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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-113K- 23.52% |
$11M - $11.3M
|
366K
$36.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.38K+ 0.97% |
$232K - $239K
|
248K
$24.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-221K- 22.12% |
$21.6M - $22.3M
|
779K
$77.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.6K- 87.95% |
$1.43M - $1.47M
|
2K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-900- 6.87% |
$88K - $90.7K
|
12.2K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.12K+ 20.27% |
$207K - $213K
|
12.6K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-8.78K- 5.01% |
$858K - $885K
|
167K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4- 0.09% |
$391 - $403
|
4.52K
$452K
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
85.3KNew |
$8.34M - $8.6M
|
85.3K
$8.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2+ 0.06% |
$196 - $202
|
3.2K
$320K
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.6KNew |
$743K - $766K
|
7.6K
$760K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-170- 3.9% |
$16.6K - $17.1K
|
4.19K
$419K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.97KNew |
$290K - $299K
|
2.97K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.4K+ 13.77% |
$2.19M - $2.26M
|
185K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.01K+ 40.8% |
$98.6K - $102K
|
3.48K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
114K+ 9.51% |
$11.2M - $11.5M
|
1.32M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.93% |
$7.72K - $7.96K
|
8.55K
$855K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-41- 0.37% |
$4.01K - $4.13K
|
11K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
253+ 0.51% |
$24.7K - $25.5K
|
50K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Creek Group, LP
|
BUY
|
- |
62.2K+ 11.64% |
$6.08M - $6.26M
|
596K
$59.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.43K+ 1.76% |
$335K - $345K
|
198K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
367K+ 4.5% |
$35.9M - $37M
|
8.52M
$852M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
17+ 9.44% |
$1.66K - $1.71K
|
197
$19.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-120- 2.55% |
$11.7K - $12.1K
|
4.59K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-95- 2.25% |
$9.29K - $9.57K
|
4.12K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.49K- 69.53% |
$537K - $553K
|
2.41K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.24K+ 3.14% |
$415K - $427K
|
139K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
654+ 30.07% |
$63.9K - $65.9K
|
2.83K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
5+ 0.19% |
$489 - $504
|
2.66K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-2.56K- 6.38% |
$250K - $258K
|
37.5K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8+ 0.04% |
$782 - $806
|
21.5K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.23% |
$167K - $172K
|
137K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
98+ 0.19% |
$9.58K - $9.87K
|
52.4K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-304- 2.78% |
$29.7K - $30.6K
|
10.6K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.12K- 4.26% |
$207K - $213K
|
47.6K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.55K- 38.48% |
$738K - $760K
|
12.1K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
540New |
$52.8K - $54.4K
|
540
$54K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
77+ 88.51% |
$7.53K - $7.76K
|
164
$16.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-147- 2.99% |
$14.4K - $14.8K
|
4.77K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.64K- 77.91% |
$160K - $165K
|
465
$46.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.73K+ 4.05% |
$266K - $275K
|
70K
$7M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
114+ 1.05% |
$11.1K - $11.5K
|
11K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.57K+ 17477.78% |
$154K - $158K
|
1.58K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
12+ 0.43% |
$1.17K - $1.21K
|
2.8K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.11K+ 4.18% |
$500K - $515K
|
128K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 1.84% |
$334K - $344K
|
189K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.9K- 42.9% |
$1.16M - $1.19M
|
15.8K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.42K+ 102.98% |
$432K - $446K
|
8.72K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.14K+ 39.4% |
$307K - $316K
|
11.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.16K- 0.97% |
$114K - $117K
|
119K
$11.9M
|
|