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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-11.9K- 7.41% |
$1.16M - $1.19M
|
149K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 10.55% |
$1.03M - $1.06M
|
90.3K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.58KNew |
$347K - $356K
|
3.58K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11K- 29.58% |
$1.07M - $1.1M
|
26.2K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.79K+ 37.21% |
$367K - $377K
|
14K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-139- 6.08% |
$13.5K - $13.8K
|
2.15K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
89.5K+ 43.17% |
$8.66M - $8.9M
|
297K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3+ 0.33% |
$291 - $298
|
903
$90.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.85K+ 242.34% |
$663K - $681K
|
9.68K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 5.0% |
$43.9K - $45.1K
|
8.61K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.96M- 4.87% |
$383M - $394M
|
77.3M
$7.78B
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.49% |
$96.8 - $99.5
|
206
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-406- 10.69% |
$39.3K - $40.4K
|
3.39K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.77K+ 116.12% |
$171K - $176K
|
3.29K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
173New |
$16.8K - $17.2K
|
173
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
14.7KNew |
$1.42M - $1.46M
|
14.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141K+ 38.1% |
$13.7M - $14.1M
|
513K
$51.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
599+ 39.91% |
$58K - $59.6K
|
2.1K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5.83K- 5.11% |
$564K - $579K
|
108K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.05K+ 1.46% |
$585K - $601K
|
421K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-476- 7.41% |
$46.1K - $47.3K
|
5.95K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.54KNew |
$343K - $352K
|
3.54K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.71% |
$1.94K - $1.99K
|
2.8K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156K+ 1637.44% |
$15.1M - $15.5M
|
166K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-1.55M- 11.66% |
$150M - $154M
|
11.7M
$1.18B
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
142+ 5.12% |
$13.8K - $14.1K
|
2.91K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
506K+ 6.58% |
$49M - $50.3M
|
8.19M
$824M
|
|
|
Aug 14, 2025
Q2 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.07M+ 70.05% |
$200M - $206M
|
5.02M
$505M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.6KNew |
$252K - $259K
|
2.6K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.67K+ 7.14% |
$161K - $166K
|
25K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.13K- 35.26% |
$496K - $510K
|
9.41K
$946K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12KNew |
$109K - $112K
|
1.12K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
69.6K+ 6.15% |
$6.74M - $6.93M
|
1.2M
$121M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
27.3K+ 45.36% |
$2.65M - $2.72M
|
87.6K
$8.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418K+ 3.62% |
$40.4M - $41.5M
|
12M
$1.2B
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 1.18% |
$1.18M - $1.21M
|
1.02M
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
130+ 0.52% |
$12.6K - $12.9K
|
25.1K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18K- 21.27% |
$1.74M - $1.79M
|
66.5K
$6.68M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4.2K- 23.4% |
$406K - $417K
|
13.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
411+ 2.84% |
$39.8K - $40.9K
|
14.9K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
160K+ 58.03% |
$15.5M - $16M
|
437K
$43.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
234+ 2.17% |
$22.7K - $23.3K
|
11K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41K- 17.96% |
$3.97M - $4.08M
|
187K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
49.9K+ 57.62% |
$4.83M - $4.96M
|
136K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
130K+ 6265.91% |
$12.6M - $13M
|
132K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
55.7K+ 1.18% |
$5.39M - $5.54M
|
4.78M
$480M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.3K+ 14.54% |
$1.49M - $1.53M
|
121K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-202- 2.47% |
$19.6K - $20.1K
|
7.96K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 14.45% |
$1.06M - $1.09M
|
86.4K
$8.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
198+ 1.98% |
$19.2K - $19.7K
|
10.2K
$1.02M
|