Latest Institutional Transactions on Ishares Core U.S. Aggregate Bo (AGG)

AGG Quotes by TradingView

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 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
40
New
$3.82K - $4.17K
40 $3.94K
Oct 13, 2022 Q3 2022
Autus Asset Management, LLC

BUY
 -
52
+ 0.55%
$4.97K - $5.42K
9.5K $936K
Oct 13, 2022 Q3 2022
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-153
- 6.39%
$14.6K - $15.9K
2.24K $221K
Oct 13, 2022 Q3 2022
Francis Financial, Inc.

New York, NY
SELL
 -
-6.31K
Closed
$603K - $658K
0 $0
Oct 12, 2022 Q3 2022
Salvus Wealth Management, LLC

SELL
 -
-51
- 1.86%
$4.87K - $5.32K
2.7K $266K
Oct 12, 2022 Q3 2022
Stokes Capital Advisors, LLC

BUY
 -
928
+ 30.36%
$88.7K - $96.7K
3.99K $393K
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
36.7K
+ 100.61%
$3.5M - $3.82M
73.1K $7.2M
Q2 2022
May 23, 2024 Q2 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
SELL
 -
-2.45K
Closed
$242K - $261K
0 $0
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2.68K
+ 91.22%
$265K - $286K
5.62K $553K
Aug 24, 2022 Q2 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-3.04K
Closed
$301K - $325K
0 $0
Aug 16, 2022 Q2 2022
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-964
- 31.3%
$95.4K - $103K
2.12K $209K
Aug 15, 2022 Q2 2022
Vericrest Private Wealth

Newtown, PA
SELL
 -
-14.9K
- 14.24%
$1.47M - $1.59M
89.5K $8.82M
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-200
Closed
$19.8K - $21.4K
0 $0
Aug 15, 2022 Q2 2022
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
58.8K
New
$5.82M - $6.28M
58.8K $5.79M
Aug 15, 2022 Q2 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-9.83K
Closed
$973K - $1.05M
0 $0
Aug 15, 2022 Q2 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
20K
New
$1.98M - $2.14M
20K $1.97M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-2.72K
Closed
$269K - $291K
0 $0
Aug 15, 2022 Q2 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-1.97K
Closed
$195K - $211K
0 $0
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-515
- 96.26%
$51K - $55K
20 $1.97K
Aug 15, 2022 Q2 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-2.69K
Closed
$266K - $287K
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-60
- 2.54%
$5.94K - $6.41K
2.3K $227K
Aug 15, 2022 Q2 2022
Dravo Bay LLC

Wilmington, DE
SELL
 -
-71
Closed
$7.03K - $7.59K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-124
Closed
$12.3K - $13.2K
0 $0
Aug 15, 2022 Q2 2022
Copperleaf Capital, LLC

Raleigh, NC
SELL
 -
-2.16K
Closed
$214K - $231K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-848
- 10.75%
$84K - $90.6K
7.04K $694K
Aug 12, 2022 Q2 2022
Natixis

Paris, I0
SELL
 -
-600K
Closed
$59.4M - $64.1M
0 $0
Aug 12, 2022 Q2 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
495
+ 23.4%
$49K - $52.9K
2.61K $257K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-2.56K
Closed
$254K - $274K
0 $0
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
6.54K
+ 15.43%
$648K - $699K
48.9K $4.82M
Aug 12, 2022 Q2 2022
Amtrust Financial Services, Inc.

New York, NY
SELL
 -
-237K
- 70.63%
$23.5M - $25.3M
98.6K $9.71M
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-2.46K
Closed
$243K - $263K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-22
Closed
$2.18K - $2.35K
0 $0
Aug 12, 2022 Q2 2022
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-1.72K
- 50.72%
$170K - $184K
1.67K $165K
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
3K
+ 100.0%
$297K - $321K
6K $591K
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-100
Closed
$9.9K - $10.7K
0 $0
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-12.6K
Closed
$1.25M - $1.34M
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-288K
Closed
$28.5M - $30.8M
0 $0
Aug 11, 2022 Q2 2022
Liberty Mutual Group Asset Management Inc.

Boston, MA
SELL
 -
-17.5K
Closed
$1.73M - $1.86M
0 $0
Aug 11, 2022 Q2 2022
Essex Private Wealth Management, LLC

Topsfield, MA
SELL
 -
-15.3K
Closed
$1.51M - $1.63M
0 $0
Aug 11, 2022 Q2 2022
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-38.2K
Closed
$3.78M - $4.08M
0 $0
Aug 11, 2022 Q2 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-500
Closed
$49.5K - $53.4K
0 $0
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
4.76K
New
$471K - $509K
4.76K $469K
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2022 Q2 2022
Nixon Peabody Trust CO

Boston, MA
SELL
 -
-2.5K
Closed
$248K - $267K
0 $0
Aug 10, 2022 Q2 2022
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-4.37K
- 22.52%
$433K - $467K
15K $1.48M
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-40.8K
- 95.3%
$4.04M - $4.36M
2.01K $198K
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-280K
Closed
$27.7M - $29.9M
0 $0
Aug 10, 2022 Q2 2022
Kwb Wealth

Redlands, CA
SELL
 -
-3.02K
- 45.99%
$299K - $323K
3.55K $350K
Aug 10, 2022 Q2 2022
Resources Management Corp

West Hartford, CT
BUY
 -
20
New
$1.98K - $2.14K
20 $1.97K

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