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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.5K+ 8.41% |
$1.4M - $1.47M
|
187K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-107K- 18.64% |
$10.3M - $10.8M
|
465K
$46M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.9K+ 23.22% |
$2.6M - $2.72M
|
143K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
221K+ 215.33% |
$21.4M - $22.4M
|
324K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 10.65% |
$979K - $1.03M
|
85K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-13K- 78.09% |
$1.26M - $1.32M
|
3.66K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.06K+ 18.7% |
$876K - $917K
|
57.5K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.3K- 4.51% |
$3.31M - $3.47M
|
727K
$72M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.3K+ 65.1% |
$1.86M - $1.95M
|
48.9K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.6KNew |
$1.89M - $1.98M
|
19.6K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148K+ 13.91% |
$14.3M - $14.9M
|
1.21M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.1K- 58.89% |
$493K - $517K
|
3.56K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
152+ 3.07% |
$14.7K - $15.4K
|
5.1K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-65.5K- 8.48% |
$6.33M - $6.63M
|
707K
$70M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
710K+ 9.77% |
$68.6M - $71.8M
|
7.97M
$789M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-111- 0.6% |
$10.7K - $11.2K
|
18.5K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-151K- 2.36% |
$14.6M - $15.3M
|
6.27M
$621M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
483KNew |
$46.7M - $48.9M
|
483K
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.87K+ 6.31% |
$664K - $695K
|
116K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
6.57KNew |
$634K - $665K
|
6.57K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
787K+ 6.88% |
$76.1M - $79.7M
|
12.2M
$1.21B
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
92KNew |
$8.89M - $9.31M
|
92K
$9.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.2K+ 8.9% |
$1.47M - $1.54M
|
186K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.75K- 0.87% |
$556K - $582K
|
654K
$64.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-947- 9.25% |
$91.5K - $95.9K
|
9.29K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
76.1KNew |
$7.36M - $7.71M
|
76.1K
$7.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 1.06% |
$870 - $911
|
856
$84.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-475- 8.68% |
$45.9K - $48.1K
|
5K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
270+ 4.14% |
$26.1K - $27.3K
|
6.79K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
44.9K+ 4.53% |
$4.34M - $4.54M
|
1.03M
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
9.04KNew |
$874K - $915K
|
9.04K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
58KNew |
$5.61M - $5.88M
|
58K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
7.69K+ 7.38% |
$743K - $778K
|
112K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
111K+ 37.71% |
$10.7M - $11.2M
|
404K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
79.5K+ 23.91% |
$7.69M - $8.05M
|
412K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
627K+ 37.11% |
$60.6M - $63.4M
|
2.32M
$229M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.57K+ 1.54% |
$345K - $362K
|
236K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.44K+ 2.22% |
$140K - $146K
|
66.5K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
60.7K+ 227.85% |
$5.87M - $6.15M
|
87.4K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.99% |
$96.6 - $101
|
102
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 0.96% |
$2.03K - $2.13K
|
2.18K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 0.34% |
$133K - $139K
|
408K
$40.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56M- 13.03% |
$150M - $158M
|
10.4M
$1.03B
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
127K+ 63.85% |
$12.3M - $12.8M
|
326K
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.69K- 26.46% |
$453K - $475K
|
13K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
643+ 30.91% |
$62.1K - $65.1K
|
2.72K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.43K- 14.92% |
$621K - $650K
|
36.6K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.28K+ 96.9% |
$413K - $433K
|
8.69K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-314K- 30.8% |
$30.4M - $31.8M
|
706K
$69.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-102- 0.9% |
$9.86K - $10.3K
|
11.2K
$1.11M
|