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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.49K- 40.73% |
$341K - $351K
|
5.08K
$508K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 7.05% |
$19.6K - $20.2K
|
2.64K
$264K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-153- 3.18% |
$15K - $15.4K
|
4.66K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
734+ 4.1% |
$71.7K - $74K
|
18.6K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-88- 0.99% |
$8.6K - $8.87K
|
8.83K
$883K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
43+ 1.01% |
$4.2K - $4.33K
|
4.3K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.48K+ 8.6% |
$243K - $250K
|
31.3K
$3.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
21.5K+ 16.23% |
$2.1M - $2.16M
|
154K
$15.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.26K+ 36.03% |
$221K - $228K
|
8.54K
$854K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-39.7K- 3.62% |
$3.88M - $4M
|
1.06M
$106M
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.08K+ 33.54% |
$301K - $310K
|
12.3K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.9K+ 1.92% |
$3.99M - $4.12M
|
2.17M
$217M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-313- 4.55% |
$30.6K - $31.5K
|
6.57K
$657K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.75% |
$97.8 - $101
|
134
$13.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.3K- 61.54% |
$518K - $534K
|
3.31K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.49% |
$97.8 - $101
|
207
$20.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
624+ 2.23% |
$61K - $62.9K
|
28.6K
$2.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.95K+ 20.79% |
$288K - $297K
|
17.1K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-41- 54.67% |
$4.01K - $4.13K
|
34
$3.4K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.9K+ 8.63% |
$186K - $191K
|
23.9K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
528+ 0.82% |
$51.6K - $53.2K
|
64.6K
$6.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$1.1M - $1.14M
|
11.3K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
71.9K+ 22.28% |
$7.03M - $7.24M
|
395K
$39.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-29- 1.0% |
$2.83K - $2.92K
|
2.88K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
5.11K+ 5.9% |
$500K - $515K
|
91.8K
$9.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.82K- 3.72% |
$178K - $183K
|
47.2K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
385+ 0.63% |
$37.6K - $38.8K
|
61K
$6.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
791+ 11.59% |
$77.3K - $79.7K
|
7.62K
$762K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.1K- 8.93% |
$1.38M - $1.42M
|
144K
$14.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.09K+ 2.38% |
$106K - $110K
|
46.8K
$4.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
228+ 2.37% |
$22.3K - $23K
|
9.85K
$985K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
119+ 5.12% |
$11.6K - $12K
|
2.44K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
747+ 0.68% |
$73K - $75.3K
|
110K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-508- 10.21% |
$49.7K - $51.2K
|
4.47K
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 14.92% |
$259K - $267K
|
15.1K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
45+ 0.15% |
$4.4K - $4.53K
|
31K
$3.1M
|
|