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
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.19KNew |
$308K - $323K
|
3.19K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.45M+ 15.8% |
$430M - $451M
|
32.6M
$3.23B
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-225- 0.33% |
$21.7K - $22.8K
|
67.2K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10K+ 71.83% |
$967K - $1.01M
|
23.9K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
201K+ 30.44% |
$19.4M - $20.3M
|
860K
$85.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.07K- 4.42% |
$104K - $109K
|
23.2K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.75K- 42.12% |
$169K - $177K
|
2.4K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 1.07% |
$257K - $269K
|
246K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.5K+ 5.17% |
$1.88M - $1.97M
|
396K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
882K+ 3.92% |
$85.3M - $89.3M
|
23.4M
$2.32B
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
156K+ 44.87% |
$15.1M - $15.8M
|
503K
$49.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-108K- 90.91% |
$10.5M - $11M
|
10.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.26K+ 15.23% |
$411K - $431K
|
32.2K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
743+ 14.86% |
$71.8K - $75.2K
|
5.74K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-304K- 89.11% |
$29.4M - $30.8M
|
37.2K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.85K- 10.97% |
$565K - $592K
|
47.5K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-490K- 73.46% |
$47.3M - $49.6M
|
177K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.6K+ 189.47% |
$348K - $364K
|
5.5K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.65K+ 53.33% |
$159K - $167K
|
4.74K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.98K+ 22.12% |
$191K - $201K
|
10.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-174K- 80.21% |
$16.9M - $17.7M
|
43K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50.7K+ 391.32% |
$4.9M - $5.14M
|
63.7K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
140+ 1.07% |
$13.5K - $14.2K
|
13.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
19.4K+ 289.55% |
$1.87M - $1.96M
|
26.1K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 14.73% |
$999K - $1.05M
|
80.5K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.3K+ 57.93% |
$2.74M - $2.87M
|
77.2K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.09% |
$4.35K - $4.56K
|
4.08K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
20.1K+ 12.12% |
$1.94M - $2.03M
|
186K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.11KNew |
$203K - $213K
|
2.11K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10.1KNew |
$977K - $1.02M
|
10.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.55KNew |
$633K - $663K
|
6.55K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.96K+ 14.38% |
$769K - $806K
|
63.3K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13K- 20.1% |
$1.25M - $1.31M
|
51.6K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.2K- 9.71% |
$1.37M - $1.43M
|
132K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25New |
$2.42K - $2.53K
|
25
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.78K+ 7.77% |
$559K - $586K
|
80.2K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
28+ 1.15% |
$2.71K - $2.83K
|
2.47K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.66KNew |
$546K - $572K
|
5.66K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-38- 1.3% |
$3.67K - $3.85K
|
2.89K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.98KNew |
$481K - $504K
|
4.98K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.52KNew |
$147K - $154K
|
1.52K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 12.38% |
$330K - $345K
|
31K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
91.2K+ 9.54% |
$8.81M - $9.23M
|
1.05M
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100K+ 7.34% |
$9.7M - $10.2M
|
1.47M
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 22.55% |
$286K - $300K
|
10.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-36.1K- 18.46% |
$3.49M - $3.65M
|
159K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 21.19% |
$185K - $194K
|
11K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-207- 2.05% |
$20K - $21K
|
9.88K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.78K+ 2.31% |
$655K - $686K
|
301K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 2.11% |
$26.6K - $27.8K
|
13.3K
$1.32M
|