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 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
317New |
$30.6K - $32.1K
|
317
$31.9K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$2.9K - $3.04K
|
30
$3.02K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.46KNew |
$238K - $249K
|
2.46K
$248K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.8KNew |
$1.04M - $1.09M
|
10.8K
$1.08M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
71New |
$6.86K - $7.19K
|
71
$7.14K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.8KNew |
$271K - $283K
|
2.8K
$282K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$977K - $1.02M
|
10.1K
$1.02M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$6.28K - $6.58K
|
65
$6.54K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.31K- 33.64% |
$127K - $133K
|
2.59K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-133K- 33.62% |
$12.8M - $13.5M
|
262K
$26.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.49KNew |
$434K - $454K
|
4.49K
$451K
|
|
|
Feb 18, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
51KNew |
$4.93M - $5.16M
|
51K
$5.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
6.09KNew |
$588K - $616K
|
6.09K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
152KNew |
$14.6M - $15.3M
|
152K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10.5K+ 48.69% |
$1.01M - $1.06M
|
31.9K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
216+ 6.91% |
$20.9K - $21.9K
|
3.34K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.04K- 8.54% |
$681K - $713K
|
75.4K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 0.97% |
$299K - $313K
|
321K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
32+ 1.16% |
$3.09K - $3.24K
|
2.79K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$4.11M - $4.3M
|
42.5K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
532+ 21.92% |
$51.4K - $53.9K
|
2.96K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-45- 1.09% |
$4.35K - $4.56K
|
4.08K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.11KNew |
$203K - $213K
|
2.11K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25New |
$2.42K - $2.53K
|
25
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
28+ 1.15% |
$2.71K - $2.83K
|
2.47K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.66KNew |
$546K - $572K
|
5.66K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 28.99% |
$126K - $132K
|
5.79K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-720- 14.88% |
$69.6K - $72.9K
|
4.12K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
200New |
$19.3K - $20.2K
|
200
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55.9K- 94.73% |
$5.4M - $5.66M
|
3.11K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56.1KNew |
$5.42M - $5.68M
|
56.1K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
141New |
$13.6K - $14.3K
|
141
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-111- 0.6% |
$10.7K - $11.2K
|
18.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
92KNew |
$8.89M - $9.31M
|
92K
$9.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-59- 56.19% |
$5.7K - $5.97K
|
46
$4.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 23.97% |
$21.5K - $22.5K
|
704
$70.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
199New |
$19.2K - $20.1K
|
199
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40+ 1.08% |
$3.87K - $4.05K
|
3.74K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 2.56% |
$16.9K - $17.7K
|
7.02K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.39KNew |
$231K - $242K
|
2.39K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.18K- 63.43% |
$403K - $423K
|
2.41K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17KNew |
$1.65M - $1.72M
|
17K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.91KNew |
$281K - $294K
|
2.91K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16- 2.78% |
$1.55K - $1.62K
|
560
$56.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.67KNew |
$161K - $169K
|
1.67K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.53KNew |
$244K - $256K
|
2.53K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
18New |
$1.74K - $1.82K
|
18
$1.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.3K- 2.94% |
$1.38M - $1.45M
|
473K
$47.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
24.5KNew |
$2.36M - $2.48M
|
24.5K
$2.46M
|