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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.99KNew |
$457K - $497K
|
4.99K
$491K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-13.5K- 81.54% |
$1.24M - $1.35M
|
3.07K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.11KNew |
$193K - $210K
|
2.11K
$208K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.81KNew |
$257K - $280K
|
2.81K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.37K- 15.94% |
$217K - $236K
|
12.5K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-295- 9.89% |
$27K - $29.4K
|
2.69K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30.4KNew |
$2.79M - $3.03M
|
30.4K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
4.17KNew |
$382K - $415K
|
4.17K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.65KNew |
$427K - $464K
|
4.65K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 4.56% |
$9.17K - $9.97K
|
2.09K
$206K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.28K- 16.33% |
$301K - $327K
|
16.8K
$1.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
44.8KNew |
$4.11M - $4.47M
|
44.8K
$4.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.51K+ 14.13% |
$138K - $150K
|
12.2K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
56.6K+ 42.29% |
$5.18M - $5.64M
|
190K
$18.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
60New |
$5.5K - $5.98K
|
60
$5.91K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133K- 31.79% |
$12.2M - $13.3M
|
285K
$28.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-354K- 87.44% |
$32.4M - $35.3M
|
50.8K
$5.01M
|
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
173K+ 160.61% |
$15.9M - $17.2M
|
281K
$27.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
362K+ 339.42% |
$33.2M - $36.1M
|
469K
$46.2M
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-120- 32.7% |
$11.3K - $11.8K
|
247
$24.3K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-6.44K- 36.09% |
$605K - $634K
|
11.4K
$1.12M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-18K- 21.52% |
$1.69M - $1.77M
|
65.7K
$6.47M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.98KNew |
$374K - $392K
|
3.98K
$392K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-461Closed |
$43.3K - $45.4K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
123+ 109.82% |
$11.5K - $12.1K
|
235
$23.2K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.38% |
$1.22K - $1.28K
|
3.38K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.49K- 12.09% |
$422K - $442K
|
32.7K
$3.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.02K+ 966.04% |
$96.1K - $101K
|
1.13K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.79% |
$93.9 - $98.4
|
127
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
490New |
$46K - $48.2K
|
490
$48.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.26K- 7.11% |
$119K - $124K
|
16.5K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
311+ 2.87% |
$29.2K - $30.6K
|
11.1K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.17% |
$806K - $846K
|
198K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.52K+ 80.41% |
$237K - $248K
|
5.66K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 2.66% |
$976K - $1.02M
|
380K
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
29+ 0.8% |
$2.72K - $2.85K
|
3.65K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.9K- 75.73% |
$647K - $679K
|
2.21K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.03K- 96.16% |
$378K - $397K
|
161
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-16K- 26.25% |
$1.5M - $1.58M
|
45K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.49K- 38.4% |
$140K - $146K
|
2.39K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
14.6KNew |
$1.37M - $1.44M
|
14.6K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.2MClosed |
$1.43B - $1.5B
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
164New |
$15.4K - $16.1K
|
164
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142New |
$13.3K - $14K
|
142
$14K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-4.08K- 36.61% |
$383K - $401K
|
7.06K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
136+ 4.57% |
$12.8K - $13.4K
|
3.11K
$307K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 63.5% |
$181K - $189K
|
1.11K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.22KNew |
$771K - $809K
|
8.22K
$810K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 2.76% |
$6.57K - $6.89K
|
2.46K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.83KNew |
$265K - $278K
|
2.83K
$279K
|
|