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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
71+ 7100.0% |
$6.84K - $7.16K
|
72
$7.11K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.12KNew |
$300K - $314K
|
3.12K
$308K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-107Closed |
$10.3K - $10.8K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.89M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.73% |
$2.12K - $2.22K
|
3.03K
$299K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-1.16K- 10.1% |
$111K - $117K
|
10.3K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 800.0% |
$2.31K - $2.42K
|
27
$2.67K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.6K- 39.73% |
$154K - $161K
|
2.43K
$240K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-784- 98.25% |
$75.5K - $79K
|
14
$1.38K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-23.3K- 88.27% |
$2.24M - $2.35M
|
3.09K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90New |
$8.67K - $9.07K
|
90
$8.89K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
180+ 0.72% |
$17.3K - $18.1K
|
25.2K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
80.5K+ 37.55% |
$7.75M - $8.11M
|
295K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
669New |
$64.4K - $67.4K
|
669
$66.1K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8New |
$771 - $806
|
8
$790
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.89KNew |
$471K - $492K
|
4.89K
$483K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-202- 5.78% |
$19.5K - $20.4K
|
3.29K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4KNew |
$385K - $403K
|
4K
$395K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-787- 27.18% |
$75.8K - $79.3K
|
2.11K
$208K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5.59K- 50.27% |
$539K - $564K
|
5.53K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-650- 8.99% |
$62.6K - $65.5K
|
6.58K
$650K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 2.0% |
$8.38K - $8.77K
|
4.27K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100New |
$9.63K - $10.1K
|
100
$9.88K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
150K+ 75.0% |
$14.4M - $15.1M
|
350K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-81K- 88.14% |
$7.8M - $8.16M
|
10.9K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
41.3KNew |
$3.98M - $4.16M
|
41.3K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.41K- 29.48% |
$135K - $142K
|
3.36K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
3.66KNew |
$353K - $369K
|
3.66K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.15K- 32.23% |
$207K - $217K
|
4.52K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.05K- 12.9% |
$101K - $106K
|
7.09K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
510K+ 48.8% |
$49.1M - $51.4M
|
1.56M
$154M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.63K- 40.23% |
$349K - $365K
|
5.39K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-397- 14.69% |
$38.2K - $40K
|
2.31K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-91.7K- 6.09% |
$8.83M - $9.24M
|
1.41M
$140M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.31KNew |
$319K - $334K
|
3.31K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.32K- 0.4% |
$127K - $133K
|
330K
$32.6M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.86M - $1.94M
|
19.3K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
52+ 1.63% |
$5.01K - $5.24K
|
3.25K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.86KNew |
$468K - $490K
|
4.86K
$480K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18MNew |
$402M - $421M
|
4.18M
$413M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
41+ 1.64% |
$3.95K - $4.13K
|
2.55K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 15.89% |
$4.62K - $4.84K
|
254
$25.1K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-950- 75.1% |
$91.5K - $95.8K
|
315
$31.1K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-383K- 99.87% |
$36.9M - $38.6M
|
483
$47.7K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.09KNew |
$201K - $210K
|
2.09K
$206K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.16K- 20.37% |
$111K - $116K
|
4.52K
$446K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 12.1% |
$297K - $311K
|
22.4K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
205New |
$19.7K - $20.7K
|
205
$20.3K
|