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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
247K+ 8.84% |
$24.1M - $24.9M
|
3.04M
$304M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.73K+ 7.96% |
$267K - $275K
|
37K
$3.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.86KNew |
$280K - $288K
|
2.86K
$286K
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-11.8K- 72.27% |
$1.15M - $1.18M
|
4.51K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.05K+ 7.81% |
$395K - $408K
|
55.9K
$5.59M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
883+ 1.04% |
$86.3K - $89K
|
85.4K
$8.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.57K- 6.16% |
$545K - $561K
|
84.8K
$8.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-47- 0.06% |
$4.59K - $4.74K
|
78.4K
$7.84M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.3KNew |
$909K - $937K
|
9.3K
$930K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.03K+ 7.36% |
$688K - $709K
|
103K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.3K+ 86.67% |
$2.96M - $3.05M
|
65.2K
$6.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.01K- 2.44% |
$490K - $505K
|
200K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-507- 1.32% |
$49.6K - $51.1K
|
37.8K
$3.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.77K+ 3.73% |
$270K - $279K
|
76.9K
$7.69M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
66New |
$6.45K - $6.65K
|
66
$6.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.97K+ 9.16% |
$486K - $500K
|
59.2K
$5.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.98K+ 0.54% |
$291K - $300K
|
559K
$55.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-685- 3.91% |
$67K - $69K
|
16.8K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
231+ 1.65% |
$22.6K - $23.3K
|
14.3K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.13K- 3.41% |
$209K - $215K
|
60.5K
$6.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-512- 1.6% |
$50K - $51.6K
|
31.4K
$3.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 9.71% |
$163K - $168K
|
18.9K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
40.3K+ 51.25% |
$3.94M - $4.06M
|
119K
$11.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$9.89M - $10.2M
|
1.81M
$181M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-215- 5.22% |
$21K - $21.7K
|
3.91K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.72K- 3.67% |
$364K - $375K
|
97.6K
$9.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.41K- 22.39% |
$919K - $948K
|
32.6K
$3.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.26K+ 5.02% |
$123K - $127K
|
26.3K
$2.63M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.39K+ 1.79% |
$625K - $644K
|
363K
$36.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
86+ 2.15% |
$8.41K - $8.66K
|
4.08K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.63K+ 6.36% |
$159K - $164K
|
27.2K
$2.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
654+ 2.53% |
$63.9K - $65.9K
|
26.5K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
9.51K+ 13.8% |
$930K - $958K
|
78.4K
$7.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 6.15% |
$1.25M - $1.29M
|
221K
$22.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
5.41K+ 3.51% |
$529K - $545K
|
159K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-563- 1.9% |
$55K - $56.7K
|
29.1K
$2.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 3.68% |
$1.27K - $1.31K
|
366
$36.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
54.8KNew |
$5.36M - $5.52M
|
54.8K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.64K+ 17.91% |
$160K - $165K
|
10.8K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-410- 0.12% |
$40.1K - $41.3K
|
345K
$34.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.9K+ 90.48% |
$186K - $191K
|
4K
$400K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.54K+ 5.64% |
$346K - $357K
|
66.2K
$6.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.49K- 84.19% |
$341K - $351K
|
655
$65.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.99K- 2.45% |
$195K - $200K
|
79.1K
$7.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
420+ 2.29% |
$41.1K - $42.3K
|
18.7K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
65.5K+ 9.15% |
$6.4M - $6.6M
|
781K
$78.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
538+ 6.49% |
$52.6K - $54.2K
|
8.83K
$883K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.47K+ 3.07% |
$143K - $148K
|
49.4K
$4.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.68K- 6.12% |
$262K - $270K
|
41.1K
$4.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20.1K+ 287.48% |
$1.97M - $2.03M
|
27.1K
$2.71M
|
|