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 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
373+ 4.78% |
$35.9K - $38K
|
8.17K
$821K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.71KNew |
$453K - $480K
|
4.71K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
900+ 24.28% |
$86.6K - $91.8K
|
4.61K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
13K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.2KNew |
$1.37M - $1.45M
|
14.2K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
124+ 1.85% |
$11.9K - $12.6K
|
6.83K
$687K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
135New |
$13K - $13.8K
|
135
$13.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
946+ 91.4% |
$91.1K - $96.5K
|
1.98K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.58K+ 30.73% |
$537K - $569K
|
23.7K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-596- 3.96% |
$57.4K - $60.8K
|
14.5K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 25.43% |
$173K - $183K
|
5.27K
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
211+ 8.79% |
$20.3K - $21.5K
|
2.61K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-393K- 22.88% |
$37.9M - $40.1M
|
1.33M
$133M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
937KNew |
$90.2M - $95.6M
|
937K
$94.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-7- 0.16% |
$674 - $714
|
4.33K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-162- 63.53% |
$15.6K - $16.5K
|
93
$9.35K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 19.47% |
$96.3M - $102M
|
4.14M
$416M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-9.53K- 57.79% |
$917K - $971K
|
6.96K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-741- 24.34% |
$71.3K - $75.6K
|
2.3K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-503- 0.54% |
$48.4K - $51.3K
|
93.2K
$9.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.18% |
$3.95K - $4.18K
|
23K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 83.33% |
$96.3K - $102K
|
2.2K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7.92KNew |
$762K - $808K
|
7.92K
$796K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.33K
|
13
$1.31K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-110- 3.34% |
$10.6K - $11.2K
|
3.19K
$321K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86KNew |
$275K - $292K
|
2.86K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.59KNew |
$249K - $264K
|
2.59K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15.3KNew |
$1.48M - $1.57M
|
15.3K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 23.91% |
$2.12K - $2.24K
|
70
$7.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
11.1K+ 2.7% |
$1.07M - $1.13M
|
423K
$42.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-450- 4.03% |
$43.3K - $45.9K
|
10.7K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-10- 0.17% |
$963 - $1.02K
|
5.98K
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.43K+ 94.28% |
$138K - $146K
|
2.95K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$156K - $165K
|
1.62K
$162K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.42KNew |
$136K - $144K
|
1.42K
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.91K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$101
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-575- 83.45% |
$55.3K - $58.6K
|
114
$11.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.46KNew |
$718K - $761K
|
7.46K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$96.3 - $102
|
24
$2.41K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-145- 3.12% |
$14K - $14.8K
|
4.51K
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$206K
|