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 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 1.28% |
$96.8 - $99.5
|
77
$7.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-42.5K- 11.64% |
$4.11M - $4.23M
|
323K
$32.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
26.2K+ 39.7% |
$2.53M - $2.6M
|
92.1K
$9.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 0.56% |
$3.2K - $3.28K
|
5.88K
$591K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28.5K+ 6.48% |
$2.76M - $2.84M
|
469K
$47.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-3.52K- 17.77% |
$340K - $350K
|
16.3K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-50- 0.5% |
$4.84K - $4.97K
|
9.89K
$994K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.37K- 6.93% |
$423K - $435K
|
58.7K
$5.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.2K+ 3.39% |
$213K - $219K
|
66.9K
$6.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-363- 82.88% |
$35.2K - $36.1K
|
75
$7.54K
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-13.7K- 3.17% |
$1.32M - $1.36M
|
418K
$42.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-129- 1.93% |
$12.5K - $12.8K
|
6.54K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.32K+ 5.97% |
$128K - $132K
|
23.5K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.9K+ 30.99% |
$6.58M - $6.76M
|
287K
$28.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
130K+ 2.45% |
$12.6M - $13M
|
5.45M
$548M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-686- 2.33% |
$66.4K - $68.2K
|
28.7K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-432- 1.42% |
$41.8K - $43K
|
29.9K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.4K- 0.42% |
$1.79M - $1.83M
|
4.42M
$444M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 2.16% |
$1.49M - $1.53M
|
697K
$70.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-2.53K- 8.0% |
$245K - $251K
|
29K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.13K- 1.49% |
$400K - $410K
|
273K
$27.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.09K- 5.98% |
$686K - $705K
|
111K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-699K- 6.58% |
$67.7M - $69.5M
|
9.93M
$998M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.55KNew |
$246K - $253K
|
2.55K
$256K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-58- 2.09% |
$5.62K - $5.77K
|
2.72K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
147K+ 140.24% |
$14.3M - $14.6M
|
252K
$25.3M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-47- 1.85% |
$4.55K - $4.67K
|
2.5K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.3KNew |
$1.77M - $1.82M
|
18.3K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
95New |
$9.2K - $9.45K
|
95
$9.55K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
186+ 0.1% |
$18K - $18.5K
|
193K
$19.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
578+ 3.47% |
$56K - $57.5K
|
17.3K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 0.01% |
$1.26K - $1.29K
|
119K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.1K- 1.41% |
$106K - $109K
|
76.8K
$7.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.85K+ 10.37% |
$566K - $582K
|
62.2K
$6.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
823+ 13.23% |
$79.7K - $81.9K
|
7.04K
$708K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-202K- 15.6% |
$19.6M - $20.1M
|
1.1M
$110M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
120K+ 31.72% |
$11.6M - $11.9M
|
497K
$50M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1+ 0.04% |
$96.8 - $99.5
|
2.63K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.64K+ 3.79% |
$352K - $362K
|
99.5K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.88K- 25.64% |
$376K - $386K
|
11.3K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
388+ 15.93% |
$37.6K - $38.6K
|
2.82K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.32K+ 5.32% |
$225K - $231K
|
46K
$4.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
669+ 0.18% |
$64.8K - $66.5K
|
369K
$37.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
8.33KNew |
$806K - $828K
|
8.33K
$837K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.15K- 4.37% |
$111K - $114K
|
25.1K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.17K+ 12.78% |
$694K - $713K
|
63.3K
$6.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-439- 2.45% |
$42.5K - $43.7K
|
17.5K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
32+ 0.66% |
$3.1K - $3.18K
|
4.88K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.73K- 2.63% |
$168K - $172K
|
64.3K
$6.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
442+ 252.57% |
$42.8K - $44K
|
617
$62K
|