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, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-365- 14.57% |
$41.5K - $42.1K
|
2.14K
$212K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$229K - $233K
|
2.02K
$200K
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-15.4KClosed |
$1.75M - $1.77M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
508New |
$57.8K - $58.6K
|
508
$50.3K
|
|
| Q1 2021 | |||||||
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.1KClosed |
$2.27M - $2.37M
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-434Closed |
$49.2K - $51.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.7KClosed |
$306K - $318K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-840Closed |
$95.3K - $99.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-41.6KClosed |
$4.72M - $4.91M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-131Closed |
$14.9K - $15.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.14KClosed |
$243K - $253K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-406Closed |
$46K - $47.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-53.3KClosed |
$6.05M - $6.29M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.38KClosed |
$950K - $989K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-59KClosed |
$6.69M - $6.96M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.32M - $1.37M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460Closed |
$52.2K - $54.3K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.98KClosed |
$224K - $233K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
X Square Capital, LLC
|
SELL
|
- |
-21.8KClosed |
$2.47M - $2.57M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-14.2KClosed |
$1.61M - $1.67M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.83KClosed |
$321K - $334K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-13.3KClosed |
$1.51M - $1.57M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.69KClosed |
$531K - $553K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$341K - $355K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.75KClosed |
$198K - $206K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-24KClosed |
$2.72M - $2.83M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-17.7KClosed |
$2.01M - $2.09M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-75Closed |
$8.51K - $8.85K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$265K - $276K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.6KClosed |
$3.24M - $3.37M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.46KClosed |
$619K - $644K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-185Closed |
$21K - $21.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-19.4KClosed |
$2.2M - $2.29M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.28KClosed |
$371K - $387K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
SELL
|
- |
-1.74KClosed |
$197K - $205K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-65Closed |
$7.37K - $7.67K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-16Closed |
$1.81K - $1.89K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-26.4KClosed |
$2.99M - $3.12M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-629Closed |
$71.3K - $74.2K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.83KClosed |
$207K - $215K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-1.88KClosed |
$213K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-40.3K- 12.42% |
$4.72M - $4.77M
|
284K
$28.1M
|
|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.03KNew |
$238K - $241K
|
2.03K
$201K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$221K - $224K
|
0
$0
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.78KNew |
$209K - $211K
|
1.78K
$177K
|
|
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
72KNew |
$8.43M - $8.53M
|
72K
$7.13M
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-273Closed |
$32K - $32.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
18.6KNew |
$2.18M - $2.2M
|
18.6K
$1.84M
|
|
|
Feb 16, 2021
Q4 2020
|
Independent Family Office, LLC
|
BUY
|
- |
27+ 0.9% |
$3.16K - $3.2K
|
3.03K
$300K
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.03KClosed |
$589K - $596K
|
0
$0
|
|