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 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13K- 7.52% |
$1.25M - $1.32M
|
160K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.14K+ 0.87% |
$302K - $320K
|
365K
$35.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10K- 19.11% |
$964K - $1.02M
|
42.4K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-864- 28.24% |
$83.2K - $88.1K
|
2.2K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.47KNew |
$622K - $660K
|
6.47K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.22K- 16.35% |
$695K - $737K
|
37K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.17KNew |
$305K - $324K
|
3.17K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.01K+ 2.93% |
$290K - $307K
|
106K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
209+ 9.26% |
$20.1K - $21.3K
|
2.47K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.38M+ 100.57% |
$421M - $446M
|
8.73M
$854M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.4K+ 8.49% |
$1.48M - $1.57M
|
197K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.14K+ 47.59% |
$879K - $932K
|
28.3K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
391+ 3.58% |
$37.6K - $39.9K
|
11.3K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.15K+ 3.69% |
$592K - $627K
|
173K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
34.3K+ 6.38% |
$3.3M - $3.49M
|
571K
$55.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.93K+ 6.37% |
$667K - $707K
|
116K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.7KNew |
$1.61M - $1.7M
|
16.7K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.12K+ 6.69% |
$300K - $318K
|
49.7K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64M+ 43.43% |
$158M - $168M
|
5.43M
$531M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.02K+ 8.42% |
$98K - $104K
|
13.1K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.09K- 5.28% |
$874K - $926K
|
163K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 35.65% |
$2.77M - $2.94M
|
52K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$1.91M - $2.02M
|
19.8K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.82K+ 27.22% |
$175K - $186K
|
8.52K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.47K- 8.64% |
$141K - $150K
|
15.5K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 12.16% |
$1.37M - $1.45M
|
103K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
366+ 2.82% |
$35.2K - $37.3K
|
13.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
115+ 0.61% |
$11.1K - $11.7K
|
18.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.9K- 14.83% |
$1.82M - $1.93M
|
109K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55.2K+ 19.61% |
$5.31M - $5.63M
|
337K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-529- 1.56% |
$50.9K - $53.9K
|
33.3K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.66K+ 43.49% |
$256K - $271K
|
8.78K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.01KNew |
$193K - $205K
|
2.01K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-114K- 20.88% |
$10.9M - $11.6M
|
430K
$42.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.18M+ 16.46% |
$307M - $325M
|
22.5M
$2.2B
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.6K+ 9.74% |
$2.37M - $2.51M
|
277K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
484K+ 7.81% |
$46.6M - $49.4M
|
6.68M
$654M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.48K+ 2.08% |
$335K - $355K
|
171K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.8
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.34K+ 6.03% |
$129K - $136K
|
23.5K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 0.24% |
$137K - $146K
|
586K
$57.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-102- 36.82% |
$9.82K - $10.4K
|
175
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1K+ 13.38% |
$96.5K - $102K
|
8.5K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6.6K+ 43.83% |
$635K - $673K
|
21.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55.4K+ 21.97% |
$5.33M - $5.65M
|
308K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.27K+ 33.54% |
$314K - $333K
|
13K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.16K+ 2.39% |
$208K - $220K
|
92.6K
$9.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-66.7K- 4.71% |
$6.42M - $6.81M
|
1.35M
$132M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
268+ 1.28% |
$25.8K - $27.3K
|
21.3K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 48.96% |
$4.49M - $4.76M
|
48.7K
$4.76M
|