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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
74.3KNew |
$7.15M - $7.58M
|
74.3K
$7.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-159K- 2.84% |
$15.4M - $16.3M
|
5.46M
$540M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.6K+ 24.57% |
$443K - $469K
|
23.3K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 13.74% |
$455K - $482K
|
39.2K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.7K+ 30.37% |
$4.59M - $4.86M
|
205K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-417- 12.6% |
$40.1K - $42.5K
|
2.89K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-444- 2.98% |
$42.7K - $45.3K
|
14.4K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-79- 1.32% |
$7.6K - $8.06K
|
5.91K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-148- 2.34% |
$14.2K - $15.1K
|
6.18K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19.1K- 52.05% |
$1.83M - $1.94M
|
17.6K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-135- 1.6% |
$13K - $13.8K
|
8.32K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
91.3KNew |
$8.79M - $9.31M
|
91.3K
$9.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.53KNew |
$725K - $768K
|
7.53K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-504- 4.01% |
$48.5K - $51.4K
|
12.1K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16+ 0.76% |
$1.54K - $1.63K
|
2.12K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.57% |
$96.3 - $102
|
175
$17.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 492.93% |
$2.65M - $2.8M
|
33.1K
$3.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-413- 14.56% |
$39.8K - $42.1K
|
2.42K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
51+ 0.05% |
$4.91K - $5.2K
|
106K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
39.2K+ 721.39% |
$3.77M - $3.99M
|
44.6K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 2.35% |
$19.3K - $20.4K
|
8.71K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-182K- 69.2% |
$17.6M - $18.6M
|
81.2K
$8.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.1K+ 3.0% |
$298K - $316K
|
106K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
180+ 0.34% |
$17.3K - $18.4K
|
52.5K
$5.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 3.67% |
$392K - $415K
|
115K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12KNew |
$204K - $216K
|
2.12K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-894- 2.1% |
$86K - $91.2K
|
41.7K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
96.9KNew |
$9.33M - $9.88M
|
96.9K
$9.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-284K- 30.74% |
$27.4M - $29M
|
640K
$63.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
7.8K+ 3.18% |
$751K - $796K
|
253K
$25M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 3.12% |
$1.06K - $1.12K
|
342
$33.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
164+ 3.8% |
$15.8K - $16.7K
|
4.48K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 145.91% |
$1.08M - $1.14M
|
18.9K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40.4K+ 8.17% |
$3.89M - $4.12M
|
534K
$52.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
68.4K+ 46.71% |
$6.59M - $6.98M
|
215K
$21.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.03K- 20.07% |
$98.8K - $105K
|
4.09K
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.3K+ 5.85% |
$895K - $949K
|
168K
$16.6M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.9K+ 10.57% |
$1.25M - $1.32M
|
135K
$13.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
12.6K+ 2.34% |
$1.22M - $1.29M
|
553K
$54.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.31K+ 57.44% |
$126K - $133K
|
3.59K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.02K+ 225.29% |
$484K - $512K
|
7.25K
$717K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
330+ 4.66% |
$31.8K - $33.7K
|
7.41K
$732K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.35% |
$134K - $142K
|
102K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-610- 6.34% |
$58.7K - $62.2K
|
9.01K
$891K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.2K- 10.56% |
$1.08M - $1.14M
|
94.7K
$9.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
161K+ 18.33% |
$15.5M - $16.4M
|
1.04M
$103M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-328K- 2.53% |
$31.5M - $33.4M
|
12.6M
$1.25B
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1KNew |
$96.3K - $102K
|
1K
$98.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-181- 0.96% |
$17.4K - $18.5K
|
18.7K
$1.85M
|