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 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
52.9K+ 28.99% |
$5.28M - $5.35M
|
235K
$23.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.03K- 13.15% |
$702K - $711K
|
46.4K
$4.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.5K+ 9.5% |
$2.65M - $2.68M
|
305K
$30.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
7.94K+ 6.57% |
$793K - $804K
|
129K
$12.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.04K+ 1.69% |
$404K - $409K
|
243K
$24.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
21.9K+ 4.9% |
$2.19M - $2.22M
|
470K
$47M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
8.55K+ 21.84% |
$854K - $866K
|
47.7K
$4.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
142K+ 8.68% |
$14.1M - $14.3M
|
1.77M
$177M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-272K- 49.16% |
$27.2M - $27.6M
|
282K
$28.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-13- 0.42% |
$1.3K - $1.32K
|
3.05K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-390- 3.15% |
$38.9K - $39.5K
|
12K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-46- 0.92% |
$4.59K - $4.66K
|
4.95K
$495K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-299- 10.69% |
$29.9K - $30.3K
|
2.5K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.53K+ 7.05% |
$253K - $257K
|
38.4K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$5.33M - $5.41M
|
53.4K
$5.34M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25.6K+ 13.26% |
$2.56M - $2.6M
|
219K
$21.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.51M+ 8.32% |
$151M - $153M
|
19.6M
$1.96B
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.04K+ 3.25% |
$103K - $105K
|
32.9K
$3.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.97K+ 6.95% |
$396K - $402K
|
61K
$6.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.6K+ 22.39% |
$260K - $264K
|
14.2K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
70+ 20.96% |
$6.99K - $7.09K
|
404
$40.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-44K- 15.15% |
$4.4M - $4.46M
|
247K
$24.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.57K+ 0.54% |
$256K - $260K
|
478K
$47.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-126K- 20.34% |
$12.6M - $12.8M
|
495K
$49.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.08K+ 2.49% |
$108K - $109K
|
44.4K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$60.9K - $61.8K
|
610
$61K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
SELL
|
- |
-2.25K- 20.26% |
$225K - $228K
|
8.86K
$886K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-500- 6.4% |
$49.9K - $50.6K
|
7.31K
$731K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
7.19K+ 170.91% |
$718K - $728K
|
11.4K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
7.36KNew |
$735K - $745K
|
7.36K
$736K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4.05KNew |
$404K - $410K
|
4.05K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
4.8K+ 3.79% |
$480K - $486K
|
132K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.18K- 0.31% |
$118K - $120K
|
383K
$38.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-760- 26.99% |
$75.9K - $77K
|
2.06K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.25K- 0.47% |
$324K - $329K
|
694K
$69.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
900+ 218.98% |
$89.9K - $91.1K
|
1.31K
$131K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
542+ 1.44% |
$54.1K - $54.9K
|
38.2K
$3.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-660- 0.46% |
$65.9K - $66.8K
|
142K
$14.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.1K+ 1.86% |
$1.91M - $1.94M
|
1.05M
$105M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.33K+ 8.35% |
$133K - $135K
|
17.3K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
68+ 0.15% |
$6.79K - $6.89K
|
44.6K
$4.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-959- 2.31% |
$95.8K - $97.1K
|
40.5K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-21- 0.64% |
$2.1K - $2.13K
|
3.26K
$326K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$216K - $219K
|
2.17K
$217K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-200- 5.75% |
$20K - $20.3K
|
3.28K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 5.55% |
$666K - $676K
|
127K
$12.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.39K+ 6.54% |
$738K - $748K
|
120K
$12M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-37.4KClosed |
$3.73M - $3.78M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.32K- 1.64% |
$131K - $133K
|
78.9K
$7.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.52K+ 12.34% |
$851K - $863K
|
77.6K
$7.76M
|
|