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 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.94K- 2.88% |
$187K - $192K
|
65.3K
$6.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
75K+ 74.56% |
$7.26M - $7.46M
|
176K
$17.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-620- 2.69% |
$60K - $61.7K
|
22.4K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
202+ 4.07% |
$19.6K - $20.1K
|
5.16K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 2.68% |
$3.97K - $4.08K
|
1.57K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
43K+ 3.45% |
$4.16M - $4.27M
|
1.29M
$130M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.96K+ 2.09% |
$481K - $494K
|
242K
$24.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-220- 0.31% |
$21.3K - $21.9K
|
71.4K
$7.17M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-43.9K- 5.82% |
$4.25M - $4.37M
|
711K
$71.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-509- 9.05% |
$49.3K - $50.6K
|
5.11K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
17.1KNew |
$1.65M - $1.7M
|
17.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.25K+ 23.29% |
$702K - $721K
|
38.4K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 81.07% |
$321K - $329K
|
7.4K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.08K- 1.08% |
$105K - $108K
|
99K
$9.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.34K+ 15.49% |
$324K - $332K
|
24.9K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-385- 6.78% |
$37.3K - $38.3K
|
5.29K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 54.36% |
$122K - $125K
|
3.58K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-334- 2.65% |
$32.3K - $33.2K
|
12.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 7.01% |
$176K - $181K
|
27.7K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-455- 1.92% |
$44.1K - $45.3K
|
23.3K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.96K- 15.99% |
$189K - $194K
|
10.3K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-513- 1.16% |
$49.7K - $51K
|
43.7K
$4.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
319+ 7.68% |
$30.9K - $31.7K
|
4.47K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-51.8K- 9.76% |
$5.01M - $5.15M
|
479K
$48.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1K- 39.17% |
$96.8K - $99.5K
|
1.55K
$156K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.08% |
$96.8 - $99.5
|
49
$4.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.76KNew |
$267K - $274K
|
2.76K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
259New |
$25.1K - $25.8K
|
259
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-199- 2.05% |
$19.3K - $19.8K
|
9.52K
$957K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.68K+ 209.8% |
$259K - $266K
|
3.95K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193K+ 2.16% |
$18.7M - $19.2M
|
9.13M
$918M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.32K- 19.83% |
$515K - $529K
|
21.5K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
123K+ 22.5% |
$11.9M - $12.2M
|
668K
$67.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 69.6% |
$1.33M - $1.37M
|
6.01K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.56K- 4.97% |
$151K - $155K
|
29.7K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.4KNew |
$2.36M - $2.43M
|
24.4K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.77K- 53.69% |
$559K - $574K
|
4.98K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.93K- 19.55% |
$187K - $192K
|
7.94K
$799K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13.1K+ 4.22% |
$1.27M - $1.3M
|
323K
$32.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.42K- 1.6% |
$428K - $440K
|
273K
$27.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
3.48K+ 1.64% |
$337K - $346K
|
216K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-360- 7.91% |
$34.9K - $35.8K
|
4.19K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
114K+ 38.61% |
$11M - $11.3M
|
409K
$41.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-597- 2.86% |
$57.8K - $59.4K
|
20.3K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.87K- 98.45% |
$278K - $285K
|
45
$4.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
105+ 1.08% |
$10.2K - $10.4K
|
9.82K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 23.6% |
$208K - $214K
|
6.95K
$699K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.85K- 1.5% |
$372K - $382K
|
253K
$25.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-4.48K- 2.72% |
$434K - $446K
|
160K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
103+ 0.8% |
$9.97K - $10.2K
|
12.9K
$1.3M
|