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 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
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
58.3K+ 0.24% |
$5.82M - $5.91M
|
24.5M
$2.45B
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-14.6K- 16.09% |
$1.46M - $1.48M
|
76K
$7.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-40- 0.6% |
$3.99K - $4.05K
|
6.63K
$663K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.3K+ 7.53% |
$230K - $233K
|
32.9K
$3.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.21K+ 27.33% |
$720K - $730K
|
33.6K
$3.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.39% |
$144K - $146K
|
21K
$2.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-239- 8.24% |
$23.9K - $24.2K
|
2.66K
$266K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.01K- 9.09% |
$101K - $102K
|
10.1K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
SELL
|
- |
-4.35K- 7.95% |
$435K - $441K
|
50.4K
$5.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-331- 12.24% |
$33.1K - $33.5K
|
2.37K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
186New |
$18.6K - $18.8K
|
186
$18.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.22K- 31.22% |
$122K - $124K
|
2.69K
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.17K+ 9.68% |
$217K - $220K
|
24.6K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-446- 58.84% |
$44.5K - $45.2K
|
312
$31.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.06KNew |
$206K - $209K
|
2.06K
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 9.91% |
$1.58M - $1.6M
|
144K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18.8K- 44.1% |
$1.88M - $1.9M
|
23.8K
$2.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.42K+ 40.17% |
$342K - $346K
|
11.9K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
459+ 2.75% |
$45.8K - $46.5K
|
17.2K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-294- 2.55% |
$29.4K - $29.8K
|
11.2K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-396- 1.02% |
$39.5K - $40.1K
|
38.4K
$3.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.25% |
$113K - $115K
|
4.19K
$419K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-545- 2.17% |
$54.4K - $55.2K
|
24.6K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
808+ 1.68% |
$80.7K - $81.8K
|
48.9K
$4.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21+ 0.74% |
$2.1K - $2.13K
|
2.87K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 19.89% |
$176K - $178K
|
7.09K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.29K+ 1.68% |
$228K - $231K
|
139K
$13.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
701+ 29.62% |
$70K - $71K
|
3.07K
$307K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.1K- 4.15% |
$110K - $111K
|
25.4K
$2.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-364- 8.37% |
$36.4K - $36.9K
|
3.98K
$398K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29K+ 9.55% |
$2.89M - $2.93M
|
332K
$33.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
36.4K+ 200.94% |
$3.64M - $3.69M
|
54.5K
$5.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 74.94% |
$1.12M - $1.13M
|
26.2K
$2.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.27K- 31.34% |
$227K - $230K
|
4.98K
$498K
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
479+ 0.54% |
$47.8K - $48.5K
|
89.3K
$8.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
255+ 10.96% |
$25.5K - $25.8K
|
2.58K
$258K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$250K - $253K
|
2.5K
$250K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.74K+ 13.85% |
$473K - $480K
|
38.9K
$3.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
446+ 13.38% |
$44.5K - $45.2K
|
3.78K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
3.44K+ 15.82% |
$343K - $348K
|
25.2K
$2.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.71K- 0.54% |
$270K - $274K
|
500K
$50M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.27K- 26.66% |
$227K - $230K
|
6.26K
$626K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.4K+ 6.45% |
$1.24M - $1.25M
|
205K
$20.5M
|
|