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 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-49.4K- 20.41% |
$4.78M - $4.91M
|
192K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147K- 22.81% |
$14.2M - $14.6M
|
497K
$50M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 236.1% |
$2.38M - $2.44M
|
34.9K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-23.8K- 8.16% |
$2.31M - $2.37M
|
268K
$27M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-683- 0.27% |
$66.1K - $67.9K
|
255K
$25.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 6.31% |
$138K - $142K
|
24K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-11.2K- 26.86% |
$1.08M - $1.11M
|
30.5K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26.1K- 91.25% |
$2.53M - $2.6M
|
2.51K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
3.15K+ 2.04% |
$305K - $313K
|
157K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.86K+ 6.82% |
$180K - $185K
|
29.1K
$2.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.97K+ 77.91% |
$191K - $196K
|
4.5K
$453K
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.11KNew |
$204K - $210K
|
2.11K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
133+ 4.41% |
$12.9K - $13.2K
|
3.15K
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.69K- 3.0% |
$454K - $466K
|
152K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.02K+ 3.93% |
$486K - $499K
|
133K
$13.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
93+ 3.63% |
$9.01K - $9.25K
|
2.66K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
130K+ 1672.73% |
$12.6M - $13M
|
138K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.52K+ 5.39% |
$244K - $251K
|
49.3K
$4.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-677- 2.03% |
$65.6K - $67.3K
|
32.6K
$3.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.17KNew |
$500K - $514K
|
5.17K
$519K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$118K - $121K
|
29.3K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.83% |
$15K - $15.4K
|
18.4K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.9K+ 2.41% |
$184K - $189K
|
80.7K
$8.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
86+ 0.18% |
$8.33K - $8.55K
|
47.2K
$4.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 74.06% |
$1.75M - $1.8M
|
42.5K
$4.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
904+ 1.09% |
$87.5K - $89.9K
|
83.5K
$8.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.83KNew |
$274K - $282K
|
2.83K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$134M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.48% |
$15.1K - $15.5K
|
32.4K
$3.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 15.11% |
$1.46M - $1.5M
|
115K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.12K+ 9.28% |
$302K - $310K
|
36.7K
$3.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.13K+ 63.37% |
$691K - $709K
|
18.4K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
538+ 275.9% |
$52.1K - $53.5K
|
733
$73.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.0% |
$3.97K - $4.08K
|
4.16K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.26K - $1.29K
|
13
$1.31K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 17.78% |
$775 - $796
|
37
$3.72K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 3.36% |
$144K - $148K
|
45.7K
$4.6M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
807+ 3.74% |
$78.1K - $80.3K
|
22.4K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.1K+ 0.49% |
$300K - $308K
|
641K
$64.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42K- 3.5% |
$137K - $141K
|
39K
$3.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-183- 1.22% |
$17.7K - $18.2K
|
14.8K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92K+ 6.38% |
$670K - $688K
|
115K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$161M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-25- 1.16% |
$2.42K - $2.49K
|
2.12K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-54.2K- 72.78% |
$5.25M - $5.4M
|
20.3K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
287+ 2.23% |
$27.8K - $28.5K
|
13.1K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.6K+ 5.22% |
$2M - $2.05M
|
416K
$41.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$32.3K - $33.2K
|
247K
$24.8M
|