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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-8.19K- 5.59% |
$785K - $813K
|
138K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
191+ 22.68% |
$18.3K - $19K
|
1.03K
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-14K- 12.58% |
$1.34M - $1.38M
|
97K
$9.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.56K- 55.47% |
$246K - $254K
|
2.06K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.1KNew |
$201K - $208K
|
2.1K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$53.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-48- 3.26% |
$4.6K - $4.76K
|
1.43K
$143K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.53K - $1.59K
|
5.43K
$546K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$9.59K - $9.93K
|
100
$10.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-944- 26.06% |
$90.5K - $93.7K
|
2.68K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.8K+ 24.75% |
$2.47M - $2.56M
|
130K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$32M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.81K- 3.55% |
$173K - $180K
|
49.2K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-438- 69.86% |
$42K - $43.5K
|
189
$19K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-22- 73.33% |
$2.11K - $2.18K
|
8
$804
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.43K- 97.77% |
$424K - $439K
|
101
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-774- 0.29% |
$74.2K - $76.8K
|
269K
$27.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.7KNew |
$354K - $367K
|
3.7K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.6K - $4.76K
|
48
$4.83K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.42K- 98.99% |
$807K - $836K
|
86
$8.65K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$135K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.24K- 45.06% |
$214K - $222K
|
2.73K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.07KNew |
$198K - $205K
|
2.07K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$44.5K - $46.1K
|
464
$46.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 2.22% |
$7.19K - $7.44K
|
3.45K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.39K+ 0.77% |
$229K - $237K
|
314K
$31.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.64K+ 8.2% |
$540K - $559K
|
74.3K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$761K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.77KNew |
$361K - $374K
|
3.77K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
17.5KNew |
$1.68M - $1.74M
|
17.5K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.19KNew |
$210K - $217K
|
2.19K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38New |
$3.64K - $3.77K
|
38
$3.82K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.31KNew |
$221K - $229K
|
2.31K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
2.19KNew |
$209K - $217K
|
2.19K
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.69KNew |
$546K - $565K
|
5.69K
$572K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-81- 3.45% |
$7.76K - $8.04K
|
2.27K
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 95.37% |
$403K - $417K
|
204
$20.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-942- 85.56% |
$90.3K - $93.5K
|
159
$16K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.8M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.67K+ 5.62% |
$162K - $169K
|
31.5K
$3.16M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
173+ 16.24% |
$16.7K - $17.5K
|
1.24K
$124K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-307K- 73.55% |
$29.7M - $31.1M
|
110K
$11.1M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-4K- 14.2% |
$386K - $405K
|
24.2K
$2.43M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.8K+ 12.75% |
$1.82M - $1.91M
|
167K
$16.8M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42M+ 1599086.5% |
$138M - $144M
|
1.42M
$143M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.99K- 56.97% |
$385K - $404K
|
3.01K
$303K
|
|