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 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
15.3K+ 20.92% |
$1.48M - $1.52M
|
88.3K
$8.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.47K+ 62.18% |
$240K - $246K
|
6.45K
$637K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-336- 9.1% |
$32.5K - $33.4K
|
3.36K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.39K- 2.29% |
$135K - $139K
|
59.5K
$5.87M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.33K+ 5.44% |
$807K - $829K
|
161K
$15.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
174+ 1.12% |
$16.9K - $17.3K
|
15.7K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
214+ 3.69% |
$20.7K - $21.3K
|
6.01K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-77- 0.9% |
$7.46K - $7.66K
|
8.47K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.22K- 0.63% |
$118K - $121K
|
192K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
25K+ 71.76% |
$2.42M - $2.48M
|
59.7K
$5.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
314+ 3.74% |
$30.4K - $31.2K
|
8.72K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-199- 0.65% |
$19.3K - $19.8K
|
30.4K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.3K+ 1.19% |
$126K - $129K
|
110K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
650+ 11.06% |
$62.9K - $64.6K
|
6.53K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.4K+ 114.74% |
$1.49M - $1.53M
|
28.8K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.18KNew |
$211K - $217K
|
2.18K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-20.5K- 46.69% |
$1.99M - $2.04M
|
23.5K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.52% |
$1.84K - $1.89K
|
3.64K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 57.87% |
$118K - $121K
|
3.33K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 9.86% |
$2.34M - $2.4M
|
269K
$26.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
123K+ 549.18% |
$11.9M - $12.2M
|
145K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 31.24% |
$150K - $154K
|
6.52K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 1.72% |
$223K - $229K
|
136K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.53K- 27.57% |
$342K - $351K
|
9.28K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-575K- 80.57% |
$55.7M - $57.2M
|
139K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8+ 0.36% |
$775 - $796
|
2.22K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.3K+ 9.71% |
$3.9M - $4.01M
|
455K
$44.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-370- 2.19% |
$35.8K - $36.8K
|
16.5K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3K+ 3.32% |
$1.29M - $1.32M
|
414K
$40.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 15.51% |
$120K - $123K
|
6.75K
$666K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
611+ 9.9% |
$59.2K - $60.8K
|
6.78K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 2.39% |
$565K - $580K
|
250K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.3K+ 2.23% |
$320K - $329K
|
152K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-859- 21.79% |
$83.2K - $85.4K
|
3.08K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.89% |
$2.56M - $2.63M
|
294K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-596- 9.47% |
$57.7K - $59.3K
|
5.7K
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08K- 0.55% |
$298K - $306K
|
554K
$54.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.8K+ 4.33% |
$1.63M - $1.67M
|
406K
$40M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 15.07% |
$165K - $169K
|
9.6K
$947K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
770+ 1.08% |
$74.6K - $76.6K
|
72.1K
$7.11M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
359+ 5.13% |
$34.8K - $35.7K
|
7.36K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
178+ 0.93% |
$17.2K - $17.7K
|
19.3K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.1K+ 4.84% |
$1.36M - $1.4M
|
305K
$30.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.8K- 12.28% |
$1.14M - $1.17M
|
84.3K
$8.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 4.12% |
$3K - $3.08K
|
721
$71.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-260- 43.62% |
$25.2K - $25.9K
|
336
$33.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.51KNew |
$340K - $349K
|
3.51K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2+ 0.06% |
$194 - $199
|
3.19K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.64K- 12.66% |
$546K - $561K
|
38.9K
$3.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.05K- 16.01% |
$102K - $105K
|
5.51K
$544K
|