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 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.8K- 84.75% |
$1.11M - $1.17M
|
2.13K
$210K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 16.81% |
$185K - $194K
|
9.78K
$964K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.92K- 42.0% |
$744K - $780K
|
10.9K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.24KNew |
$210K - $221K
|
2.24K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.18% |
$375 - $394
|
2.19K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-22- 10.05% |
$2.06K - $2.17K
|
197
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-26- 0.96% |
$2.44K - $2.56K
|
2.68K
$264K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.04K- 24.88% |
$97.7K - $102K
|
3.14K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
5.4K+ 219.4% |
$506K - $531K
|
7.85K
$774K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 40.08% |
$154K - $161K
|
2.45K
$241K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41KNew |
$320K - $335K
|
3.41K
$336K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$40.4K - $41.6K
|
256
$25.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-262K- 94.26% |
$25.5M - $26.3M
|
15.9K
$1.57M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
918+ 4.56% |
$89.5K - $92.3K
|
21K
$2.07M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.85K- 14.73% |
$181K - $186K
|
10.7K
$1.06M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
104New |
$10.1K - $10.5K
|
104
$10.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3KNew |
$292K - $302K
|
3K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.37K+ 14.99% |
$816K - $841K
|
64.2K
$6.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
26+ 1.17% |
$2.53K - $2.61K
|
2.25K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
11.2K+ 2.06% |
$1.09M - $1.12M
|
552K
$54.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.9K+ 204.02% |
$672K - $693K
|
10.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 2.86% |
$7.12K - $7.34K
|
2.48K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.32% |
$8.19K - $8.44K
|
3.54K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 48.84% |
$1.02M - $1.06M
|
11K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
141K+ 4426.89% |
$13.8M - $14.2M
|
145K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
47.7K+ 156.37% |
$4.65M - $4.79M
|
78.1K
$7.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$214K - $220K
|
2.19K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93KNew |
$286K - $295K
|
2.93K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.35KNew |
$229K - $236K
|
2.35K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-79.6K- 47.17% |
$7.76M - $8.01M
|
89.2K
$8.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.38KNew |
$330K - $340K
|
3.38K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
96+ 0.47% |
$9.36K - $9.65K
|
20.6K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.5K- 8.37% |
$1.12M - $1.15M
|
125K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66K+ 76.33% |
$454K - $468K
|
10.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17.9K- 22.03% |
$1.75M - $1.8M
|
63.5K
$6.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.47K+ 1.37% |
$144K - $148K
|
109K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.47KNew |
$436K - $449K
|
4.47K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.55KNew |
$151K - $156K
|
1.55K
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.1KNew |
$107K - $111K
|
1.1K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
290New |
$28.3K - $29.2K
|
290
$28.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-195- 11.4% |
$19K - $19.6K
|
1.52K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.4K- 16.5% |
$136K - $141K
|
7.08K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.61KNew |
$254K - $262K
|
2.61K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-304- 7.04% |
$29.6K - $30.6K
|
4.02K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 8.05% |
$19.5K - $20.1K
|
2.28K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.32KNew |
$226K - $233K
|
2.32K
$228K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$199K - $205K
|
2.04K
$201K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.23% |
$1.95K - $2.01K
|
917
$90.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.24K+ 2.9% |
$803K - $828K
|
293K
$28.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-10.2K- 19.29% |
$990K - $1.02M
|
42.5K
$4.19M
|
|