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 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 0.46% |
$19.4K - $19.9K
|
43.8K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.51K- 23.15% |
$146K - $150K
|
5.02K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
92+ 3.44% |
$8.91K - $9.15K
|
2.77K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-496- 4.37% |
$48K - $49.3K
|
10.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.5K- 1.57% |
$1.02M - $1.04M
|
658K
$66.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.72K+ 57.28% |
$167K - $171K
|
4.73K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
94+ 47.0% |
$9.1K - $9.35K
|
294
$29.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.77KNew |
$462K - $474K
|
4.77K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-90.9K- 27.32% |
$8.8M - $9.04M
|
242K
$24.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
358+ 34.56% |
$34.7K - $35.6K
|
1.39K
$140K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.77K+ 4.19% |
$268K - $275K
|
68.8K
$6.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
163+ 0.99% |
$15.8K - $16.2K
|
16.7K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-6.97K- 24.82% |
$675K - $693K
|
21.1K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8.26K+ 2.05% |
$800K - $821K
|
411K
$41.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.41K- 30.04% |
$330K - $339K
|
7.93K
$797K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.07K+ 2.33% |
$104K - $106K
|
47K
$4.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
34.9KNew |
$3.38M - $3.47M
|
34.9K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
15.3K+ 20.92% |
$1.48M - $1.52M
|
88.3K
$8.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.47K+ 62.18% |
$240K - $246K
|
6.45K
$649K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-336- 9.1% |
$32.5K - $33.4K
|
3.36K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.39K- 2.29% |
$135K - $139K
|
59.5K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.33K+ 5.44% |
$807K - $829K
|
161K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
174+ 1.12% |
$16.9K - $17.3K
|
15.7K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
214+ 3.69% |
$20.7K - $21.3K
|
6.01K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-77- 0.9% |
$7.46K - $7.66K
|
8.47K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.22K- 0.63% |
$118K - $121K
|
192K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
25K+ 71.76% |
$2.42M - $2.48M
|
59.7K
$6.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
314+ 3.74% |
$30.4K - $31.2K
|
8.72K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-199- 0.65% |
$19.3K - $19.8K
|
30.4K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.3K+ 1.19% |
$126K - $129K
|
110K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
650+ 11.06% |
$62.9K - $64.6K
|
6.53K
$656K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.4K+ 114.74% |
$1.49M - $1.53M
|
28.8K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.18KNew |
$211K - $217K
|
2.18K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-20.5K- 46.69% |
$1.99M - $2.04M
|
23.5K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.52% |
$1.84K - $1.89K
|
3.64K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 57.87% |
$118K - $121K
|
3.33K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 9.86% |
$2.34M - $2.4M
|
269K
$27.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
123K+ 549.18% |
$11.9M - $12.2M
|
145K
$14.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 31.24% |
$150K - $154K
|
6.52K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 1.72% |
$223K - $229K
|
136K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 27.57% |
$342K - $351K
|
9.28K
$933K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-575K- 80.57% |
$55.7M - $57.2M
|
139K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8+ 0.36% |
$775 - $796
|
2.22K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.3K+ 9.71% |
$3.9M - $4.01M
|
455K
$45.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370- 2.19% |
$35.8K - $36.8K
|
16.5K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3K+ 3.32% |
$1.29M - $1.32M
|
414K
$41.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 15.51% |
$120K - $123K
|
6.75K
$679K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
611+ 9.9% |
$59.2K - $60.8K
|
6.78K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 2.39% |
$565K - $580K
|
250K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.3K+ 2.23% |
$320K - $329K
|
152K
$15.2M
|