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 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.72K- 19.05% |
$166K - $171K
|
7.3K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.9K+ 49.01% |
$2.02M - $2.08M
|
63.6K
$6.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-53.2K- 21.93% |
$5.15M - $5.29M
|
189K
$19M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
190+ 9.3% |
$18.4K - $18.9K
|
2.23K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.6K- 31.73% |
$1.02M - $1.05M
|
22.8K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.0% |
$96.8 - $99.5
|
107K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.8K+ 71.7% |
$1.53M - $1.57M
|
37.8K
$3.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-616K- 7.02% |
$59.6M - $61.3M
|
8.15M
$820M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-44.2K- 5.82% |
$4.28M - $4.4M
|
716K
$71.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.37K- 5.03% |
$133K - $136K
|
25.9K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-24.3K- 0.98% |
$2.36M - $2.42M
|
2.47M
$248M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.92K- 2.76% |
$476K - $489K
|
174K
$17.5M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-155K- 5.26% |
$15M - $15.4M
|
2.79M
$281M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
511+ 1.3% |
$49.5K - $50.8K
|
39.8K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 0.47% |
$1.94K - $1.99K
|
4.26K
$428K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 1.89% |
$6.78K - $6.96K
|
3.77K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$387 - $398
|
6.37K
$641K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$96.8 - $99.5
|
39
$3.92K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.21K+ 12.68% |
$214K - $219K
|
19.6K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-511- 4.43% |
$49.5K - $50.8K
|
11K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.13K+ 2.71% |
$206K - $212K
|
80.8K
$8.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-12.8K- 23.31% |
$1.24M - $1.27M
|
42.1K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.84K- 32.65% |
$372K - $382K
|
7.92K
$796K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
745K+ 45.09% |
$72.1M - $74.1M
|
2.4M
$241M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.13K- 31.11% |
$206K - $212K
|
4.71K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.79K+ 2.59% |
$560K - $576K
|
230K
$23.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-3.68K- 5.76% |
$356K - $366K
|
60.2K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34.5K+ 3.38% |
$3.34M - $3.43M
|
1.05M
$106M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.7K+ 3.85% |
$2.49M - $2.55M
|
693K
$69.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.3K- 4.86% |
$1.87M - $1.92M
|
378K
$38M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
53+ 2.97% |
$5.13K - $5.27K
|
1.84K
$185K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
161+ 104.55% |
$15.6K - $16K
|
315
$31.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.23K+ 1.19% |
$119K - $122K
|
105K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
375+ 0.21% |
$36.3K - $37.3K
|
181K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
865+ 8.74% |
$83.8K - $86K
|
10.8K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
120K+ 42.66% |
$11.6M - $11.9M
|
401K
$40.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-40- 1.36% |
$3.87K - $3.98K
|
2.9K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-490- 11.28% |
$47.5K - $48.7K
|
3.85K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-128- 5.33% |
$12.4K - $12.7K
|
2.27K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.8K+ 74.25% |
$1.15M - $1.18M
|
27.8K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
902+ 2.17% |
$87.3K - $89.7K
|
42.4K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.32K+ 198.3% |
$903K - $927K
|
14K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.23K- 1.77% |
$215K - $221K
|
124K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
452+ 4.82% |
$43.8K - $45K
|
9.83K
$988K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.03K- 1.29% |
$391K - $401K
|
309K
$31M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.45K- 28.63% |
$141K - $145K
|
3.62K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-246- 2.61% |
$23.8K - $24.5K
|
9.16K
$921K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.23K- 1.47% |
$216K - $222K
|
149K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38.2K+ 45.09% |
$3.7M - $3.8M
|
123K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.89K+ 416.11% |
$183K - $187K
|
2.34K
$235K
|