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 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.32K+ 5.73% |
$225K - $231K
|
42.8K
$4.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
15+ 0.27% |
$1.45K - $1.49K
|
5.67K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-93.7K- 33.87% |
$9.07M - $9.32M
|
183K
$18.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-49.5K- 50.42% |
$4.8M - $4.92M
|
48.7K
$4.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-639- 7.48% |
$61.9K - $63.6K
|
7.9K
$794K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.89% |
$5.71K - $5.87K
|
6.67K
$671K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63+ 0.1% |
$6.1K - $6.27K
|
64.1K
$6.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 8.05% |
$104K - $107K
|
14.4K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-438- 9.69% |
$42.4K - $43.6K
|
4.08K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
232+ 4.48% |
$22.5K - $23.1K
|
5.42K
$544K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10.4K+ 1.09% |
$1M - $1.03M
|
964K
$97M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-83.9K- 1.9% |
$8.13M - $8.35M
|
4.33M
$435M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.48K+ 7.72% |
$240K - $246K
|
34.6K
$3.48M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-10- 0.25% |
$968 - $995
|
4K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
917+ 6.43% |
$88.8K - $91.2K
|
15.2K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.56K- 7.72% |
$151K - $155K
|
18.6K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
41+ 1.83% |
$3.97K - $4.08K
|
2.28K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.9K+ 9.84% |
$184K - $189K
|
21.2K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17.4K+ 15.52% |
$1.69M - $1.73M
|
130K
$13M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.02K+ 9.93% |
$98.7K - $101K
|
11.3K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.3K- 3.0% |
$999K - $1.03M
|
334K
$33.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
16.8K+ 637.54% |
$1.62M - $1.67M
|
19.4K
$1.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
5.14M+ 37.18% |
$498M - $511M
|
19M
$1.91B
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-357- 2.46% |
$34.6K - $35.5K
|
14.2K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
299+ 4.37% |
$29K - $29.7K
|
7.14K
$718K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.26K+ 7.96% |
$413K - $424K
|
57.8K
$5.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-258- 2.66% |
$25K - $25.7K
|
9.46K
$951K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-109K- 82.02% |
$10.6M - $10.9M
|
23.9K
$2.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
296+ 4.07% |
$28.7K - $29.4K
|
7.57K
$761K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-8.5K- 9.49% |
$823K - $846K
|
81.1K
$8.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-92.1K- 7.5% |
$8.92M - $9.16M
|
1.14M
$114M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
56.6K+ 11.42% |
$5.48M - $5.63M
|
552K
$55.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-164K- 92.82% |
$15.9M - $16.3M
|
12.7K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
9K+ 194.19% |
$871K - $895K
|
13.6K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.01K+ 4.8% |
$292K - $300K
|
65.8K
$6.62M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-25.7K- 49.07% |
$2.49M - $2.55M
|
26.7K
$2.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$302K - $310K
|
3.11K
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-2K- 1.3% |
$193K - $198K
|
151K
$15.2M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
402+ 0.78% |
$38.9K - $40K
|
51.8K
$5.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.3K+ 51.17% |
$7.19M - $7.39M
|
219K
$22.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
544+ 377.78% |
$52.7K - $54.1K
|
688
$69.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-257- 7.21% |
$24.9K - $25.6K
|
3.31K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-221- 72.46% |
$21.4K - $22K
|
84
$8.45K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 4.62% |
$4.84K - $4.97K
|
1.03K
$104K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 5.1% |
$197K - $202K
|
41.8K
$4.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-128K- 27.71% |
$12.4M - $12.7M
|
334K
$33.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-160- 6.14% |
$15.5K - $15.9K
|
2.45K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12.8KNew |
$1.24M - $1.27M
|
12.8K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
72New |
$6.97K - $7.16K
|
72
$7.24K
|