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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.4K+ 8.4% |
$232K - $239K
|
31K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.6K+ 46.6% |
$1.41M - $1.45M
|
45.9K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-124K- 10.13% |
$12M - $12.3M
|
1.1M
$111M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.1K+ 33.13% |
$107K - $109K
|
4.42K
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4+ 0.12% |
$387 - $398
|
3.33K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.85K+ 18.7% |
$276K - $284K
|
18.1K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
97.4K+ 2.82% |
$9.43M - $9.68M
|
3.55M
$357M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.08K- 12.87% |
$395K - $406K
|
27.6K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.26% |
$1.07K - $1.09K
|
4.29K
$431K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
68+ 2.99% |
$6.59K - $6.76K
|
2.34K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.6K+ 2.44% |
$155K - $159K
|
67.3K
$6.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 2.62% |
$139K - $143K
|
56.1K
$5.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37+ 0.64% |
$3.58K - $3.68K
|
5.8K
$583K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.74% |
$1.45K - $1.49K
|
2.03K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
300+ 7.76% |
$29.1K - $29.8K
|
4.17K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 10.38% |
$230K - $236K
|
25.2K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.69K+ 14.47% |
$454K - $466K
|
37.1K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.45K- 5.31% |
$140K - $144K
|
25.9K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 15.01% |
$9.97K - $10.2K
|
583
$58.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.32K+ 12.69% |
$612K - $628K
|
56.1K
$5.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.7K+ 7.39% |
$2.87M - $2.95M
|
431K
$43.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.15K- 2.33% |
$208K - $214K
|
90.4K
$9.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.89K+ 6.79% |
$376K - $387K
|
61.2K
$6.15M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117K+ 5.81% |
$11.3M - $11.6M
|
2.13M
$214M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.2KNew |
$4.38M - $4.5M
|
45.2K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-5.81K- 1.1% |
$563K - $578K
|
523K
$52.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.06K+ 7.98% |
$684K - $703K
|
95.6K
$9.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
19.9KNew |
$1.93M - $1.98M
|
19.9K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-153- 5.75% |
$14.8K - $15.2K
|
2.51K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-747- 17.84% |
$72.3K - $74.3K
|
3.44K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 1.21% |
$3.1K - $3.18K
|
2.67K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-405- 2.3% |
$39.2K - $40.3K
|
17.2K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 19.37% |
$102K - $105K
|
4.38K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 8.99% |
$138K - $142K
|
17.3K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.89K+ 46.02% |
$377K - $387K
|
12.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
155K+ 14.7% |
$15M - $15.4M
|
1.21M
$121M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-450- 14.46% |
$43.6K - $44.8K
|
2.66K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-160- 0.89% |
$15.5K - $15.9K
|
17.9K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.45K+ 7.88% |
$334K - $343K
|
47.3K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13.9K+ 8.36% |
$1.35M - $1.38M
|
180K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
24+ 0.99% |
$2.32K - $2.39K
|
2.44K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-398- 2.5% |
$38.5K - $39.6K
|
15.5K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.07K- 4.54% |
$104K - $107K
|
22.6K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 9155.56% |
$239K - $246K
|
2.5K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
17.9K+ 32.72% |
$1.73M - $1.78M
|
72.5K
$7.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
366K+ 208.11% |
$35.4M - $36.4M
|
541K
$54.4M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.1K+ 5.59% |
$1.27M - $1.3M
|
247K
$24.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 7.11% |
$2.61K - $2.69K
|
353
$35.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34.3K- 14.61% |
$3.32M - $3.41M
|
201K
$20.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-764- 17.51% |
$74K - $76K
|
3.6K
$362K
|