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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
855+ 9.93% |
$82.8K - $85K
|
9.46K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-106- 0.13% |
$10.3K - $10.5K
|
83.7K
$8.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-223K- 97.39% |
$21.6M - $22.2M
|
5.98K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-132- 2.06% |
$12.8K - $13.1K
|
6.29K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.41K- 52.07% |
$233K - $239K
|
2.22K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-140- 0.37% |
$13.6K - $13.9K
|
38K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-925- 18.78% |
$89.6K - $92K
|
4K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-299- 42.05% |
$29K - $29.7K
|
412
$40.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
429+ 2.26% |
$41.5K - $42.7K
|
19.4K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-31K- 10.27% |
$3.01M - $3.09M
|
271K
$26.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-190- 6.21% |
$18.4K - $18.9K
|
2.87K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.81K- 25.74% |
$369K - $379K
|
11K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-464- 0.64% |
$44.9K - $46.1K
|
71.7K
$7.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
888+ 1.97% |
$86K - $88.3K
|
46.1K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.87% |
$194 - $199
|
232
$22.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.32KNew |
$225K - $231K
|
2.32K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-471- 2.12% |
$45.6K - $46.8K
|
21.7K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-90- 2.12% |
$8.72K - $8.95K
|
4.16K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7- 0.27% |
$678 - $696
|
2.61K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-67.3K- 80.38% |
$6.52M - $6.69M
|
16.4K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 3.69% |
$1.24M - $1.27M
|
359K
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 2.01% |
$204K - $209K
|
107K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.24K- 50.45% |
$120K - $123K
|
1.22K
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.22K+ 10.53% |
$118K - $121K
|
12.8K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.99K- 8.3% |
$193K - $198K
|
22K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-304- 5.17% |
$29.4K - $30.2K
|
5.58K
$550K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.82K+ 42.37% |
$177K - $181K
|
6.13K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30.3K- 20.64% |
$2.93M - $3.01M
|
116K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
402K+ 60.62% |
$38.9M - $40M
|
1.06M
$105M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43.1K+ 4371.57% |
$4.17M - $4.28M
|
44K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$1.23M - $1.26M
|
12.7K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.16K+ 13.37% |
$597K - $613K
|
52.2K
$5.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.61KNew |
$350K - $359K
|
3.61K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$291 - $298
|
23.3K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.16K+ 8.67% |
$306K - $314K
|
39.6K
$3.91M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 41.1% |
$542K - $556K
|
8.02K
$791K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
255+ 4.17% |
$24.7K - $25.4K
|
6.37K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.54K+ 13.05% |
$149K - $153K
|
13.3K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.9KNew |
$281K - $289K
|
2.9K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
34.1K+ 11.57% |
$3.31M - $3.4M
|
329K
$32.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18K+ 9.46% |
$1.74M - $1.79M
|
208K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 9.47% |
$144K - $148K
|
17.2K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$50.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.44K+ 5.33% |
$139K - $143K
|
28.4K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 97.66% |
$5.96M - $6.12M
|
125K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
379KNew |
$36.7M - $37.7M
|
379K
$37.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.77K+ 0.85% |
$268K - $276K
|
330K
$32.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.5KNew |
$242K - $249K
|
2.5K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
72+ 0.71% |
$6.97K - $7.16K
|
10.3K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
3K+ 55.1% |
$291K - $299K
|
8.45K
$834K
|