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 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 16.59% |
$141K - $146K
|
7.42K
$732K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.71K- 15.11% |
$260K - $269K
|
15.2K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23.3K+ 11.96% |
$2.23M - $2.31M
|
218K
$21.5M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
58+ 0.27% |
$5.56K - $5.76K
|
21.4K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 52.38% |
$122K - $127K
|
3.71K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 33.46% |
$226K - $234K
|
9.41K
$928K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.95K+ 4.72% |
$474K - $491K
|
110K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.88K+ 3.32% |
$372K - $385K
|
121K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-457K- 15.51% |
$43.8M - $45.4M
|
2.49M
$246M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-16.7K- 3.72% |
$1.6M - $1.65M
|
432K
$42.6M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
55.1K+ 1.05% |
$5.28M - $5.47M
|
5.32M
$525M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-78- 10.96% |
$7.48K - $7.74K
|
634
$62.6K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 0.87% |
$1.07M - $1.11M
|
1.28M
$126M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
74+ 2.61% |
$7.09K - $7.34K
|
2.91K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-45- 12.57% |
$4.31K - $4.47K
|
313
$30.9K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 38.28% |
$147K - $152K
|
2.47K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$95.9 - $99.3
|
3.67K
$362K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-599- 2.17% |
$57.4K - $59.5K
|
27K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.43K+ 3.38% |
$424K - $439K
|
135K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-287- 52.28% |
$27.5K - $28.5K
|
262
$25.8K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.84K+ 1.06% |
$464K - $481K
|
462K
$45.5M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-683- 1.02% |
$65.5K - $67.8K
|
66.2K
$6.54M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.32K- 2.6% |
$127K - $131K
|
49.7K
$4.9M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-423- 0.71% |
$40.5K - $42K
|
59K
$5.83M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 2.27% |
$120K - $124K
|
56.1K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-289- 1.4% |
$27.7K - $28.7K
|
20.4K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.7K- 8.99% |
$7.54M - $7.81M
|
797K
$78.6M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 10.39% |
$55.6K - $57.6K
|
6.16K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-838- 6.36% |
$80.3K - $83.2K
|
12.3K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.64K- 6.99% |
$253K - $262K
|
35.2K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.12K- 8.16% |
$779K - $806K
|
91.5K
$9.03M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
41K+ 12.19% |
$3.93M - $4.07M
|
378K
$37.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.83K- 4.18% |
$367K - $380K
|
87.9K
$8.67M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 966.67% |
$2.78K - $2.88K
|
32
$3.16K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 0.2% |
$2.2K - $2.28K
|
11.5K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.3K+ 96.08% |
$7.69M - $7.97M
|
164K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-19.6K- 66.34% |
$1.88M - $1.94M
|
9.94K
$980K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-76.3K- 11.21% |
$7.31M - $7.57M
|
604K
$59.6M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
50New |
$4.79K - $4.96K
|
50
$4.93K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
6.01KNew |
$576K - $597K
|
6.01K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
463+ 178.76% |
$44.4K - $46K
|
722
$71.2K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-113- 4.28% |
$10.8K - $11.2K
|
2.53K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 20.56% |
$148K - $153K
|
9.07K
$895K
|