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 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.11% |
$387 - $398
|
3.72K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
165K+ 403.07% |
$15.9M - $16.4M
|
205K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.82K- 1.27% |
$273K - $281K
|
219K
$22.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-48.9K- 93.29% |
$4.74M - $4.86M
|
3.52K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.68K+ 1.59% |
$260K - $267K
|
171K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8+ 0.04% |
$775 - $796
|
18.2K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
4.53K+ 8.08% |
$439K - $451K
|
60.6K
$6.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
155K+ 95.84% |
$15M - $15.4M
|
317K
$31.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.9K- 5.11% |
$474K - $487K
|
90.9K
$9.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
13KNew |
$1.26M - $1.29M
|
13K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-6- 11.11% |
$581 - $597
|
48
$4.83K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.67K- 1.57% |
$162K - $166K
|
105K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-382- 2.97% |
$37K - $38K
|
12.5K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350+ 8.28% |
$33.9K - $34.8K
|
4.58K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11- 7.64% |
$1.07K - $1.09K
|
133
$13.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.21K+ 45.21% |
$214K - $220K
|
7.1K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.1K- 28.12% |
$1.37M - $1.41M
|
36.1K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
23.9K+ 9.97% |
$2.32M - $2.38M
|
264K
$26.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
985+ 3.53% |
$95.4K - $98K
|
28.9K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
247K+ 9.72% |
$23.9M - $24.6M
|
2.79M
$281M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.13K- 46.71% |
$400K - $411K
|
4.71K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
627+ 2239.29% |
$60.7K - $62.4K
|
655
$65.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-121K- 76.19% |
$11.7M - $12M
|
37.8K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-959- 3.3% |
$92.9K - $95.4K
|
28.1K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.69% |
$122K - $126K
|
20.1K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
39.2K+ 0.99% |
$3.8M - $3.9M
|
3.99M
$401M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.14K- 8.26% |
$498K - $511K
|
57.1K
$5.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 0.34% |
$3.08M - $3.17M
|
9.27M
$932M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.7K+ 0.91% |
$4.62M - $4.75M
|
5.27M
$530M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.5K- 14.69% |
$3.73M - $3.83M
|
224K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.83K+ 8.05% |
$952K - $977K
|
132K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-330K- 2.6% |
$32M - $32.9M
|
12.4M
$1.24B
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.14% |
$1.16K - $1.19K
|
8.3K
$834K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
36.3K+ 49.49% |
$3.52M - $3.61M
|
110K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
319K+ 25.01% |
$30.9M - $31.7M
|
1.59M
$160M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6.7K- 11.35% |
$649K - $667K
|
52.3K
$5.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 31.82% |
$678 - $696
|
29
$2.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-3.02K- 3.37% |
$293K - $301K
|
86.6K
$8.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-8.62K- 7.82% |
$835K - $857K
|
102K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-53- 24.2% |
$5.13K - $5.27K
|
166
$16.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
537+ 4.88% |
$52K - $53.4K
|
11.5K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
604New |
$58.5K - $60.1K
|
604
$60.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 12.26% |
$145K - $149K
|
13.7K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.1K+ 1.28% |
$107K - $109K
|
87.2K
$8.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-700- 1.88% |
$67.8K - $69.6K
|
36.6K
$3.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$249K - $256K
|
43.4K
$4.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
36KNew |
$3.49M - $3.58M
|
36K
$3.62M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.96K- 2.14% |
$189K - $195K
|
89.5K
$9M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
616+ 1.25% |
$59.7K - $61.3K
|
49.8K
$5M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.61K- 0.43% |
$253K - $260K
|
607K
$61.1M
|