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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-342- 10.28% |
$32.5K - $33.5K
|
2.99K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
22KNew |
$2.1M - $2.16M
|
22K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.7KNew |
$5.68M - $5.85M
|
59.7K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 8.87% |
$131K - $135K
|
14.1K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-134- 8.79% |
$12.7K - $13.1K
|
1.39K
$138K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
729+ 1.07% |
$69.3K - $71.4K
|
69.1K
$6.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.11K- 3.04% |
$201K - $207K
|
67.3K
$6.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
248+ 1.87% |
$23.6K - $24.3K
|
13.5K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-189K- 98.35% |
$18M - $18.6M
|
3.18K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-30.7K- 86.98% |
$2.92M - $3.01M
|
4.59K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
103+ 1.36% |
$9.8K - $10.1K
|
7.67K
$761K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
647New |
$61.5K - $63.4K
|
647
$64.2K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-298- 95.82% |
$28.3K - $29.2K
|
13
$1.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.14KNew |
$298K - $307K
|
3.14K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-6- 0.39% |
$571 - $588
|
1.52K
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
233+ 8.73% |
$22.2K - $22.8K
|
2.9K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-52.1K- 33.17% |
$4.96M - $5.1M
|
105K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$19K - $19.6K
|
200
$19.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
119New |
$11.3K - $11.7K
|
119
$11.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
57.7KNew |
$5.48M - $5.65M
|
57.7K
$5.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$216K - $223K
|
2.27K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.77K- 1.56% |
$549K - $565K
|
365K
$36.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 8.82% |
$4.76K - $4.9K
|
517
$51.3K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-85- 2.6% |
$8.08K - $8.32K
|
3.19K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-75- 3.2% |
$7.13K - $7.34K
|
2.27K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.36KNew |
$225K - $231K
|
2.36K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-69- 1.73% |
$6.56K - $6.76K
|
3.93K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
238New |
$22.6K - $23.3K
|
238
$23.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.58% |
$190 - $196
|
346
$34.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.03K+ 9.3% |
$193K - $198K
|
23.8K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-107- 3.17% |
$10.2K - $10.5K
|
3.27K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
53+ 0.56% |
$5.04K - $5.19K
|
9.54K
$947K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.24K+ 337.5% |
$118K - $122K
|
1.61K
$160K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$95.1 - $97.9
|
6.92K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-139K- 97.88% |
$13.2M - $13.6M
|
3K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$190 - $196
|
2
$198
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.79KNew |
$265K - $273K
|
2.79K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.83K- 6.39% |
$364K - $375K
|
56.1K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.56KNew |
$338K - $348K
|
3.56K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
9.67K+ 11.81% |
$919K - $947K
|
91.5K
$9.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 5.99% |
$2.57K - $2.64K
|
424
$42.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-202K- 96.35% |
$19.2M - $19.8M
|
7.66K
$760K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
213+ 54.34% |
$20.3K - $20.9K
|
605
$60K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-71- 25.82% |
$6.75K - $6.95K
|
204
$20.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-469- 13.7% |
$44.6K - $45.9K
|
2.95K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-258- 2.5% |
$24.5K - $25.3K
|
10.1K
$999K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
203+ 64.04% |
$19.3K - $19.9K
|
520
$51.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
168New |
$16K - $16.5K
|
168
$16.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 64.24% |
$10.1K - $10.4K
|
59
$5.85K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.12KNew |
$582K - $599K
|
6.12K
$607K
|