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 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.93K+ 3.1% |
$477K - $490K
|
164K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.5K- 55.78% |
$1.21M - $1.24M
|
9.92K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 0.57% |
$2.03K - $2.09K
|
3.73K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55K+ 7.15% |
$5.33M - $5.47M
|
824K
$82.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
48.2K+ 11.62% |
$4.67M - $4.8M
|
463K
$46.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.1KNew |
$882K - $905K
|
9.1K
$915K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-135- 2.14% |
$13.1K - $13.4K
|
6.18K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.11K- 25.17% |
$301K - $310K
|
9.25K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-292K- 24.12% |
$28.3M - $29.1M
|
919K
$92.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 0.06% |
$3.29K - $3.38K
|
58K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 7.67% |
$4.06M - $4.17M
|
588K
$59.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
932+ 21.88% |
$90.3K - $92.7K
|
5.19K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
457K+ 102.05% |
$44.2M - $45.4M
|
904K
$90.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.02K- 2.43% |
$582K - $598K
|
241K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-20.6K- 44.37% |
$1.99M - $2.05M
|
25.8K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.96K+ 4.13% |
$771K - $792K
|
201K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
892+ 10.88% |
$86.4K - $88.7K
|
9.09K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
309+ 6.91% |
$29.9K - $30.7K
|
4.78K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8K+ 1.61% |
$175K - $179K
|
114K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.76M+ 4.88% |
$655M - $672M
|
145M
$14.6B
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.99K+ 50.46% |
$483K - $496K
|
14.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
76.8K+ 7.33% |
$7.43M - $7.63M
|
1.12M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.78KNew |
$947K - $973K
|
9.78K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
466+ 1.31% |
$45.1K - $46.3K
|
36.1K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
728+ 13.61% |
$70.5K - $72.4K
|
6.08K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
32.7K+ 48.12% |
$3.17M - $3.25M
|
101K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-125K- 56.42% |
$12.1M - $12.4M
|
96.5K
$9.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.27K- 75.94% |
$704K - $723K
|
2.3K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
458K+ 7.33% |
$44.4M - $45.6M
|
6.7M
$674M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-49.9K- 8.2% |
$4.83M - $4.96M
|
559K
$56.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-8.11K- 52.06% |
$786K - $807K
|
7.47K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-181- 7.1% |
$17.5K - $18K
|
2.37K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
17K+ 44.62% |
$1.65M - $1.69M
|
55.1K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 44.4% |
$379K - $389K
|
4.9K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
73.4K+ 7.92% |
$7.11M - $7.3M
|
1M
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
58KNew |
$5.61M - $5.76M
|
58K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
295+ 4.79% |
$28.6K - $29.3K
|
6.46K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
620KNew |
$60M - $61.6M
|
620K
$62.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
7.45K+ 1655.78% |
$722K - $741K
|
7.9K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-76- 2.4% |
$7.36K - $7.56K
|
3.09K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 105.93% |
$1.19M - $1.23M
|
24K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.74K+ 259.73% |
$846K - $869K
|
12.1K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.15K- 3.19% |
$111K - $114K
|
34.9K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.5K+ 83.41% |
$7.6M - $7.81M
|
173K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-618- 1.94% |
$59.8K - $61.5K
|
31.3K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.73K+ 57.34% |
$846K - $868K
|
24K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
36.6K+ 4.21% |
$3.54M - $3.64M
|
906K
$91.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.5K- 13.93% |
$1.11M - $1.14M
|
71.1K
$7.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.7K+ 5.44% |
$2.2M - $2.26M
|
440K
$44.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.44KNew |
$236K - $243K
|
2.44K
$245K
|