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 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-665- 3.72% |
$65K - $67K
|
17.2K
$1.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-252- 4.14% |
$24.6K - $25.4K
|
5.83K
$583K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.07K+ 113.52% |
$300K - $310K
|
5.78K
$578K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.09K+ 5.14% |
$106K - $109K
|
22.2K
$2.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-424- 0.58% |
$41.4K - $42.7K
|
72.5K
$7.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.22K- 1.08% |
$412K - $425K
|
386K
$38.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-122K- 42.66% |
$11.9M - $12.3M
|
164K
$16.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.84K+ 19.17% |
$669K - $690K
|
42.5K
$4.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 20.17% |
$113K - $117K
|
6.9K
$690K
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
664+ 0.98% |
$64.9K - $66.9K
|
68.3K
$6.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36.9K+ 11.97% |
$3.61M - $3.72M
|
346K
$34.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14+ 0.23% |
$1.37K - $1.41K
|
6.03K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
22.7K+ 9.38% |
$2.22M - $2.29M
|
265K
$26.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-30.4K- 27.73% |
$2.98M - $3.07M
|
79.3K
$7.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.58K+ 1.83% |
$154K - $159K
|
87.9K
$8.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
329+ 2.18% |
$32.2K - $33.1K
|
15.4K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
SELL
|
- |
-6.7K- 10.18% |
$655K - $675K
|
59.1K
$5.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388K+ 5030.52% |
$37.9M - $39.1M
|
396K
$39.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-17K- 4.01% |
$1.66M - $1.71M
|
406K
$40.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-131KClosed |
$12.8M - $13.2M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-115- 2.21% |
$11.2K - $11.6K
|
5.09K
$509K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
26.2K+ 42.52% |
$2.56M - $2.64M
|
87.8K
$8.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.1K- 26.38% |
$205K - $211K
|
5.85K
$585K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
105+ 0.94% |
$10.3K - $10.6K
|
11.3K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-620- 20.98% |
$60.6K - $62.5K
|
2.34K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
730+ 8.66% |
$71.4K - $73.5K
|
9.16K
$916K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
106K+ 205.41% |
$10.4M - $10.7M
|
157K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 73.52% |
$1.24M - $1.28M
|
29.9K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12K+ 10.27% |
$1.17M - $1.2M
|
128K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
7.84K+ 7.36% |
$766K - $789K
|
114K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.91K- 1.33% |
$382K - $394K
|
291K
$29.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 113.12% |
$194K - $200K
|
3.74K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-204- 7.33% |
$19.9K - $20.6K
|
2.58K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
239+ 3.24% |
$23.4K - $24.1K
|
7.62K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.8K+ 14.3% |
$1.84M - $1.9M
|
151K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.8K+ 8.38% |
$176K - $182K
|
23.3K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
504+ 0.43% |
$49.3K - $50.8K
|
117K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-25- 9.09% |
$2.44K - $2.52K
|
250
$25K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.03K+ 34.13% |
$687K - $708K
|
27.6K
$2.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 6.0% |
$314K - $324K
|
56.9K
$5.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
700+ 8.53% |
$68.4K - $70.5K
|
8.91K
$891K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.55K- 3.55% |
$249K - $257K
|
69.2K
$6.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
462+ 8.81% |
$45.2K - $46.5K
|
5.71K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
17.8KNew |
$1.74M - $1.79M
|
17.8K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
49.1KNew |
$4.8M - $4.95M
|
49.1K
$4.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.09K+ 3.66% |
$107K - $110K
|
30.9K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
401New |
$39.2K - $40.4K
|
401
$40.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
7.73KNew |
$756K - $779K
|
7.73K
$773K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
942+ 52.54% |
$92.1K - $94.9K
|
2.74K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.6K+ 64.95% |
$1.33M - $1.37M
|
34.5K
$3.45M
|
|