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 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.17% |
$387 - $397
|
2.3K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$283K - $291K
|
2.93K
$288K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.64K - $4.77K
|
48
$4.73K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-344- 3.61% |
$33.3K - $34.2K
|
9.2K
$906K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$205K - $210K
|
2.12K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$96.8 - $99.4
|
3
$296
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.82K- 59.08% |
$563K - $579K
|
4.03K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
322+ 5.81% |
$31.2K - $32K
|
5.86K
$578K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-83- 0.85% |
$8.03K - $8.25K
|
9.68K
$953K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
13.5K+ 39.93% |
$1.31M - $1.34M
|
47.4K
$4.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.6K+ 156.84% |
$348K - $358K
|
5.89K
$581K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300New |
$29K - $29.8K
|
300
$29.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
90+ 3.33% |
$8.71K - $8.94K
|
2.79K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.77K- 97.31% |
$172K - $176K
|
49
$4.83K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.32% |
$774 - $795
|
2.5K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-735- 63.47% |
$71.1K - $73K
|
423
$41.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
52+ 2.54% |
$5.03K - $5.17K
|
2.1K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-485- 21.38% |
$46.9K - $48.2K
|
1.78K
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.56KNew |
$248K - $254K
|
2.56K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-184- 6.88% |
$17.8K - $18.3K
|
2.49K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-11.6K- 7.5% |
$1.12M - $1.15M
|
143K
$14.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
12.5K+ 4.64% |
$1.21M - $1.25M
|
283K
$27.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 60.0% |
$29K - $29.8K
|
200
$19.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 20.62% |
$145K - $148K
|
8.74K
$861K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.87K+ 7.31% |
$374K - $384K
|
56.7K
$5.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.1K+ 40.88% |
$980K - $1.01M
|
34.9K
$3.44M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
260New |
$25.2K - $25.8K
|
260
$25.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.87K+ 10.7% |
$568K - $583K
|
60.7K
$5.98M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-830- 28.62% |
$80.3K - $82.5K
|
2.07K
$204K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
154KNew |
$14.2M - $15.4M
|
154K
$15.2M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-251- 11.12% |
$23K - $25K
|
2.01K
$198K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.4KNew |
$1.14M - $1.23M
|
12.4K
$1.22M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8New |
$733 - $797
|
8
$788
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.51KNew |
$230K - $250K
|
2.51K
$247K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172New |
$15.8K - $17.1K
|
172
$16.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.96K+ 3.53% |
$180K - $195K
|
57.4K
$5.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-534- 98.71% |
$49K - $53.2K
|
7
$690
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
26New |
$2.38K - $2.59K
|
26
$2.56K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$18.3K - $19.9K
|
200
$19.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$191K - $208K
|
2.09K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
100KNew |
$9.17M - $9.97M
|
100K
$9.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-649K- 46.83% |
$59.5M - $64.7M
|
736K
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
885New |
$81.1K - $88.2K
|
885
$87.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.15K- 39.79% |
$106K - $115K
|
1.74K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.18% |
$12.4K - $13.5K
|
76.6K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.18KNew |
$200K - $217K
|
2.18K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
252New |
$23.1K - $25.1K
|
252
$24.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.93KNew |
$268K - $292K
|
2.93K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$12.5K - $13.6K
|
136
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-100- 4.67% |
$9.17K - $9.97K
|
2.04K
$201K
|
|