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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38M+ 3.46% |
$229M - $242M
|
71.1M
$7.03B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.19K- 22.86% |
$692K - $733K
|
24.3K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.5K- 1.14% |
$5.54M - $5.87M
|
4.98M
$493M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-3.04K- 53.23% |
$293K - $310K
|
2.67K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.4K+ 25.45% |
$135K - $143K
|
6.9K
$683K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86New |
$8.28K - $8.77K
|
86
$8.51K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 5.56% |
$963 - $1.02K
|
190
$18.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 24.7% |
$17.7K - $18.8K
|
561
$55.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-348- 15.59% |
$33.5K - $35.5K
|
1.88K
$186K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-296- 6.43% |
$28.5K - $30.2K
|
4.31K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$9.34K - $9.89K
|
97
$9.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.95% |
$193 - $204
|
213
$21.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-93- 8.44% |
$8.95K - $9.48K
|
1.01K
$99.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 53.63% |
$207K - $219K
|
6.16K
$610K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
99+ 1.93% |
$9.53K - $10.1K
|
5.24K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
93+ 7.3% |
$8.95K - $9.48K
|
1.37K
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.25KNew |
$216K - $229K
|
2.25K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.3K- 53.49% |
$221K - $235K
|
2K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.83K+ 16.75% |
$850K - $900K
|
61.5K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$193 - $204
|
31
$3.07K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
30+ 0.74% |
$2.89K - $3.06K
|
4.07K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
290+ 38.87% |
$27.9K - $29.6K
|
1.04K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.05K- 3.92% |
$197K - $209K
|
50.2K
$4.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.53KNew |
$725K - $768K
|
7.53K
$745K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 3.12% |
$1.06K - $1.12K
|
342
$33.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-610- 6.34% |
$58.7K - $62.2K
|
9.01K
$892K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.5KNew |
$240K - $255K
|
2.5K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34+ 1.94% |
$3.27K - $3.47K
|
1.78K
$177K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
31K+ 4.56% |
$2.98M - $3.16M
|
710K
$70.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-678- 5.74% |
$65.3K - $69.1K
|
11.1K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-331- 4.48% |
$31.9K - $33.8K
|
7.06K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-345- 14.82% |
$33.2K - $35.2K
|
1.98K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$792K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-627- 29.58% |
$60.3K - $63.9K
|
1.49K
$148K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$737K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.06% |
$385 - $408
|
6.3K
$623K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
130K+ 129.41% |
$12.5M - $13.2M
|
230K
$22.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$294K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.26K+ 25.87% |
$120K - $123K
|
6.12K
$606K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.4KNew |
$994K - $1.02M
|
10.4K
$1.03M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-73.3KClosed |
$6.97M - $7.18M
|
0
$0
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
60+ 1.03% |
$5.71K - $5.88K
|
5.86K
$580K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
375New |
$35.7K - $36.7K
|
375
$37.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19KNew |
$1.81M - $1.86M
|
19K
$1.88M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 7.93% |
$19.4K - $20K
|
2.37K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.08M - $1.11M
|
11.3K
$1.12M
|
|