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 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-537- 19.46% |
$52K - $53.4K
|
2.22K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-820- 13.61% |
$79.4K - $81.6K
|
5.2K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-678- 1.36% |
$65.7K - $67.4K
|
49.1K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.08K+ 70.73% |
$782K - $803K
|
19.5K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.9KNew |
$281K - $289K
|
2.9K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
34.1K+ 11.57% |
$3.31M - $3.4M
|
329K
$32.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18K+ 9.46% |
$1.74M - $1.79M
|
208K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 9.47% |
$144K - $148K
|
17.2K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$50.9K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.44K+ 5.33% |
$139K - $143K
|
28.4K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 97.66% |
$5.96M - $6.12M
|
125K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
379KNew |
$36.7M - $37.7M
|
379K
$37.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.77K+ 0.85% |
$268K - $276K
|
330K
$32.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.5KNew |
$242K - $249K
|
2.5K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
72+ 0.71% |
$6.97K - $7.16K
|
10.3K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
3K+ 55.1% |
$291K - $299K
|
8.45K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-865- 22.02% |
$83.8K - $86K
|
3.06K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-179- 4.65% |
$17.3K - $17.8K
|
3.67K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.17K- 2.31% |
$501K - $514K
|
219K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-113K- 12.2% |
$11M - $11.3M
|
816K
$80.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-97.8K- 19.18% |
$9.47M - $9.73M
|
412K
$40.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
24+ 1.17% |
$2.32K - $2.39K
|
2.07K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.55K+ 0.2% |
$246K - $253K
|
1.3M
$128M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
211+ 9.79% |
$20.4K - $21K
|
2.37K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16- 0.73% |
$1.55K - $1.59K
|
2.16K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 6192.0% |
$150K - $154K
|
1.57K
$155K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-44- 7.72% |
$4.26K - $4.38K
|
526
$51.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-320- 10.8% |
$31K - $31.8K
|
2.64K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42K- 69.14% |
$4.06M - $4.17M
|
18.7K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-79- 1.11% |
$7.65K - $7.86K
|
7.05K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
107+ 5.19% |
$10.4K - $10.6K
|
2.17K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-31- 0.59% |
$3K - $3.08K
|
5.21K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
9.36K+ 1.97% |
$906K - $931K
|
483K
$47.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.21K- 71.4% |
$698K - $717K
|
2.89K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
831+ 12.13% |
$80.5K - $82.7K
|
7.68K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 6.67% |
$4.84K - $4.97K
|
700
$69.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 1.88% |
$9.68K - $9.95K
|
5.41K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-200- 5.81% |
$19.4K - $19.9K
|
3.24K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-198- 1.96% |
$19.2K - $19.7K
|
9.91K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 24.06% |
$2.97M - $3.05M
|
158K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 0.68% |
$1.02M - $1.05M
|
1.54M
$152M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
279+ 4.52% |
$27K - $27.7K
|
6.45K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.27K- 18.39% |
$123K - $127K
|
5.65K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-368- 2.24% |
$35.6K - $36.6K
|
16.1K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 0.21% |
$135K - $139K
|
673K
$66.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.53K- 38.84% |
$148K - $152K
|
2.4K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.64K- 5.86% |
$256K - $262K
|
42.4K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 5.01% |
$107K - $110K
|
21K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-317- 8.28% |
$30.7K - $31.5K
|
3.51K
$347K
|