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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-77- 1.98% |
$7.41K - $7.85K
|
3.82K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
502+ 8.85% |
$48.3K - $51.2K
|
6.18K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.7K- 17.33% |
$260K - $275K
|
12.9K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-530- 7.22% |
$51K - $54K
|
6.81K
$673K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
31.6K+ 15.19% |
$3.04M - $3.22M
|
239K
$23.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2- 0.08% |
$193 - $204
|
2.58K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-433- 3.97% |
$41.7K - $44.2K
|
10.5K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-192- 0.06% |
$18.5K - $19.6K
|
331K
$32.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55.7K+ 24.84% |
$5.36M - $5.68M
|
280K
$27.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.37K- 32.75% |
$902K - $956K
|
19.2K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
18.3K+ 9.38% |
$1.76M - $1.87M
|
213K
$21.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.5K+ 7.01% |
$1.11M - $1.17M
|
176K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
9.76K+ 7.97% |
$939K - $995K
|
132K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-6.79K- 4.91% |
$654K - $692K
|
132K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
28.5K+ 7.26% |
$2.75M - $2.91M
|
422K
$41.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-3.05K- 0.75% |
$294K - $311K
|
404K
$39.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 2.0% |
$596K - $631K
|
315K
$31.1M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
8.19K+ 1.99% |
$789K - $836K
|
420K
$41.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
675+ 0.41% |
$65K - $68.8K
|
164K
$16.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15K- 23.08% |
$110K - $117K
|
3.82K
$377K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.43K+ 24.5% |
$138K - $146K
|
7.29K
$720K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.18K+ 1.97% |
$209K - $222K
|
113K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 18.13% |
$198K - $210K
|
9.29K
$918K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
15.4K+ 12.87% |
$1.48M - $1.57M
|
135K
$13.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.1K+ 6.52% |
$105K - $112K
|
17.9K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
397+ 5.75% |
$38.2K - $40.5K
|
7.3K
$721K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 2.53% |
$189K - $200K
|
79.4K
$7.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$790K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-627- 29.58% |
$60.3K - $63.9K
|
1.49K
$148K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
82+ 1.79% |
$7.89K - $8.36K
|
4.67K
$462K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.49K+ 1.05% |
$240K - $254K
|
239K
$23.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 0.63% |
$3.08K - $3.26K
|
5.07K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
603+ 2.38% |
$58K - $61.5K
|
26K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-291- 52.34% |
$28K - $29.7K
|
265
$26.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$736K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.59KNew |
$250K - $265K
|
2.59K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
423+ 1.56% |
$40.7K - $43.1K
|
27.6K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-400- 16.44% |
$38.5K - $40.8K
|
2.03K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.1K+ 4.09% |
$1.26M - $1.33M
|
332K
$32.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
126K+ 128.73% |
$12.1M - $12.8M
|
223K
$22.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.06% |
$385 - $408
|
6.3K
$622K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.07K+ 41.96% |
$103K - $109K
|
3.61K
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
16K+ 4.31% |
$1.54M - $1.63M
|
387K
$38.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.02K+ 19.87% |
$98.6K - $104K
|
6.18K
$610K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.03% |
$4.04K - $4.28K
|
166K
$16.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-234- 14.11% |
$22.5K - $23.9K
|
1.42K
$141K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
173+ 0.51% |
$16.7K - $17.6K
|
33.8K
$3.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
187K+ 11.37% |
$18M - $19.1M
|
1.83M
$181M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.22K- 4.85% |
$598K - $634K
|
122K
$12M
|