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 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.19% |
$2.01K - $2.08K
|
1.78K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12K+ 13.6% |
$108K - $111K
|
9.38K
$925K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$36.5K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-1.12K- 1.18% |
$107K - $111K
|
94K
$9.28M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
843+ 0.47% |
$80.8K - $83.7K
|
178K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.23K- 3.54% |
$213K - $221K
|
60.7K
$5.99M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.18K+ 4.85% |
$880K - $911K
|
198K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-769- 6.66% |
$73.7K - $76.3K
|
10.8K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-144- 3.7% |
$13.8K - $14.3K
|
3.74K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.4K+ 6.99% |
$1.48M - $1.53M
|
236K
$23.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.66K+ 7.4% |
$159K - $164K
|
24K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-127- 1.34% |
$12.2K - $12.6K
|
9.35K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
57.6K+ 10.46% |
$5.52M - $5.72M
|
609K
$60M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.17KNew |
$208K - $215K
|
2.17K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 6.22% |
$1.13M - $1.17M
|
178K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16K- 8.29% |
$1.53M - $1.59M
|
177K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24.8K+ 7.28% |
$2.38M - $2.46M
|
365K
$36M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
4.34K+ 39.86% |
$416K - $431K
|
15.2K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.63K- 34.45% |
$444K - $459K
|
8.81K
$869K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.8K- 59.27% |
$1.33M - $1.37M
|
9.52K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.4K- 2.61% |
$134K - $139K
|
52.3K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-10- 0.18% |
$959 - $993
|
5.66K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 9.39% |
$541K - $561K
|
54.5K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 0.9% |
$903K - $935K
|
1.05M
$104M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-94- 2.18% |
$9.01K - $9.33K
|
4.22K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-5.96K- 3.56% |
$571K - $591K
|
162K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
174+ 4.32% |
$16.7K - $17.3K
|
4.2K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78.5K- 4.39% |
$7.52M - $7.79M
|
1.71M
$169M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
114+ 19.93% |
$10.9K - $11.3K
|
686
$67.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.71K- 10.48% |
$260K - $269K
|
23.1K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.2K- 69.29% |
$6.25M - $6.47M
|
28.9K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 6.47% |
$71.9K - $74.4K
|
12.3K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-431K- 17.61% |
$41.3M - $42.8M
|
2.02M
$199M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-122- 2.77% |
$11.7K - $12.1K
|
4.28K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
85+ 1.2% |
$8.15K - $8.44K
|
7.15K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.18K- 11.92% |
$208K - $216K
|
16.1K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.6K+ 10.39% |
$3.79M - $3.93M
|
420K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-387- 68.62% |
$37.1K - $38.4K
|
177
$17.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.4K- 3.29% |
$901K - $933K
|
277K
$27.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$120K - $124K
|
68K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
398K+ 6.81% |
$38.2M - $39.5M
|
6.25M
$616M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
589+ 5.06% |
$56.5K - $58.5K
|
12.2K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.6K+ 8.58% |
$441K - $457K
|
58.2K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-7.14K- 55.54% |
$685K - $709K
|
5.72K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
409+ 19.98% |
$39.2K - $40.6K
|
2.46K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
174KNew |
$16.7M - $17.3M
|
174K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-953- 15.33% |
$91.3K - $94.6K
|
5.27K
$519K
|