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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-165- 1.1% |
$15.9K - $16.8K
|
14.8K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-29.9K- 9.18% |
$2.88M - $3.05M
|
296K
$29.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-673- 35.44% |
$64.8K - $68.6K
|
1.23K
$121K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32.9K+ 75.34% |
$3.16M - $3.35M
|
76.5K
$7.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.09K+ 113.71% |
$490K - $519K
|
9.57K
$945K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
23.2K+ 9.75% |
$2.24M - $2.37M
|
262K
$25.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-82- 14.88% |
$7.89K - $8.36K
|
469
$46.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-227- 3.62% |
$21.8K - $23.1K
|
6.04K
$597K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26+ 0.55% |
$2.5K - $2.65K
|
4.71K
$465K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.3K+ 16.75% |
$125K - $133K
|
9.08K
$897K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
44+ 1.75% |
$4.24K - $4.49K
|
2.55K
$252K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.21K+ 20.79% |
$213K - $226K
|
12.9K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-573K- 45.74% |
$55.1M - $58.4M
|
680K
$67.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.45% |
$3.37K - $3.57K
|
7.69K
$760K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.04KNew |
$196K - $208K
|
2.04K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.5K+ 142.65% |
$1.59M - $1.68M
|
28.1K
$2.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.2K+ 478.85% |
$3.97M - $4.21M
|
49.8K
$4.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.06K- 10.02% |
$390K - $414K
|
36.4K
$3.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.52K- 37.91% |
$242K - $257K
|
4.13K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.42K- 19.01% |
$136K - $145K
|
6.04K
$597K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-694- 0.06% |
$66.8K - $70.8K
|
1.19M
$118M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-178- 5.45% |
$17.1K - $18.2K
|
3.09K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.43K- 1.71% |
$330K - $349K
|
197K
$19.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-110- 5.04% |
$10.6K - $11.2K
|
2.07K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9.89K+ 3.86% |
$952K - $1.01M
|
266K
$26.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-655- 1.96% |
$63K - $66.8K
|
32.8K
$3.24M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.7K+ 426.24% |
$1.03M - $1.09M
|
13.2K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.45K- 4.12% |
$139K - $147K
|
33.6K
$3.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.76K+ 4.91% |
$747K - $791K
|
166K
$16.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.3K+ 14.48% |
$1.76M - $1.87M
|
145K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
18K+ 4.59% |
$1.74M - $1.84M
|
411K
$40.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
220+ 1.85% |
$21.2K - $22.4K
|
12.1K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.68K- 32.53% |
$162K - $172K
|
3.49K
$345K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
171K+ 13.71% |
$16.5M - $17.5M
|
1.42M
$140M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
8.1K+ 8.43% |
$780K - $826K
|
104K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
105K+ 20.05% |
$10.1M - $10.7M
|
631K
$62.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $102
|
3.42K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
621+ 2.72% |
$59.8K - $63.3K
|
23.5K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.08K+ 49.43% |
$489K - $518K
|
15.4K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-833- 2.84% |
$80.2K - $84.9K
|
28.5K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
928+ 0.58% |
$89.3K - $94.6K
|
162K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
23.6K+ 38.49% |
$2.27M - $2.4M
|
84.8K
$8.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
11.1K+ 4.49% |
$1.07M - $1.13M
|
259K
$25.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-331- 4.48% |
$31.9K - $33.8K
|
7.06K
$697K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46+ 0.54% |
$4.43K - $4.69K
|
8.55K
$845K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-345- 14.82% |
$33.2K - $35.2K
|
1.98K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.76K- 46.16% |
$458K - $485K
|
5.55K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.92K+ 15.2% |
$377K - $399K
|
29.7K
$2.93M
|