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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.01KNew |
$193K - $205K
|
2.01K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$96.3 - $102
|
1
$98.7
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.34K+ 6.03% |
$129K - $136K
|
23.5K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 0.24% |
$137K - $146K
|
586K
$57.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-102- 36.82% |
$9.82K - $10.4K
|
175
$17.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-602- 19.6% |
$57.9K - $61.4K
|
2.47K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
238+ 3.34% |
$22.9K - $24.3K
|
7.36K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
349+ 0.92% |
$33.6K - $35.6K
|
38.4K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
431+ 3.08% |
$41.5K - $44K
|
14.4K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.1KNew |
$395K - $418K
|
4.1K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.1K- 74.73% |
$1.74M - $1.85M
|
6.12K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.88K- 50.65% |
$373K - $396K
|
3.78K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
3.12KNew |
$300K - $318K
|
3.12K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.1KNew |
$202K - $214K
|
2.1K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.34K- 4.55% |
$610K - $646K
|
133K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-418- 2.09% |
$40.2K - $42.6K
|
19.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-595- 11.4% |
$57.3K - $60.7K
|
4.62K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-65.2K- 3.75% |
$6.28M - $6.65M
|
1.67M
$165M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.09KNew |
$201K - $213K
|
2.09K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-604- 16.82% |
$58.1K - $61.6K
|
2.99K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
23.5KNew |
$2.26M - $2.4M
|
23.5K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
44New |
$4.24K - $4.49K
|
44
$4.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
373+ 4.78% |
$35.9K - $38K
|
8.17K
$806K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.71KNew |
$453K - $480K
|
4.71K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.27KNew |
$219K - $232K
|
2.27K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
900+ 24.28% |
$86.6K - $91.8K
|
4.61K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
13K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.2KNew |
$1.37M - $1.45M
|
14.2K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
124+ 1.85% |
$11.9K - $12.6K
|
6.83K
$674K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
135New |
$13K - $13.8K
|
135
$13.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
946+ 91.4% |
$91.1K - $96.5K
|
1.98K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 30.73% |
$537K - $569K
|
23.7K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-596- 3.96% |
$57.4K - $60.8K
|
14.5K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$520K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$131M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
937KNew |
$90.2M - $95.6M
|
937K
$92.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-7- 0.16% |
$674 - $714
|
4.33K
$427K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-162- 63.53% |
$15.6K - $16.5K
|
93
$9.18K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$408M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$686K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-503- 0.54% |
$48.4K - $51.3K
|
93.2K
$9.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.18% |
$3.95K - $4.18K
|
23K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 83.33% |
$96.3K - $102K
|
2.2K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7.92KNew |
$762K - $808K
|
7.92K
$781K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-866- 96.98% |
$83.4K - $88.3K
|
27
$2.66K
|