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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-8.17K- 67.13% |
$765K - $814K
|
4K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354K+ 9217.64% |
$33.2M - $35.3M
|
358K
$35.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-254- 10.06% |
$23.8K - $25.3K
|
2.27K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94New |
$8.8K - $9.37K
|
94
$9.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.23KNew |
$302K - $322K
|
3.23K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 77.55% |
$408K - $434K
|
1.26K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
28.3KNew |
$2.65M - $2.82M
|
28.3K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-1.52M- 87.21% |
$142M - $151M
|
223K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-89- 8.07% |
$8.33K - $8.87K
|
1.01K
$100K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36New |
$3.37K - $3.59K
|
36
$3.56K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.71KNew |
$253K - $270K
|
2.71K
$268K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
46.1KNew |
$4.31M - $4.59M
|
46.1K
$4.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.86KNew |
$361K - $385K
|
3.86K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-162- 5.65% |
$15.2K - $16.1K
|
2.71K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
570New |
$53.4K - $56.8K
|
570
$56.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
707+ 26.32% |
$66.2K - $70.5K
|
3.39K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.27KNew |
$306K - $325K
|
3.27K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
64K+ 489.11% |
$5.99M - $6.38M
|
77K
$7.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-27.7K- 87.11% |
$2.59M - $2.76M
|
4.1K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
280+ 6.24% |
$26.2K - $27.9K
|
4.77K
$472K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$843 - $897
|
3.42K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-729- 18.6% |
$68.3K - $72.7K
|
3.19K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.9K- 7.37% |
$4.11M - $4.38M
|
552K
$54.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-298- 89.22% |
$27.9K - $29.7K
|
36
$3.56K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14KNew |
$1.31M - $1.4M
|
14K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$1.22K - $1.3K
|
13
$1.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.48KNew |
$326K - $347K
|
3.48K
$344K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.2K- 34.19% |
$112K - $119K
|
2.3K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$5.51M - $5.87M
|
58.9K
$5.82M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.61KNew |
$244K - $260K
|
2.61K
$258K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
406New |
$38K - $40.5K
|
406
$40.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.6KNew |
$1.27M - $1.35M
|
13.6K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-87K- 8.06% |
$8.14M - $8.67M
|
993K
$98.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$468K - $498K
|
5K
$494K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35.3K- 44.7% |
$3.3M - $3.52M
|
43.7K
$4.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $383K
|
3.84K
$379K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
56KNew |
$5.24M - $5.58M
|
56K
$5.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.42KNew |
$414K - $440K
|
4.42K
$437K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
977+ 2640.54% |
$91.5K - $97.4K
|
1.01K
$100K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.69KNew |
$345K - $368K
|
3.69K
$365K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.74K- 51.13% |
$256K - $273K
|
2.62K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.43K+ 43.05% |
$227K - $242K
|
8.06K
$797K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59New |
$5.52K - $5.88K
|
59
$5.83K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.5KNew |
$515K - $548K
|
5.5K
$543K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-440- 20.95% |
$41.2K - $43.9K
|
1.66K
$164K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$101M
|