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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-404K- 3.26% |
$39.5M - $40.7M
|
12M
$1.2B
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.39M- 98.64% |
$136M - $140M
|
19.2K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-100- 0.99% |
$9.78K - $10.1K
|
9.95K
$995K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 4.04% |
$195K - $201K
|
51.4K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
54.9K+ 148.11% |
$5.37M - $5.54M
|
92.1K
$9.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.42K+ 83.21% |
$628K - $647K
|
14.1K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
833+ 5.52% |
$81.4K - $83.9K
|
15.9K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.48K- 28.52% |
$144K - $149K
|
3.7K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.21K+ 9.82% |
$118K - $122K
|
13.5K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-40- 0.71% |
$3.91K - $4.03K
|
5.63K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
28.1K+ 7.5% |
$2.74M - $2.83M
|
402K
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-7.04K- 98.6% |
$688K - $709K
|
100
$10K
|
|
|
Nov 14, 2025
Q3 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
663+ 4.22% |
$64.8K - $66.8K
|
16.4K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
436+ 17.38% |
$42.6K - $43.9K
|
2.95K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.6K+ 90.05% |
$2.12M - $2.18M
|
45.7K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-33- 1.33% |
$3.23K - $3.32K
|
2.45K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
86+ 3.13% |
$8.41K - $8.66K
|
2.84K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
287New |
$28.1K - $28.9K
|
287
$28.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-84- 1.78% |
$8.21K - $8.46K
|
4.63K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-89K- 77.8% |
$8.7M - $8.97M
|
25.4K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.62KNew |
$354K - $365K
|
3.62K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-46- 1.04% |
$4.5K - $4.63K
|
4.39K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.83K- 3.13% |
$277K - $285K
|
87.4K
$8.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
14.6K+ 36.61% |
$1.43M - $1.47M
|
54.4K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
996+ 34.06% |
$97.4K - $100K
|
3.92K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.7K+ 36.84% |
$2.02M - $2.08M
|
76.8K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
112K+ 37.78% |
$11M - $11.3M
|
409K
$40.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-472- 17.73% |
$46.1K - $47.6K
|
2.19K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-188- 1.48% |
$18.4K - $18.9K
|
12.5K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.91M+ 2.47% |
$187M - $193M
|
79.2M
$7.92B
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
941+ 1.43% |
$92K - $94.8K
|
66.8K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
368K+ 55.57% |
$36M - $37.1M
|
1.03M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
568+ 5.28% |
$55.5K - $57.2K
|
11.3K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-2.06K- 22.41% |
$201K - $208K
|
7.13K
$713K
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-43- 0.55% |
$4.2K - $4.33K
|
7.82K
$782K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
127+ 3.75% |
$12.4K - $12.8K
|
3.52K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.9K+ 18.52% |
$3.31M - $3.41M
|
217K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-40- 0.44% |
$3.91K - $4.03K
|
9.05K
$905K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
200New |
$19.6K - $20.2K
|
200
$20K
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
SELL
|
- |
-351- 95.64% |
$34.3K - $35.4K
|
16
$1.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86- 0.01% |
$8.41K - $8.66K
|
613K
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.09K+ 1.0% |
$106K - $109K
|
109K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.8K+ 5.53% |
$4.48M - $4.62M
|
875K
$87.5M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-175K- 48.53% |
$17.2M - $17.7M
|
186K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-163K- 1.39% |
$15.9M - $16.4M
|
11.6M
$1.16B
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2New |
$196 - $202
|
2
$200
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
10KNew |
$980K - $1.01M
|
10K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.49K- 29.01% |
$439K - $452K
|
11K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
2.21K+ 14.85% |
$216K - $222K
|
17.1K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.12K- 99.73% |
$109K - $113K
|
3
$300
|
|