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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
27.1KNew |
$2.62M - $2.75M
|
27.1K
$2.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.31K- 33.64% |
$127K - $133K
|
2.59K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-133K- 33.62% |
$12.8M - $13.5M
|
262K
$26M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.49KNew |
$434K - $454K
|
4.49K
$444K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.66K- 26.13% |
$933K - $978K
|
27.3K
$2.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
474K+ 19134.67% |
$45.8M - $48M
|
477K
$47.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.19K - $3.34K
|
12.4K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28.9K+ 338.7% |
$2.79M - $2.92M
|
37.4K
$3.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.79KNew |
$849K - $890K
|
8.79K
$870K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.04KNew |
$584K - $612K
|
6.04K
$598K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.32M - $1.38M
|
13.6K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
51KNew |
$4.93M - $5.16M
|
51K
$5.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
6.09KNew |
$588K - $616K
|
6.09K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
305+ 11.25% |
$29.5K - $30.9K
|
3.02K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.53K- 1.28% |
$534K - $559K
|
425K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.9K+ 67.81% |
$5.89M - $6.17M
|
151K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
152KNew |
$14.6M - $15.3M
|
152K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
590K+ 58.39% |
$57M - $59.7M
|
1.6M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10.5K+ 48.69% |
$1.01M - $1.06M
|
31.9K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-112- 5.25% |
$10.8K - $11.3K
|
2.02K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.4K- 2.16% |
$2.27M - $2.37M
|
1.06M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-77K- 92.89% |
$7.44M - $7.79M
|
5.89K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$246K - $258K
|
2.55K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 3.83% |
$650K - $681K
|
169K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
260K+ 269.07% |
$25.2M - $26.3M
|
357K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-206K- 98.85% |
$19.9M - $20.8M
|
2.4K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
163K+ 90.08% |
$15.8M - $16.5M
|
344K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 1.05% |
$1.64K - $1.72K
|
1.63K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
126K+ 94.47% |
$12.2M - $12.8M
|
259K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 5.09% |
$140K - $147K
|
27K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
745+ 85.63% |
$72K - $75.4K
|
1.62K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.1% |
$773 - $810
|
8.1K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16K+ 30.63% |
$1.54M - $1.61M
|
68K
$6.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.98K+ 25.22% |
$385K - $403K
|
19.8K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.94M+ 9.91% |
$381M - $399M
|
43.8M
$4.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.59K+ 50.2% |
$154K - $161K
|
4.77K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
28+ 1.28% |
$2.71K - $2.83K
|
2.21K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.64K+ 82.18% |
$352K - $369K
|
8.08K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.09KNew |
$492K - $516K
|
5.09K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
305KNew |
$29.4M - $30.8M
|
305K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.46K- 1.3% |
$141K - $147K
|
110K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5KNew |
$483K - $506K
|
5K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40.2K+ 5.54% |
$3.89M - $4.07M
|
766K
$75.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
216+ 6.91% |
$20.9K - $21.9K
|
3.34K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.04K- 8.54% |
$681K - $713K
|
75.4K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.4K+ 47.07% |
$4.97M - $5.21M
|
161K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.09K- 6.05% |
$685K - $718K
|
110K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
36.8K+ 14.68% |
$3.56M - $3.72M
|
288K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
84.6K+ 382.71% |
$8.18M - $8.56M
|
107K
$10.6M
|