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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.92K- 22.05% |
$476K - $498K
|
17.4K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
536New |
$51.8K - $54.3K
|
536
$53K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 2.0% |
$169K - $177K
|
89.1K
$8.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.71KNew |
$552K - $578K
|
5.71K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.54K+ 12.37% |
$535K - $561K
|
50.3K
$4.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
42.4K+ 6.57% |
$4.1M - $4.3M
|
688K
$68M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.34K+ 1.71% |
$130K - $136K
|
80.1K
$7.92M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 6.17% |
$173K - $182K
|
27.3K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.5K+ 0.71% |
$1.11M - $1.17M
|
1.62M
$161M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 12.23% |
$132K - $138K
|
12.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65K+ 12.49% |
$643K - $673K
|
59.9K
$5.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
19.7K+ 14.1% |
$1.9M - $1.99M
|
159K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
123+ 2.03% |
$11.9K - $12.5K
|
6.19K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.94KNew |
$284K - $297K
|
2.94K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.6K- 99.9% |
$1.61M - $1.68M
|
17
$1.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
297+ 2.61% |
$28.7K - $30.1K
|
11.7K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
122+ 1.5% |
$11.8K - $12.4K
|
8.25K
$815K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
10.6K+ 16.43% |
$1.02M - $1.07M
|
75K
$7.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
684+ 2.63% |
$66.1K - $69.2K
|
26.7K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
14K+ 14.5% |
$1.36M - $1.42M
|
111K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.03K+ 218.28% |
$389K - $407K
|
5.87K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179K- 91.88% |
$17.3M - $18.1M
|
15.8K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
327+ 0.34% |
$31.6K - $33.1K
|
95.1K
$9.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$179K - $187K
|
1.85K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.23K+ 19.97% |
$215K - $226K
|
13.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.03% |
$6.09K - $6.38K
|
180K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$382K - $401K
|
3.96K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-90.2K- 53.22% |
$8.71M - $9.13M
|
79.3K
$7.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.5KNew |
$242K - $253K
|
2.5K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-553- 13.1% |
$53.4K - $56K
|
3.67K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.25K+ 15.37% |
$508K - $532K
|
39.4K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-357- 5.16% |
$34.5K - $36.1K
|
6.56K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.04K+ 50.04% |
$294K - $308K
|
9.13K
$902K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21.7K+ 206.15% |
$2.1M - $2.2M
|
32.3K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118K+ 7.85% |
$11.4M - $12M
|
1.62M
$160M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.2K+ 4.38% |
$213K - $223K
|
52.5K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-261- 3.97% |
$25.2K - $26.4K
|
6.31K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 13.93% |
$139K - $146K
|
8.9K
$880K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.09KNew |
$782K - $819K
|
8.09K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.53K+ 16.65% |
$438K - $458K
|
31.7K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 117.8% |
$334K - $350K
|
6.39K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-38.1K- 22.74% |
$3.68M - $3.86M
|
130K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 9.34% |
$469K - $491K
|
56.8K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.5K- 14.95% |
$4.2M - $4.4M
|
247K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.62K- 1.35% |
$833K - $873K
|
632K
$62.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-38.9K- 10.37% |
$3.76M - $3.94M
|
337K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.2K+ 529.81% |
$6.49M - $6.8M
|
79.9K
$7.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
27+ 0.72% |
$2.61K - $2.73K
|
3.76K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 37.75% |
$123K - $129K
|
4.63K
$458K
|