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
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-176- 0.5% |
$17.2K - $17.7K
|
34.7K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
293+ 0.81% |
$28.6K - $29.5K
|
36.4K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-673- 2.85% |
$65.8K - $67.8K
|
23K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.56K+ 8.11% |
$641K - $660K
|
87.4K
$8.74M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
298KNew |
$29.1M - $30M
|
298K
$29.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-10- 0.26% |
$978 - $1.01K
|
3.84K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
806+ 7.81% |
$78.8K - $81.2K
|
11.1K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-28.7K- 28.96% |
$2.8M - $2.89M
|
70.4K
$7.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.85K+ 3.77% |
$181K - $187K
|
51K
$5.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
367K+ 53.2% |
$35.9M - $37M
|
1.06M
$106M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.19K+ 6.66% |
$801K - $825K
|
131K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.16K- 16.95% |
$309K - $318K
|
15.5K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2M- 35.33% |
$1.87B - $1.93B
|
35.1M
$3.51B
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.48KClosed |
$243K - $250K
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.17K- 48.06% |
$407K - $420K
|
4.5K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-18.4K- 8.13% |
$1.8M - $1.85M
|
208K
$20.8M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.06K+ 11.05% |
$201K - $207K
|
20.7K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.06K+ 5.57% |
$592K - $610K
|
115K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-5.55K- 21.33% |
$543K - $560K
|
20.5K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.1K+ 8.02% |
$303K - $313K
|
41.8K
$4.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-210- 4.56% |
$20.5K - $21.2K
|
4.4K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.29K+ 4.41% |
$126K - $130K
|
30.6K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.22K- 4.3% |
$120K - $123K
|
27.2K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 9.87% |
$568K - $586K
|
64.7K
$6.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.11KNew |
$206K - $212K
|
2.11K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.57K+ 19.24% |
$154K - $158K
|
9.74K
$974K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 74.88% |
$587K - $605K
|
14K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9+ 0.34% |
$880 - $907
|
2.67K
$267K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-310- 3.75% |
$30.3K - $31.2K
|
7.95K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-732- 16.64% |
$71.6K - $73.7K
|
3.67K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
48+ 0.1% |
$4.69K - $4.84K
|
49.3K
$4.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-67- 2.52% |
$6.55K - $6.75K
|
2.59K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
55K+ 37.96% |
$5.38M - $5.54M
|
200K
$20M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
392K+ 5.65% |
$38.3M - $39.5M
|
7.33M
$733M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
444+ 0.77% |
$43.4K - $44.7K
|
58.4K
$5.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
728+ 17.48% |
$71.2K - $73.3K
|
4.89K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.28K+ 9.66% |
$516K - $532K
|
59.9K
$5.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.2K- 6.27% |
$5.89M - $6.07M
|
900K
$90M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 3.5% |
$5.38K - $5.54K
|
1.63K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 3.1% |
$116K - $120K
|
37.2K
$3.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
13.7K+ 8.51% |
$1.34M - $1.38M
|
175K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27+ 0.74% |
$2.64K - $2.72K
|
3.68K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
400+ 4000.0% |
$39.1K - $40.3K
|
410
$41K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.65% |
$391 - $403
|
621
$62.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-479- 5.24% |
$46.8K - $48.3K
|
8.66K
$866K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-294- 1.25% |
$28.7K - $29.6K
|
23.2K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
692+ 29.69% |
$67.6K - $69.7K
|
3.02K
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.54K- 12.21% |
$933K - $961K
|
68.6K
$6.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-98- 10.45% |
$9.58K - $9.87K
|
840
$84K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.85K+ 2.58% |
$376K - $388K
|
153K
$15.3M
|
|