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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-396- 1.02% |
$39.5K - $40.1K
|
38.4K
$3.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 37.25% |
$113K - $115K
|
4.19K
$419K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-545- 2.17% |
$54.4K - $55.2K
|
24.6K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
808+ 1.68% |
$80.7K - $81.8K
|
48.9K
$4.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21+ 0.74% |
$2.1K - $2.13K
|
2.87K
$287K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 19.89% |
$176K - $178K
|
7.09K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.29K+ 1.68% |
$228K - $231K
|
139K
$13.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
701+ 29.62% |
$70K - $71K
|
3.07K
$307K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.1K- 4.15% |
$110K - $111K
|
25.4K
$2.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-364- 8.37% |
$36.4K - $36.9K
|
3.98K
$398K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29K+ 9.55% |
$2.89M - $2.93M
|
332K
$33.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
36.4K+ 200.94% |
$3.64M - $3.69M
|
54.5K
$5.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 74.94% |
$1.12M - $1.13M
|
26.2K
$2.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.27K- 31.34% |
$227K - $230K
|
4.98K
$498K
|
|
|
Jan 06, 2026
Q4 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
479+ 0.54% |
$47.8K - $48.5K
|
89.3K
$8.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
255+ 10.96% |
$25.5K - $25.8K
|
2.58K
$258K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$250K - $253K
|
2.5K
$250K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.74K+ 13.85% |
$473K - $480K
|
38.9K
$3.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
446+ 13.38% |
$44.5K - $45.2K
|
3.78K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
3.44K+ 15.82% |
$343K - $348K
|
25.2K
$2.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.71K- 0.54% |
$270K - $274K
|
500K
$50M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.27K- 26.66% |
$227K - $230K
|
6.26K
$626K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.4K+ 6.45% |
$1.24M - $1.25M
|
205K
$20.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.77K+ 170.97% |
$676K - $685K
|
10.7K
$1.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
BUY
|
- |
367K+ 17.98% |
$36.7M - $37.2M
|
2.41M
$241M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.09K+ 37.91% |
$209K - $212K
|
7.61K
$761K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$211K - $214K
|
2.12K
$212K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
948+ 3.12% |
$94.7K - $96K
|
31.3K
$3.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
16.7K+ 18.79% |
$1.66M - $1.69M
|
105K
$10.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 4.54% |
$2.77M - $2.81M
|
638K
$63.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-518- 3.68% |
$51.7K - $52.5K
|
13.6K
$1.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
PUT |
3.6KNew |
$360K - $365K
|
3.6K
$360K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
16.1K+ 7.28% |
$1.61M - $1.63M
|
238K
$23.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-111- 96.52% |
$11.1K - $11.2K
|
4
$400
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37+ 0.87% |
$3.7K - $3.75K
|
4.31K
$431K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 0.81% |
$2.5K - $2.53K
|
3.09K
$309K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162- 30.92% |
$16.2K - $16.4K
|
362
$36.2K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.22K- 1.86% |
$510K - $526K
|
275K
$27.5M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.69K- 74.45% |
$361K - $372K
|
1.27K
$127K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
528+ 27.39% |
$51.6K - $53.2K
|
2.46K
$246K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.71K- 40.01% |
$754K - $777K
|
11.6K
$1.16M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40.1K+ 9.52% |
$3.92M - $4.04M
|
461K
$46.1M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.74K+ 1.37% |
$268K - $276K
|
203K
$20.3M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-220- 6.55% |
$21.5K - $22.2K
|
3.14K
$314K
|
|
|
Dec 05, 2025
Q3 2025
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-14K- 20.62% |
$1.36M - $1.41M
|
53.8K
$5.38M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
51.7K+ 14.51% |
$5.06M - $5.21M
|
408K
$40.8M
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
131+ 3.45% |
$12.8K - $13.2K
|
3.92K
$392K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.9K- 12.58% |
$1.36M - $1.41M
|
96.9K
$9.69M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
39.7K+ 8.87% |
$3.88M - $4M
|
488K
$48.8M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 0.29% |
$1.17K - $1.21K
|
4.09K
$409K
|
|