.3K
$5.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
42.3K+ 42.39% |
$4.08M - $4.32M
|
142K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
46.8K+ 2.99% |
$4.5M - $4.77M
|
1.61M
$159M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.04K- 9.33% |
$100K - $106K
|
10.1K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 5.56% |
$963 - $1.02K
|
190
$18.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 24.7% |
$17.7K - $18.8K
|
561
$55.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
200K+ 183.49% |
$19.2M - $20.4M
|
309K
$30.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.6K+ 2.23% |
$1.41M - $1.49M
|
669K
$66.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 45.31% |
$1.35M - $1.43M
|
16.9K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
829+ 5.38% |
$79.8K - $84.5K
|
16.3K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 0.13% |
$193 - $204
|
1.6K
$158K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
820K+ 8.63% |
$79M - $83.7M
|
10.3M
$1.02B
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.13K+ 7.17% |
$590K - $625K
|
91.6K
$9.05M
|