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, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 2.08% |
$93.9 - $98.4
|
49
$4.84K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 49.75% |
$9.39K - $9.84K
|
301
$29.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.52K- 65.95% |
$236K - $248K
|
1.3K
$128K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-990- 27.57% |
$92.9K - $97.4K
|
2.6K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-229- 4.34% |
$21.5K - $22.5K
|
5.05K
$499K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
6.07K+ 1.59% |
$570K - $597K
|
387K
$38.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-133- 82.61% |
$12.5K - $13.1K
|
28
$2.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.93K+ 4.0% |
$181K - $190K
|
50.1K
$4.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 68.83% |
$555K - $582K
|
2.68K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
404+ 52.6% |
$37.9K - $39.8K
|
1.17K
$116K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-14K- 52.56% |
$1.32M - $1.38M
|
12.7K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-32- 1.36% |
$3K - $3.15K
|
2.32K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.97K- 68.08% |
$560K - $588K
|
2.8K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5New |
$469 - $492
|
5
$494
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
230KNew |
$21.6M - $22.6M
|
230K
$22.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
3.18K+ 1.73% |
$299K - $313K
|
188K
$18.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
107KNew |
$10M - $10.5M
|
107K
$10.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
9.5KNew |
$891K - $935K
|
9.5K
$939K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
116New |
$10.9K - $11.4K
|
116
$11.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.45K- 13.36% |
$136K - $143K
|
9.41K
$929K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
414+ 69.0% |
$38.9K - $40.8K
|
1.01K
$100K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-7.85K- 55.89% |
$737K - $773K
|
6.2K
$612K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.88K- 19.48% |
$927K - $972K
|
40.8K
$4.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
41New |
$3.85K - $4.04K
|
41
$4.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
9.94KNew |
$933K - $979K
|
9.94K
$983K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.3K- 30.54% |
$1.34M - $1.4M
|
32.4K
$3.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-200- 1.65% |
$18.8K - $19.7K
|
11.9K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.4KNew |
$3.51M - $3.68M
|
37.4K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.07K+ 7.54% |
$288K - $302K
|
43.7K
$4.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
168K+ 4351.54% |
$15.7M - $16.5M
|
172K
$17M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 51.85% |
$389K - $408K
|
3.85K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$4.13K - $4.33K
|
44
$4.35K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.8KNew |
$263K - $276K
|
2.8K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.35KNew |
$220K - $231K
|
2.35K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$49.7K - $52.2K
|
530
$52.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17.8K- 56.34% |
$1.67M - $1.75M
|
13.8K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-626- 20.71% |
$58.8K - $61.6K
|
2.4K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.58K- 11.37% |
$149K - $156K
|
12.3K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.8K- 65.31% |
$1.2M - $1.26M
|
6.8K
$672K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-30- 17.44% |
$2.82K - $2.95K
|
142
$14K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25- 0.8% |
$2.35K - $2.46K
|
3.09K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.5KNew |
$423K - $443K
|
4.5K
$445K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
452+ 22600.0% |
$42.4K - $44.5K
|
454
$44.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-96- 3.46% |
$9.01K - $9.45K
|
2.68K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$211K - $222K
|
2.25K
$223K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$889
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-108K- 70.97% |
$10.1M - $10.6M
|
44K
$4.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-29- 1.18% |
$2.72K - $2.85K
|
2.44K
$241K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 15.6% |
$240K - $251K
|
13.8K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 6.43% |
$18.2K - $19.1K
|
2.82K
$279K
|