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 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.3K- 53.49% |
$221K - $235K
|
2K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.83K+ 16.75% |
$850K - $900K
|
61.5K
$6.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$193 - $204
|
31
$3.06K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.05K- 3.92% |
$197K - $209K
|
50.2K
$4.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.53KNew |
$725K - $768K
|
7.53K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-11- 3.12% |
$1.06K - $1.12K
|
342
$33.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-610- 6.34% |
$58.7K - $62.2K
|
9.01K
$889K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34+ 1.94% |
$3.27K - $3.47K
|
1.78K
$176K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-678- 5.74% |
$65.3K - $69.1K
|
11.1K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-21.5K- 97.28% |
$2.07M - $2.19M
|
601
$59.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-331- 4.48% |
$31.9K - $33.8K
|
7.06K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-345- 14.82% |
$33.2K - $35.2K
|
1.98K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$789K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-627- 29.58% |
$60.3K - $63.9K
|
1.49K
$147K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-775- 9.43% |
$74.6K - $79K
|
7.45K
$735K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
130K+ 129.41% |
$12.5M - $13.2M
|
230K
$22.7M
|
|
| Q2 2024 | |||||||
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-48.5K- 26.31% |
$4.62M - $4.75M
|
136K
$13.4M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-8- 0.21% |
$761 - $783
|
3.76K
$371K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.26K+ 25.87% |
$120K - $123K
|
6.12K
$604K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.4KNew |
$994K - $1.02M
|
10.4K
$1.03M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-73.3KClosed |
$6.97M - $7.18M
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
375New |
$35.7K - $36.7K
|
375
$37K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-204- 7.93% |
$19.4K - $20K
|
2.37K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.08M - $1.11M
|
11.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.34KNew |
$223K - $229K
|
2.34K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.04KNew |
$290K - $298K
|
3.04K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-95- 5.95% |
$9.04K - $9.3K
|
1.5K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
168+ 4.98% |
$16K - $16.5K
|
3.54K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
471+ 8.32% |
$44.8K - $46.1K
|
6.13K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3+ 0.06% |
$285 - $294
|
4.65K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
82.7KNew |
$7.86M - $8.09M
|
82.7K
$8.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.2KNew |
$7.15M - $7.36M
|
75.2K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
27.4KNew |
$2.61M - $2.68M
|
27.4K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
153KNew |
$14.6M - $15M
|
153K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.49% |
$571 - $588
|
1.22K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
14K+ 0.92% |
$1.33M - $1.37M
|
1.53M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.56K- 24.85% |
$243K - $251K
|
7.74K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
6.34KNew |
$603K - $621K
|
6.34K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14.4KNew |
$1.37M - $1.41M
|
14.4K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.42K- 47.31% |
$325K - $335K
|
3.81K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.35KNew |
$318K - $328K
|
3.35K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-189- 3.7% |
$18K - $18.5K
|
4.92K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3K- 46.94% |
$219K - $225K
|
2.6K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
383New |
$36.4K - $37.5K
|
383
$37.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$3.55M - $3.66M
|
37.4K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10.9K- 63.43% |
$1.04M - $1.07M
|
6.28K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
663New |
$63.1K - $64.9K
|
663
$65.4K
|
|