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 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
7+ 0.14% |
$678 - $696
|
4.85K
$478K
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
19.1K+ 4.7% |
$1.85M - $1.9M
|
426K
$42M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-656- 4.05% |
$63.5K - $65.2K
|
15.6K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-7.49K- 9.13% |
$725K - $745K
|
74.6K
$7.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-531- 12.77% |
$51.4K - $52.8K
|
3.63K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2K+ 23.47% |
$194K - $199K
|
10.5K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.89K+ 4.46% |
$473K - $486K
|
115K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5- 0.17% |
$484 - $497
|
2.97K
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-984- 3.65% |
$95.3K - $97.9K
|
26K
$2.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 0.76% |
$4.94K - $5.07K
|
6.64K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.6K- 52.49% |
$1.6M - $1.65M
|
15K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46.4K+ 124.17% |
$4.49M - $4.62M
|
83.8K
$8.27M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-4.12K- 9.81% |
$399K - $410K
|
37.9K
$3.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-36- 0.14% |
$3.49K - $3.58K
|
26K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-279- 1.38% |
$27K - $27.7K
|
20K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
242+ 0.83% |
$23.4K - $24.1K
|
29.5K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-121- 1.96% |
$11.7K - $12K
|
6.04K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$12.6K - $12.9K
|
130
$12.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.74K- 12.97% |
$459K - $472K
|
31.8K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-428- 4.51% |
$41.4K - $42.6K
|
9.05K
$893K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-698- 2.77% |
$67.6K - $69.4K
|
24.5K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.19K- 11.76% |
$115K - $118K
|
8.92K
$880K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-228- 9.02% |
$22.1K - $22.7K
|
2.3K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-778- 5.84% |
$75.3K - $77.4K
|
12.5K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.32K- 1.29% |
$224K - $230K
|
177K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-21.4K- 3.89% |
$2.08M - $2.13M
|
530K
$52.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.46K- 35.46% |
$141K - $145K
|
2.66K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.8K+ 22.07% |
$271K - $279K
|
15.5K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.48K+ 1.59% |
$144K - $147K
|
95K
$9.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-741- 4.69% |
$71.8K - $73.7K
|
15.1K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-122- 1.29% |
$11.8K - $12.1K
|
9.34K
$921K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
3.06K+ 9.67% |
$297K - $305K
|
34.7K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 2.69% |
$5.33K - $5.47K
|
2.1K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.29% |
$3.29K - $3.38K
|
11.7K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21.6K- 29.53% |
$2.09M - $2.15M
|
51.6K
$5.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$45.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 1.62% |
$8.72K - $8.95K
|
5.65K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 6.96% |
$1.38M - $1.42M
|
219K
$21.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19- 0.18% |
$1.84K - $1.89K
|
10.4K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.58K- 7.56% |
$153K - $157K
|
19.2K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-621- 2.09% |
$60.1K - $61.8K
|
29.1K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-307- 11.0% |
$29.7K - $30.5K
|
2.48K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.35K+ 14.53% |
$614K - $631K
|
50K
$4.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.55K+ 58.37% |
$343K - $353K
|
9.62K
$949K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-576- 14.05% |
$55.8K - $57.3K
|
3.52K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
744+ 2.1% |
$72K - $74K
|
36.1K
$3.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-19- 0.11% |
$1.84K - $1.89K
|
17K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1K- 5.05% |
$97K - $99.7K
|
18.8K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-12.2K- 63.63% |
$1.19M - $1.22M
|
7K
$691K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.09K- 11.24% |
$106K - $109K
|
8.63K
$851K
|