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 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
375+ 9.78% |
$36.7K - $37.8K
|
4.21K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 1.83% |
$2.53M - $2.61M
|
1.44M
$144M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.2K- 26.7% |
$1.1M - $1.13M
|
30.8K
$3.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-317- 0.38% |
$31K - $31.9K
|
83K
$8.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12.6K+ 2.41% |
$1.23M - $1.27M
|
535K
$53.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.11K+ 2.44% |
$206K - $212K
|
88.4K
$8.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-298- 88.43% |
$29.1K - $30K
|
39
$3.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 8.96% |
$203K - $209K
|
25.3K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
39.4K+ 21.72% |
$3.85M - $3.97M
|
221K
$22.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 10.29% |
$18.1K - $18.6K
|
1.61K
$161K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-73- 0.1% |
$7.14K - $7.35K
|
73.7K
$7.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
712K+ 70.54% |
$69.6M - $71.8M
|
1.72M
$172M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71+ 2.67% |
$6.94K - $7.15K
|
2.73K
$273K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
31K+ 27.96% |
$3.03M - $3.13M
|
142K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
811New |
$79.3K - $81.7K
|
811
$81.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
79.8K+ 7.45% |
$7.81M - $8.04M
|
1.15M
$115M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-130- 16.33% |
$12.7K - $13.1K
|
666
$66.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.53K+ 1.79% |
$150K - $155K
|
87.4K
$8.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$399K - $411K
|
4.08K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.6K+ 16.59% |
$1.81M - $1.87M
|
130K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7.27K+ 8.41% |
$711K - $733K
|
93.7K
$9.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3+ 0.13% |
$293 - $302
|
2.29K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.46K+ 1.32% |
$631K - $651K
|
496K
$49.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 4.16% |
$1.46M - $1.5M
|
374K
$37.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 7.71% |
$130K - $134K
|
18.6K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-104- 2.6% |
$10.2K - $10.5K
|
3.9K
$390K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.8K+ 1.01% |
$664K - $685K
|
682K
$68.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
63K+ 17.44% |
$6.15M - $6.34M
|
424K
$42.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.5K+ 111.44% |
$147K - $151K
|
2.85K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.89K+ 5.42% |
$185K - $190K
|
36.8K
$3.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-72.1K- 87.4% |
$7.04M - $7.26M
|
10.4K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.2K+ 5.01% |
$117K - $120K
|
25.1K
$2.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
165+ 2.14% |
$16.1K - $16.6K
|
7.87K
$787K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
710+ 24.4% |
$69.4K - $71.5K
|
3.62K
$362K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.37K- 24.11% |
$427K - $440K
|
13.8K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
241+ 1.3% |
$23.6K - $24.3K
|
18.8K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.09KNew |
$204K - $211K
|
2.09K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.18K- 7.78% |
$115K - $118K
|
13.9K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157KNew |
$15.3M - $15.8M
|
157K
$15.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.7K+ 7.48% |
$264K - $272K
|
38.8K
$3.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
8.78K+ 145.38% |
$859K - $885K
|
14.8K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.91KNew |
$969K - $999K
|
9.91K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.26K+ 5.92% |
$123K - $126K
|
22.5K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-449- 1.95% |
$43.9K - $45.2K
|
22.6K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.92K+ 29.97% |
$188K - $194K
|
8.34K
$834K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
64+ 0.98% |
$6.26K - $6.45K
|
6.58K
$658K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-953- 38.93% |
$93.2K - $96K
|
1.5K
$150K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-415- 4.48% |
$40.6K - $41.8K
|
8.85K
$885K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
162K+ 15.19% |
$15.8M - $16.3M
|
1.23M
$123M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35New |
$3.42K - $3.53K
|
35
$3.5K
|
|