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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-117K- 15.4% |
$11.3M - $11.9M
|
644K
$63M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 2.5% |
$1.13M - $1.19M
|
480K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 36.08% |
$471K - $499K
|
8.67K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
735K+ 7.23% |
$70.8M - $75M
|
10.9M
$1.07B
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 12.88% |
$205K - $217K
|
18.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-34.7K- 67.58% |
$3.34M - $3.54M
|
16.7K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.13K- 31.24% |
$108K - $115K
|
2.48K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.8K+ 26.93% |
$365K - $387K
|
17.9K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25M+ 24.26% |
$121M - $128M
|
6.42M
$628M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
42.9K+ 1.39% |
$4.13M - $4.37M
|
3.14M
$307M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.94KNew |
$283K - $300K
|
2.94K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.5K+ 9.55% |
$1.11M - $1.17M
|
132K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
399K+ 15.48% |
$38.4M - $40.7M
|
2.98M
$291M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
368+ 8.0% |
$35.4K - $37.5K
|
4.97K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
198+ 4.65% |
$19.1K - $20.2K
|
4.46K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$481K - $510K
|
5K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 3.25% |
$109K - $115K
|
33.6K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.36KNew |
$419K - $444K
|
4.36K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 1.0% |
$289 - $306
|
296
$29K
|
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
5K+ 1.25% |
$481K - $510K
|
407K
$39.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
45+ 1.03% |
$4.33K - $4.59K
|
4.42K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.9K+ 31.53% |
$1.34M - $1.42M
|
57.9K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.67KNew |
$834K - $884K
|
8.67K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
193+ 5.03% |
$18.6K - $19.7K
|
4.03K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
8.13MNew |
$782M - $829M
|
8.13M
$795M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
115KNew |
$11M - $11.7M
|
115K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.27% |
$171M - $181M
|
39.8M
$3.89B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71M+ 10.64% |
$261M - $276M
|
28.2M
$2.75B
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$3.68M - $3.9M
|
38.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
302+ 1.69% |
$29.1K - $30.8K
|
18.2K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20+ 0.93% |
$1.93K - $2.04K
|
2.18K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.59K+ 0.58% |
$153K - $162K
|
276K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
12.7K+ 21.75% |
$1.22M - $1.29M
|
71K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4.78K- 66.37% |
$460K - $488K
|
2.42K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.44K+ 95.88% |
$235K - $249K
|
4.99K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48.1K+ 7.87% |
$4.63M - $4.91M
|
660K
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-398- 0.86% |
$38.3K - $40.6K
|
45.8K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35+ 0.02% |
$3.37K - $3.57K
|
152K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-18- 0.74% |
$1.73K - $1.84K
|
2.43K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
120+ 2.04% |
$11.6K - $12.2K
|
6K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-7.26K- 18.95% |
$698K - $740K
|
31K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.36K- 3.55% |
$709K - $751K
|
200K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.52K- 2.84% |
$243K - $257K
|
86.3K
$8.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.45K- 0.98% |
$236K - $250K
|
248K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-592- 0.16% |
$57K - $60.4K
|
377K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10K- 34.54% |
$963K - $1.02M
|
19K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
33K+ 11.0% |
$3.17M - $3.36M
|
333K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
403+ 3.34% |
$38.8K - $41.1K
|
12.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.3K+ 11.56% |
$1.09M - $1.15M
|
109K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 6.36% |
$182K - $193K
|
31.6K
$3.09M
|