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 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-2.47K- 4.1% |
$241K - $249K
|
57.8K
$5.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$196 - $202
|
7.14K
$714K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
674+ 190.93% |
$65.9K - $67.9K
|
1.03K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 1.24% |
$30.3K - $31.2K
|
24.6K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 90.22% |
$31.4M - $32.4M
|
678K
$67.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-47- 2.01% |
$4.59K - $4.74K
|
2.29K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.07K+ 1.75% |
$105K - $108K
|
62.2K
$6.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
14.7K+ 146.0% |
$1.43M - $1.48M
|
24.7K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
56.6K+ 82.29% |
$5.53M - $5.7M
|
125K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.59K- 43.54% |
$546K - $563K
|
7.25K
$725K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.5% |
$2.05K - $2.12K
|
4.23K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-851- 2.37% |
$83.2K - $85.7K
|
35.1K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
610+ 10.52% |
$59.6K - $61.5K
|
6.41K
$641K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.93K- 25.03% |
$286K - $295K
|
8.77K
$877K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.23K+ 7.73% |
$804K - $829K
|
115K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-929- 8.88% |
$90.8K - $93.6K
|
9.53K
$953K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.51K+ 10.02% |
$148K - $152K
|
16.6K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-44- 0.16% |
$4.3K - $4.43K
|
26.7K
$2.67M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.24K- 1.39% |
$122K - $125K
|
88.3K
$8.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.07K+ 30.16% |
$594K - $612K
|
26.2K
$2.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
7.47K+ 3.81% |
$730K - $753K
|
203K
$20.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.32K+ 4.14% |
$227K - $234K
|
58.4K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-156K- 49.08% |
$15.2M - $15.7M
|
162K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.32K+ 13.41% |
$227K - $234K
|
19.6K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.16K+ 4.82% |
$797K - $822K
|
177K
$17.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 15.03% |
$422K - $435K
|
33K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
40+ 1.76% |
$3.91K - $4.03K
|
2.31K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-25- 0.23% |
$2.44K - $2.52K
|
11K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.47M- 1.01% |
$144M - $148M
|
144M
$14.4B
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
21.5K+ 29.68% |
$2.1M - $2.17M
|
94K
$9.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-4.73K- 83.12% |
$462K - $476K
|
960
$96K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.2K+ 64.01% |
$1.1M - $1.13M
|
28.8K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.94K- 21.7% |
$483K - $498K
|
17.8K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.2K+ 8.94% |
$1.19M - $1.22M
|
148K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.32K- 17.28% |
$324K - $334K
|
15.9K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
491New |
$48K - $49.5K
|
491
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
19.7K+ 4.52% |
$1.92M - $1.98M
|
455K
$45.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-333- 6.75% |
$32.6K - $33.5K
|
4.6K
$460K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-610- 1.45% |
$59.6K - $61.5K
|
41.5K
$4.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-711- 19.33% |
$69.5K - $71.6K
|
2.97K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-288K- 49.15% |
$28.1M - $29M
|
298K
$29.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.01K- 43.43% |
$196K - $202K
|
2.62K
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-87- 1.38% |
$8.5K - $8.77K
|
6.2K
$620K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-746- 8.65% |
$72.9K - $75.2K
|
7.88K
$788K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
339KNew |
$33.1M - $34.1M
|
339K
$33.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
510+ 10.78% |
$49.9K - $51.4K
|
5.24K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13K+ 194.0% |
$111K - $114K
|
1.71K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
265+ 40.46% |
$25.9K - $26.7K
|
920
$92K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-7.5K- 3.96% |
$733K - $756K
|
182K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.37KNew |
$524K - $541K
|
5.37K
$537K
|
|