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 04, 2021
Q4 2020
|
Camden Capital, LLC
|
SELL
|
- |
-2.2KClosed |
$257K - $260K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.6KClosed |
$1.12M - $1.14M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Manchester Financial Inc
|
SELL
|
- |
-231Closed |
$27K - $27.4K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
BUY
|
- |
5New |
$585 - $592
|
5
$493
|
|
|
Jan 19, 2021
Q4 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-28.9KClosed |
$3.38M - $3.42M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.84KClosed |
$217K - $220K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-42.1KClosed |
$4.97M - $5.04M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-6.85KClosed |
$808K - $819K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.86KClosed |
$337K - $342K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.86KNew |
$455K - $461K
|
3.86K
$380K
|
|
|
Nov 12, 2020
Q3 2020
|
Lee Danner & Bass Inc
|
SELL
|
- |
-23.4KClosed |
$2.76M - $2.8M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-16Closed |
$1.89K - $1.91K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-10.1KClosed |
$1.19M - $1.21M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-4.28KClosed |
$505K - $512K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Costello Asset Management, Inc
|
SELL
|
- |
-56Closed |
$6.61K - $6.7K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-341KClosed |
$40.2M - $40.8M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-91Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$224K - $227K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5.96KClosed |
$703K - $713K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Q3 Asset Management
|
SELL
|
- |
-23.5KClosed |
$2.77M - $2.81M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
58+ 23.2% |
$6.84K - $6.94K
|
308
$30.4K
|
|
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-19.4KClosed |
$2.29M - $2.32M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.04KClosed |
$358K - $363K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.73KClosed |
$440K - $446K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-4Closed |
$472 - $479
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.45KClosed |
$407K - $413K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.54K+ 6.8% |
$406K - $419K
|
55.7K
$5.48M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.3K+ 29.84% |
$2.21M - $2.28M
|
83.8K
$8.26M
|
|
|
Nov 23, 2020
Q2 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.03KClosed |
$233K - $240K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.93KClosed |
$221K - $228K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.02KClosed |
$232K - $239K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19.2KClosed |
$2.2M - $2.27M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-14Closed |
$1.61K - $1.65K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.77KClosed |
$203K - $209K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-948Closed |
$109K - $112K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
5.52KNew |
$633K - $653K
|
5.52K
$544K
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.97KClosed |
$914K - $942K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Smh Capital Advisors Inc
|
SELL
|
- |
-12.8KClosed |
$1.46M - $1.51M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-20Closed |
$2.29K - $2.36K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-184Closed |
$21.1K - $21.8K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-51.3KClosed |
$5.88M - $6.06M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$4.13K - $4.26K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-126Closed |
$14.5K - $14.9K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-600Closed |
$68.8K - $70.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-98.2KClosed |
$10.5M - $11.6M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-6.08KClosed |
$648K - $716K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-270Closed |
$28.8K - $31.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-66.4KClosed |
$7.07M - $7.82M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-176Closed |
$18.8K - $20.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-220KClosed |
$23.4M - $25.9M
|
0
$0
|
|