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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$121K - $129K
|
1.3K
$127K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
327New |
$30.6K - $32.6K
|
327
$31.9K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$215K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
113New |
$10.6K - $11.3K
|
113
$11K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
317KNew |
$29.7M - $31.6M
|
317K
$30.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.18KNew |
$204K - $217K
|
2.18K
$213K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-49- 0.55% |
$4.59K - $4.88K
|
8.91K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
187K+ 143.23% |
$17.5M - $18.6M
|
317K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.13KNew |
$199K - $212K
|
2.13K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-641- 22.03% |
$60K - $63.9K
|
2.27K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.55K- 1.21% |
$894K - $952K
|
782K
$76.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.62K- 7.83% |
$339K - $361K
|
42.6K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.07KNew |
$194K - $206K
|
2.07K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.75KNew |
$445K - $474K
|
4.75K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$383K - $408K
|
4.09K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
82.1KNew |
$7.69M - $8.19M
|
82.1K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$122K - $130K
|
1.3K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-503K- 98.97% |
$47.1M - $50.2M
|
5.24K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.5K+ 61.74% |
$140K - $149K
|
3.92K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
140K+ 257.35% |
$13.1M - $13.9M
|
194K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
920New |
$86.1K - $91.7K
|
920
$89.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
292New |
$27.3K - $29.1K
|
292
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.3MNew |
$122M - $130M
|
1.3M
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.77% |
$216K - $230K
|
8.41K
$821K
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-324- 3.76% |
$30.3K - $32.3K
|
8.3K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-35.6K- 9.71% |
$3.34M - $3.55M
|
331K
$32.4M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
4.93KNew |
$462K - $492K
|
4.93K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.17K- 67.13% |
$765K - $814K
|
4K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354K+ 9217.64% |
$33.2M - $35.3M
|
358K
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-254- 10.06% |
$23.8K - $25.3K
|
2.27K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94New |
$8.8K - $9.37K
|
94
$9.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.23KNew |
$302K - $322K
|
3.23K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 77.55% |
$408K - $434K
|
1.26K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
28.3KNew |
$2.65M - $2.82M
|
28.3K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-1.52M- 87.21% |
$142M - $151M
|
223K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-89- 8.07% |
$8.33K - $8.87K
|
1.01K
$99.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36New |
$3.37K - $3.59K
|
36
$3.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.71KNew |
$253K - $270K
|
2.71K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
46.1KNew |
$4.31M - $4.59M
|
46.1K
$4.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.86KNew |
$361K - $385K
|
3.86K
$377K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-162- 5.65% |
$15.2K - $16.1K
|
2.71K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
570New |
$53.4K - $56.8K
|
570
$55.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
707+ 26.32% |
$66.2K - $70.5K
|
3.39K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.27KNew |
$306K - $325K
|
3.27K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
64K+ 489.11% |
$5.99M - $6.38M
|
77K
$7.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-27.7K- 87.11% |
$2.59M - $2.76M
|
4.1K
$401K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
280+ 6.24% |
$26.2K - $27.9K
|
4.77K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$843 - $897
|
3.42K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-729- 18.6% |
$68.3K - $72.7K
|
3.19K
$312K
|