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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-129- 11.51% |
$12.4K - $12.8K
|
992
$99.7K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
254New |
$24.3K - $25.2K
|
254
$25.5K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 8.27% |
$153K - $158K
|
20.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-513- 99.81% |
$49.2K - $50.9K
|
1
$101
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.56K+ 1.96% |
$149K - $154K
|
81K
$8.15M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.85KNew |
$465K - $482K
|
4.85K
$488K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$863 - $893
|
9
$905
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
261+ 5.98% |
$25K - $25.9K
|
4.63K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.42K+ 22.18% |
$327K - $339K
|
18.8K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
103+ 1.61% |
$9.87K - $10.2K
|
6.5K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16- 1.12% |
$1.53K - $1.59K
|
1.41K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.23% |
$95.9 - $99.3
|
82
$8.24K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
148New |
$14.2K - $14.7K
|
148
$14.9K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-14.9K- 85.75% |
$1.43M - $1.48M
|
2.48K
$249K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.18KNew |
$113K - $117K
|
1.18K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-560- 13.97% |
$53.7K - $55.6K
|
3.45K
$347K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-479- 14.66% |
$45.9K - $47.5K
|
2.79K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.64K- 10.73% |
$253K - $262K
|
22K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.04KNew |
$195K - $202K
|
2.04K
$205K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-9- 0.38% |
$863 - $893
|
2.36K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
142KNew |
$13.6M - $14.1M
|
142K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$479 - $496
|
4.9K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
5.2K+ 4.95% |
$499K - $516K
|
110K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.19K- 22.55% |
$306K - $316K
|
11K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
530+ 13.51% |
$50.8K - $52.6K
|
4.45K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.81K- 57.6% |
$270K - $279K
|
2.07K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-89.4K- 84.15% |
$8.57M - $8.87M
|
16.8K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
268+ 0.23% |
$25.7K - $26.6K
|
116K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.38K+ 31.07% |
$516K - $534K
|
22.7K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
60+ 2.76% |
$5.75K - $5.96K
|
2.23K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-59- 29.35% |
$5.66K - $5.86K
|
142
$14.3K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-209K- 83.61% |
$20M - $20.7M
|
40.9K
$4.11M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.42KNew |
$328K - $339K
|
3.42K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$63.4M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-320- 1.33% |
$30.7K - $31.8K
|
23.7K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 38.28% |
$147K - $152K
|
2.47K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.03% |
$95.9 - $99.3
|
3.67K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-261- 7.71% |
$25K - $25.9K
|
3.12K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-7.6K- 16.78% |
$729K - $754K
|
37.7K
$3.79M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16.5K- 41.12% |
$1.58M - $1.64M
|
23.6K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
370New |
$35.5K - $36.7K
|
370
$37.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.17KNew |
$208K - $215K
|
2.17K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.05KNew |
$196K - $203K
|
2.05K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.26KNew |
$217K - $224K
|
2.26K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 32.95% |
$217K - $225K
|
4.6K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 6.47% |
$71.9K - $74.4K
|
12.3K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-122- 2.77% |
$11.7K - $12.1K
|
4.28K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-387- 68.62% |
$37.1K - $38.4K
|
177
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36New |
$3.45K - $3.57K
|
36
$3.62K
|