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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
45New |
$4.46K - $4.81K
|
45
$4.45K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.32K- 37.32% |
$130K - $141K
|
2.21K
$219K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
42+ 0.82% |
$4.16K - $4.49K
|
5.17K
$512K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-37Closed |
$3.66K - $3.95K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.2KClosed |
$218K - $235K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.16KClosed |
$214K - $231K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.33KNew |
$330K - $356K
|
3.33K
$330K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-169- 68.15% |
$16.7K - $18.1K
|
79
$7.82K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-3.44K- 68.97% |
$341K - $368K
|
1.55K
$153K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
82New |
$8.12K - $8.76K
|
82
$8.12K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-88.7KClosed |
$8.78M - $9.48M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-43.4K- 95.14% |
$4.3M - $4.64M
|
2.21K
$219K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.98KNew |
$196K - $211K
|
1.98K
$196K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-60.3KClosed |
$5.97M - $6.44M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
196New |
$19.4K - $20.9K
|
196
$19.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
27+ 0.35% |
$2.67K - $2.88K
|
7.73K
$765K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12Closed |
$1.19K - $1.28K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.96KNew |
$293K - $316K
|
2.96K
$293K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
358+ 3.88% |
$35.4K - $38.2K
|
9.58K
$948K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-903- 57.12% |
$89.4K - $96.5K
|
678
$67.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.55KClosed |
$352K - $380K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.78K - $1.92K
|
18
$1.78K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
182+ 9.4% |
$18K - $19.4K
|
2.12K
$210K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.48K- 5.54% |
$146K - $158K
|
25.2K
$2.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-20.3KClosed |
$2.01M - $2.17M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-902- 30.33% |
$89.3K - $96.4K
|
2.07K
$205K
|
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-5.56KClosed |
$551K - $594K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.39KClosed |
$236K - $255K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.45K- 1.98% |
$242K - $262K
|
121K
$12M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
44.3KNew |
$4.39M - $4.73M
|
44.3K
$4.39M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.94KClosed |
$192K - $207K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.19KNew |
$316K - $341K
|
3.19K
$316K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.9KClosed |
$188K - $203K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
123+ 54.19% |
$12.2K - $13.1K
|
350
$34.6K
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
61.2K+ 0.75% |
$6.06M - $6.54M
|
8.17M
$809M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-125Closed |
$12.4K - $13.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-332- 3.05% |
$35.2K - $37.6K
|
10.5K
$1.04M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.85KClosed |
$196K - $210K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.9KClosed |
$1.69M - $1.8M
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-54Closed |
$5.73K - $6.12K
|
0
$0
|
|
|
Jun 17, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-133K- 89.34% |
$14.1M - $15.1M
|
15.9K
$1.58M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.5KClosed |
$266K - $284K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-666- 22.02% |
$70.7K - $75.5K
|
2.36K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-322Closed |
$34.2K - $36.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-1.82KClosed |
$193K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.28KClosed |
$454K - $485K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-976KClosed |
$104M - $111M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.19MClosed |
$232M - $248M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.4KNew |
$467K - $499K
|
4.4K
$436K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-78Closed |
$8.28K - $8.84K
|
0
$0
|
|