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 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
723K+ 9.08% |
$69.9M - $73.2M
|
8.69M
$860M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
82+ 0.96% |
$7.92K - $8.3K
|
8.59K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.65K- 2.77% |
$643K - $673K
|
234K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.26K- 6.35% |
$121K - $127K
|
18.5K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-25.3K- 46.06% |
$2.44M - $2.56M
|
29.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.13M+ 6.02% |
$109M - $114M
|
19.9M
$1.97B
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 0.97% |
$299K - $313K
|
321K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-16.6K- 48.89% |
$1.6M - $1.68M
|
17.4K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-172K- 1.15% |
$16.6M - $17.4M
|
14.8M
$1.46B
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.58K+ 17.67% |
$539K - $565K
|
37.2K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
32+ 1.16% |
$3.09K - $3.24K
|
2.79K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$4.11M - $4.3M
|
42.5K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
80.6K+ 9.73% |
$7.79M - $8.16M
|
909K
$90M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12K- 12.44% |
$1.16M - $1.21M
|
84.3K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-139K- 85.21% |
$13.4M - $14M
|
24.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
27.5K+ 11.01% |
$2.65M - $2.78M
|
277K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
532+ 21.92% |
$51.4K - $53.9K
|
2.96K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.25K+ 30.4% |
$121K - $126K
|
5.36K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.7K- 8.03% |
$4.99M - $5.23M
|
592K
$58.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.7KNew |
$2.87M - $3M
|
29.7K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
544K+ 11284.4% |
$52.6M - $55.1M
|
549K
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.6K+ 0.29% |
$251K - $263K
|
884K
$87.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142K+ 2.8% |
$13.7M - $14.3M
|
5.2M
$515M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 17.53% |
$1.41M - $1.48M
|
68.7K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
12+ 0.12% |
$1.16K - $1.21K
|
10K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.22M+ 75.4% |
$795M - $833M
|
19.1M
$1.89B
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$2.12M - $2.22M
|
22K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.2K+ 87.62% |
$889K - $931K
|
19.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.21K- 18.14% |
$213K - $223K
|
9.96K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-59.3K- 1.89% |
$5.73M - $6M
|
3.08M
$305M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
318New |
$30.7K - $32.2K
|
318
$31.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.41K+ 33.89% |
$426K - $446K
|
17.4K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
248K+ 1.96% |
$24M - $25.1M
|
12.9M
$1.27B
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
74.9K+ 123.28% |
$7.24M - $7.59M
|
136K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-46K- 4.45% |
$4.44M - $4.65M
|
986K
$97.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
290K+ 58.85% |
$28.1M - $29.4M
|
784K
$77.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
820K+ 15.74% |
$79.2M - $83M
|
6.03M
$597M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
162K+ 481.56% |
$15.6M - $16.4M
|
195K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.07KNew |
$490K - $514K
|
5.07K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.9K+ 52.15% |
$280K - $293K
|
8.45K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6K+ 174.09% |
$580K - $607K
|
9.45K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
169+ 1.27% |
$16.3K - $17.1K
|
13.5K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
78K+ 30.88% |
$7.54M - $7.89M
|
331K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.74K- 8.51% |
$168K - $176K
|
18.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-12.1K- 20.23% |
$1.17M - $1.23M
|
47.8K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-669- 8.99% |
$64.7K - $67.7K
|
6.77K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
26.9K+ 46.42% |
$2.6M - $2.72M
|
84.8K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 1.03% |
$290 - $304
|
294
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
13+ 6.31% |
$1.26K - $1.32K
|
219
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-8.13K- 6.98% |
$786K - $823K
|
108K
$10.7M
|