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
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-583- 4.48% |
$56.5K - $58K
|
12.4K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-331- 1.15% |
$32.1K - $32.9K
|
28.6K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
194+ 0.76% |
$18.8K - $19.3K
|
25.8K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-4.17K- 1.56% |
$403K - $414K
|
263K
$26.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
67.5K+ 13.81% |
$6.53M - $6.71M
|
556K
$55.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$96.8 - $99.5
|
9.42K
$947K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1K+ 2.66% |
$981K - $1.01M
|
392K
$39.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
83+ 2.72% |
$8.04K - $8.26K
|
3.13K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-212- 2.42% |
$20.5K - $21.1K
|
8.56K
$861K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
155+ 5.22% |
$15K - $15.4K
|
3.13K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.5K+ 2.43% |
$4.02M - $4.12M
|
1.75M
$176M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-174K- 23.89% |
$16.9M - $17.4M
|
556K
$55.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
21.1KNew |
$2.04M - $2.1M
|
21.1K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 271.72% |
$5.71M - $5.86M
|
80.6K
$8.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-5.12K- 7.65% |
$495K - $509K
|
61.8K
$6.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
2.41K+ 60.64% |
$233K - $239K
|
6.38K
$641K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 0.0% |
$102K - $105K
|
24.5M
$2.47B
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
68.9K+ 6.87% |
$6.68M - $6.86M
|
1.07M
$108M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.18K+ 19.67% |
$405K - $416K
|
25.5K
$2.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
916+ 4.45% |
$88.7K - $91.1K
|
21.5K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-569- 13.89% |
$55.1K - $56.6K
|
3.53K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
4.88K+ 22.1% |
$473K - $485K
|
27K
$2.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.7K+ 19.45% |
$2.49M - $2.56M
|
158K
$15.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-19- 0.12% |
$1.84K - $1.89K
|
16.1K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-994- 4.06% |
$96.3K - $98.9K
|
23.5K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-791- 17.08% |
$76.6K - $78.7K
|
3.84K
$386K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147K- 58.0% |
$14.2M - $14.6M
|
106K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-263- 6.88% |
$25.5K - $26.2K
|
3.56K
$358K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-363- 0.23% |
$35.2K - $36.1K
|
161K
$16.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-222- 0.82% |
$21.5K - $22.1K
|
26.8K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 8.52% |
$21.7K - $22.3K
|
2.4K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-58- 14.91% |
$5.62K - $5.77K
|
331
$33.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
247+ 2.42% |
$23.9K - $24.6K
|
10.5K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
3.61K+ 5.8% |
$350K - $359K
|
65.8K
$6.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
16+ 0.24% |
$1.55K - $1.59K
|
6.58K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-188- 4.03% |
$18.2K - $18.7K
|
4.47K
$450K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 37.05% |
$168K - $172K
|
6.4K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-179- 6.27% |
$17.3K - $17.8K
|
2.68K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
481+ 3.72% |
$46.6K - $47.8K
|
13.4K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.05K+ 3.42% |
$102K - $105K
|
31.8K
$3.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-202- 3.74% |
$19.6K - $20.1K
|
5.2K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
7.19K+ 1.46% |
$696K - $715K
|
501K
$50.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-132- 1.96% |
$12.8K - $13.1K
|
6.59K
$663K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.28KNew |
$221K - $226K
|
2.28K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
86+ 1.06% |
$8.33K - $8.55K
|
8.17K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.2KNew |
$988K - $1.02M
|
10.2K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.8K+ 20.0% |
$4.53M - $4.66M
|
281K
$28.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-766- 10.18% |
$74.2K - $76.2K
|
6.76K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
150+ 2.17% |
$14.5K - $14.9K
|
7.05K
$709K
|