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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.9K- 7.37% |
$4.11M - $4.38M
|
552K
$54.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-298- 89.22% |
$27.9K - $29.7K
|
36
$3.55K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14KNew |
$1.31M - $1.4M
|
14K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$1.22K - $1.3K
|
13
$1.28K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.48KNew |
$326K - $347K
|
3.48K
$343K
|
|
|
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
$227K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$5.51M - $5.87M
|
58.9K
$5.81M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.61KNew |
$244K - $260K
|
2.61K
$257K
|
|
|
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
$97.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$468K - $498K
|
5K
$493K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-35.3K- 44.7% |
$3.3M - $3.52M
|
43.7K
$4.31M
|
|
|
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
$5.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.42KNew |
$414K - $440K
|
4.42K
$436K
|
|
|
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
$364K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.74K- 51.13% |
$256K - $273K
|
2.62K
$258K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.43K+ 43.05% |
$227K - $242K
|
8.06K
$795K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59New |
$5.52K - $5.88K
|
59
$5.82K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.5KNew |
$515K - $548K
|
5.5K
$542K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-7.47K- 13.8% |
$699K - $744K
|
46.6K
$4.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-21.2K- 18.97% |
$1.99M - $2.12M
|
90.7K
$8.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-16K- 1.54% |
$1.49M - $1.59M
|
1.02M
$100M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71KNew |
$254K - $270K
|
2.71K
$267K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
187New |
$17.5K - $18.6K
|
187
$18.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18KNew |
$1.68M - $1.79M
|
18K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.74K+ 8.35% |
$163K - $173K
|
22.5K
$2.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$320K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.38KNew |
$691K - $736K
|
7.38K
$728K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.15K- 5.46% |
$107K - $114K
|
19.9K
$1.96M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 20.18% |
$685K - $729K
|
43.5K
$4.3M
|
|
|
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
$390K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
88New |
$8.24K - $8.77K
|
88
$8.68K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
59.6KNew |
$5.69M - $6.21M
|
59.6K
$5.88M
|
|
|
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
$782K
|
|
|
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
$21.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-84.7K- 99.91% |
$8.1M - $8.83M
|
75
$7.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.5K+ 61.31% |
$2.82M - $3.08M
|
77.6K
$7.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.04K- 1.09% |
$99K - $108K
|
94.1K
$9.28M
|
|
|
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
|
|