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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25K- 3.91% |
$2.42M - $2.48M
|
613K
$61.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 4.8% |
$24.2K - $24.9K
|
4.95K
$498K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.69K+ 2.89% |
$357K - $367K
|
132K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-71- 2.0% |
$6.88K - $7.06K
|
3.49K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.1K- 22.01% |
$107K - $110K
|
3.91K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-48.5K- 6.35% |
$4.7M - $4.83M
|
716K
$72M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-169- 6.19% |
$16.4K - $16.8K
|
2.56K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.26K+ 32.92% |
$122K - $126K
|
5.1K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-477- 1.52% |
$46.2K - $47.4K
|
30.9K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-182- 7.41% |
$17.6K - $18.1K
|
2.27K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-26- 0.7% |
$2.52K - $2.59K
|
3.67K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.88K- 21.45% |
$182K - $187K
|
6.87K
$691K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-22- 0.17% |
$2.13K - $2.19K
|
13.1K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-185- 2.53% |
$17.9K - $18.4K
|
7.13K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 26.26% |
$1.73M - $1.78M
|
85.9K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.72K+ 3.63% |
$457K - $470K
|
135K
$13.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.59K- 3.13% |
$347K - $357K
|
111K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.51K+ 12.26% |
$727K - $747K
|
68.7K
$6.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$145K - $149K
|
1.5K
$150K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-109- 0.33% |
$10.6K - $10.8K
|
32.5K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.87K- 10.03% |
$569K - $584K
|
52.7K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-6.4K- 16.22% |
$619K - $636K
|
33K
$3.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.73% |
$9.97K - $10.2K
|
5.85K
$588K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-25.6K- 12.14% |
$2.48M - $2.55M
|
186K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
62.5K+ 2.05% |
$6.05M - $6.22M
|
3.11M
$313M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.13K- 0.82% |
$109K - $112K
|
136K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.46K+ 60.46% |
$335K - $344K
|
9.18K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.5K+ 457.77% |
$1.12M - $1.15M
|
14K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-3.04M- 57.42% |
$294M - $302M
|
2.25M
$227M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
7.62K+ 1.78% |
$738K - $757K
|
435K
$43.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.6K- 41.41% |
$252K - $259K
|
3.68K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.96K- 1.72% |
$190K - $195K
|
112K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.35KNew |
$227K - $233K
|
2.35K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.32K- 8.75% |
$128K - $132K
|
13.8K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 23.85% |
$1.24M - $1.27M
|
40.9K
$4.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.38K+ 18.78% |
$133K - $137K
|
8.72K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.04K+ 7.56% |
$585K - $601K
|
85.9K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.35% |
$1.36K - $1.39K
|
4.02K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.9K- 32.8% |
$1.05M - $1.08M
|
22.3K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
143K+ 381.48% |
$13.8M - $14.2M
|
180K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.77K+ 24.07% |
$172K - $176K
|
9.13K
$918K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.49K+ 11.29% |
$144K - $148K
|
14.7K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
12.7K+ 15.63% |
$1.23M - $1.27M
|
94.3K
$9.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
27.7K+ 6.59% |
$2.68M - $2.75M
|
448K
$45M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
4K+ 3.74% |
$387K - $398K
|
111K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-76- 1.58% |
$7.36K - $7.56K
|
4.74K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-14.4K- 16.96% |
$1.4M - $1.44M
|
70.6K
$7.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-34- 68.0% |
$3.29K - $3.38K
|
16
$1.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7K+ 93.1% |
$678K - $696K
|
14.5K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
278+ 8.6% |
$26.9K - $27.6K
|
3.51K
$353K
|