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 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-677- 2.03% |
$65.6K - $67.3K
|
32.6K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.17KNew |
$500K - $514K
|
5.17K
$510K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$118K - $121K
|
29.3K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.83% |
$15K - $15.4K
|
18.4K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.9K+ 2.41% |
$184K - $189K
|
80.7K
$7.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
86+ 0.18% |
$8.33K - $8.55K
|
47.2K
$4.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 74.06% |
$1.75M - $1.8M
|
42.5K
$4.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
904+ 1.09% |
$87.5K - $89.9K
|
83.5K
$8.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.83KNew |
$274K - $282K
|
2.83K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$132M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-156- 0.48% |
$15.1K - $15.5K
|
32.4K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 15.11% |
$1.46M - $1.5M
|
115K
$11.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.12K+ 9.28% |
$302K - $310K
|
36.7K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.13K+ 63.37% |
$691K - $709K
|
18.4K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
538+ 275.9% |
$52.1K - $53.5K
|
733
$72.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.0% |
$3.97K - $4.08K
|
4.16K
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.26K - $1.29K
|
13
$1.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 17.78% |
$775 - $796
|
37
$3.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 3.36% |
$144K - $148K
|
45.7K
$4.51M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
807+ 3.74% |
$78.1K - $80.3K
|
22.4K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.1K+ 0.49% |
$300K - $308K
|
641K
$63.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.42K- 3.5% |
$137K - $141K
|
39K
$3.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-183- 1.22% |
$17.7K - $18.2K
|
14.8K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92K+ 6.38% |
$670K - $688K
|
115K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$158M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-25- 1.16% |
$2.42K - $2.49K
|
2.12K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-54.2K- 72.78% |
$5.25M - $5.4M
|
20.3K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
287+ 2.23% |
$27.8K - $28.5K
|
13.1K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.6K+ 5.22% |
$2M - $2.05M
|
416K
$41.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-334- 0.14% |
$32.3K - $33.2K
|
247K
$24.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.3K+ 1.45% |
$319K - $328K
|
231K
$22.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-70.1K- 3.43% |
$6.79M - $6.98M
|
1.97M
$195M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.14K- 4.28% |
$110K - $113K
|
25.5K
$2.51M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.35K- 2.61% |
$518K - $532K
|
200K
$19.7M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.99K- 0.93% |
$193K - $198K
|
212K
$20.9M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.06K- 13.36% |
$103K - $106K
|
6.9K
$681K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
6.71KNew |
$650K - $667K
|
6.71K
$662K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
574+ 7.46% |
$55.6K - $57.1K
|
8.26K
$815K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
276+ 6.55% |
$26.7K - $27.5K
|
4.49K
$443K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.4K+ 68.29% |
$1.5M - $1.54M
|
38.1K
$3.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-91- 1.05% |
$8.81K - $9.05K
|
8.58K
$846K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.62KClosed |
$251K - $260K
|
0
$0
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
86K+ 29.71% |
$8.25M - $8.54M
|
376K
$37.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 0.29% |
$2.4K - $2.48K
|
8.67K
$855K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
369KNew |
$35.4M - $36.7M
|
369K
$36.4M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
496+ 0.4% |
$47.5K - $49.2K
|
123K
$12.2M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.64K+ 110.67% |
$253K - $262K
|
5.02K
$495K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
62New |
$5.94K - $6.15K
|
62
$6.12K
|
|