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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
180KNew |
$17.6M - $18.2M
|
180K
$18M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.23KNew |
$218K - $224K
|
2.23K
$223K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
91.2K+ 4494.97% |
$8.92M - $9.19M
|
93.2K
$9.32M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-86- 0.44% |
$8.41K - $8.66K
|
19.5K
$1.95M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.25KNew |
$122K - $126K
|
1.25K
$125K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.7K- 6.26% |
$1.34M - $1.38M
|
206K
$20.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.07K- 2.44% |
$202K - $209K
|
82.7K
$8.27M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 9.38% |
$27.3K - $28.1K
|
2.7K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$414K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.73K- 3.8% |
$169K - $174K
|
43.7K
$4.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
359+ 7.25% |
$35.1K - $36.2K
|
5.31K
$531K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-45- 0.82% |
$4.4K - $4.53K
|
5.47K
$547K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91K+ 24.57% |
$8.9M - $9.17M
|
461K
$46.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-22- 0.49% |
$2.15K - $2.22K
|
4.5K
$450K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-14.9K- 5.14% |
$1.45M - $1.5M
|
274K
$27.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33+ 1.07% |
$3.23K - $3.32K
|
3.11K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
727+ 944.16% |
$71.1K - $73.2K
|
804
$80.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
SELL
|
- |
-4.87K- 29.65% |
$476K - $491K
|
11.6K
$1.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
235+ 3.76% |
$23K - $23.7K
|
6.49K
$649K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
43.9KNew |
$4.29M - $4.43M
|
43.9K
$4.39M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.39K
$339K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.76K+ 25.59% |
$172K - $177K
|
8.64K
$864K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-51- 1.94% |
$4.99K - $5.14K
|
2.58K
$258K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
400+ 0.54% |
$39.1K - $40.3K
|
73.9K
$7.39M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
28.1K+ 37.97% |
$2.74M - $2.83M
|
102K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.43K- 0.79% |
$433K - $447K
|
554K
$55.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
21New |
$2.05K - $2.12K
|
21
$2.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.39K+ 29.48% |
$234K - $241K
|
10.5K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.1M+ 81.7% |
$401M - $413M
|
9.13M
$913M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
508K+ 19.37% |
$49.6M - $51.2M
|
3.13M
$313M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-275- 1.09% |
$26.9K - $27.7K
|
24.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-97.8K- 0.82% |
$9.56M - $9.85M
|
11.9M
$1.19B
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.32K+ 53.65% |
$520K - $536K
|
15.2K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
996+ 3.69% |
$97.4K - $100K
|
28K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 65.82% |
$194K - $200K
|
5.01K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.5K+ 96.93% |
$8.16M - $8.41M
|
170K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-405- 0.41% |
$39.6K - $40.8K
|
97.7K
$9.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
33.2K+ 113.48% |
$3.25M - $3.35M
|
62.5K
$6.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$403K - $415K
|
4.12K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-494- 0.38% |
$48.3K - $49.8K
|
130K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-62.3K- 8.7% |
$6.09M - $6.27M
|
653K
$65.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.33K- 0.3% |
$130K - $134K
|
436K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.59K+ 3.23% |
$644K - $664K
|
211K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.67K+ 1.59% |
$163K - $168K
|
107K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-303- 2.98% |
$29.6K - $30.5K
|
9.88K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.71K- 37.26% |
$167K - $172K
|
2.87K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.18% |
$9.1M - $9.38M
|
1.89M
$189M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.06K- 5.55% |
$299K - $308K
|
52K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7K- 2.41% |
$685K - $706K
|
284K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 2.18% |
$2.92M - $3M
|
1.4M
$140M
|
|