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 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.29% |
$3.29K - $3.38K
|
11.7K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21.6K- 29.53% |
$2.09M - $2.15M
|
51.6K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$46M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 1.62% |
$8.72K - $8.95K
|
5.65K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 6.96% |
$1.38M - $1.42M
|
219K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.18% |
$1.84K - $1.89K
|
10.4K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.58K- 7.56% |
$153K - $157K
|
19.2K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-621- 2.09% |
$60.1K - $61.8K
|
29.1K
$2.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-307- 11.0% |
$29.7K - $30.5K
|
2.48K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.35K+ 14.53% |
$614K - $631K
|
50K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.55K+ 58.37% |
$343K - $353K
|
9.62K
$967K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-576- 14.05% |
$55.8K - $57.3K
|
3.52K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
744+ 2.1% |
$72K - $74K
|
36.1K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-19- 0.11% |
$1.84K - $1.89K
|
17K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1K- 5.05% |
$97K - $99.7K
|
18.8K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 63.63% |
$1.19M - $1.22M
|
7K
$704K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 11.24% |
$106K - $109K
|
8.63K
$868K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.19K+ 1.35% |
$309K - $317K
|
239K
$24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.23K- 1.55% |
$312K - $321K
|
204K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
468+ 1.26% |
$45.3K - $46.5K
|
37.6K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
585+ 31.4% |
$56.7K - $58.2K
|
2.45K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.19K
|
3.21K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.4KNew |
$329K - $338K
|
3.4K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.63K+ 0.88% |
$158K - $162K
|
186K
$18.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31M+ 8.61% |
$127M - $130M
|
16.5M
$1.66B
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.57KNew |
$636K - $653K
|
6.57K
$660K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.17KNew |
$597K - $613K
|
6.17K
$620K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.19K- 59.48% |
$406K - $417K
|
2.85K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-29.2K- 73.29% |
$2.83M - $2.91M
|
10.7K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5+ 0.02% |
$484 - $497
|
25K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.36K- 3.11% |
$422K - $434K
|
136K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.18K- 3.69% |
$114K - $117K
|
30.7K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
82.2K+ 12.59% |
$7.96M - $8.17M
|
735K
$73.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-199- 0.73% |
$19.3K - $19.8K
|
27K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.77K- 7.21% |
$172K - $176K
|
22.8K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.31MNew |
$127M - $130M
|
1.31M
$132M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.34K- 7.01% |
$227K - $233K
|
31K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-26- 1.04% |
$2.52K - $2.59K
|
2.48K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.32% |
$678 - $696
|
2.22K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
39K+ 8.22% |
$3.77M - $3.87M
|
513K
$51.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.99K+ 64.68% |
$484K - $497K
|
12.7K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-58- 0.23% |
$5.62K - $5.77K
|
25.1K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.74K - $1.79K
|
18
$1.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.12K+ 1.09% |
$109K - $111K
|
104K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.03K+ 0.51% |
$197K - $202K
|
399K
$40.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39.8K+ 2.39% |
$3.86M - $3.96M
|
1.71M
$172M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-23.3K- 58.61% |
$2.25M - $2.31M
|
16.4K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.06K+ 34.49% |
$199K - $204K
|
8.02K
$806K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4+ 0.08% |
$387 - $398
|
4.91K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.32K+ 2.4% |
$128K - $131K
|
56.2K
$5.65M
|