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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
9.94KNew |
$933K - $979K
|
9.94K
$972K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.3K- 30.54% |
$1.34M - $1.4M
|
32.4K
$3.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-200- 1.65% |
$18.8K - $19.7K
|
11.9K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.4KNew |
$3.51M - $3.68M
|
37.4K
$3.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.07K+ 7.54% |
$288K - $302K
|
43.7K
$4.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
168K+ 4351.54% |
$15.7M - $16.5M
|
172K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 51.85% |
$389K - $408K
|
3.85K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.8KNew |
$263K - $276K
|
2.8K
$274K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.35KNew |
$220K - $231K
|
2.35K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
530New |
$49.7K - $52.2K
|
530
$51.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17.8K- 56.34% |
$1.67M - $1.75M
|
13.8K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-626- 20.71% |
$58.8K - $61.6K
|
2.4K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.58K- 11.37% |
$149K - $156K
|
12.3K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.8K- 65.31% |
$1.2M - $1.26M
|
6.8K
$664K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-25- 0.8% |
$2.35K - $2.46K
|
3.09K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.5KNew |
$423K - $443K
|
4.5K
$440K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
452+ 22600.0% |
$42.4K - $44.5K
|
454
$44.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-96- 3.46% |
$9.01K - $9.45K
|
2.68K
$262K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$211K - $222K
|
2.25K
$220K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-39- 81.25% |
$3.66K - $3.84K
|
9
$879
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-108K- 70.97% |
$10.1M - $10.6M
|
44K
$4.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-29- 1.18% |
$2.72K - $2.85K
|
2.44K
$238K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 15.6% |
$240K - $251K
|
13.8K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-194- 6.43% |
$18.2K - $19.1K
|
2.82K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.8K- 84.75% |
$1.11M - $1.17M
|
2.13K
$208K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 16.81% |
$185K - $194K
|
9.78K
$955K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.92K- 42.0% |
$744K - $780K
|
10.9K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.24KNew |
$210K - $221K
|
2.24K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.18% |
$375 - $394
|
2.19K
$214K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-22- 10.05% |
$2.06K - $2.17K
|
197
$19.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-26- 0.96% |
$2.44K - $2.56K
|
2.68K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.04K- 24.88% |
$97.7K - $102K
|
3.14K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
5.4K+ 219.4% |
$506K - $531K
|
7.85K
$767K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 40.08% |
$154K - $161K
|
2.45K
$239K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41KNew |
$320K - $335K
|
3.41K
$333K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.4K+ 69.67% |
$332K - $342K
|
8.29K
$810K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-414- 61.79% |
$40.4K - $41.6K
|
256
$25K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-262K- 94.26% |
$25.5M - $26.3M
|
15.9K
$1.56M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
918+ 4.56% |
$89.5K - $92.3K
|
21K
$2.06M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.85K- 14.73% |
$181K - $186K
|
10.7K
$1.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
104New |
$10.1K - $10.5K
|
104
$10.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3KNew |
$292K - $302K
|
3K
$293K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.37K+ 14.99% |
$816K - $841K
|
64.2K
$6.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
26+ 1.17% |
$2.53K - $2.61K
|
2.25K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
11.2K+ 2.06% |
$1.09M - $1.12M
|
552K
$53.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.9K+ 204.02% |
$672K - $693K
|
10.3K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-73- 2.86% |
$7.12K - $7.34K
|
2.48K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.32% |
$8.19K - $8.44K
|
3.54K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 48.84% |
$1.02M - $1.06M
|
11K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
141K+ 4426.89% |
$13.8M - $14.2M
|
145K
$14.1M
|
|