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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
451+ 12.02% |
$45K - $45.7K
|
4.2K
$420K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
246+ 3.19% |
$24.6K - $24.9K
|
7.95K
$795K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.82K+ 8.71% |
$381K - $387K
|
47.6K
$4.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
218+ 7.98% |
$21.8K - $22.1K
|
2.95K
$295K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
772+ 8.2% |
$77.1K - $78.2K
|
10.2K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
311+ 478.46% |
$31.1K - $31.5K
|
376
$37.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-533- 35.7% |
$53.2K - $54K
|
960
$96K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-132- 5.25% |
$13.2K - $13.4K
|
2.38K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14.6K+ 14.24% |
$1.46M - $1.48M
|
117K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67K+ 2.87% |
$6.69M - $6.79M
|
2.4M
$240M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
231+ 12.08% |
$23.1K - $23.4K
|
2.14K
$214K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$238K - $241K
|
2.38K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
12.6K+ 40.65% |
$1.25M - $1.27M
|
43.5K
$4.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
748New |
$74.7K - $75.7K
|
748
$74.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
59K+ 21.03% |
$5.89M - $5.98M
|
340K
$34M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
24.4K+ 9.23% |
$2.44M - $2.47M
|
289K
$28.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.26K+ 59.2% |
$126K - $128K
|
3.4K
$340K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.05KNew |
$304K - $309K
|
3.05K
$305K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.58K+ 3.81% |
$956K - $970K
|
261K
$26.1M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
28New |
$2.8K - $2.84K
|
28
$2.8K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-948- 28.06% |
$94.7K - $96K
|
2.43K
$243K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.79KNew |
$278K - $282K
|
2.79K
$279K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-115- 3.51% |
$11.5K - $11.6K
|
3.16K
$316K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
166K+ 4.77% |
$16.5M - $16.8M
|
3.64M
$364M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-947- 8.98% |
$94.6K - $95.9K
|
9.6K
$960K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 28.02% |
$222K - $226K
|
10.2K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 1.07% |
$6.59K - $6.68K
|
6.08K
$608K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
187+ 2.71% |
$18.7K - $18.9K
|
7.08K
$708K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.03KNew |
$303K - $307K
|
3.03K
$303K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
55K+ 7.89% |
$5.49M - $5.57M
|
752K
$75.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 5.24% |
$1.43M - $1.45M
|
287K
$28.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.63K+ 14.15% |
$263K - $267K
|
21.3K
$2.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
9.25K+ 6.89% |
$923K - $936K
|
143K
$14.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
83.1KNew |
$8.29M - $8.41M
|
83.1K
$8.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Navi Inc.
|
BUY
|
- |
747K+ 7.18% |
$74.6M - $75.7M
|
11.2M
$1.12B
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
2.31KNew |
$231K - $234K
|
2.31K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.98K- 14.73% |
$198K - $201K
|
11.5K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.75KNew |
$275K - $278K
|
2.75K
$275K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-70- 0.23% |
$6.99K - $7.09K
|
30.5K
$3.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
785+ 2.9% |
$78.4K - $79.5K
|
27.9K
$2.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 1.28% |
$141K - $143K
|
112K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-403- 1.34% |
$40.2K - $40.8K
|
29.6K
$2.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
63.9K+ 4.71% |
$6.38M - $6.47M
|
1.42M
$142M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.8K+ 26.5% |
$2.08M - $2.11M
|
99.4K
$9.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
223K+ 29.92% |
$22.3M - $22.6M
|
969K
$96.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
69.5K+ 6.2% |
$6.95M - $7.04M
|
1.19M
$119M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28.6K- 64.52% |
$2.85M - $2.89M
|
15.7K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-102- 2.48% |
$10.2K - $10.3K
|
4.01K
$401K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.56K+ 4.75% |
$556K - $563K
|
123K
$12.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-7.11K- 1.07% |
$710K - $720K
|
655K
$65.5M
|
|