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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
373+ 124.33% |
$35.8K - $37K
|
673
$66.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.62K- 3.57% |
$251K - $260K
|
70.7K
$6.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.39KNew |
$229K - $237K
|
2.39K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 7.56% |
$177K - $184K
|
26.3K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 2.01% |
$149K - $154K
|
78.7K
$7.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11.5K- 93.48% |
$1.11M - $1.15M
|
805
$79.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.09K- 1.25% |
$200K - $207K
|
165K
$16.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51- 16.24% |
$4.89K - $5.06K
|
263
$25.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21.5K+ 219.83% |
$2.06M - $2.14M
|
31.3K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
108K+ 37.62% |
$10.4M - $10.7M
|
395K
$39M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.01K+ 31.37% |
$97K - $100K
|
4.24K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
209New |
$20K - $20.7K
|
209
$20.6K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
545+ 2.14% |
$52.2K - $54.1K
|
26K
$2.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15+ 8.98% |
$1.44K - $1.49K
|
182
$18K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.04KNew |
$99.5K - $103K
|
1.04K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
674+ 125.75% |
$64.6K - $66.9K
|
1.21K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.98K+ 17.74% |
$285K - $295K
|
19.7K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.16K- 3.92% |
$111K - $115K
|
28.4K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 25.45% |
$336K - $348K
|
10.3K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
76+ 0.87% |
$7.28K - $7.54K
|
8.84K
$872K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-722- 47.56% |
$69.2K - $71.7K
|
796
$78.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
75+ 0.74% |
$7.19K - $7.44K
|
10.2K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
4.6K+ 3.38% |
$441K - $456K
|
141K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.77KNew |
$362K - $374K
|
3.77K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
38.5K+ 6.43% |
$3.69M - $3.82M
|
638K
$62.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 93.44% |
$466K - $482K
|
10.1K
$992K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.63K- 26.66% |
$157K - $162K
|
4.5K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-258K- 42.44% |
$24.8M - $25.6M
|
351K
$34.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3- 0.06% |
$288 - $298
|
4.97K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-229- 4.35% |
$21.9K - $22.7K
|
5.04K
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$464K - $480K
|
4.84K
$478K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.95K+ 14.19% |
$474K - $491K
|
39.8K
$3.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.24K+ 5.35% |
$598K - $619K
|
123K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-193- 5.08% |
$18.5K - $19.2K
|
3.6K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
102+ 1.51% |
$9.78K - $10.1K
|
6.84K
$675K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31.8K+ 261.2% |
$3.05M - $3.16M
|
44K
$4.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-773- 1.67% |
$74.1K - $76.7K
|
45.6K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 10.23% |
$8.37M - $8.66M
|
766K
$75.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.63K+ 28.7% |
$157K - $162K
|
7.32K
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
31.3K+ 7.06% |
$3M - $3.11M
|
475K
$46.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.06% |
$671 - $695
|
11.3K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-284- 2.41% |
$27.2K - $28.2K
|
11.5K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-96- 2.94% |
$9.2K - $9.53K
|
3.17K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 27.56% |
$192K - $199K
|
5.27K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.06M- 46.93% |
$102M - $105M
|
1.2M
$118M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
189+ 7.55% |
$18.1K - $18.8K
|
2.69K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.86K+ 4.94% |
$178K - $184K
|
39.4K
$3.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-247K- 50.0% |
$23.7M - $24.5M
|
247K
$24.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
14.6K+ 41.14% |
$1.4M - $1.45M
|
50.3K
$4.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
787+ 25.24% |
$75.4K - $78.1K
|
3.91K
$385K
|