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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.33K
|
13
$1.28K
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$218K
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$293K
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-110- 3.34% |
$10.6K - $11.2K
|
3.19K
$315K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86KNew |
$275K - $292K
|
2.86K
$282K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59KNew |
$249K - $264K
|
2.59K
$255K
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15.3KNew |
$1.48M - $1.57M
|
15.3K
$1.51M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 23.91% |
$2.12K - $2.24K
|
70
$6.91K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
11.1K+ 2.7% |
$1.07M - $1.13M
|
423K
$41.7M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-450- 4.03% |
$43.3K - $45.9K
|
10.7K
$1.06M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 0.17% |
$963 - $1.02K
|
5.98K
$590K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$341K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$247K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.4KNew |
$997K - $1.06M
|
10.4K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.43K+ 94.28% |
$138K - $146K
|
2.95K
$291K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23.3K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$156K - $165K
|
1.62K
$159K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.42KNew |
$136K - $144K
|
1.42K
$140K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.87K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$98.7
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-575- 83.45% |
$55.3K - $58.6K
|
114
$11.2K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.46KNew |
$718K - $761K
|
7.46K
$736K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$96.3 - $102
|
24
$2.37K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-145- 3.12% |
$14K - $14.8K
|
4.51K
$445K
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$202K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 1.41% |
$96.3 - $102
|
72
$7.1K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-60- 49.59% |
$5.78K - $6.12K
|
61
$6.02K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-80- 3.69% |
$7.7K - $8.16K
|
2.09K
$206K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 2.31% |
$8.95K - $9.48K
|
4.12K
$406K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.01K+ 6.14% |
$96.7K - $102K
|
17.4K
$1.71M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
764New |
$73.5K - $77.9K
|
764
$75.4K
|
|
Oct 21, 2024
Q3 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9K+ 22.38% |
$1.44M - $1.52M
|
81.6K
$8.05M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11K+ 233.85% |
$1.06M - $1.12M
|
15.7K
$1.55M
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.56K- 23.07% |
$150K - $159K
|
5.19K
$512K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-103K- 90.01% |
$9.93M - $10.5M
|
11.5K
$1.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38M+ 3.46% |
$229M - $242M
|
71.1M
$7.01B
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.19K- 22.86% |
$692K - $733K
|
24.3K
$2.39M
|
|
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
$492M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-3.04K- 53.23% |
$293K - $310K
|
2.67K
$264K
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.4K+ 25.45% |
$135K - $143K
|
6.9K
$681K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86New |
$8.28K - $8.77K
|
86
$8.48K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 5.56% |
$963 - $1.02K
|
190
$18.7K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 24.7% |
$17.7K - $18.8K
|
561
$55.3K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-296- 6.43% |
$28.5K - $30.2K
|
4.31K
$425K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$9.34K - $9.89K
|
97
$9.57K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.95% |
$193 - $204
|
213
$21K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-93- 8.44% |
$8.95K - $9.48K
|
1.01K
$99.5K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 53.63% |
$207K - $219K
|
6.16K
$608K
|
|
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
|