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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.42K+ 2.11% |
$136K - $141K
|
68.5K
$6.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.54K+ 2.04% |
$244K - $252K
|
127K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-678- 3.71% |
$65K - $67.3K
|
17.6K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.11K+ 77.8% |
$394K - $408K
|
9.4K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.82K+ 6.04% |
$175K - $181K
|
32K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
292+ 3.2% |
$28K - $29K
|
9.42K
$929K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.38K+ 1.74% |
$516K - $534K
|
314K
$31M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.16K+ 9.96% |
$303K - $314K
|
34.9K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.05K+ 14.26% |
$388K - $402K
|
32.4K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 8.1% |
$129K - $133K
|
17.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$134K - $139K
|
75.7K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
248+ 6.44% |
$23.8K - $24.6K
|
4.1K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$510K - $529K
|
405K
$40M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336K+ 3.26% |
$32.2M - $33.3M
|
10.6M
$1.05B
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-500- 11.19% |
$47.9K - $49.6K
|
3.97K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.35K- 1.83% |
$225K - $233K
|
126K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.7KNew |
$354K - $367K
|
3.7K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.6K - $4.76K
|
48
$4.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 41.51% |
$985K - $1.02M
|
14.5K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
303+ 4.95% |
$29K - $30.1K
|
6.42K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
381+ 4.94% |
$36.5K - $37.8K
|
8.09K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 1774.41% |
$5.88M - $6.09M
|
64.8K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.95K- 32.19% |
$762K - $789K
|
16.7K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.2K+ 12.64% |
$4.05M - $4.19M
|
376K
$37.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.48K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
739+ 3.76% |
$70.8K - $73.3K
|
20.4K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$133K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.5K+ 1.71% |
$431K - $447K
|
267K
$26.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.24K- 45.06% |
$214K - $222K
|
2.73K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.4K- 40.81% |
$230K - $238K
|
3.47K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-887- 8.7% |
$85K - $88K
|
9.3K
$918K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5K+ 100.0% |
$815K - $844K
|
17K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.29% |
$1.64M - $1.7M
|
289K
$28.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.94K- 0.86% |
$186K - $193K
|
224K
$22.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
837+ 0.59% |
$80.2K - $83.1K
|
142K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.29K+ 7.76% |
$507K - $525K
|
73.5K
$7.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-161- 2.09% |
$15.4K - $16K
|
7.53K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.07KNew |
$198K - $205K
|
2.07K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
676+ 1.96% |
$64.8K - $67.1K
|
35.2K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 0.19% |
$2.4K - $2.48K
|
13K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-309- 9.28% |
$29.6K - $30.7K
|
3.02K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.16K+ 43.81% |
$112K - $116K
|
3.82K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-496K- 90.05% |
$47.6M - $49.3M
|
54.9K
$5.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$45.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-10Closed |
$959 - $993
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 0.17% |
$10.5K - $10.9K
|
65.3K
$6.44M
|