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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.23KNew |
$662K - $720K
|
7.23K
$712K
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
37.1KNew |
$3.4M - $3.7M
|
37.1K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
2.16KNew |
$198K - $215K
|
2.16K
$213K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.2KNew |
$201K - $219K
|
2.2K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.27KNew |
$208K - $226K
|
2.27K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.77K+ 21.88% |
$804K - $874K
|
48.8K
$4.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 21.15% |
$1.01K - $1.1K
|
63
$6.21K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-197- 8.73% |
$18.1K - $19.6K
|
2.06K
$203K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.33KNew |
$305K - $331K
|
3.33K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.69KNew |
$247K - $268K
|
2.69K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.53KNew |
$416K - $452K
|
4.53K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.63K- 34.78% |
$241K - $262K
|
4.92K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.07KNew |
$282K - $306K
|
3.07K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.98KNew |
$273K - $297K
|
2.98K
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.39KNew |
$403K - $438K
|
4.39K
$433K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457K- 99.46% |
$41.9M - $45.6M
|
2.5K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.7KNew |
$1.07M - $1.17M
|
11.7K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
227+ 6.7% |
$20.8K - $22.6K
|
3.61K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.9K+ 1102.77% |
$3.1M - $3.37M
|
36.9K
$3.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$80.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-526- 12.34% |
$48.2K - $52.4K
|
3.74K
$368K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
355New |
$32.5K - $35.4K
|
355
$35K
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
19.1KNew |
$1.75M - $1.9M
|
19.1K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.93K- 27.55% |
$452K - $491K
|
13K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-543- 3.36% |
$49.8K - $54.1K
|
15.6K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-140- 6.05% |
$12.8K - $14K
|
2.18K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.27KNew |
$391K - $425K
|
4.27K
$420K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.9KNew |
$266K - $289K
|
2.9K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
329New |
$30.2K - $32.8K
|
329
$32.4K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-108- 4.26% |
$9.9K - $10.8K
|
2.43K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-14.4K- 35.86% |
$1.32M - $1.44M
|
25.8K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.51K- 35.0% |
$322K - $350K
|
6.52K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.29KNew |
$209K - $228K
|
2.29K
$225K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.51KClosed |
$414K - $450K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31.1K- 67.55% |
$2.85M - $3.1M
|
15K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.56KNew |
$602K - $654K
|
6.56K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
863+ 15.18% |
$79.1K - $86K
|
6.55K
$645K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103K+ 64.64% |
$9.47M - $10.3M
|
263K
$25.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.39KNew |
$128K - $139K
|
1.39K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-150- 6.52% |
$13.8K - $14.9K
|
2.15K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2.22KNew |
$204K - $221K
|
2.22K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11.5K- 64.73% |
$1.05M - $1.15M
|
6.26K
$617K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
23.4KNew |
$2.14M - $2.33M
|
23.4K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-143- 95.33% |
$13.1K - $14.3K
|
7
$690
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-954- 6.2% |
$87.5K - $95.1K
|
14.4K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
352New |
$32.3K - $35.1K
|
352
$34.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
472+ 12.55% |
$43.3K - $47K
|
4.23K
$417K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.13KNew |
$287K - $312K
|
3.13K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
22.5KNew |
$2.06M - $2.24M
|
22.5K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.72K- 6.77% |
$157K - $171K
|
23.6K
$2.33M
|