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 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-853- 6.91% |
$82.6K - $84.8K
|
11.5K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.61K- 28.92% |
$737K - $757K
|
18.7K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-12.4K- 10.87% |
$1.2M - $1.23M
|
101K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.2K+ 240.92% |
$1.18M - $1.21M
|
17.3K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 53.82% |
$702K - $721K
|
6.22K
$625K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.27K+ 19.34% |
$607K - $624K
|
38.7K
$3.89M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.06K+ 53305.88% |
$878K - $901K
|
9.08K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
250+ 6.11% |
$24.2K - $24.9K
|
4.34K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-581- 8.56% |
$56.3K - $57.8K
|
6.21K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.31K+ 2.82% |
$223K - $229K
|
84.2K
$8.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.81K+ 12.8% |
$273K - $280K
|
24.8K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-26.8K- 54.72% |
$2.6M - $2.67M
|
22.2K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.3K- 3.74% |
$126K - $129K
|
33.4K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.35K- 25.23% |
$131K - $134K
|
4K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.61K+ 26.17% |
$446K - $458K
|
22.2K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
133+ 2.12% |
$12.9K - $13.2K
|
6.42K
$645K
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
SELL
|
- |
-328K- 3.17% |
$31.8M - $32.7M
|
10M
$1.01B
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 3.58% |
$23.2M - $23.8M
|
6.94M
$697M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
889+ 0.28% |
$86.1K - $88.4K
|
314K
$31.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-106- 0.21% |
$10.3K - $10.5K
|
49.8K
$5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
787+ 5.22% |
$76.2K - $78.3K
|
15.9K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 0.4% |
$1.26K - $1.29K
|
3.23K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
149+ 5.24% |
$14.4K - $14.8K
|
2.99K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-966- 15.86% |
$93.5K - $96.1K
|
5.12K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.82K+ 18.45% |
$757K - $777K
|
50.2K
$5.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.5K+ 2.02% |
$6.05M - $6.22M
|
3.16M
$317M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 1.2% |
$9.68K - $9.95K
|
8.43K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.46K- 3.26% |
$529K - $543K
|
162K
$16.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
524+ 61.94% |
$50.7K - $52.1K
|
1.37K
$138K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-160- 0.81% |
$15.5K - $15.9K
|
19.7K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-51- 0.76% |
$4.94K - $5.07K
|
6.67K
$670K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
191New |
$18.5K - $19K
|
191
$19.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$5.62K - $5.77K
|
3.4K
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.07K- 4.26% |
$297K - $305K
|
68.9K
$6.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$109K - $112K
|
30.2K
$3.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.2K+ 18.36% |
$991K - $1.02M
|
66K
$6.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16K+ 72.77% |
$1.55M - $1.59M
|
37.9K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.42KNew |
$234K - $241K
|
2.42K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.13K- 14.04% |
$110K - $112K
|
6.92K
$696K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
575+ 5.94% |
$55.7K - $57.2K
|
10.3K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 4.14% |
$944K - $969K
|
245K
$24.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73K+ 2.84% |
$168K - $172K
|
62.7K
$6.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-1.7K- 9.45% |
$165K - $169K
|
16.3K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.59K+ 1.34% |
$541K - $556K
|
423K
$42.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.6K+ 5.86% |
$349K - $358K
|
65K
$6.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.7K+ 26.8% |
$1.33M - $1.36M
|
64.9K
$6.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-59K- 17.11% |
$5.72M - $5.87M
|
286K
$28.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
14+ 0.12% |
$1.36K - $1.39K
|
11.9K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 9.44% |
$1.37M - $1.41M
|
136K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
855+ 9.93% |
$82.8K - $85K
|
9.46K
$951K
|