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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.55K- 4.83% |
$344K - $353K
|
69.9K
$7.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-355- 0.57% |
$34.4K - $35.3K
|
61.8K
$6.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 5.43% |
$6.18M - $6.35M
|
1.24M
$125M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
238+ 1.38% |
$23K - $23.7K
|
17.5K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-477- 0.28% |
$46.2K - $47.4K
|
169K
$17M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4.92K+ 3.93% |
$476K - $489K
|
130K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-31.8K- 3.99% |
$3.08M - $3.17M
|
765K
$76.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.8K- 9.43% |
$174K - $179K
|
17.3K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.86K- 14.01% |
$277K - $284K
|
17.5K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
554+ 0.76% |
$53.6K - $55.1K
|
73.8K
$7.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 29.37% |
$120K - $123K
|
5.46K
$549K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.07K- 22.05% |
$104K - $107K
|
3.79K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.26K- 8.57% |
$122K - $125K
|
13.4K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.32K+ 9.6% |
$128K - $132K
|
15.1K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.26K- 73.08% |
$800K - $821K
|
3.04K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-155- 5.74% |
$15K - $15.4K
|
2.54K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
672+ 56.95% |
$65.1K - $66.8K
|
1.85K
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-22.9K- 6.02% |
$2.21M - $2.27M
|
357K
$35.9M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-346- 1.72% |
$33.5K - $34.4K
|
19.8K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 90.13% |
$3.12M - $3.2M
|
67.9K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 46.97% |
$130K - $134K
|
4.22K
$424K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 2.81% |
$165K - $169K
|
58.7K
$5.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
149+ 2.69% |
$14.4K - $14.8K
|
5.69K
$572K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75+ 4.24% |
$7.26K - $7.46K
|
1.84K
$185K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-61- 1.94% |
$5.91K - $6.07K
|
3.08K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 57.66% |
$300K - $308K
|
8.46K
$851K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.81K+ 10.38% |
$950K - $976K
|
104K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 6.0% |
$156K - $160K
|
28.5K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-2.63K- 8.97% |
$255K - $262K
|
26.7K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.22K- 9.12% |
$409K - $420K
|
42K
$4.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-380- 6.63% |
$36.8K - $37.8K
|
5.35K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12.1K+ 13.02% |
$1.17M - $1.21M
|
105K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
739+ 3.19% |
$71.6K - $73.5K
|
23.9K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-409- 3.25% |
$39.6K - $40.7K
|
12.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
6.65K+ 3.48% |
$644K - $661K
|
198K
$19.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.02K- 32.34% |
$389K - $400K
|
8.41K
$845K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.82K+ 12.43% |
$951K - $977K
|
88.9K
$8.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.24% |
$968 - $995
|
4.21K
$423K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-17.5K- 27.88% |
$1.7M - $1.75M
|
45.4K
$4.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-125- 1.0% |
$12.1K - $12.4K
|
12.3K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.12K+ 3.33% |
$496K - $509K
|
159K
$16M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.99MNew |
$386M - $397M
|
3.99M
$401M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.39K+ 14.03% |
$425K - $437K
|
35.7K
$3.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.73M+ 11.81% |
$555M - $570M
|
54.2M
$5.45B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.4K+ 84.65% |
$4.4M - $4.52M
|
99.1K
$9.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 0.82% |
$4.84K - $4.97K
|
6.18K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-185- 6.12% |
$17.9K - $18.4K
|
2.84K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.1K- 11.45% |
$784K - $805K
|
62.6K
$6.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-99- 10.77% |
$9.59K - $9.85K
|
820
$82.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
29+ 0.18% |
$2.81K - $2.88K
|
16K
$1.61M
|