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 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.35K+ 79.07% |
$130K - $134K
|
3.05K
$306K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70- 2.77% |
$6.78K - $6.96K
|
2.46K
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28.2KNew |
$2.73M - $2.8M
|
28.2K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.07K- 10.62% |
$781K - $802K
|
67.9K
$6.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
38.6K+ 5.51% |
$3.74M - $3.84M
|
740K
$74.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.61K+ 1.47% |
$833K - $856K
|
595K
$59.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
809+ 1.02% |
$78.3K - $80.5K
|
79.9K
$8.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
139+ 2.97% |
$13.5K - $13.8K
|
4.81K
$484K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
737+ 18.51% |
$71.4K - $73.3K
|
4.72K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
457+ 7.67% |
$44.3K - $45.5K
|
6.41K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.62K- 10.91% |
$641K - $659K
|
54.1K
$5.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 3.71% |
$38.7K - $39.8K
|
10.4K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-244- 1.6% |
$23.6K - $24.3K
|
15K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-56.3K- 25.27% |
$5.45M - $5.59M
|
166K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
125+ 2.08% |
$12.1K - $12.4K
|
6.14K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 2.49% |
$146K - $150K
|
58.9K
$5.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.86K+ 3.51% |
$374K - $384K
|
114K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.85K- 76.06% |
$663K - $681K
|
2.16K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
366+ 0.39% |
$35.4K - $36.4K
|
94.4K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-482- 0.45% |
$46.7K - $47.9K
|
107K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.11K- 2.11% |
$107K - $110K
|
51.5K
$5.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
38.3K+ 1603.98% |
$3.7M - $3.8M
|
40.6K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
813+ 80.57% |
$78.7K - $80.9K
|
1.82K
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-71- 1.82% |
$6.88K - $7.06K
|
3.83K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-740- 1.19% |
$71.7K - $73.6K
|
61.3K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.25K+ 3.06% |
$121K - $124K
|
42K
$4.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
91+ 6.33% |
$8.81K - $9.05K
|
1.53K
$154K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-601- 3.66% |
$58.2K - $59.8K
|
15.8K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 5.77% |
$326K - $334K
|
61.6K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.64K- 5.75% |
$934K - $959K
|
158K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-55K- 33.59% |
$5.33M - $5.47M
|
109K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
305+ 0.26% |
$29.5K - $30.3K
|
117K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
30.2K+ 303.11% |
$2.92M - $3M
|
40.2K
$4.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
705+ 2.0% |
$68.3K - $70.1K
|
35.9K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
217+ 3.7% |
$21K - $21.6K
|
6.08K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-398- 59.14% |
$38.5K - $39.6K
|
275
$27.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.73K+ 2.14% |
$167K - $172K
|
82.4K
$8.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-331- 5.45% |
$32.1K - $32.9K
|
5.74K
$577K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.64% |
$194 - $199
|
315
$31.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.58K- 25.84% |
$153K - $157K
|
4.52K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
10.3K+ 9.09% |
$994K - $1.02M
|
123K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-159- 2.87% |
$15.4K - $15.8K
|
5.37K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
19.3K+ 27.09% |
$1.87M - $1.92M
|
90.7K
$9.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
310+ 6.9% |
$30K - $30.8K
|
4.81K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-85- 0.02% |
$8.23K - $8.45K
|
377K
$38M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.89K+ 1.41% |
$473K - $486K
|
350K
$35.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.96K+ 2.47% |
$287K - $295K
|
123K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-18.7K- 5.33% |
$1.81M - $1.86M
|
332K
$33.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.81K- 27.94% |
$272K - $279K
|
7.25K
$729K
|