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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8K+ 4.08% |
$2.76M - $2.86M
|
735K
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-276- 81.18% |
$26.5K - $27.4K
|
64
$6.31K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
434+ 8.52% |
$41.6K - $43.1K
|
5.53K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.47K+ 26.09% |
$236K - $245K
|
11.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
2.61KNew |
$250K - $259K
|
2.61K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-812- 0.35% |
$77.8K - $80.6K
|
234K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 4.63% |
$98.2K - $102K
|
23.2K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-162- 6.37% |
$15.5K - $16.1K
|
2.38K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.4K+ 29.49% |
$4.54M - $4.7M
|
208K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.6K- 6.56% |
$1.02M - $1.05M
|
151K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.6K- 3.98% |
$3.12M - $3.23M
|
786K
$77.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.91K+ 1.96% |
$566K - $586K
|
307K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-65- 1.85% |
$6.23K - $6.45K
|
3.45K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.1K+ 6.17% |
$1.64M - $1.69M
|
294K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 36.09% |
$1.44M - $1.49M
|
26.6K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.47K+ 0.24% |
$716K - $741K
|
3.08M
$304M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37.7K+ 14.55% |
$3.62M - $3.75M
|
297K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.25K- 76.78% |
$695K - $720K
|
2.19K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.49KNew |
$526K - $544K
|
5.49K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.23K+ 17.21% |
$789K - $817K
|
56.1K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
139K+ 136.26% |
$13.3M - $13.8M
|
241K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5+ 0.56% |
$479 - $496
|
900
$88.8K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.45K+ 4.47% |
$523K - $541K
|
128K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
150+ 1.66% |
$14.4K - $14.9K
|
9.19K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-68.9K- 36.47% |
$6.61M - $6.84M
|
120K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 4.05% |
$170M - $176M
|
42M
$4.14B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.2M- 3.69% |
$115M - $120M
|
31.4M
$3.1B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.96K- 31.5% |
$284K - $294K
|
6.44K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.67K- 24.41% |
$639K - $662K
|
20.6K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.9K- 39.82% |
$182K - $188K
|
2.87K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21K+ 6.9% |
$2.01M - $2.09M
|
326K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.41K+ 3.8% |
$231K - $239K
|
65.7K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.07KNew |
$678K - $702K
|
7.07K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18.3K+ 60.93% |
$1.76M - $1.82M
|
48.4K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
71K+ 5.16% |
$6.8M - $7.04M
|
1.45M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-32.2K- 22.05% |
$3.09M - $3.2M
|
114K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.66% |
$4.79K - $4.96K
|
2.97K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-47.6K- 13.9% |
$4.57M - $4.73M
|
295K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.54K- 3.4% |
$148K - $153K
|
43.8K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.21K- 0.82% |
$116K - $120K
|
147K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480+ 5.19% |
$46K - $47.6K
|
9.72K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-893- 4.52% |
$85.6K - $88.6K
|
18.9K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.4K+ 16.29% |
$134K - $139K
|
9.99K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.93K- 66.35% |
$185K - $192K
|
981
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-622- 3.36% |
$59.6K - $61.7K
|
17.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
35.8KNew |
$3.44M - $3.56M
|
35.8K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.04K- 11.75% |
$195K - $202K
|
15.3K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-13- 0.82% |
$1.25K - $1.29K
|
1.58K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
36.6K+ 4.17% |
$3.51M - $3.63M
|
915K
$90.2M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
43.8K+ 141.6% |
$4.2M - $4.35M
|
74.8K
$7.38M
|