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 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-850- 17.0% |
$81.9K - $85.7K
|
4.15K
$409K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
228+ 1.44% |
$22K - $23K
|
16.1K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
460+ 3538.46% |
$44.3K - $46.4K
|
473
$46.6K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45.4K- 60.66% |
$4.37M - $4.57M
|
29.4K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.08K+ 42.49% |
$200K - $209K
|
6.96K
$686K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
475+ 19.2% |
$45.8K - $47.9K
|
2.95K
$291K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.49K- 51.55% |
$336K - $352K
|
3.28K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-90- 4.2% |
$8.67K - $9.07K
|
2.05K
$202K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.56% |
$9.63K - $10.1K
|
3.81K
$375K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-26- 10.36% |
$2.5K - $2.62K
|
225
$22.2K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.24KNew |
$312K - $327K
|
3.24K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-211- 65.33% |
$20.3K - $21.3K
|
112
$11K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-661- 16.31% |
$63.7K - $66.6K
|
3.39K
$334K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.46KNew |
$237K - $248K
|
2.46K
$242K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
607+ 22.19% |
$58.5K - $61.2K
|
3.34K
$329K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104- 30.32% |
$10K - $10.5K
|
239
$23.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27K- 88.82% |
$2.6M - $2.72M
|
3.4K
$335K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
588New |
$56.6K - $59.3K
|
588
$57.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
78New |
$7.51K - $7.86K
|
78
$7.69K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $202
|
3.85K
$379K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-84- 65.12% |
$8.09K - $8.47K
|
45
$4.43K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.69KNew |
$259K - $272K
|
2.69K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-328- 2.16% |
$31.6K - $33.1K
|
14.9K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.93K+ 11.72% |
$861K - $900K
|
85.2K
$8.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-19.5K- 77.79% |
$1.88M - $1.97M
|
5.58K
$549K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-101- 2.56% |
$9.73K - $10.2K
|
3.84K
$378K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
8.67KNew |
$835K - $873K
|
8.67K
$854K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.8K- 40.55% |
$173K - $181K
|
2.64K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$472K - $494K
|
4.9K
$483K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.6KNew |
$1.5M - $1.57M
|
15.6K
$1.53M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 0.78% |
$2.22K - $2.32K
|
2.91K
$287K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.66K- 34.11% |
$160K - $167K
|
3.21K
$316K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
696+ 20.71% |
$67K - $70.1K
|
4.06K
$400K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.69K+ 32.59% |
$439K - $467K
|
19.1K
$1.88M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.45KClosed |
$229K - $244K
|
0
$0
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$121K - $129K
|
1.3K
$128K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
327New |
$30.6K - $32.6K
|
327
$32.2K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$217K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
113New |
$10.6K - $11.3K
|
113
$11.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
317KNew |
$29.7M - $31.6M
|
317K
$31.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.18KNew |
$204K - $217K
|
2.18K
$215K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-49- 0.55% |
$4.59K - $4.88K
|
8.91K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
187K+ 143.23% |
$17.5M - $18.6M
|
317K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.13KNew |
$199K - $212K
|
2.13K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-641- 22.03% |
$60K - $63.9K
|
2.27K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.55K- 1.21% |
$894K - $952K
|
782K
$77M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.62K- 7.83% |
$339K - $361K
|
42.6K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.07KNew |
$194K - $206K
|
2.07K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.75KNew |
$445K - $474K
|
4.75K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$383K - $408K
|
4.09K
$403K
|
|