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 |
|---|---|---|---|---|---|---|---|
|
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
$28M
|
|
|
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
$176K
|
|
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
72KNew |
$8.43M - $8.53M
|
72K
$7.1M
|
|
|
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
$299K
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.03KClosed |
$589K - $596K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-36KClosed |
$4.21M - $4.26M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.07KClosed |
$242K - $245K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-22.6KClosed |
$2.64M - $2.67M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
100K+ 100.0% |
$11.7M - $11.8M
|
200K
$19.7M
|
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-7.85KClosed |
$919K - $930K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-10.3KClosed |
$1.2M - $1.22M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.96KClosed |
$229K - $232K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-88Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.47KClosed |
$289K - $292K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-66.2K- 99.28% |
$7.75M - $7.84M
|
478
$47.2K
|
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.73KClosed |
$203K - $205K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.58KClosed |
$419K - $424K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.72KClosed |
$202K - $204K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-251Closed |
$29.4K - $29.7K
|
0
$0
|
|
|
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 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
$381K
|
|
|
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
|
|