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 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$183K - $188K
|
113K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
431+ 1.01% |
$41.7K - $42.9K
|
43.3K
$4.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.44K+ 2.4% |
$237K - $243K
|
104K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.09K- 0.18% |
$106K - $109K
|
596K
$59.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-25.5K- 42.66% |
$2.47M - $2.54M
|
34.3K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-800- 4.12% |
$77.5K - $79.6K
|
18.6K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.27K- 0.76% |
$220K - $226K
|
297K
$29.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
178+ 0.42% |
$17.2K - $17.7K
|
42.9K
$4.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.07K- 0.96% |
$201K - $206K
|
214K
$21.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 31.27% |
$1.7M - $1.74M
|
73.5K
$7.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.14K+ 471.42% |
$692K - $710K
|
8.66K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.92M+ 29.13% |
$961M - $987M
|
44M
$4.42B
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39.7K+ 100.5% |
$3.84M - $3.95M
|
79.2K
$7.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.03KNew |
$487K - $501K
|
5.03K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-30.4K- 35.07% |
$2.94M - $3.02M
|
56.3K
$5.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
270+ 2.17% |
$26.1K - $26.9K
|
12.7K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.25K+ 23.77% |
$121K - $124K
|
6.48K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.76K- 40.25% |
$364K - $374K
|
5.58K
$561K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
763+ 1.05% |
$73.9K - $75.9K
|
73.5K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27+ 17.65% |
$2.61K - $2.69K
|
180
$18.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.2K- 4.85% |
$1.18M - $1.21M
|
238K
$24M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.46K+ 3.28% |
$916K - $940K
|
298K
$30M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
86.2K+ 16.84% |
$8.35M - $8.58M
|
598K
$60.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.83K+ 0.85% |
$661K - $679K
|
810K
$81.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 14.31% |
$4.35M - $4.47M
|
359K
$36.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 8.97% |
$107K - $110K
|
11.2K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.35K- 8.08% |
$131K - $134K
|
15.4K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 6.09% |
$2.22M - $2.28M
|
399K
$40.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-7.64K- 7.22% |
$740K - $760K
|
98.2K
$9.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.13% |
$581 - $597
|
4.76K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.83K+ 5.72% |
$177K - $182K
|
33.8K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39K+ 110.61% |
$425K - $436K
|
8.36K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
266+ 0.12% |
$25.8K - $26.5K
|
214K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.45K+ 15.0% |
$140K - $144K
|
11.1K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-48.8K- 20.27% |
$4.73M - $4.86M
|
192K
$19.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.8K+ 88.21% |
$465K - $477K
|
10.2K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.16K- 0.88% |
$112K - $115K
|
130K
$13.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-3.81K- 13.45% |
$369K - $379K
|
24.5K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
580+ 5.64% |
$56.2K - $57.7K
|
10.9K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-700- 7.17% |
$67.8K - $69.6K
|
9.06K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8K+ 17.29% |
$774K - $795K
|
54.2K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
27.7K+ 22.48% |
$2.68M - $2.76M
|
151K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.48KNew |
$240K - $247K
|
2.48K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.3K+ 3.02% |
$1.39M - $1.43M
|
489K
$49.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.8K- 35.21% |
$2.21M - $2.27M
|
42K
$4.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
720K+ 4026.21% |
$69.7M - $71.6M
|
738K
$74.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-34- 1.35% |
$3.29K - $3.38K
|
2.48K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
218+ 10.46% |
$21.1K - $21.7K
|
2.3K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.73K- 3.61% |
$265K - $272K
|
73K
$7.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.05K- 6.57% |
$489K - $502K
|
71.8K
$7.22M
|