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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.94KClosed |
$452K - $459K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-107KClosed |
$12.3M - $12.5M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.88KClosed |
$445K - $452K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.25K- 34.85% |
$143K - $146K
|
2.34K
$234K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.63KClosed |
$1.1M - $1.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-5.41KClosed |
$621K - $630K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.84KClosed |
$211K - $215K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-186Closed |
$21.3K - $21.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.84KClosed |
$671K - $681K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.3KClosed |
$608K - $618K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.9KClosed |
$218K - $222K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-2K- 64.52% |
$230K - $233K
|
1.1K
$110K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.45KClosed |
$625K - $635K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
269KNew |
$30.9M - $31.4M
|
269K
$26.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-2.76KClosed |
$317K - $322K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.04KClosed |
$235K - $238K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 3.85% |
$115 - $117
|
27
$2.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.65KClosed |
$304K - $309K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-151Closed |
$17.3K - $17.6K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$6.31K - $6.41K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$207K - $211K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$23K - $23.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.67KClosed |
$192K - $195K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-14Closed |
$1.61K - $1.63K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
73New |
$8.31K - $8.42K
|
73
$7.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.23KClosed |
$254K - $257K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.83KClosed |
$208K - $210K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-14.5KClosed |
$1.65M - $1.67M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.02KClosed |
$230K - $233K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.85KNew |
$210K - $213K
|
1.85K
$185K
|
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111Closed |
$12.6K - $12.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-82Closed |
$9.33K - $9.46K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.63KClosed |
$185K - $188K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.45KClosed |
$620K - $629K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.46K+ 65.6% |
$166K - $168K
|
3.69K
$369K
|
|
|
Aug 05, 2021
Q2 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-13Closed |
$1.48K - $1.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-289Closed |
$32.9K - $33.3K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-185Closed |
$21K - $21.3K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-71Closed |
$8.08K - $8.19K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.71KClosed |
$308K - $312K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.97KClosed |
$225K - $228K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.79KClosed |
$204K - $207K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-64.3KClosed |
$7.31M - $7.41M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.86KClosed |
$552K - $560K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.86KClosed |
$439K - $445K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.88KClosed |
$441K - $447K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-483Closed |
$55K - $55.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
41KNew |
$4.67M - $4.73M
|
41K
$4.1M
|
|