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 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 4.44% |
$164K - $169K
|
39.5K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.59K+ 1.44% |
$840K - $865K
|
605K
$60.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.82K+ 1.1% |
$275K - $284K
|
259K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
66New |
$6.45K - $6.65K
|
66
$6.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-49- 0.34% |
$4.79K - $4.94K
|
14.5K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
1.95K+ 8.22% |
$191K - $197K
|
25.7K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-283- 18.16% |
$27.7K - $28.5K
|
1.28K
$128K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-667- 21.68% |
$65.2K - $67.2K
|
2.41K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.37K+ 14.08% |
$330K - $340K
|
27.3K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.13KNew |
$208K - $215K
|
2.13K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.21K- 1.19% |
$118K - $122K
|
100K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4.44K- 97.11% |
$434K - $448K
|
132
$13.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
369+ 17.15% |
$36.1K - $37.2K
|
2.52K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.52K+ 5.48% |
$344K - $355K
|
67.8K
$6.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.02K+ 0.62% |
$393K - $405K
|
648K
$64.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.64K+ 17.41% |
$258K - $266K
|
17.8K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
599K+ 52.72% |
$58.5M - $60.3M
|
1.73M
$173M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-68- 1.07% |
$6.65K - $6.85K
|
6.26K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.9K+ 24.06% |
$1.36M - $1.4M
|
71.6K
$7.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-49.1K- 37.92% |
$4.8M - $4.95M
|
80.4K
$8.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.75K+ 13.79% |
$269K - $277K
|
22.7K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
82+ 0.98% |
$8.02K - $8.26K
|
8.41K
$841K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-308- 11.55% |
$30.1K - $31K
|
2.36K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.61M+ 54.11% |
$157M - $162M
|
4.59M
$459M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-18.6K- 32.97% |
$1.81M - $1.87M
|
37.7K
$3.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 0.99% |
$190K - $196K
|
194K
$19.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.93K- 5.96% |
$286K - $295K
|
46.2K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.58KNew |
$741K - $763K
|
7.58K
$758K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.55KNew |
$445K - $458K
|
4.55K
$455K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
609+ 8.1% |
$59.5K - $61.4K
|
8.13K
$813K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
980+ 20.01% |
$95.8K - $98.7K
|
5.88K
$588K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-110- 1.17% |
$10.8K - $11.1K
|
9.3K
$930K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 0.97% |
$978 - $1.01K
|
1.02K
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.1K+ 202.82% |
$1.57M - $1.62M
|
24K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.7K+ 22.95% |
$1.15M - $1.18M
|
62.8K
$6.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 25.34% |
$160K - $165K
|
8.09K
$809K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
419+ 2.46% |
$41K - $42.2K
|
17.5K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
80+ 3.2% |
$7.82K - $8.06K
|
2.58K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
349+ 1.0% |
$34.1K - $35.2K
|
35.2K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-133- 1.65% |
$13K - $13.4K
|
7.94K
$794K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-526K- 78.82% |
$51.4M - $53M
|
141K
$14.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-213- 3.24% |
$20.8K - $21.5K
|
6.37K
$637K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700+ 50.0% |
$68.4K - $70.5K
|
2.1K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.21M- 92.79% |
$900M - $928M
|
716K
$71.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-28.9K- 31.42% |
$2.83M - $2.91M
|
63.1K
$6.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-423- 7.2% |
$41.3K - $42.6K
|
5.45K
$545K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.43K+ 5.57% |
$140K - $144K
|
27.1K
$2.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10K+ 2.14% |
$979K - $1.01M
|
479K
$47.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.5K+ 62.5% |
$244K - $252K
|
6.5K
$650K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.8K- 23.52% |
$665K - $685K
|
22.1K
$2.21M
|
|