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
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 11.69% |
$357K - $374K
|
35.3K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
5.22M+ 64.24% |
$504M - $528M
|
13.3M
$1.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.23K+ 2.78% |
$506K - $530K
|
194K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.49K- 19.6% |
$434K - $454K
|
18.4K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.91KNew |
$281K - $294K
|
2.91K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
17.6K+ 1.27% |
$1.7M - $1.78M
|
1.41M
$139M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.93K- 3.09% |
$477K - $499K
|
155K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.92K- 64.36% |
$379K - $397K
|
2.17K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.22K+ 24.03% |
$117K - $123K
|
6.27K
$621K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-234- 7.43% |
$22.6K - $23.7K
|
2.92K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
251New |
$24.3K - $25.4K
|
251
$24.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16- 2.78% |
$1.55K - $1.62K
|
560
$55.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
204+ 0.87% |
$19.7K - $20.7K
|
23.6K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
688+ 24.39% |
$66.5K - $69.6K
|
3.51K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.55K+ 27.8% |
$633K - $663K
|
30.1K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
7.52KNew |
$727K - $762K
|
7.52K
$745K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 22.47% |
$393K - $411K
|
22.2K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.53KNew |
$244K - $256K
|
2.53K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.1K- 12.94% |
$106K - $112K
|
7.41K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
910K+ 64.54% |
$87.9M - $92.1M
|
2.32M
$230M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33.8K+ 10.54% |
$3.26M - $3.42M
|
354K
$35M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.26K+ 5.88% |
$604K - $633K
|
113K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.2K- 34.83% |
$310K - $324K
|
5.99K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.89K- 94.13% |
$859K - $900K
|
554
$54.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17.9K- 5.52% |
$1.73M - $1.82M
|
307K
$30.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920K+ 9.68% |
$88.9M - $93.2M
|
10.4M
$1.03B
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 0.99% |
$102K - $106K
|
107K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32.1K+ 4.37% |
$3.1M - $3.25M
|
767K
$75.9M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.18M- 67.64% |
$597M - $625M
|
2.95M
$292M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
404+ 1.32% |
$39K - $40.9K
|
30.9K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.9K- 6.99% |
$377K - $395K
|
51.9K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-14.7K- 53.87% |
$1.42M - $1.49M
|
12.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-575- 13.62% |
$55.6K - $58.2K
|
3.65K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
18New |
$1.74K - $1.82K
|
18
$1.78K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-9.1K- 14.79% |
$879K - $921K
|
52.4K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.3K- 2.94% |
$1.38M - $1.45M
|
473K
$46.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 5.37% |
$120K - $126K
|
24.4K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.1K+ 14.36% |
$1.75M - $1.83M
|
144K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.49K- 22.41% |
$144K - $151K
|
5.15K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-455- 6.31% |
$44K - $46.1K
|
6.76K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-65.4K- 38.27% |
$6.32M - $6.62M
|
105K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
871K+ 13.04% |
$84.2M - $88.2M
|
7.55M
$748M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
24.5KNew |
$2.36M - $2.48M
|
24.5K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.05K+ 12.11% |
$101K - $106K
|
9.72K
$962K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44.7K+ 831.14% |
$4.32M - $4.53M
|
50.1K
$4.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
44.7K+ 3.64% |
$4.32M - $4.52M
|
1.27M
$126M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.11K+ 2.46% |
$204K - $214K
|
88K
$8.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 3.66% |
$48.3K - $50.6K
|
13.2K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.64K- 1.95% |
$352K - $368K
|
183K
$18.1M
|