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 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-790- 5.82% |
$77.2K - $79.6K
|
12.8K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.57K- 20.94% |
$544K - $561K
|
21K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-33- 0.22% |
$3.23K - $3.32K
|
15K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.03% |
$24.4K - $25.2K
|
12.6K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 2.23% |
$235K - $242K
|
110K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.55% |
$1.96K - $2.02K
|
3.66K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
174K+ 40.05% |
$17M - $17.5M
|
609K
$60.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
21.3K+ 24.14% |
$2.08M - $2.15M
|
110K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 0.6% |
$3.62K - $3.73K
|
6.22K
$622K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.69K- 3.44% |
$165K - $170K
|
47.5K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 0.74% |
$7.14K - $7.35K
|
9.84K
$984K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-78- 1.14% |
$7.62K - $7.86K
|
6.79K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.08% |
$196 - $202
|
2.48K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
34+ 0.97% |
$3.32K - $3.43K
|
3.55K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.76K+ 1.53% |
$368K - $379K
|
249K
$24.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
317K+ 4.73% |
$31M - $32M
|
7.02M
$702M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-12- 0.81% |
$1.17K - $1.21K
|
1.46K
$146K
|
|
|
Oct 22, 2025
Q3 2025
|
P/E Global LLC
|
BUY
|
- |
13.5K+ 2.64% |
$1.32M - $1.36M
|
527K
$52.7M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.08K+ 44.67% |
$106K - $109K
|
3.5K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.7K- 67.89% |
$1.15M - $1.18M
|
5.55K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.6K+ 8.39% |
$1.52M - $1.57M
|
201K
$20.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.84K+ 5.59% |
$180K - $185K
|
34.8K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.6K+ 12.71% |
$1.04M - $1.07M
|
94.4K
$9.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-10- -0.0% |
$978 - $1.01K
|
4.15M
$415M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.66K- 0.63% |
$162K - $167K
|
262K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.54K- 27.17% |
$150K - $155K
|
4.11K
$411K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.2K+ 598.53% |
$2.46M - $2.54M
|
29.4K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.6K+ 0.74% |
$254K - $262K
|
353K
$35.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.16K+ 44.36% |
$797K - $822K
|
26.5K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
78+ 2.29% |
$7.62K - $7.86K
|
3.48K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.18K+ 3.91% |
$604K - $623K
|
164K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7+ 0.05% |
$684 - $705
|
13.8K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.69K+ 4.33% |
$850K - $876K
|
209K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7+ 0.29% |
$684 - $705
|
2.41K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 3.76% |
$782 - $806
|
221
$22.1K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$1.23M - $1.26M
|
12.5K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.54K+ 3.83% |
$150K - $155K
|
41.7K
$4.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-12.4K- 64.17% |
$1.22M - $1.25M
|
6.95K
$695K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
385+ 1.93% |
$37.6K - $38.8K
|
20.4K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
915+ 5.77% |
$89.4K - $92.2K
|
16.8K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 0.87% |
$341K - $352K
|
403K
$40.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.5K- 3.11% |
$146K - $151K
|
46.7K
$4.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
401+ 3.1% |
$39.2K - $40.4K
|
13.3K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-575- 1.22% |
$56.2K - $57.9K
|
46.5K
$4.65M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.1K+ 3.06% |
$890K - $917K
|
306K
$30.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
21.5K+ 2.9% |
$2.1M - $2.16M
|
761K
$76.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.79K+ 7.76% |
$175K - $180K
|
24.8K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 3.7% |
$10.5K - $10.8K
|
2.78K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
126K+ 244.75% |
$12.3M - $12.7M
|
178K
$17.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|