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 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.14K- 12.87% |
$110K - $113K
|
7.71K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54.2K+ 8.96% |
$5.24M - $5.39M
|
658K
$66.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-66- 1.76% |
$6.39K - $6.56K
|
3.68K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-358- 15.25% |
$34.7K - $35.6K
|
1.99K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-170- 49.13% |
$16.5K - $16.9K
|
176
$17.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-529- 1.02% |
$51.2K - $52.6K
|
51.3K
$5.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.44K- 48.24% |
$236K - $243K
|
2.62K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-60- 0.5% |
$5.81K - $5.97K
|
11.8K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-367K- 30.62% |
$35.5M - $36.5M
|
831K
$83.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-23- 6.12% |
$2.23K - $2.29K
|
353
$35.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.43KNew |
$236K - $242K
|
2.43K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
4.33K+ 4.11% |
$419K - $430K
|
109K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
79+ 0.97% |
$7.65K - $7.86K
|
8.26K
$830K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-450- 3.89% |
$43.6K - $44.8K
|
11.1K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.42K+ 0.88% |
$137K - $141K
|
163K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
16.2K+ 16.3% |
$1.57M - $1.62M
|
116K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
6.37K+ 3.91% |
$617K - $633K
|
169K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.23K- 7.98% |
$119K - $122K
|
14.1K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-595- 7.16% |
$57.6K - $59.2K
|
7.71K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.06K+ 9.46% |
$199K - $204K
|
23.8K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-983- 12.8% |
$95.2K - $97.8K
|
6.7K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.51K- 12.57% |
$146K - $150K
|
10.5K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.79K- 13.63% |
$464K - $476K
|
30.4K
$3.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
258+ 11.86% |
$25K - $25.7K
|
2.43K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
445+ 70.19% |
$43.1K - $44.3K
|
1.08K
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-162- 11.65% |
$15.7K - $16.1K
|
1.23K
$124K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7K+ 4.91% |
$1.04M - $1.06M
|
229K
$23M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93.4K- 33.63% |
$9.05M - $9.29M
|
184K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.09M+ 12.41% |
$203M - $208M
|
19M
$1.91B
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
253+ 9.67% |
$24.5K - $25.2K
|
2.87K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.39K- 37.45% |
$135K - $138K
|
2.32K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.09K- 41.38% |
$202K - $207K
|
2.96K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.9K+ 2.53% |
$1.53M - $1.58M
|
644K
$64.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 0.96% |
$113K - $116K
|
122K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.17K+ 10.0% |
$113K - $116K
|
12.8K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.16K+ 246.38% |
$112K - $115K
|
1.63K
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
160+ 1.57% |
$15.5K - $15.9K
|
10.4K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.39K+ 6.61% |
$425K - $437K
|
70.9K
$7.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.11% |
$387 - $398
|
3.6K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.21K- 24.02% |
$505K - $518K
|
16.5K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.1K+ 50.34% |
$3.59M - $3.69M
|
111K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20.2K- 7.62% |
$1.96M - $2.01M
|
245K
$24.6M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
679+ 16.75% |
$65.8K - $67.5K
|
4.73K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 1.99% |
$727K - $746K
|
385K
$38.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.3K- 14.59% |
$319K - $328K
|
19.3K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-787- 3.25% |
$76.2K - $78.3K
|
23.4K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.45K+ 13.27% |
$430K - $442K
|
37.9K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38K- 1.68% |
$3.68M - $3.78M
|
2.22M
$223M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
131KNew |
$12.7M - $13.1M
|
131K
$13.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
8.38K+ 1.96% |
$811K - $833K
|
435K
$43.7M
|