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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
158+ 4.1% |
$15.3K - $16K
|
4.02K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 10.4% |
$776K - $813K
|
85.3K
$8.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.98K+ 2.98% |
$288K - $301K
|
103K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.93K+ 24.79% |
$283K - $296K
|
14.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.29K+ 219.1% |
$898K - $941K
|
13.5K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
127+ 4.98% |
$12.3K - $12.9K
|
2.68K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.97K+ 1.42% |
$287K - $301K
|
212K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.51K+ 2.47% |
$339K - $356K
|
146K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 7.28% |
$165K - $173K
|
21.8K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-484- 1.49% |
$46.8K - $49K
|
32K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
85.8K+ 28.67% |
$8.29M - $8.69M
|
385K
$38M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-100- 1.86% |
$9.66K - $10.1K
|
5.28K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-33- 1.28% |
$3.19K - $3.34K
|
2.55K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-820- 19.57% |
$79.2K - $83K
|
3.37K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 21.99% |
$1.1M - $1.16M
|
63.3K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72.2K- 41.15% |
$6.98M - $7.31M
|
103K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.01KNew |
$291K - $305K
|
3.01K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-203- 4.21% |
$19.6K - $20.5K
|
4.62K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.66% |
$117K - $123K
|
17K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 21.77% |
$9.93M - $10.4M
|
575K
$56.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.18K+ 2.23% |
$887K - $930K
|
420K
$41.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 4.14% |
$12.1K - $12.7K
|
3.14K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.58K+ 34.17% |
$635K - $666K
|
25.8K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 41.32% |
$9.66K - $10.1K
|
142
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
253+ 4.19% |
$24.4K - $25.6K
|
6.3K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 4.62% |
$4.49M - $4.71M
|
959K
$94.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.94KNew |
$671K - $703K
|
6.94K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 2.15% |
$5.32K - $5.57K
|
2.62K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
798+ 5.39% |
$77.1K - $80.8K
|
15.6K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
19.2K+ 4.94% |
$1.85M - $1.94M
|
407K
$40.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
191+ 2.63% |
$18.5K - $19.3K
|
7.45K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$33K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13K+ 15.21% |
$109K - $114K
|
8.54K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.35KNew |
$517K - $542K
|
5.35K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.12K+ 3.47% |
$108K - $113K
|
33.3K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.29KNew |
$221K - $231K
|
2.29K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.47K+ 2.19% |
$142K - $149K
|
68.7K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 5.47% |
$4.83K - $5.06K
|
864
$85.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.26K- 4.09% |
$122K - $127K
|
29.5K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
732+ 2.09% |
$70.7K - $74.1K
|
35.8K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.64K+ 5.51% |
$449K - $470K
|
88.8K
$8.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
31.3K+ 3.32% |
$3.03M - $3.17M
|
976K
$96.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.91K+ 94.0% |
$185K - $193K
|
3.94K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.13K- 7.49% |
$206K - $216K
|
26.3K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-458- 6.46% |
$44.3K - $46.4K
|
6.63K
$655K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.9K+ 18.45% |
$1.15M - $1.2M
|
76.3K
$7.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
25.3K+ 18.77% |
$2.45M - $2.56M
|
160K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
202+ 0.48% |
$19.5K - $20.4K
|
41.9K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.45KNew |
$236K - $248K
|
2.45K
$241K
|