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 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13.8K- 4.71% |
$1.33M - $1.39M
|
279K
$27.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
756+ 31.18% |
$73.1K - $76.5K
|
3.18K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22.3K+ 117.64% |
$2.15M - $2.26M
|
41.2K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.63KNew |
$544K - $570K
|
5.63K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.45% |
$387 - $405
|
280
$27.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 0.1% |
$11.1K - $11.6K
|
114K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
23K+ 16.66% |
$2.22M - $2.33M
|
161K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.52K- 36.59% |
$147K - $153K
|
2.63K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
118K+ 13.11% |
$11.4M - $12M
|
1.02M
$101M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$1.93K - $2.02K
|
8.02K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47K- 14.01% |
$142K - $149K
|
9K
$891K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.06K- 31.61% |
$103K - $108K
|
2.3K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-308- 26.78% |
$29.8K - $31.2K
|
842
$83.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.88KNew |
$278K - $291K
|
2.88K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 4.08% |
$1.29M - $1.35M
|
340K
$33.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
409+ 138.18% |
$39.5K - $41.4K
|
705
$69.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
887+ 2.09% |
$85.7K - $89.8K
|
43.3K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.8K+ 76.13% |
$1.14M - $1.2M
|
27.3K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.87K+ 57.98% |
$470K - $493K
|
13.3K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$2.8K - $2.94K
|
4.68K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.46M+ 6.14% |
$721M - $756M
|
129M
$12.8B
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-664- 20.69% |
$64.2K - $67.2K
|
2.55K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
2.5KNew |
$241K - $253K
|
2.5K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5.44K+ 5.69% |
$526K - $551K
|
101K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9.96K+ 12.96% |
$962K - $1.01M
|
86.8K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
696+ 13.08% |
$67.3K - $70.5K
|
6.02K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4+ 0.16% |
$387 - $405
|
2.49K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
479+ 10.75% |
$46.3K - $48.5K
|
4.94K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-601- 0.7% |
$58.1K - $60.8K
|
85.7K
$8.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
656+ 0.7% |
$63.4K - $66.4K
|
94.2K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.72K+ 7.58% |
$553K - $579K
|
81.2K
$8.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-76- 2.33% |
$7.34K - $7.69K
|
3.19K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.31KNew |
$417K - $437K
|
4.31K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-830- 16.76% |
$80.2K - $84K
|
4.12K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1- 0.05% |
$96.6 - $101
|
2.18K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.71KNew |
$262K - $274K
|
2.71K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-4.35K- 8.34% |
$420K - $440K
|
47.8K
$4.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3.74K+ 0.99% |
$361K - $379K
|
381K
$37.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.76KNew |
$363K - $380K
|
3.76K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 6.82% |
$8.4M - $8.8M
|
1.36M
$135M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-149- 2.17% |
$14.4K - $15.1K
|
6.72K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.6K+ 7.88% |
$4.02M - $4.21M
|
570K
$56.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
83K+ 131.13% |
$8.02M - $8.4M
|
146K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-27- 0.26% |
$2.61K - $2.73K
|
10.2K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
139+ 9.99% |
$13.4K - $14.1K
|
1.53K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.28K- 87.84% |
$220K - $230K
|
315
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-382- 22.46% |
$36.9K - $38.7K
|
1.32K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$359K - $376K
|
3.72K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
59.9KNew |
$5.78M - $6.06M
|
59.9K
$5.92M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10.1K- 99.83% |
$977K - $1.02M
|
17
$1.68K
|