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
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.2K- 2.96% |
$2.66M - $2.74M
|
892K
$89.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
139KNew |
$13.5M - $14M
|
139K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
180K+ 19.36% |
$17.6M - $18.1M
|
1.11M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.45K- 94.3% |
$728K - $751K
|
450
$45K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
425+ 4.46% |
$41.5K - $42.8K
|
9.95K
$995K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.07K- 42.29% |
$593K - $612K
|
8.28K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.64K- 10.08% |
$355K - $366K
|
32.4K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-435- 2.23% |
$42.5K - $43.8K
|
19.1K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.47K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.02K+ 8.06% |
$491K - $506K
|
67.3K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
113KNew |
$11M - $11.4M
|
113K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
55.5K+ 12.89% |
$5.43M - $5.6M
|
486K
$48.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.11KNew |
$207K - $213K
|
2.11K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-19- 0.44% |
$1.86K - $1.91K
|
4.27K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.38K+ 3.39% |
$819K - $844K
|
255K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-425- 1.86% |
$41.5K - $42.8K
|
22.4K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
32New |
$3.13K - $3.22K
|
32
$3.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-583- 1.23% |
$57K - $58.7K
|
46.7K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139K+ 16.34% |
$13.6M - $14M
|
990K
$99M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
45+ 1.01% |
$4.4K - $4.53K
|
4.52K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.04K+ 3.68% |
$590K - $608K
|
170K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 18.67% |
$1.12M - $1.15M
|
72.9K
$7.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-218- 8.18% |
$21.3K - $22K
|
2.45K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
165+ 1.2% |
$16.1K - $16.6K
|
13.9K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 1.95% |
$121K - $125K
|
64.8K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 5.25% |
$146K - $151K
|
30K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
232+ 1.23% |
$22.7K - $23.4K
|
19.1K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.4K+ 70.19% |
$1.8M - $1.86M
|
44.7K
$4.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-217- 3.04% |
$21.2K - $21.9K
|
6.91K
$691K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-2.43K- 28.47% |
$237K - $245K
|
6.1K
$610K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
275+ 6.22% |
$26.9K - $27.7K
|
4.7K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3.26K+ 7.08% |
$319K - $329K
|
49.3K
$4.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-798- 16.37% |
$78K - $80.4K
|
4.08K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
62.5KNew |
$6.11M - $6.3M
|
62.5K
$6.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-15.2K- 0.43% |
$1.48M - $1.53M
|
3.53M
$353M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
16+ 0.28% |
$1.56K - $1.61K
|
5.69K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01K+ 13.35% |
$98.8K - $102K
|
8.58K
$858K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
492+ 1.17% |
$48.1K - $49.6K
|
42.5K
$4.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
2.7K+ 17.53% |
$264K - $272K
|
18.1K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-39.2K- 2.06% |
$3.83M - $3.95M
|
1.87M
$187M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.26K+ 61.97% |
$515K - $530K
|
13.8K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.77K- 8.03% |
$662K - $682K
|
77.6K
$7.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14.9K+ 221.76% |
$1.46M - $1.51M
|
21.7K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.08K+ 45.8% |
$106K - $109K
|
3.45K
$345K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
25.2KNew |
$2.47M - $2.54M
|
25.2K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.27K- 6.14% |
$515K - $531K
|
80.7K
$8.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.51K- 3.17% |
$538K - $555K
|
168K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.2K+ 40.65% |
$215K - $222K
|
7.62K
$762K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.11K+ 22.84% |
$207K - $213K
|
11.4K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 6.52% |
$261K - $268K
|
43.6K
$4.36M
|
|