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
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.4KNew |
$1.14M - $1.23M
|
12.4K
$1.22M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8New |
$733 - $797
|
8
$789
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.51KNew |
$230K - $250K
|
2.51K
$248K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172New |
$15.8K - $17.1K
|
172
$17K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.96K+ 3.53% |
$180K - $195K
|
57.4K
$5.67M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-534- 98.71% |
$49K - $53.2K
|
7
$691
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.09KNew |
$191K - $208K
|
2.09K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-649K- 46.83% |
$59.5M - $64.7M
|
736K
$72.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
885New |
$81.1K - $88.2K
|
885
$87.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.18% |
$12.4K - $13.5K
|
76.6K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.18KNew |
$200K - $217K
|
2.18K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
252New |
$23.1K - $25.1K
|
252
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-100- 4.67% |
$9.17K - $9.97K
|
2.04K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.69KNew |
$338K - $367K
|
3.69K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.02KNew |
$185K - $201K
|
2.02K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.14KNew |
$471K - $512K
|
5.14K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
8.79KNew |
$805K - $876K
|
8.79K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
43.7KNew |
$4M - $4.35M
|
43.7K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200KNew |
$18.3M - $19.9M
|
200K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-655- 8.74% |
$60K - $65.3K
|
6.84K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$183 - $199
|
2
$197
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.02KNew |
$185K - $202K
|
2.02K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22+ 2200.0% |
$2.02K - $2.19K
|
23
$2.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53.5KNew |
$4.9M - $5.33M
|
53.5K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.98M - $2.15M
|
21.6K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.24KNew |
$205K - $223K
|
2.24K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.46KNew |
$225K - $245K
|
2.46K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.57M - $1.7M
|
17.1K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
350KNew |
$32.1M - $34.9M
|
350K
$34.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
428+ 15.86% |
$39.2K - $42.7K
|
3.13K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2KNew |
$183K - $199K
|
2K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
978New |
$89.7K - $97.5K
|
978
$96.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.2KNew |
$202K - $219K
|
2.2K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
59.1K+ 947.71% |
$5.42M - $5.89M
|
65.3K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-814- 28.5% |
$74.6K - $81.1K
|
2.04K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.7 - $99.7
|
2.43K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.52KNew |
$506K - $550K
|
5.52K
$545K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.5K+ 172.94% |
$2.06M - $2.24M
|
35.5K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.44K- 28.9% |
$132K - $144K
|
3.55K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.54KNew |
$874K - $950K
|
9.54K
$941K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
90KNew |
$8.25M - $8.97M
|
90K
$8.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
2New |
$183 - $199
|
2
$197
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-356- 89.9% |
$32.6K - $35.5K
|
40
$3.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-16.5K- 26.0% |
$1.52M - $1.65M
|
47.1K
$4.64M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.83K - $1.99K
|
20
$1.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.11KNew |
$194K - $211K
|
2.11K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.8K- 54.38% |
$348K - $378K
|
3.18K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.24K+ 23.22% |
$297K - $322K
|
17.2K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.5KNew |
$230K - $250K
|
2.5K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.36KNew |
$216K - $235K
|
2.36K
$233K
|