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
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.65K+ 3.28% |
$354K - $363K
|
115K
$11.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-859- 0.99% |
$83.2K - $85.4K
|
85.8K
$8.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-514- 1.21% |
$49.8K - $51.1K
|
42.1K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 4.22% |
$1.81M - $1.86M
|
463K
$46.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
127K+ 5.14% |
$12.3M - $12.6M
|
2.6M
$261M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 0.41% |
$484 - $497
|
1.21K
$121K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.87KNew |
$278K - $285K
|
2.87K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.07K+ 0.61% |
$104K - $106K
|
175K
$17.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.24K+ 3.91% |
$120K - $123K
|
32.9K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-101- 2.16% |
$9.78K - $10K
|
4.58K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-446- 6.01% |
$43.2K - $44.4K
|
6.98K
$701K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-24.2K- 5.86% |
$2.35M - $2.41M
|
390K
$39.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 6.11% |
$1.57M - $1.62M
|
282K
$28.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.1K+ 10.07% |
$3.31M - $3.4M
|
373K
$37.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-468- 3.23% |
$45.3K - $46.5K
|
14K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-60- 1.73% |
$5.81K - $5.97K
|
3.41K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 9.97% |
$112K - $115K
|
12.8K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-40.5K- 12.08% |
$3.92M - $4.03M
|
295K
$29.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187K+ 37.24% |
$18.1M - $18.6M
|
690K
$69.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.9K+ 5.82% |
$2.32M - $2.38M
|
435K
$43.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$170K - $174K
|
1.75K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-72- 3.02% |
$6.97K - $7.16K
|
2.31K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.78KNew |
$270K - $277K
|
2.78K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
353+ 1.39% |
$34.2K - $35.1K
|
25.7K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
262K+ 523.53% |
$25.3M - $26M
|
312K
$31.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-347K- 51.12% |
$33.6M - $34.6M
|
332K
$33.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
14.2K+ 1.46% |
$1.38M - $1.41M
|
989K
$99.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12K- 39.42% |
$1.17M - $1.2M
|
18.5K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.31K+ 71.78% |
$418K - $429K
|
10.3K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.38K+ 1.2% |
$134K - $137K
|
116K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
94.3K+ 105.78% |
$9.14M - $9.38M
|
184K
$18.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-915- 22.92% |
$88.6K - $91K
|
3.08K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.11K+ 14.26% |
$107K - $110K
|
8.88K
$893K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-404- 4.28% |
$39.1K - $40.2K
|
9.04K
$908K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-4.89K- 5.87% |
$474K - $487K
|
78.5K
$7.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.65K+ 5.85% |
$256K - $263K
|
47.9K
$4.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.27% |
$968 - $995
|
3.68K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
29.7K+ 4.65% |
$2.87M - $2.95M
|
667K
$67.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.4K+ 72.41% |
$1.01M - $1.04M
|
24.8K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-207- 0.9% |
$20K - $20.6K
|
22.9K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.66K- 5.08% |
$160K - $165K
|
30.9K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
372+ 3.14% |
$36K - $37K
|
12.2K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.7M+ 458.22% |
$164M - $169M
|
2.07M
$208M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-83.3K- 49.11% |
$8.06M - $8.28M
|
86.3K
$8.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
51.2K+ 30.33% |
$4.95M - $5.09M
|
220K
$22.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 24.51% |
$1.1M - $1.13M
|
57.7K
$5.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-74.9K- 55.3% |
$7.26M - $7.45M
|
60.6K
$6.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.12K+ 3.48% |
$108K - $111K
|
33.3K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
698+ 2.21% |
$67.6K - $69.4K
|
32.3K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
48+ 1.13% |
$4.65K - $4.77K
|
4.29K
$432K
|