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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
47.7K+ 156.37% |
$4.65M - $4.79M
|
78.1K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$214K - $220K
|
2.19K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.93KNew |
$286K - $295K
|
2.93K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-79.6K- 47.17% |
$7.76M - $8.01M
|
89.2K
$8.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
3.38KNew |
$330K - $340K
|
3.38K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
96+ 0.47% |
$9.36K - $9.65K
|
20.6K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.5K- 8.37% |
$1.12M - $1.15M
|
125K
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66K+ 76.33% |
$454K - $468K
|
10.8K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17.9K- 22.03% |
$1.75M - $1.8M
|
63.5K
$6.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.47K+ 1.37% |
$144K - $148K
|
109K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.47KNew |
$436K - $449K
|
4.47K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.55KNew |
$151K - $156K
|
1.55K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.1KNew |
$107K - $111K
|
1.1K
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
290New |
$28.3K - $29.2K
|
290
$28.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-195- 11.4% |
$19K - $19.6K
|
1.52K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.4K- 16.5% |
$136K - $141K
|
7.08K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.61KNew |
$254K - $262K
|
2.61K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-304- 7.04% |
$29.6K - $30.6K
|
4.02K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 8.05% |
$19.5K - $20.1K
|
2.28K
$223K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.32KNew |
$226K - $233K
|
2.32K
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$199K - $205K
|
2.04K
$200K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.23% |
$1.95K - $2.01K
|
917
$89.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.24K+ 2.9% |
$803K - $828K
|
293K
$28.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-10.2K- 19.29% |
$990K - $1.02M
|
42.5K
$4.15M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.45K- 35.81% |
$141K - $146K
|
2.6K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-6.13K- 65.1% |
$598K - $617K
|
3.29K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
36.5KNew |
$3.56M - $3.67M
|
36.5K
$3.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.32K- 57.92% |
$421K - $434K
|
3.14K
$306K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 0.96% |
$1.95K - $2.01K
|
2.06K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.96KNew |
$386K - $398K
|
3.96K
$387K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
612+ 18.39% |
$59.7K - $61.5K
|
3.94K
$385K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-70- 3.24% |
$6.82K - $7.04K
|
2.09K
$204K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
171New |
$16.7K - $17.2K
|
171
$16.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-25- 1.01% |
$2.44K - $2.51K
|
2.44K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-93- 0.78% |
$9.07K - $9.35K
|
11.9K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
57.7KNew |
$5.62M - $5.8M
|
57.7K
$5.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.84K+ 3352.94% |
$667K - $688K
|
7.04K
$688K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
53KNew |
$5.17M - $5.33M
|
53K
$5.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.16M+ 19.7% |
$113M - $116M
|
7.03M
$687M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-344- 3.44% |
$33.5K - $34.6K
|
9.67K
$944K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1K+ 10.39% |
$97.8K - $101K
|
10.7K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.19M+ 95.95% |
$116M - $119M
|
2.42M
$237M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.95KNew |
$385K - $397K
|
3.95K
$385K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$578K - $596K
|
5.93K
$579K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$2M - $2.06M
|
20.5K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.2KNew |
$117K - $121K
|
1.2K
$117K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.14KNew |
$209K - $215K
|
2.14K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.1KNew |
$595K - $613K
|
6.1K
$596K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.7K+ 6.51% |
$1.34M - $1.38M
|
225K
$22M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-102K- 62.55% |
$9.91M - $10.2M
|
60.9K
$5.95M
|