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 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
214K+ 6.68% |
$20.9M - $21.5M
|
3.41M
$341M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-11.2K- 7.51% |
$1.1M - $1.13M
|
138K
$13.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.91K+ 5.09% |
$382K - $394K
|
80.7K
$8.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-705- 65.34% |
$68.9K - $71K
|
374
$37.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-162- 2.54% |
$15.8K - $16.3K
|
6.21K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.61K+ 9.99% |
$157K - $162K
|
17.7K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
296+ 4.7% |
$28.9K - $29.8K
|
6.59K
$659K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14+ 2.14% |
$1.37K - $1.41K
|
669
$66.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-298- 12.94% |
$29.1K - $30K
|
2.01K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.27K- 25.61% |
$222K - $229K
|
6.61K
$661K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.24K+ 2.26% |
$219K - $226K
|
101K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.35K- 12.62% |
$229K - $236K
|
16.3K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.63KNew |
$257K - $265K
|
2.63K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.39K+ 48.48% |
$136K - $140K
|
4.26K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.01K+ 6.31% |
$99.1K - $102K
|
17.1K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
276+ 5.06% |
$27K - $27.8K
|
5.73K
$573K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.48K+ 10.06% |
$927K - $956K
|
104K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
16+ 8.47% |
$1.56K - $1.61K
|
205
$20.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 0.99% |
$3.32K - $3.43K
|
3.48K
$348K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-162K- 30.0% |
$15.9M - $16.4M
|
379K
$37.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-268- 7.33% |
$26.2K - $27K
|
3.39K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4+ 5.56% |
$391 - $403
|
76
$7.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 1.81% |
$8.9K - $9.17K
|
4.93K
$493K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 21.52% |
$146K - $150K
|
5.43K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.8K+ 18.33% |
$1.25M - $1.29M
|
82.7K
$8.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.41% |
$1.66K - $1.71K
|
4.21K
$421K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13K+ 5.17% |
$1.27M - $1.31M
|
265K
$26.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.52K+ 82.63% |
$148K - $153K
|
3.36K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7+ 0.31% |
$684 - $705
|
2.28K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
313New |
$30.6K - $31.5K
|
313
$31.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-15- 0.97% |
$1.47K - $1.51K
|
1.54K
$154K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
412+ 3.57% |
$40.3K - $41.5K
|
12K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
14.9K+ 9.99% |
$1.46M - $1.5M
|
164K
$16.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.13KNew |
$306K - $315K
|
3.13K
$313K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-238- 6.77% |
$23.3K - $24K
|
3.28K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
18K+ 4.5% |
$1.76M - $1.81M
|
417K
$41.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.2K+ 33.76% |
$2.66M - $2.74M
|
108K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.51K+ 6.23% |
$636K - $655K
|
111K
$11.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.28K+ 2.06% |
$320K - $330K
|
162K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
11New |
$1.08K - $1.11K
|
11
$1.1K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58K+ 10.5% |
$5.67M - $5.84M
|
610K
$61M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.13K+ 20.62% |
$697K - $718K
|
41.7K
$4.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-444- 4.68% |
$43.4K - $44.7K
|
9.05K
$905K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.52KNew |
$246K - $253K
|
2.52K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-416- 12.17% |
$40.7K - $41.9K
|
3K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.0% |
$293 - $302
|
63.3K
$6.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32New |
$3.13K - $3.22K
|
32
$3.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
28.5K+ 2.88% |
$2.78M - $2.87M
|
1.02M
$102M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.03KNew |
$198K - $204K
|
2.03K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-257- 8.6% |
$25.1K - $25.9K
|
2.73K
$273K
|
|