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 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
7.32K+ 4.65% |
$716K - $737K
|
165K
$16.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-5.14K- 3.48% |
$502K - $517K
|
142K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.82K- 6.83% |
$178K - $184K
|
24.9K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 1.29% |
$293 - $302
|
235
$23.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
2.1KNew |
$205K - $211K
|
2.1K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-755- 33.2% |
$73.8K - $76.1K
|
1.52K
$152K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 6.45% |
$80K - $82.4K
|
13.5K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
218+ 3.46% |
$21.3K - $22K
|
6.51K
$651K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
567+ 0.4% |
$55.4K - $57.1K
|
143K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
11+ 0.52% |
$1.08K - $1.11K
|
2.14K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 6.87% |
$1.44M - $1.48M
|
229K
$22.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
322+ 15.65% |
$31.5K - $32.4K
|
2.38K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22.3K+ 334.69% |
$2.18M - $2.25M
|
29K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 12.74% |
$166K - $171K
|
11.6K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.02KNew |
$198K - $204K
|
2.02K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
4.83K+ 11.88% |
$472K - $486K
|
45.5K
$4.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36.7K+ 189.82% |
$3.58M - $3.69M
|
56K
$5.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
60.8K+ 27.65% |
$5.94M - $6.12M
|
281K
$28.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-548- 6.64% |
$53.6K - $55.2K
|
7.71K
$771K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.67K- 1.96% |
$456K - $470K
|
234K
$23.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-844- 8.23% |
$82.5K - $85K
|
9.42K
$942K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301K+ 15.69% |
$29.4M - $30.3M
|
2.22M
$222M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.09K+ 0.73% |
$107K - $110K
|
151K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-235- 6.57% |
$23K - $23.7K
|
3.34K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.73K- 4.45% |
$169K - $174K
|
37.2K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
2.38K+ 2.37% |
$233K - $240K
|
103K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-250- 9.94% |
$24.4K - $25.2K
|
2.27K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
77New |
$7.53K - $7.76K
|
77
$7.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
135+ 4.08% |
$13.2K - $13.6K
|
3.44K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-75- 18.2% |
$7.33K - $7.56K
|
337
$33.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-243- 4.36% |
$23.8K - $24.5K
|
5.34K
$534K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.85K+ 268.31% |
$180K - $186K
|
2.53K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
10.3K+ 8.57% |
$1.01M - $1.04M
|
130K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.29K+ 3.42% |
$126K - $130K
|
39.1K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
54.2K+ 20.13% |
$5.3M - $5.46M
|
323K
$32.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 11.38% |
$300K - $309K
|
30K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-4.07K- 9.61% |
$398K - $410K
|
38.3K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
181K+ 4.09% |
$17.7M - $18.2M
|
4.6M
$460M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-657- 5.92% |
$64.2K - $66.2K
|
10.4K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
927+ 7.15% |
$90.6K - $93.4K
|
13.9K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 43.74% |
$112K - $115K
|
3.76K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$97.8 - $101
|
2.81K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
383+ 0.89% |
$37.4K - $38.6K
|
43.3K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
343+ 14.09% |
$33.5K - $34.6K
|
2.78K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.29K+ 24.15% |
$810K - $835K
|
42.6K
$4.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
118+ 3.36% |
$11.5K - $11.9K
|
3.63K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.48K- 10.8% |
$145K - $150K
|
12.3K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
28.6K+ 23.93% |
$2.79M - $2.88M
|
148K
$14.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.36K+ 4.49% |
$133K - $137K
|
31.6K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
67+ 0.62% |
$6.55K - $6.75K
|
10.9K
$1.09M
|
|