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 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.56KNew |
$247K - $259K
|
2.56K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
13.1KNew |
$1.27M - $1.33M
|
13.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-924- 19.61% |
$89.3K - $93.5K
|
3.79K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.49KNew |
$530K - $555K
|
5.49K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.23KNew |
$215K - $226K
|
2.23K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
150+ 4.56% |
$14.5K - $15.2K
|
3.44K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 21.1% |
$99.8K - $105K
|
3.86K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.23K+ 1163.21% |
$119K - $125K
|
1.34K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1.93K- 5.75% |
$187K - $196K
|
31.7K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
500+ 18.8% |
$48.3K - $50.6K
|
3.16K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-192- 7.46% |
$18.6K - $19.4K
|
2.38K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
719+ 4.18% |
$69.5K - $72.8K
|
17.9K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.48KNew |
$240K - $251K
|
2.48K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 29.98% |
$521K - $546K
|
12.6K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$642K - $673K
|
6.64K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-139- 5.28% |
$13.4K - $14.1K
|
2.49K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.59K- 3.36% |
$250K - $262K
|
74.5K
$7.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9.75K+ 7.86% |
$942K - $987K
|
134K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-38- 6.28% |
$3.67K - $3.85K
|
567
$56.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.39KNew |
$328K - $343K
|
3.39K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-520- 2.8% |
$50.3K - $52.6K
|
18.1K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
4.1K+ 48.86% |
$396K - $415K
|
12.5K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$96.6 - $101
|
2.81K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.6K+ 10.41% |
$1.99M - $2.08M
|
218K
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.26K+ 16.88% |
$219K - $229K
|
15.7K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 95.67% |
$318K - $333K
|
149
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-37- 2.02% |
$3.58K - $3.75K
|
1.8K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
507+ 11.05% |
$49K - $51.3K
|
5.09K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5New |
$483 - $506
|
5
$495
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.23% |
$14.5K - $15.2K
|
2.72K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 1.16% |
$2.42K - $2.53K
|
2.18K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
127+ 4.98% |
$12.3K - $12.9K
|
2.68K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.51K+ 2.47% |
$339K - $356K
|
146K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-731- 68.64% |
$70.6K - $74K
|
334
$33.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.13K+ 15.21% |
$109K - $114K
|
8.54K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.35KNew |
$517K - $542K
|
5.35K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 5.47% |
$4.83K - $5.06K
|
864
$85.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.63K- 24.79% |
$254K - $266K
|
7.97K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.91K+ 94.0% |
$185K - $193K
|
3.94K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2.45KNew |
$236K - $248K
|
2.45K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.68% |
$108K - $113K
|
25.1K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.41K+ 65.37% |
$812K - $851K
|
21.3K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.4KNew |
$232K - $243K
|
2.4K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.82K+ 122.01% |
$272K - $285K
|
5.12K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
24+ 1.07% |
$2.32K - $2.43K
|
2.26K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
123+ 6.0% |
$11.9K - $12.5K
|
2.17K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.06K- 10.61% |
$102K - $107K
|
8.92K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
52.2KNew |
$5.05M - $5.29M
|
52.2K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.16K- 38.38% |
$402K - $421K
|
6.68K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
5.47KNew |
$529K - $554K
|
5.47K
$542K
|