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 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
46.9KNew |
$4.53M - $4.74M
|
46.9K
$4.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
204New |
$19.7K - $20.7K
|
204
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
990+ 16.66% |
$95.7K - $100K
|
6.93K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
754+ 76.39% |
$72.9K - $76.3K
|
1.74K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
192KNew |
$18.6M - $19.4M
|
192K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-30K- 9.91% |
$2.9M - $3.03M
|
272K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.2K+ 13.72% |
$4.47M - $4.68M
|
383K
$37.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.55K- 4.98% |
$149K - $156K
|
29.5K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
751+ 89.51% |
$72.6K - $76K
|
1.59K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
186K+ 134.82% |
$18M - $18.9M
|
325K
$32.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 9.87% |
$109K - $115K
|
10.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.53K+ 6.57% |
$727K - $762K
|
122K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.56K+ 15.29% |
$538K - $563K
|
41.9K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
54.2K+ 2.15% |
$5.24M - $5.49M
|
2.58M
$255M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$422K - $442K
|
4.37K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.59K+ 1.41% |
$154K - $161K
|
114K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.55K+ 9.75% |
$633K - $663K
|
73.7K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
132K+ 16.43% |
$12.7M - $13.3M
|
933K
$92.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.36KNew |
$325K - $340K
|
3.36K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 47.04% |
$598K - $626K
|
6.96K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.6K- 1.82% |
$1.51M - $1.58M
|
841K
$83.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 9.32% |
$2.66M - $2.79M
|
268K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67K- 6.24% |
$6.48M - $6.79M
|
1.01M
$99.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.23K+ 5.01% |
$312K - $326K
|
67.5K
$6.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
49.2K+ 16.78% |
$4.76M - $4.98M
|
343K
$33.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
514New |
$49.7K - $52K
|
514
$50.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
31.6K+ 10.69% |
$3.05M - $3.2M
|
327K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.33K- 5.82% |
$515K - $539K
|
86.3K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
28.5K+ 20.77% |
$2.76M - $2.89M
|
166K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.39KNew |
$810K - $849K
|
8.39K
$830K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
87New |
$8.41K - $8.81K
|
87
$8.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.41K+ 35.24% |
$233K - $244K
|
9.25K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.5K- 1.17% |
$1.4M - $1.47M
|
1.23M
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.29K- 16.69% |
$801K - $839K
|
41.4K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 0.66% |
$1.64K - $1.72K
|
2.57K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
154+ 5.33% |
$14.9K - $15.6K
|
3.04K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
32New |
$3.09K - $3.24K
|
32
$3.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
238+ 12.01% |
$23K - $24.1K
|
2.22K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-117- 4.19% |
$11.3K - $11.8K
|
2.68K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.89K- 8.17% |
$859K - $900K
|
99.9K
$9.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
324+ 1.24% |
$31.3K - $32.8K
|
26.4K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-212K- 59.45% |
$20.5M - $21.5M
|
145K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
350+ 14.98% |
$33.8K - $35.4K
|
2.69K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.27KNew |
$219K - $230K
|
2.27K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-98.7K- 57.93% |
$9.54M - $9.99M
|
71.7K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.5K+ 2.29% |
$339K - $355K
|
157K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 25.0% |
$290 - $304
|
15
$1.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
165KNew |
$16M - $16.7M
|
165K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.04K+ 2.68% |
$197K - $206K
|
77.9K
$7.71M
|