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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.32KNew |
$320K - $336K
|
3.32K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.64% |
$290 - $304
|
470
$46.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.17K+ 4.85% |
$113K - $119K
|
25.3K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
570+ 71.25% |
$55.1K - $57.7K
|
1.37K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.5K+ 33.38% |
$2.47M - $2.58M
|
102K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.09KNew |
$202K - $211K
|
2.09K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
698+ 2.97% |
$67.5K - $70.7K
|
24.2K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-319- 12.43% |
$30.8K - $32.3K
|
2.25K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 1.07% |
$4.93K - $5.16K
|
4.81K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8KNew |
$1.62M - $1.7M
|
16.8K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-11.3K- 18.37% |
$1.09M - $1.14M
|
50.2K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 9.81% |
$7.34K - $7.69K
|
699
$69.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-16.3K- 50.33% |
$1.57M - $1.64M
|
16K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.13K+ 11.58% |
$399K - $418K
|
39.7K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.78KNew |
$365K - $382K
|
3.78K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
229+ 8.64% |
$22.1K - $23.2K
|
2.88K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 6.25% |
$4.83K - $5.06K
|
750
$74.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94K+ 27.91% |
$9.09M - $9.52M
|
431K
$42.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 2.06% |
$374K - $392K
|
184K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15.2K+ 33.09% |
$1.47M - $1.54M
|
61.2K
$6.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.46KNew |
$141K - $148K
|
1.46K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.38K+ 10.47% |
$713K - $747K
|
77.8K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54New |
$5.22K - $5.47K
|
54
$5.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.48K+ 3.24% |
$336K - $352K
|
111K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.55K+ 8.7% |
$149K - $157K
|
19.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25KNew |
$2.41M - $2.53M
|
25K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-45- 0.27% |
$4.35K - $4.56K
|
16.8K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
586+ 0.52% |
$56.6K - $59.3K
|
113K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.32K- 5.0% |
$128K - $134K
|
25.1K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
771+ 0.98% |
$74.5K - $78K
|
79.2K
$7.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-67- 2.99% |
$6.47K - $6.78K
|
2.18K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.75K+ 2.0% |
$169K - $177K
|
89.1K
$8.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.34K+ 1.71% |
$130K - $136K
|
80.1K
$7.93M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 6.17% |
$173K - $182K
|
27.3K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
123+ 2.03% |
$11.9K - $12.5K
|
6.19K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.94KNew |
$284K - $297K
|
2.94K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$179K - $187K
|
1.85K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.03% |
$6.09K - $6.38K
|
180K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$382K - $401K
|
3.96K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.5KNew |
$242K - $253K
|
2.5K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.25K+ 15.37% |
$508K - $532K
|
39.4K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 117.8% |
$334K - $350K
|
6.39K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-971- 10.55% |
$93.8K - $98.3K
|
8.24K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$34.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6K+ 17.26% |
$1.22M - $1.27M
|
85.5K
$8.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
54.9K+ 76.37% |
$5.31M - $5.56M
|
127K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
6+ 0.16% |
$580 - $607
|
3.72K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.85K+ 2.68% |
$275K - $288K
|
109K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
5.23KNew |
$505K - $529K
|
5.23K
$517K
|