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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
150KNew |
$14.5M - $14.9M
|
150K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.16KNew |
$112K - $115K
|
1.16K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.05KNew |
$295K - $303K
|
3.05K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.78K+ 89.64% |
$850K - $873K
|
18.6K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.77K- 36.48% |
$558K - $573K
|
10K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
34KNew |
$3.29M - $3.37M
|
34K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.9K- 24.28% |
$1.64M - $1.68M
|
52.8K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-5.73K- 12.41% |
$554K - $569K
|
40.4K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 6.92% |
$12.9M - $13.2M
|
2.06M
$203M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
113K+ 31.98% |
$11M - $11.3M
|
468K
$46.2M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
111New |
$10.7K - $11K
|
111
$11K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
23KNew |
$2.23M - $2.29M
|
23K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-3.57K- 3.93% |
$346K - $355K
|
87.4K
$8.62M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
811New |
$78.5K - $80.6K
|
811
$80K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-20.6K- 95.53% |
$2M - $2.05M
|
965
$95.2K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
946New |
$91.5K - $94K
|
946
$93.3K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$198K - $204K
|
2.05K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-480- 0.5% |
$46.4K - $47.7K
|
96K
$9.47M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$9.68K - $9.94K
|
5.7K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 15.96% |
$2.9K - $2.98K
|
158
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.04KNew |
$294K - $302K
|
3.04K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.99K+ 6.3% |
$193K - $198K
|
33.6K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 13.49% |
$108K - $111K
|
7.14K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-13.7K- 31.48% |
$1.32M - $1.36M
|
29.7K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.71KNew |
$456K - $468K
|
4.71K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
67New |
$6.48K - $6.66K
|
67
$6.61K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.65K- 40.26% |
$160K - $164K
|
2.45K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
538+ 591.21% |
$52.1K - $53.5K
|
629
$62.1K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.82K- 99.89% |
$757K - $777K
|
9
$888
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
68KNew |
$6.58M - $6.75M
|
68K
$6.71M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
315+ 110.53% |
$30.5K - $31.3K
|
600
$59.2K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.26% |
$581 - $596
|
2.3K
$227K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
433+ 7.83% |
$41.9K - $43K
|
5.96K
$588K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.12K+ 3.32% |
$399K - $410K
|
128K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.78KNew |
$269K - $277K
|
2.78K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-81K- 59.77% |
$7.84M - $8.05M
|
54.5K
$5.38M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-459- 83.45% |
$44.4K - $45.6K
|
91
$8.98K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
837+ 11.22% |
$81K - $83.2K
|
8.3K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$21.3K - $21.9K
|
220
$21.7K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.41K+ 24.22% |
$234K - $240K
|
12.4K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$251K - $258K
|
2.59K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
114New |
$11K - $11.3K
|
114
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.07KNew |
$297K - $305K
|
3.07K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$96.8 - $99.4
|
1
$98.7
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 3.96% |
$484K - $497K
|
131K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$214K - $220K
|
2.22K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
571+ 24.19% |
$55.2K - $56.7K
|
2.93K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
467New |
$45.2K - $46.4K
|
467
$46.1K
|