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 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-361K- 44.19% |
$34.9M - $35.9M
|
456K
$45.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.13% |
$1.22M - $1.25M
|
9.98M
$1B
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.04K- 3.04% |
$875K - $899K
|
288K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 125.97% |
$163K - $167K
|
3.02K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
19.4K+ 0.14% |
$1.88M - $1.93M
|
13.5M
$1.35B
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-33.2K- 53.16% |
$3.22M - $3.31M
|
29.3K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 10.69% |
$1.27M - $1.31M
|
136K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
457+ 2.39% |
$44.3K - $45.5K
|
19.6K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.7K+ 5.43% |
$4.13M - $4.24M
|
829K
$83.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-175K- 11.34% |
$17M - $17.4M
|
1.37M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-174K- 26.43% |
$16.8M - $17.3M
|
484K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.88K- 27.17% |
$279K - $287K
|
7.72K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-123K- 3.99% |
$11.9M - $12.2M
|
2.96M
$298M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.2KNew |
$1.66M - $1.71M
|
17.2K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.27KNew |
$219K - $225K
|
2.27K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 8.32% |
$994K - $1.02M
|
134K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.11K+ 6.85% |
$107K - $110K
|
17.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.18KNew |
$211K - $216K
|
2.18K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
17.4KNew |
$1.68M - $1.73M
|
17.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.01K+ 4.04% |
$291K - $299K
|
77.5K
$7.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-28- 4.91% |
$2.71K - $2.78K
|
542
$54.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
347+ 12.55% |
$33.6K - $34.5K
|
3.11K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81M+ 3.36% |
$175M - $180M
|
55.7M
$5.6B
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-8- 0.01% |
$775 - $796
|
138K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44K- 12.74% |
$4.26M - $4.38M
|
302K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-18- 0.33% |
$1.74K - $1.79K
|
5.51K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
711+ 13.01% |
$68.9K - $70.7K
|
6.18K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.27K+ 9.9% |
$413K - $425K
|
47.4K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.11K+ 2.38% |
$495K - $508K
|
220K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
2.04K+ 4.73% |
$197K - $203K
|
45.1K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
798+ 6.17% |
$77.3K - $79.4K
|
13.7K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
12.2K+ 36.16% |
$1.18M - $1.21M
|
45.8K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
83+ 1.56% |
$8.04K - $8.26K
|
5.39K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
572+ 1.03% |
$55.4K - $56.9K
|
56.3K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.88K- 8.3% |
$182K - $187K
|
20.8K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.82K- 1.84% |
$370K - $380K
|
204K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
9.95K+ 3.56% |
$963K - $989K
|
289K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 19.68% |
$191K - $197K
|
8.07K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-7.98K- 50.21% |
$773K - $794K
|
7.92K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 1.94% |
$213K - $219K
|
111K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-358- 8.25% |
$34.7K - $35.6K
|
3.98K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.6K+ 5.41% |
$252K - $259K
|
50.7K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.09K- 2.01% |
$202K - $208K
|
102K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.05K- 1.04% |
$295K - $303K
|
291K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.9K+ 2.49% |
$1.74M - $1.78M
|
738K
$74.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45.2K- 85.68% |
$4.38M - $4.5M
|
7.56K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-301- 10.47% |
$29.1K - $29.9K
|
2.57K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-285K- 1.92% |
$27.6M - $28.3M
|
14.6M
$1.46B
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 1.42% |
$163K - $167K
|
120K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15K+ 2.37% |
$1.45M - $1.49M
|
647K
$65.1M
|