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 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.76K+ 72.44% |
$364K - $374K
|
8.95K
$899K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
110+ 0.2% |
$10.7K - $10.9K
|
54.6K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.4K+ 3.42% |
$233K - $239K
|
72.6K
$7.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-8.02K- 48.06% |
$777K - $798K
|
8.67K
$871K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71+ 221.88% |
$6.88K - $7.06K
|
103
$10.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
383+ 2.86% |
$37.1K - $38.1K
|
13.8K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13.9K- 27.72% |
$1.34M - $1.38M
|
36.1K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
28KNew |
$2.71M - $2.78M
|
28K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49K+ 36.65% |
$4.75M - $4.88M
|
183K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-66.8K- 56.65% |
$6.47M - $6.64M
|
51.1K
$5.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.6K+ 27.48% |
$1.81M - $1.85M
|
86.5K
$8.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.73K+ 134.19% |
$458K - $470K
|
8.25K
$830K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
104+ 1.62% |
$10.1K - $10.3K
|
6.54K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.61K- 4.0% |
$253K - $259K
|
62.7K
$6.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.26K+ 45.51% |
$219K - $225K
|
7.24K
$727K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
93+ 1.5% |
$9.01K - $9.25K
|
6.3K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
6.04K+ 17.76% |
$585K - $601K
|
40.1K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
150+ 2.85% |
$14.5K - $14.9K
|
5.42K
$544K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
198+ 4.94% |
$19.2K - $19.7K
|
4.21K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1M+ 52.43% |
$107M - $109M
|
3.2M
$322M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-729- 13.67% |
$70.6K - $72.5K
|
4.61K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-261- 0.82% |
$25.3K - $26K
|
31.5K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.03KNew |
$196K - $202K
|
2.03K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 21.2% |
$170K - $175K
|
10K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.93K+ 14.12% |
$477K - $490K
|
39.8K
$4M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.36K- 5.04% |
$132K - $135K
|
25.6K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
194K+ 25.28% |
$18.8M - $19.3M
|
960K
$96.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
863+ 8.52% |
$83.6K - $85.8K
|
11K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
47+ 1.15% |
$4.55K - $4.67K
|
4.12K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12+ 0.82% |
$1.16K - $1.19K
|
1.48K
$148K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
117New |
$11.3K - $11.6K
|
117
$11.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
214+ 1.05% |
$20.7K - $21.3K
|
20.6K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 4.8% |
$300K - $308K
|
67.6K
$6.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$291 - $298
|
6.78K
$681K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 24.39% |
$979K - $1.01M
|
51.6K
$5.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.67K+ 4.03% |
$259K - $266K
|
68.9K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-3.54K- 86.32% |
$343K - $352K
|
561
$56.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-985- 4.1% |
$95.4K - $98K
|
23K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
8+ 0.95% |
$775 - $796
|
852
$85.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-336- 11.96% |
$32.5K - $33.4K
|
2.47K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-92- 1.22% |
$8.91K - $9.15K
|
7.44K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4+ 0.19% |
$387 - $398
|
2.12K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
80+ 2.39% |
$7.75K - $7.96K
|
3.43K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.57K+ 2.11% |
$830K - $853K
|
414K
$41.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.07K- 2.17% |
$104K - $106K
|
48.2K
$4.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-802- 6.83% |
$77.7K - $79.8K
|
10.9K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.36K+ 1.86% |
$229K - $235K
|
130K
$13M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.9K+ 63.95% |
$1.45M - $1.48M
|
38.3K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
35K+ 9.32% |
$3.39M - $3.49M
|
411K
$41.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.92K- 15.64% |
$573K - $589K
|
31.9K
$3.21M
|