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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.45K- 35.81% |
$141K - $146K
|
2.6K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.13K- 65.1% |
$598K - $617K
|
3.29K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
36.5KNew |
$3.56M - $3.67M
|
36.5K
$3.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.32K- 57.92% |
$421K - $434K
|
3.14K
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 0.96% |
$1.95K - $2.01K
|
2.06K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.96KNew |
$386K - $398K
|
3.96K
$391K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
612+ 18.39% |
$59.7K - $61.5K
|
3.94K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-70- 3.24% |
$6.82K - $7.04K
|
2.09K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
171New |
$16.7K - $17.2K
|
171
$16.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-25- 1.01% |
$2.44K - $2.51K
|
2.44K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-93- 0.78% |
$9.07K - $9.35K
|
11.9K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
57.7KNew |
$5.62M - $5.8M
|
57.7K
$5.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.84K+ 3352.94% |
$667K - $688K
|
7.04K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
53KNew |
$5.17M - $5.33M
|
53K
$5.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.16M+ 19.7% |
$113M - $116M
|
7.03M
$695M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-344- 3.44% |
$33.5K - $34.6K
|
9.67K
$955K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1K+ 10.39% |
$97.8K - $101K
|
10.7K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.19M+ 95.95% |
$116M - $119M
|
2.42M
$239M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.95KNew |
$385K - $397K
|
3.95K
$390K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$578K - $596K
|
5.93K
$586K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$2M - $2.06M
|
20.5K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.2KNew |
$117K - $121K
|
1.2K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.14KNew |
$209K - $215K
|
2.14K
$212K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.1KNew |
$595K - $613K
|
6.1K
$603K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.7K+ 6.51% |
$1.34M - $1.38M
|
225K
$22.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-102K- 62.55% |
$9.91M - $10.2M
|
60.9K
$6.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.55% |
$189K - $195K
|
52.6K
$5.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-102K- 23.63% |
$9.92M - $10.2M
|
329K
$32.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.25% |
$682 - $704
|
2.78K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-74.5K- 91.9% |
$7.26M - $7.49M
|
6.57K
$649K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
64.7K+ 10.64% |
$6.31M - $6.5M
|
673K
$66.5M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-589- 11.81% |
$57.4K - $59.2K
|
4.4K
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-603- 5.27% |
$58.8K - $60.6K
|
10.8K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
712+ 1.98% |
$69.4K - $71.6K
|
36.6K
$3.62M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.08KNew |
$398K - $410K
|
4.08K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.09K- 63.92% |
$496K - $512K
|
2.87K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-1.44K- 3.28% |
$140K - $144K
|
42.3K
$4.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-21.1K- 87.58% |
$2.06M - $2.12M
|
3K
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.52K+ 36.53% |
$148K - $153K
|
5.69K
$562K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
150New |
$14.6K - $15.1K
|
150
$14.8K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-945- 89.91% |
$92.1K - $95K
|
106
$10.5K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$390 - $402
|
2.2K
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-444- 3.44% |
$43.3K - $44.6K
|
12.5K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.8% |
$1.95K - $2.01K
|
2.47K
$244K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
39.4KNew |
$3.84M - $3.96M
|
39.4K
$3.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
96+ 6.19% |
$9.36K - $9.65K
|
1.65K
$163K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.06K+ 11.21% |
$298K - $307K
|
30.3K
$3M
|
|
| Q1 2023 | |||||||
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-182- 6.22% |
$17.5K - $18.3K
|
2.74K
$271K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-70Closed |
$6.74K - $7.06K
|
0
$0
|
|