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 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.04K- 2.81% |
$197K - $203K
|
70.5K
$7.09M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-461- 24.3% |
$44.6K - $45.9K
|
1.44K
$144K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.18K+ 0.79% |
$114K - $117K
|
150K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
55+ 0.79% |
$5.33K - $5.47K
|
7.06K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
182+ 2.52% |
$17.6K - $18.1K
|
7.41K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-280- 1.97% |
$27.1K - $27.8K
|
13.9K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-80- 2.32% |
$7.75K - $7.96K
|
3.36K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-36K- 80.35% |
$3.48M - $3.58M
|
8.79K
$884K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
281+ 0.28% |
$27.2K - $27.9K
|
102K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
411+ 2.75% |
$39.8K - $40.9K
|
15.3K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 0.13% |
$10.9K - $11.2K
|
85.6K
$8.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.1K- 11.64% |
$1.56M - $1.61M
|
123K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-24.9K- 53.33% |
$2.41M - $2.48M
|
21.8K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.35K+ 26.31% |
$131K - $134K
|
6.47K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
331+ 3.0% |
$32.1K - $32.9K
|
11.4K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.71K+ 1.76% |
$456K - $468K
|
273K
$27.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.56K- 23.51% |
$248K - $255K
|
8.34K
$838K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.93K+ 5.04% |
$380K - $391K
|
81.9K
$8.24M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
17.4K+ 6.29% |
$1.68M - $1.73M
|
294K
$29.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.15% |
$387 - $398
|
2.69K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.33KNew |
$226K - $232K
|
2.33K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-436- 2.24% |
$42.2K - $43.4K
|
19K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.08K- 12.9% |
$492K - $505K
|
34.3K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.08K+ 6.41% |
$104K - $107K
|
17.9K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 43.78% |
$242K - $249K
|
8.21K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
129+ 3.97% |
$12.5K - $12.8K
|
3.38K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.95M - $3.03M
|
30.5K
$3.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
742+ 2.15% |
$71.9K - $73.8K
|
35.3K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.22K- 29.94% |
$505K - $519K
|
12.2K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12K+ 201.99% |
$1.16M - $1.19M
|
18K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-94- 2.74% |
$9.1K - $9.35K
|
3.34K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-784- 3.29% |
$75.9K - $78K
|
23K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-515- 14.7% |
$49.9K - $51.2K
|
2.99K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-209- 7.95% |
$20.2K - $20.8K
|
2.42K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
182+ 4.96% |
$17.6K - $18.1K
|
3.85K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
760+ 0.95% |
$73.6K - $75.6K
|
80.5K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-287- 8.6% |
$27.8K - $28.5K
|
3.05K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-217- 1.79% |
$21K - $21.6K
|
11.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-31- 0.91% |
$3K - $3.08K
|
3.39K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 7.52% |
$1.88M - $1.93M
|
278K
$28M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$968 - $995
|
7.24K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.8K+ 1.29% |
$1.24M - $1.28M
|
1.01M
$102M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.9K+ 517.19% |
$1.16M - $1.19M
|
14.3K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-745- 1.14% |
$72.1K - $74.1K
|
64.5K
$6.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 0.53% |
$2.52K - $2.59K
|
4.95K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-139- 4.96% |
$13.5K - $13.8K
|
2.67K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.26K+ 10.0% |
$800K - $822K
|
90.9K
$9.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.48K+ 0.97% |
$628K - $645K
|
675K
$67.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
32K+ 6.14% |
$3.1M - $3.18M
|
553K
$55.6M
|