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 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.66K+ 3.58% |
$643K - $674K
|
193K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
59.4K+ 1263.78% |
$5.74M - $6.01M
|
64.1K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-59- 56.19% |
$5.7K - $5.97K
|
46
$4.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13.3K+ 1.71% |
$1.28M - $1.35M
|
790K
$78.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
61+ 1.1% |
$5.9K - $6.18K
|
5.62K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-39.8KClosed |
$3.85M - $4.03M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.5K- 1.92% |
$2.85M - $2.99M
|
1.51M
$149M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
217+ 1.4% |
$21K - $22K
|
15.7K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-24.9K- 30.41% |
$2.4M - $2.52M
|
56.9K
$5.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-248K- 25.83% |
$24M - $25.1M
|
713K
$70.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.58K- 2.8% |
$443K - $464K
|
159K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-674K- 15.72% |
$65.2M - $68.3M
|
3.62M
$358M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.1K- 10.44% |
$4.84M - $5.07M
|
430K
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 23.97% |
$21.5K - $22.5K
|
704
$69.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
63+ 0.65% |
$6.09K - $6.38K
|
9.79K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.67K- 0.53% |
$355K - $372K
|
690K
$68.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
199New |
$19.2K - $20.1K
|
199
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40+ 1.08% |
$3.87K - $4.05K
|
3.74K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96.2K+ 6.1% |
$9.29M - $9.73M
|
1.67M
$166M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.28K+ 25.39% |
$607K - $635K
|
31K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
10KNew |
$969K - $1.02M
|
10K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
497+ 2.39% |
$48K - $50.3K
|
21.3K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
10+ 0.23% |
$966 - $1.01K
|
4.33K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
131+ 0.33% |
$12.7K - $13.3K
|
39.6K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
345+ 5.81% |
$33.3K - $34.9K
|
6.29K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.38K+ 210.7% |
$230K - $241K
|
3.51K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.47K+ 1.91% |
$335K - $351K
|
185K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-543K- 18.25% |
$52.5M - $55M
|
2.43M
$241M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.1K+ 58.62% |
$1.07M - $1.12M
|
30.1K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-415K- 43.46% |
$40.1M - $42M
|
540K
$53.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
206KNew |
$19.9M - $20.8M
|
206K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 2.56% |
$16.9K - $17.7K
|
7.02K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.39KNew |
$231K - $242K
|
2.39K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.63K+ 105.09% |
$447K - $468K
|
9.03K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
30K+ 45.15% |
$2.9M - $3.04M
|
96.6K
$9.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.18K- 63.43% |
$403K - $423K
|
2.41K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
92.8K+ 11.82% |
$8.97M - $9.4M
|
878K
$86.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 4.29% |
$426K - $446K
|
98.3K
$9.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17KNew |
$1.65M - $1.72M
|
17K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 38.31% |
$29K - $30.4K
|
1.08K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.9K- 3.2% |
$376K - $394K
|
118K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.07K+ 38.04% |
$587K - $614K
|
22K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 48.77% |
$2.84M - $2.97M
|
89.6K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
103K+ 5.44% |
$9.93M - $10.4M
|
1.99M
$197M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.01M+ 5.92% |
$291M - $304M
|
53.8M
$5.33B
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
112+ 4.9% |
$10.8K - $11.3K
|
2.4K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 12.38% |
$98.4K - $103K
|
9.24K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
696+ 1.69% |
$67.3K - $70.5K
|
41.8K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-450- 1.04% |
$43.5K - $45.6K
|
43K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.87K- 11.51% |
$471K - $493K
|
37.4K
$3.7M
|