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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.47K- 13.53% |
$238K - $252K
|
15.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 0.17% |
$12.5K - $13.3K
|
74.5K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 3.4% |
$1.83K - $1.94K
|
540
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19+ 0.78% |
$1.83K - $1.94K
|
2.44K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.48K+ 36.7% |
$527K - $558K
|
20.4K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.55K+ 4.45% |
$246K - $260K
|
60K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.14% |
$9.63K - $10.2K
|
70.2K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-11.1K- 99.91% |
$1.07M - $1.14M
|
10
$978
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.1% |
$4.33K - $4.59K
|
4.13K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.22KNew |
$406K - $431K
|
4.22K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
206New |
$19.8K - $21K
|
206
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$466K - $494K
|
4.84K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.3K- 25.5% |
$3.69M - $3.9M
|
112K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
66.5K+ 4.1% |
$6.4M - $6.78M
|
1.69M
$165M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.16M- 83.55% |
$208M - $221M
|
426K
$41.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
10.1KNew |
$972K - $1.03M
|
10.1K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
129K+ 763.78% |
$12.4M - $13.1M
|
146K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.69M+ 105.85% |
$452M - $479M
|
9.13M
$893M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.04K+ 7.01% |
$485K - $514K
|
76.9K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
125K+ 125.59% |
$12M - $12.7M
|
224K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 4.03% |
$11.8K - $12.5K
|
2.93K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.7K- 2.9% |
$934K - $989K
|
325K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
265K+ 3.98% |
$25.5M - $27M
|
6.91M
$676M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-446- 4.98% |
$42.9K - $45.5K
|
8.51K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-112K- 40.56% |
$10.7M - $11.4M
|
164K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-286- 5.46% |
$27.5K - $29.2K
|
4.95K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.79K- 49.2% |
$172K - $182K
|
1.84K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-963- 9.0% |
$92.7K - $98.2K
|
9.74K
$952K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-645- 3.01% |
$62.1K - $65.8K
|
20.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-231- 0.09% |
$22.2K - $23.6K
|
251K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13K+ 16.59% |
$1.25M - $1.32M
|
91.2K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 3400.0% |
$9.82K - $10.4K
|
105
$10.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-69- 2.36% |
$6.64K - $7.04K
|
2.86K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
57K+ 125.7% |
$5.49M - $5.82M
|
102K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.6K+ 60.83% |
$6.22M - $6.59M
|
171K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.69K+ 11.71% |
$452K - $479K
|
44.8K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2.78K+ 2.48% |
$267K - $283K
|
115K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.11KNew |
$203K - $215K
|
2.11K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-72- 3.18% |
$6.93K - $7.34K
|
2.19K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
83.9K+ 2.11% |
$8.07M - $8.55M
|
4.06M
$397M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.97KNew |
$286K - $303K
|
2.97K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-6.5K- 39.39% |
$626K - $663K
|
10K
$978K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.8K+ 7.79% |
$9.51M - $10.1M
|
1.37M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$217K - $230K
|
2.26K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.64K- 1.88% |
$639K - $677K
|
347K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.73% |
$193 - $204
|
276
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.73KNew |
$647K - $686K
|
6.73K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.99K+ 9.47% |
$191K - $202K
|
23K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
87.2K+ 13.65% |
$8.39M - $8.89M
|
726K
$71M
|