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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
647New |
$61.5K - $63.4K
|
647
$63.8K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-298- 95.82% |
$28.3K - $29.2K
|
13
$1.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.14KNew |
$298K - $307K
|
3.14K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
233+ 8.73% |
$22.2K - $22.8K
|
2.9K
$286K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$19K - $19.6K
|
200
$19.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
119New |
$11.3K - $11.7K
|
119
$11.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
57.7KNew |
$5.48M - $5.65M
|
57.7K
$5.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.77K- 1.56% |
$549K - $565K
|
365K
$36M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-85- 2.6% |
$8.08K - $8.32K
|
3.19K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-75- 3.2% |
$7.13K - $7.34K
|
2.27K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-69- 1.73% |
$6.56K - $6.76K
|
3.93K
$387K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.58% |
$190 - $196
|
346
$34.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
53+ 0.56% |
$5.04K - $5.19K
|
9.54K
$941K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-139K- 97.88% |
$13.2M - $13.6M
|
3K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$190 - $196
|
2
$197
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.79KNew |
$265K - $273K
|
2.79K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.83K- 6.39% |
$364K - $375K
|
56.1K
$5.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 5.99% |
$2.57K - $2.64K
|
424
$41.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-71- 25.82% |
$6.75K - $6.95K
|
204
$20.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 64.24% |
$10.1K - $10.4K
|
59
$5.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.12KNew |
$582K - $599K
|
6.12K
$603K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.59K+ 71.02% |
$152K - $156K
|
3.84K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
28New |
$2.66K - $2.74K
|
28
$2.76K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.38KNew |
$226K - $233K
|
2.38K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
7.66KNew |
$728K - $750K
|
7.66K
$755K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-10- 0.28% |
$951 - $979
|
3.61K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$95.1 - $97.9
|
3.58K
$353K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49- 0.97% |
$4.66K - $4.8K
|
5K
$493K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-673- 52.25% |
$64K - $65.9K
|
615
$60.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 4.91% |
$761 - $783
|
171
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
46.3KNew |
$4.41M - $4.54M
|
46.3K
$4.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
31+ 0.9% |
$2.95K - $3.04K
|
3.48K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$303K - $312K
|
3.19K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$95.1 - $97.9
|
1
$98.6
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.89KNew |
$274K - $282K
|
2.89K
$284K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.88K- 33.44% |
$845K - $870K
|
17.7K
$1.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
108+ 1.7% |
$10.3K - $10.6K
|
6.46K
$637K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
44New |
$4.18K - $4.31K
|
44
$4.34K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 1.77% |
$192K - $198K
|
116K
$11.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
293New |
$27.9K - $28.7K
|
293
$28.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-203- 5.8% |
$19.3K - $19.9K
|
3.3K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
87New |
$8.27K - $8.52K
|
87
$8.58K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.25KNew |
$214K - $220K
|
2.25K
$221K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5.45K- 72.19% |
$518K - $534K
|
2.1K
$207K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-750- 1.44% |
$72.6K - $74.5K
|
51.2K
$5.04M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
2.42K+ 4.69% |
$234K - $240K
|
54K
$5.32M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.19KClosed |
$212K - $218K
|
0
$0
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$232K - $238K
|
2.4K
$237K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-14.8K- 44.96% |
$1.43M - $1.47M
|
18.1K
$1.79M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 54.59% |
$120K - $123K
|
1.03K
$102K
|
|