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 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2+ 1.65% |
$196 - $202
|
123
$12.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.3K+ 5.61% |
$1M - $1.03M
|
193K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$97.8 - $101
|
2.07K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-760- 23.66% |
$74.3K - $76.6K
|
2.45K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.35K+ 1.27% |
$132K - $136K
|
108K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.8K+ 14.19% |
$5.75M - $5.92M
|
473K
$47.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.22% |
$97.8 - $101
|
83
$8.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 0.72% |
$197K - $203K
|
279K
$27.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-12- 0.18% |
$1.17K - $1.21K
|
6.53K
$653K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
626+ 0.56% |
$61.2K - $63.1K
|
112K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3KNew |
$294K - $303K
|
3K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
59.6K+ 1333.38% |
$5.83M - $6.01M
|
64.1K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.55K- 5.21% |
$152K - $156K
|
28.2K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.07K+ 8.39% |
$104K - $108K
|
13.8K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
695+ 0.6% |
$67.9K - $70K
|
117K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.3% |
$587 - $605
|
2K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-90- 2.5% |
$8.8K - $9.07K
|
3.52K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.36K- 44.48% |
$132K - $137K
|
1.69K
$169K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-291- 12.55% |
$28.4K - $29.3K
|
2.03K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
3.65K+ 1.1% |
$357K - $368K
|
336K
$33.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
134+ 3.09% |
$13.1K - $13.5K
|
4.48K
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109KNew |
$10.7M - $11M
|
109K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 6.34% |
$1.09M - $1.12M
|
187K
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 5.3% |
$16.7K - $17.2K
|
3.06K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-193- 0.14% |
$18.9K - $19.4K
|
138K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 8.22% |
$2.01M - $2.07M
|
271K
$27.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-111- 1.28% |
$10.9K - $11.2K
|
8.56K
$856K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
826+ 1.19% |
$80.7K - $83.2K
|
70.5K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.7K+ 18.91% |
$264K - $272K
|
17K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
515+ 8.08% |
$50.3K - $51.9K
|
6.89K
$689K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-444- 2.29% |
$43.4K - $44.7K
|
19K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.21K+ 8.24% |
$118K - $122K
|
15.9K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18.3K+ 15.75% |
$1.78M - $1.84M
|
134K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-25- 0.37% |
$2.44K - $2.52K
|
6.73K
$673K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.29K- 1.06% |
$224K - $231K
|
213K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.4K+ 3.41% |
$1.31M - $1.35M
|
405K
$40.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-18.8K- 6.59% |
$1.84M - $1.9M
|
267K
$26.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 3.09% |
$6.55K - $6.75K
|
2.24K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.5KNew |
$440K - $453K
|
4.5K
$450K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.9K- 98.14% |
$186K - $191K
|
36
$3.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
255+ 9.53% |
$24.9K - $25.7K
|
2.93K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$302K - $311K
|
3.09K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-201- 1.78% |
$19.6K - $20.3K
|
11.1K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-132K- 27.29% |
$12.9M - $13.3M
|
353K
$35.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
84+ 1.09% |
$8.21K - $8.46K
|
7.76K
$776K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67K+ 8.27% |
$6.55M - $6.75M
|
878K
$87.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 0.55% |
$2.93K - $3.02K
|
5.44K
$544K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 0.42% |
$1.96K - $2.02K
|
4.74K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.5K- 4.95% |
$1.32M - $1.36M
|
259K
$25.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-62- 0.32% |
$6.06K - $6.25K
|
19.6K
$1.96M
|
|