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 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.17K+ 6.33% |
$408K - $420K
|
70.1K
$7.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.04KNew |
$200K - $206K
|
2.04K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.06K+ 6.55% |
$787K - $812K
|
131K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
771+ 0.51% |
$75.4K - $77.7K
|
153K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.75KNew |
$366K - $378K
|
3.75K
$375K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
188+ 0.49% |
$18.4K - $18.9K
|
38.9K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.73K- 29.97% |
$657K - $678K
|
15.7K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
4.01KNew |
$392K - $404K
|
4.01K
$401K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.79K+ 13.1% |
$175K - $180K
|
15.4K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.95K+ 3.39% |
$289K - $298K
|
90.2K
$9.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
91.7K+ 6.87% |
$8.97M - $9.24M
|
1.43M
$143M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-162K- 26.18% |
$15.8M - $16.3M
|
455K
$45.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.27K- 37.05% |
$124K - $127K
|
2.15K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.55K+ 12.83% |
$542K - $559K
|
48.8K
$4.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
33.6KNew |
$3.28M - $3.38M
|
33.6K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
309+ 3.02% |
$30.2K - $31.1K
|
10.5K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-4.38K- 12.14% |
$428K - $441K
|
31.7K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
521+ 4.72% |
$50.9K - $52.5K
|
11.5K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
282+ 4.74% |
$27.6K - $28.4K
|
6.23K
$623K
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-8.58K- 10.2% |
$839K - $865K
|
75.6K
$7.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.4K+ 19.79% |
$137K - $141K
|
8.47K
$847K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.42K+ 3.98% |
$432K - $446K
|
116K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
136K+ 35.59% |
$13.3M - $13.7M
|
518K
$51.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 8.87% |
$1.44M - $1.48M
|
180K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.7K+ 6.65% |
$1.15M - $1.18M
|
188K
$18.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
34.6K+ 3.58% |
$3.38M - $3.48M
|
999K
$99.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-130- 1.33% |
$12.7K - $13.1K
|
9.64K
$964K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.25KNew |
$318K - $327K
|
3.25K
$325K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.09K- 1.69% |
$400K - $412K
|
238K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.28% |
$782 - $806
|
2.88K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.44K- 1.24% |
$141K - $145K
|
114K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-25- 0.05% |
$2.44K - $2.52K
|
47.8K
$4.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
115+ 0.7% |
$11.2K - $11.6K
|
16.6K
$1.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
175+ 3.66% |
$17.1K - $17.6K
|
4.96K
$496K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-113K- 39.36% |
$11.1M - $11.4M
|
174K
$17.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158K+ 50.71% |
$15.4M - $15.9M
|
470K
$47M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.09K+ 3.21% |
$204K - $210K
|
67.1K
$6.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
141K+ 42.43% |
$13.8M - $14.2M
|
473K
$47.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 55.27% |
$9.91M - $10.2M
|
285K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-791- 8.31% |
$77.3K - $79.7K
|
8.73K
$873K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
SELL
|
- |
-8.52K- 2.13% |
$833K - $859K
|
393K
$39.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
71+ 2.79% |
$6.94K - $7.15K
|
2.62K
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
178+ 8.03% |
$17.4K - $17.9K
|
2.4K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
29.4K+ 108.16% |
$2.88M - $2.97M
|
56.7K
$5.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.81K- 36.43% |
$666K - $686K
|
11.9K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.72K+ 62.13% |
$853K - $879K
|
22.8K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.2K+ 10.08% |
$1.77M - $1.83M
|
198K
$19.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.94K+ 27.8% |
$190K - $196K
|
8.92K
$892K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
6.27K+ 3.7% |
$613K - $631K
|
176K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
450+ 6.94% |
$44K - $45.3K
|
6.93K
$693K
|
|