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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-280KClosed |
$27.7M - $29.9M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20New |
$1.98K - $2.14K
|
20
$1.97K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$99 - $107
|
3.2K
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.11KNew |
$209K - $226K
|
2.11K
$208K
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-277KClosed |
$27.4M - $29.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-5.9K- 3.55% |
$584K - $630K
|
160K
$15.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-80- 3.84% |
$7.92K - $8.55K
|
2K
$198K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-23.4KClosed |
$2.32M - $2.5M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.31KNew |
$130K - $140K
|
1.31K
$129K
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$436K - $471K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.99KClosed |
$395K - $427K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.37K+ 213.18% |
$432K - $466K
|
6.41K
$633K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-78.7KClosed |
$7.79M - $8.41M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.43KClosed |
$240K - $259K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.55K- 33.41% |
$153K - $166K
|
3.09K
$305K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.45K+ 13.55% |
$440K - $475K
|
37.3K
$3.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.57KNew |
$353K - $381K
|
3.57K
$352K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.12KClosed |
$210K - $227K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43Closed |
$4.26K - $4.59K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-93- 0.69% |
$9.21K - $9.94K
|
13.5K
$1.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.52KClosed |
$348K - $376K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-318Closed |
$31.5K - $34K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
21+ 0.56% |
$2.08K - $2.24K
|
3.74K
$369K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.62KClosed |
$557K - $601K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.29KClosed |
$226K - $244K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-161K- 97.68% |
$15.9M - $17.2M
|
3.82K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.74K+ 1.44% |
$172K - $186K
|
122K
$12M
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-484- 32.4% |
$47.9K - $51.7K
|
1.01K
$99.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-97.4K- 95.63% |
$9.64M - $10.4M
|
4.44K
$438K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-113- 3.4% |
$11.2K - $12.1K
|
3.22K
$317K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$283K - $305K
|
2.86K
$282K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-2.91KClosed |
$288K - $311K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5.09K- 63.66% |
$504K - $544K
|
2.91K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
89.4KNew |
$8.85M - $9.55M
|
89.4K
$8.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.88KClosed |
$186K - $201K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$220K - $237K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
438+ 12.99% |
$43.4K - $46.8K
|
3.81K
$376K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.22KNew |
$220K - $238K
|
2.22K
$219K
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$3.34M - $3.6M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$326K - $352K
|
3.3K
$325K
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-6.16KClosed |
$609K - $658K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-620- 50.0% |
$61.4K - $66.2K
|
620
$61.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.87K- 55.07% |
$284K - $306K
|
2.34K
$231K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2K- 49.65% |
$198K - $214K
|
2.03K
$200K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26.1KNew |
$2.59M - $2.79M
|
26.1K
$2.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
192+ 8.47% |
$19K - $20.5K
|
2.46K
$243K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.05K- 51.33% |
$203K - $219K
|
1.94K
$191K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
282New |
$27.9K - $30.1K
|
282
$27.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.06KClosed |
$204K - $220K
|
0
$0
|