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 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.51KNew |
$148K - $152K
|
1.51K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
70K+ 3.39% |
$6.84M - $7.05M
|
2.14M
$214M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.5M- 60.59% |
$1.12B - $1.16B
|
7.47M
$747M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.03KNew |
$101K - $104K
|
1.03K
$103K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 1.11% |
$6.94K - $7.15K
|
6.47K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29K- 3.33% |
$2.84M - $2.92M
|
843K
$84.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-331K- 94.29% |
$32.4M - $33.4M
|
20.1K
$2.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-375- 7.6% |
$36.7K - $37.8K
|
4.56K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-23- 1.03% |
$2.25K - $2.32K
|
2.21K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.67K+ 23.12% |
$164K - $169K
|
8.91K
$891K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-446- 16.6% |
$43.6K - $44.9K
|
2.24K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-506- 1.65% |
$49.5K - $51K
|
30.2K
$3.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11+ 0.54% |
$1.08K - $1.11K
|
2.06K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
886+ 1.44% |
$86.6K - $89.3K
|
62.5K
$6.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18- 0.33% |
$1.76K - $1.81K
|
5.37K
$537K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
896+ 6.39% |
$87.6K - $90.3K
|
14.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-26.3K- 64.27% |
$2.57M - $2.65M
|
14.6K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.29K+ 4.17% |
$126K - $130K
|
32.3K
$3.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
720+ 55.38% |
$70.4K - $72.5K
|
2.02K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
52.8K+ 30.45% |
$5.16M - $5.32M
|
226K
$22.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
45+ 0.46% |
$4.4K - $4.53K
|
9.93K
$993K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-17K- 12.24% |
$1.66M - $1.71M
|
122K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.28K+ 21.05% |
$516K - $532K
|
30.4K
$3.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-702- 11.01% |
$68.6K - $70.7K
|
5.67K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-904- 0.67% |
$88.4K - $91.1K
|
135K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.19% |
$293 - $302
|
1.55K
$155K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
112+ 0.46% |
$10.9K - $11.3K
|
24.4K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.49K+ 5.93% |
$145K - $150K
|
26.6K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-161- 0.74% |
$15.7K - $16.2K
|
21.6K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
95K+ 41.55% |
$9.29M - $9.57M
|
324K
$32.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27.7K- 83.19% |
$2.71M - $2.79M
|
5.6K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
4.8K+ 192.04% |
$469K - $483K
|
7.3K
$730K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-63- 0.1% |
$6.16K - $6.35K
|
61.2K
$6.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 16.22% |
$202K - $208K
|
14.8K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.33K+ 9.99% |
$325K - $335K
|
36.6K
$3.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-507- 1.53% |
$49.6K - $51.1K
|
32.5K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-5.65K- 3.74% |
$552K - $569K
|
146K
$14.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
11.2K+ 11.86% |
$1.09M - $1.13M
|
106K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.28% |
$391 - $403
|
1.43K
$143K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1- 3.85% |
$97.8 - $101
|
25
$2.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
836New |
$81.7K - $84.2K
|
836
$83.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.66K+ 161.68% |
$749K - $772K
|
12.4K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.33K+ 108.65% |
$912K - $940K
|
17.9K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
259K+ 10.48% |
$25.3M - $26M
|
2.73M
$273M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3K+ 59.2% |
$1.1M - $1.14M
|
30.3K
$3.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-831- 3.54% |
$81.2K - $83.7K
|
22.6K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-170- 0.59% |
$16.6K - $17.1K
|
28.4K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.16K- 16.09% |
$211K - $217K
|
11.2K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-472- 0.17% |
$46.1K - $47.6K
|
282K
$28.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.47K+ 2.07% |
$144K - $148K
|
72.3K
$7.23M
|
|