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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.75K- 17.07% |
$653K - $671K
|
32.8K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
327+ 1.94% |
$31.7K - $32.5K
|
17.2K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 7.2% |
$1.24M - $1.28M
|
166K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-581- 0.33% |
$56.3K - $57.8K
|
176K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 57.25% |
$268K - $276K
|
2.07K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1.94KNew |
$187K - $192K
|
1.94K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
256+ 2.69% |
$24.8K - $25.5K
|
9.77K
$983K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 3.55% |
$128K - $132K
|
38.7K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
3.1K+ 2.18% |
$300K - $308K
|
145K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.48K- 3.79% |
$530K - $545K
|
139K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 46.21% |
$1.02M - $1.05M
|
12.3K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$310K - $318K
|
3.2K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-122- 4.82% |
$11.8K - $12.1K
|
2.41K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4.85K- 50.0% |
$469K - $482K
|
4.85K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-153- 1.81% |
$14.8K - $15.2K
|
8.29K
$834K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-35- 1.19% |
$3.39K - $3.48K
|
2.91K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-27.5K- 5.36% |
$2.66M - $2.73M
|
485K
$48.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
451+ 1.28% |
$43.7K - $44.9K
|
35.7K
$3.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
159K+ 125.88% |
$15.4M - $15.8M
|
285K
$28.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
46.9K+ 2.33% |
$4.55M - $4.67M
|
2.06M
$207M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.12K- 15.8% |
$302K - $310K
|
16.6K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.55K- 0.71% |
$150K - $154K
|
216K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-372- 12.89% |
$36K - $37K
|
2.52K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
24.6K+ 134.88% |
$2.38M - $2.45M
|
42.8K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 4.77% |
$106K - $109K
|
24K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.9K- 34.2% |
$184K - $189K
|
3.66K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
10.8KNew |
$1.04M - $1.07M
|
10.8K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
46+ 0.74% |
$4.45K - $4.58K
|
6.29K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-53- 1.0% |
$5.13K - $5.27K
|
5.25K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
13KNew |
$1.26M - $1.3M
|
13K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.9K- 52.7% |
$475K - $488K
|
4.4K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 1.78% |
$2.4M - $2.47M
|
1.42M
$142M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
593+ 0.43% |
$57.4K - $59K
|
139K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-18- 22.78% |
$1.74K - $1.79K
|
61
$6.13K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 10.93% |
$90K - $92.4K
|
7.57K
$761K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-11K- 39.41% |
$1.07M - $1.09M
|
16.9K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
582+ 7.19% |
$56.4K - $57.9K
|
8.68K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.61K+ 1.03% |
$253K - $260K
|
257K
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32.9K- 28.32% |
$3.19M - $3.27M
|
83.3K
$8.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24.5K+ 461.17% |
$2.38M - $2.44M
|
29.8K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-123- 1.4% |
$11.9K - $12.2K
|
8.67K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
88.4K+ 100.61% |
$8.56M - $8.79M
|
176K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.45K+ 33.14% |
$431K - $443K
|
17.9K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-88- 0.07% |
$8.52K - $8.75K
|
121K
$12.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
BUY
|
- |
650+ 0.19% |
$62.9K - $64.6K
|
345K
$34.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-118- 0.27% |
$11.4K - $11.7K
|
43.8K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.71K+ 1.22% |
$165K - $170K
|
142K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 2.85% |
$126K - $129K
|
46.9K
$4.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 1.03% |
$395K - $405K
|
399K
$40.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.53K+ 33.03% |
$148K - $152K
|
6.15K
$618K
|