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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
309+ 0.23% |
$29.9K - $30.7K
|
132K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
617KNew |
$59.7M - $61.4M
|
617K
$62M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.9K+ 12.85% |
$1.25M - $1.29M
|
114K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.97K+ 89.57% |
$288K - $295K
|
6.29K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.41K+ 39.43% |
$234K - $240K
|
8.53K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
24.1K+ 543.29% |
$2.34M - $2.4M
|
28.6K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-471- 34.91% |
$45.6K - $46.8K
|
878
$88.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-264- 7.07% |
$25.6K - $26.3K
|
3.47K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.13K+ 0.6% |
$400K - $411K
|
694K
$69.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.51K+ 11.38% |
$146K - $150K
|
14.8K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
328+ 5.09% |
$31.8K - $32.6K
|
6.77K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-170K- 14.4% |
$16.5M - $16.9M
|
1.01M
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.9K- 8.35% |
$3.38M - $3.47M
|
383K
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.55K+ 375.26% |
$247K - $253K
|
3.23K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.8K- 7.61% |
$1.04M - $1.07M
|
131K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.78K- 50.36% |
$269K - $276K
|
2.74K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
13.6KNew |
$1.32M - $1.35M
|
13.6K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 187.84% |
$1.22M - $1.25M
|
19.2K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.5K+ 62.95% |
$4.6M - $4.73M
|
123K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.82K- 6.3% |
$273K - $281K
|
42K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
690+ 10.93% |
$66.8K - $68.6K
|
7K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
59+ 2.66% |
$5.71K - $5.87K
|
2.28K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
680+ 12.04% |
$65.9K - $67.6K
|
6.33K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.39K+ 5.04% |
$716K - $735K
|
154K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-32.6K- 10.95% |
$3.15M - $3.24M
|
265K
$26.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.1K+ 6.57% |
$106K - $109K
|
17.8K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93.7K+ 8.19% |
$9.07M - $9.32M
|
1.24M
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.74K+ 10.5% |
$169K - $173K
|
18.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.11% |
$96.8 - $99.5
|
938
$94.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-678- 1.37% |
$65.7K - $67.4K
|
49K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
57+ 0.89% |
$5.52K - $5.67K
|
6.46K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
SELL
|
- |
-325K- 37.83% |
$31.5M - $32.3M
|
534K
$53.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
640K+ 262.48% |
$62M - $63.7M
|
884K
$88.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-135K- 94.95% |
$13M - $13.4M
|
7.16K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
40.9KNew |
$3.96M - $4.07M
|
40.9K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.1K+ 1.61% |
$107K - $109K
|
69.6K
$7M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-733- 3.89% |
$71K - $72.9K
|
18.1K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
18.7K+ 29.25% |
$1.81M - $1.86M
|
82.6K
$8.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
946+ 14.73% |
$91.6K - $94.1K
|
7.37K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 18.89% |
$215K - $221K
|
9.54K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.49K+ 5.8% |
$144K - $148K
|
27.2K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.18K- 0.94% |
$308K - $317K
|
334K
$33.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
337+ 7.72% |
$32.6K - $33.5K
|
4.71K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
404+ 6.44% |
$39.1K - $40.2K
|
6.68K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 1.04% |
$3.39K - $3.48K
|
3.34K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-190- 6.56% |
$18.4K - $18.9K
|
2.71K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
81+ 0.38% |
$7.84K - $8.06K
|
21.4K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
490K+ 4.92% |
$47.4M - $48.7M
|
10.4M
$1.05B
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-318- 4.51% |
$30.8K - $31.6K
|
6.74K
$677K
|