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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.1K+ 3.4% |
$5.73M - $5.88M
|
1.8M
$181M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.88KNew |
$666K - $684K
|
6.88K
$692K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
340+ 12.66% |
$32.9K - $33.8K
|
3.03K
$304K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-661- 2.29% |
$64K - $65.7K
|
28.1K
$2.83M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
75.7KNew |
$7.33M - $7.53M
|
75.7K
$7.61M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
920K+ 9055.76% |
$89.1M - $91.5M
|
930K
$93.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-559K- 61.05% |
$54.1M - $55.6M
|
356K
$35.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-373- 5.63% |
$36.1K - $37.1K
|
6.26K
$629K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.23KNew |
$312K - $321K
|
3.23K
$324K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
23+ 0.42% |
$2.23K - $2.29K
|
5.49K
$552K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.11KNew |
$398K - $409K
|
4.11K
$413K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-7.91K- 7.04% |
$766K - $787K
|
104K
$10.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-406- 56.23% |
$39.3K - $40.4K
|
316
$31.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.08K- 19.77% |
$589K - $605K
|
24.7K
$2.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.89K+ 221.26% |
$183K - $188K
|
2.75K
$276K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.4K- 6.15% |
$1.39M - $1.43M
|
219K
$22.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46.8K+ 123.7% |
$4.53M - $4.65M
|
84.6K
$8.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 1.69% |
$3.1K - $3.18K
|
1.93K
$194K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
360+ 5.11% |
$34.9K - $35.8K
|
7.4K
$744K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-913- 3.39% |
$88.4K - $90.8K
|
26K
$2.62M
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-267- 2.32% |
$25.9K - $26.6K
|
11.2K
$1.13M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.2K+ 69.4% |
$4.28M - $4.39M
|
108K
$10.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
106K+ 393.31% |
$10.2M - $10.5M
|
133K
$13.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.24K+ 6.82% |
$120K - $123K
|
19.4K
$1.95M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-530- 4.15% |
$51.3K - $52.7K
|
12.2K
$1.23M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40.5K- 73.83% |
$3.92M - $4.03M
|
14.4K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46+ 7.55% |
$4.45K - $4.58K
|
655
$65.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-933K- 2.97% |
$90.3M - $92.8M
|
30.5M
$3.06B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.16K+ 1.81% |
$694K - $713K
|
404K
$40.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06M- 53.22% |
$102M - $105M
|
928K
$93.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-602- 64.11% |
$58.3K - $59.9K
|
337
$33.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-589- 95.0% |
$57K - $58.6K
|
31
$3.12K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41.8KNew |
$4.05M - $4.16M
|
41.8K
$4.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13K- 14.71% |
$1.26M - $1.29M
|
75.3K
$7.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-33.8K- 40.15% |
$3.27M - $3.36M
|
50.4K
$5.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26.9K+ 84.1% |
$2.6M - $2.67M
|
58.8K
$5.91M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-6.49K- 8.06% |
$628K - $645K
|
74K
$7.44M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
288New |
$27.9K - $28.6K
|
288
$29K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.33K- 7.45% |
$129K - $132K
|
16.5K
$1.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.18K+ 8.43% |
$114K - $117K
|
15.1K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 1.61% |
$19.4K - $19.9K
|
12.6K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.22K- 6.01% |
$118K - $121K
|
19K
$1.91M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.03KNew |
$197K - $202K
|
2.03K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 1.69% |
$484 - $497
|
301
$30.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.84K+ 21.41% |
$178K - $183K
|
10.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
23.6K+ 52.86% |
$2.29M - $2.35M
|
68.3K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
647K+ 32.76% |
$62.7M - $64.3M
|
2.62M
$264M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
18+ 0.23% |
$1.74K - $1.79K
|
7.87K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-79K- 47.86% |
$7.65M - $7.86M
|
86.1K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
692+ 4.71% |
$67K - $68.8K
|
15.4K
$1.55M
|