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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$101M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71KNew |
$254K - $270K
|
2.71K
$268K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
187New |
$17.5K - $18.6K
|
187
$18.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18KNew |
$1.68M - $1.79M
|
18K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.74K+ 8.35% |
$163K - $173K
|
22.5K
$2.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$322K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.38KNew |
$691K - $736K
|
7.38K
$731K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.15K- 5.46% |
$107K - $114K
|
19.9K
$1.97M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 20.18% |
$685K - $729K
|
43.5K
$4.31M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.08KNew |
$194K - $207K
|
2.08K
$205K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
2.83K+ 253.85% |
$265K - $282K
|
3.95K
$391K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
88New |
$8.24K - $8.77K
|
88
$8.71K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-24.7KClosed |
$2.36M - $2.58M
|
0
$0
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-239Closed |
$22.8K - $24.9K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.38K- 14.85% |
$132K - $144K
|
7.92K
$784K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.97KClosed |
$188K - $205K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.04KClosed |
$99.5K - $109K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.7K- 7.19% |
$1.6M - $1.75M
|
216K
$21.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.5K+ 61.31% |
$2.82M - $3.08M
|
77.6K
$7.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.04K- 1.09% |
$99K - $108K
|
94.1K
$9.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-2.83K- 1.84% |
$270K - $295K
|
151K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.12KClosed |
$489K - $533K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.37K- 15.72% |
$800K - $873K
|
44.9K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-169- 3.9% |
$16.1K - $17.6K
|
4.16K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.17K+ 4.01% |
$494K - $539K
|
134K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 8.99% |
$116K - $127K
|
12.3K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
29.4KNew |
$2.81M - $3.06M
|
29.4K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.4K- 8.13% |
$1.19M - $1.29M
|
140K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 17.0% |
$342K - $373K
|
17.5K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.68KNew |
$638K - $696K
|
6.68K
$661K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-350- 11.84% |
$33.4K - $36.5K
|
2.61K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.75KClosed |
$167K - $182K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
27.2K+ 35.41% |
$2.6M - $2.83M
|
104K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$9.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-32.7K- 27.3% |
$3.12M - $3.4M
|
87K
$8.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-355- 12.03% |
$33.9K - $37K
|
2.6K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.92K- 13.55% |
$756K - $825K
|
50.5K
$5M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9+ 6.16% |
$860 - $938
|
155
$15.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-12.7K- 63.89% |
$1.21M - $1.32M
|
7.17K
$710K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
111+ 1.15% |
$10.6K - $11.6K
|
9.75K
$965K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 68.97% |
$95.5K - $104K
|
2.45K
$243K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.38KNew |
$322K - $352K
|
3.38K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-465K- 99.11% |
$44.4M - $48.5M
|
4.2K
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123New |
$11.8K - $12.8K
|
123
$12.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
PUT |
-1Closed |
$95.5 - $104
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
153KNew |
$14.6M - $15.9M
|
153K
$15.1M
|
|