Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
72KNew |
$8.43M - $8.53M
|
72K
$7.03M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
18.6KNew |
$2.18M - $2.2M
|
18.6K
$1.82M
|
|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.03KNew |
$238K - $241K
|
2.03K
$199K
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.78KNew |
$209K - $211K
|
1.78K
$174K
|
|
|
Feb 16, 2021
Q4 2020
|
Independent Family Office, LLC
|
BUY
|
- |
27+ 0.9% |
$3.16K - $3.2K
|
3.03K
$296K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
BUY
|
- |
5New |
$585 - $592
|
5
$489
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.86KNew |
$455K - $461K
|
3.86K
$377K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.3K+ 29.84% |
$2.21M - $2.28M
|
83.8K
$8.19M
|
|
|
Aug 10, 2020
Q2 2020
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
5.52KNew |
$633K - $653K
|
5.52K
$539K
|
|
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.54K+ 6.8% |
$406K - $419K
|
55.7K
$5.44M
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
100K+ 200.0% |
$11.2M - $11.4M
|
150K
$14.7M
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.71K+ 29.67% |
$303K - $308K
|
11.8K
$1.16M
|
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
402New |
$44.9K - $45.8K
|
402
$39.3K
|
|
| Q3 2019 | |||||||
|
Jul 01, 2020
Q3 2019
|
Chandler Asset Management, Inc.
|
BUY
|
- |
12.1K+ 137.9% |
$1.35M - $1.37M
|
20.9K
$2.04M
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
490New |
$54.8K - $55.5K
|
490
$47.9K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
124KNew |
N/A
|
124K
$12.2M
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
84.1KNew |
N/A
|
84.1K
$8.22M
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 12.43% |
N/A
|
54K
$5.28M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
30.6KNew |
N/A
|
30.6K
$2.99M
|
|
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
362New |
N/A
|
362
$35.4K
|
|
| Q2 2017 | |||||||
|
Aug 09, 2017
Q2 2017
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$401K
|
|
| Q1 2017 | |||||||
|
Jan 29, 2020
Q1 2017
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
1.5KNew |
N/A
|
1.5K
$147K
|
|
| Q3 2016 | |||||||
|
May 09, 2018
Q3 2016
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$1.06M
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
105New |
N/A
|
105
$10.3K
|
|