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 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
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5K+ 2.01% |
$489K - $504K
|
254K
$25.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 21.19% |
$147K - $152K
|
5.6K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
979+ 0.75% |
$95.7K - $98.6K
|
131K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
214K+ 1529.76% |
$20.9M - $21.5M
|
228K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 0.99% |
$4.01K - $4.13K
|
4.2K
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.9K+ 6.77% |
$8.2M - $8.45M
|
1.32M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.74K+ 2.19% |
$366K - $377K
|
175K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
7.42K+ 3.75% |
$725K - $747K
|
205K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.19K+ 13.66% |
$116K - $119K
|
9.86K
$986K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
6.53K+ 4.07% |
$639K - $658K
|
167K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
10.7K+ 42.92% |
$1.05M - $1.08M
|
35.6K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.43M+ 196.38% |
$238M - $245M
|
3.67M
$367M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-42.8K- 25.75% |
$4.19M - $4.32M
|
123K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8.15K- 6.26% |
$796K - $821K
|
122K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.36K+ 40.26% |
$915K - $943K
|
32.6K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
54.2K+ 4.82% |
$5.3M - $5.46M
|
1.18M
$118M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.67K+ 7.32% |
$750K - $773K
|
112K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26.5K+ 45.89% |
$2.59M - $2.67M
|
84.4K
$8.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.94K+ 11.79% |
$287K - $296K
|
27.8K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
50+ 1.06% |
$4.89K - $5.04K
|
4.76K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
885+ 26.5% |
$86.5K - $89.2K
|
4.23K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 2.01% |
$211K - $217K
|
110K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.8K+ 4.41% |
$567K - $584K
|
137K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-334- 1.07% |
$32.6K - $33.7K
|
31K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.4K- 6.6% |
$1.02M - $1.05M
|
148K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19.8K+ 3.06% |
$1.94M - $2M
|
667K
$66.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 0.07% |
$5.87K - $6.05K
|
84.8K
$8.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15- 0.03% |
$1.47K - $1.51K
|
52.6K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-402K- 25.18% |
$39.2M - $40.5M
|
1.19M
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 2.28% |
$251K - $259K
|
110K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
32+ 0.75% |
$3.13K - $3.22K
|
4.32K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 8.65% |
$10.2M - $10.5M
|
1.31M
$131M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27- 0.22% |
$2.64K - $2.72K
|
12.3K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.44K- 7.33% |
$434K - $447K
|
56.1K
$5.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.23KNew |
$316K - $326K
|
3.23K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
68+ 3.3% |
$6.65K - $6.85K
|
2.13K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
10K+ 4.99% |
$980K - $1.01M
|
211K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-446- 9.93% |
$43.6K - $44.9K
|
4.05K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
774+ 13.24% |
$75.7K - $78K
|
6.62K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-3.27K- 6.33% |
$320K - $330K
|
48.4K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
21.9KNew |
$2.14M - $2.21M
|
21.9K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-276- 4.54% |
$27K - $27.8K
|
5.8K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
14.3K+ 3.98% |
$1.39M - $1.44M
|
372K
$37.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-1.89K- 1.08% |
$185K - $190K
|
174K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
368K+ 40.71% |
$36M - $37.1M
|
1.27M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
62.9K+ 194.48% |
$6.15M - $6.34M
|
95.3K
$9.53M
|
|