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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2020
Q3 2020
|
Q3 Asset Management
|
SELL
|
- |
-23.5KClosed |
$2.77M - $2.81M
|
0
$0
|
|
|
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
$5.49M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.3K+ 29.84% |
$2.21M - $2.28M
|
83.8K
$8.27M
|
|
|
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
$545K
|
|
|
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
|
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
|
|
|
May 13, 2020
Q1 2020
|
Parker Investment Management, LLC
|
SELL
|
- |
-33.4KClosed |
$3.56M - $3.94M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11KClosed |
$224K - $248K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-88Closed |
$9.38K - $10.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-292Closed |
$31.1K - $34.4K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-5KClosed |
$533K - $589K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Asio Capital, LLC
|
SELL
|
- |
-50Closed |
$5.33K - $5.89K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.86KClosed |
$199K - $220K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.22KClosed |
$236K - $262K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.36KClosed |
$251K - $278K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-28.7KClosed |
$3.06M - $3.39M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-1.78KClosed |
$190K - $210K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.79KClosed |
$191K - $211K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.71K+ 29.67% |
$303K - $308K
|
11.8K
$1.17M
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-114KClosed |
$12.7M - $13M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-95.6KClosed |
$10.7M - $10.9M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
100K+ 200.0% |
$11.2M - $11.4M
|
150K
$14.8M
|
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.41KClosed |
$381K - $388K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.31KClosed |
$370K - $377K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.34KClosed |
$261K - $266K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.51KClosed |
$281K - $286K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Conning Inc.
|
SELL
|
- |
-125Closed |
$14K - $14.2K
|
0
$0
|
|