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 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
245K+ 13.96% |
$23.7M - $24.4M
|
2M
$201M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-164K- 29.99% |
$15.9M - $16.3M
|
382K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
208KNew |
$20.1M - $20.7M
|
208K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.02K+ 741.18% |
$293K - $301K
|
3.43K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-17.5K- 4.82% |
$1.7M - $1.74M
|
346K
$34.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 16.86% |
$858K - $881K
|
61.4K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-123K- 71.7% |
$11.9M - $12.2M
|
48.6K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.3K- 30.22% |
$2.74M - $2.81M
|
65.4K
$6.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 9820.73% |
$780K - $801K
|
8.14K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.41K- 33.34% |
$233K - $239K
|
4.81K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.87K- 55.88% |
$471K - $484K
|
3.84K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-513K- 4.92% |
$49.6M - $51M
|
9.92M
$997M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 0.29% |
$12.5K - $12.8K
|
44.1K
$4.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-18.2K- 2.33% |
$1.76M - $1.81M
|
762K
$76.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
511K+ 10.56% |
$49.4M - $50.8M
|
5.35M
$538M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.2K+ 8.44% |
$988K - $1.01M
|
131K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.92K- 73.43% |
$185K - $190K
|
693
$69.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
336+ 67.2% |
$32.5K - $33.4K
|
836
$84.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.45K+ 8.55% |
$915K - $940K
|
120K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3K+ 4.45% |
$1.58M - $1.62M
|
383K
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.5K+ 3.2% |
$1.79M - $1.84M
|
597K
$60M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-989- 10.32% |
$95.8K - $98.4K
|
8.59K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.18K+ 2.08% |
$211K - $217K
|
107K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.76K+ 2.3% |
$267K - $275K
|
123K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.43K- 2.58% |
$138K - $142K
|
54.1K
$5.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
396+ 0.56% |
$38.3K - $39.4K
|
70.8K
$7.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.72K- 0.69% |
$166K - $171K
|
249K
$25M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-110K- 64.42% |
$10.6M - $10.9M
|
60.7K
$6.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
635+ 10.26% |
$61.5K - $63.2K
|
6.82K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
70.6K+ 15.84% |
$6.84M - $7.02M
|
517K
$51.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-578- 11.53% |
$56K - $57.5K
|
4.44K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.6K- 17.66% |
$930K - $955K
|
44.8K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-8.33K- 23.43% |
$807K - $829K
|
27.2K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.23K+ 54.94% |
$216K - $221K
|
6.28K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-384- 10.25% |
$37.2K - $38.2K
|
3.36K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.43K+ 25.69% |
$138K - $142K
|
6.98K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-518- 8.14% |
$50.2K - $51.5K
|
5.85K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-353- 8.61% |
$34.2K - $35.1K
|
3.75K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.04K- 99.05% |
$101K - $104K
|
10
$1.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.94KNew |
$478K - $491K
|
4.94K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.05K+ 20.29% |
$199K - $204K
|
12.2K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-168- 3.71% |
$16.3K - $16.7K
|
4.36K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
49.1KNew |
$4.76M - $4.88M
|
49.1K
$4.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.82KNew |
$467K - $479K
|
4.82K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 32.65% |
$223K - $229K
|
4.74K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-822K- 96.52% |
$79.6M - $81.8M
|
29.6K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.96K- 5.82% |
$964K - $990K
|
161K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
307+ 0.36% |
$29.7K - $30.5K
|
84.8K
$8.53M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.06K+ 4.31% |
$296K - $304K
|
74K
$7.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
28+ 1.75% |
$2.71K - $2.78K
|
1.62K
$163K
|