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
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-749K- 5.99% |
$72.6M - $74.5M
|
11.8M
$1.18B
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-31.8K- 4.11% |
$3.08M - $3.16M
|
741K
$74.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.6K+ 7.19% |
$1.13M - $1.16M
|
173K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.5K+ 46.86% |
$242K - $249K
|
7.84K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$194 - $199
|
2
$201
|
|
|
Aug 13, 2025
Q2 2025
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-722K- 19.52% |
$69.9M - $71.8M
|
2.98M
$299M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
51.3KNew |
$4.97M - $5.1M
|
51.3K
$5.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
56.2K+ 27.07% |
$5.44M - $5.59M
|
264K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.5K+ 2.05% |
$1.69M - $1.74M
|
872K
$87.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
279+ 0.81% |
$27K - $27.7K
|
34.9K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.88K- 6.67% |
$278K - $286K
|
40.2K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.6K+ 10.04% |
$1.61M - $1.65M
|
182K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-357K- 94.97% |
$34.5M - $35.5M
|
18.9K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-51.6K- 96.0% |
$5M - $5.14M
|
2.15K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.01% |
$3.2K - $3.28K
|
429K
$43.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
8.33KNew |
$806K - $828K
|
8.33K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
404K+ 87.77% |
$39.2M - $40.2M
|
865K
$87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.49K+ 5.48% |
$822K - $845K
|
163K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$2.3M - $2.36M
|
23.7K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 2.4% |
$181K - $186K
|
76.1K
$7.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-254K- 1.5% |
$24.6M - $25.2M
|
16.6M
$1.67B
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
26K+ 11.25% |
$2.52M - $2.59M
|
257K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.48K- 35.04% |
$240K - $246K
|
4.59K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.4K+ 18.55% |
$2.46M - $2.53M
|
163K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-673- 8.91% |
$65.2K - $66.9K
|
6.88K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 10.32% |
$2.66M - $2.73M
|
239K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.09K+ 181.47% |
$300K - $308K
|
4.8K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.78K- 4.5% |
$753K - $774K
|
165K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 1.58% |
$175K - $180K
|
113K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.07K- 2.65% |
$395K - $405K
|
150K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-80.2K- 2.36% |
$7.76M - $7.97M
|
3.31M
$333M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-383- 3.78% |
$37.1K - $38.1K
|
9.75K
$981K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.98K+ 72.28% |
$386K - $396K
|
9.5K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-329- 7.61% |
$31.9K - $32.7K
|
3.99K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.7K- 49.95% |
$455K - $467K
|
4.71K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.52KNew |
$438K - $450K
|
4.52K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.35KNew |
$228K - $234K
|
2.35K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-873- 97.65% |
$84.5K - $86.8K
|
21
$2.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 84.73% |
$21.5K - $22.1K
|
484
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.29K+ 4.81% |
$221K - $227K
|
49.8K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.93K+ 14.15% |
$284K - $291K
|
23.6K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
952K+ 144.58% |
$92.2M - $94.7M
|
1.61M
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.44K+ 0.41% |
$333K - $342K
|
851K
$85.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
583+ 1.65% |
$56.5K - $58K
|
35.9K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.52KNew |
$728K - $748K
|
7.52K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.1K+ 8.16% |
$1.85M - $1.9M
|
253K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
203K+ 121.51% |
$19.7M - $20.2M
|
370K
$37.2M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.68K- 0.46% |
$163K - $167K
|
362K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7K+ 2.8% |
$678K - $696K
|
257K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-8.5K- 50.0% |
$823K - $845K
|
8.5K
$855K
|