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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
91.8KNew |
$8.97M - $9.24M
|
91.8K
$9.18M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7New |
$684 - $705
|
7
$700
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
6.54KNew |
$639K - $659K
|
6.54K
$654K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16+ 0.99% |
$1.56K - $1.61K
|
1.64K
$164K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.64K- 12.85% |
$161K - $166K
|
11.2K
$1.12M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
11.3K+ 115.05% |
$1.11M - $1.14M
|
21.1K
$2.11M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-138- 0.53% |
$13.5K - $13.9K
|
25.7K
$2.57M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.7K- 2.09% |
$557K - $574K
|
267K
$26.7M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.03K+ 3.04% |
$296K - $305K
|
103K
$10.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.49K- 27.83% |
$341K - $351K
|
9.04K
$904K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-326K- 82.35% |
$31.8M - $32.8M
|
69.8K
$6.98M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-321- 0.71% |
$31.4K - $32.3K
|
44.8K
$4.48M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.11% |
$391 - $403
|
3.73K
$373K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-83.9K- 20.4% |
$8.2M - $8.45M
|
327K
$32.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 19.62% |
$6.06K - $6.25K
|
254
$25.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-679K- 84.13% |
$66.4M - $68.4M
|
128K
$12.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34- 1.12% |
$3.32K - $3.43K
|
2.99K
$299K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.65KNew |
$846K - $872K
|
8.65K
$865K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
640K+ 1531.05% |
$62.6M - $64.5M
|
682K
$68.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
261KNew |
$25.5M - $26.3M
|
261K
$26.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
405K+ 45.74% |
$39.5M - $40.8M
|
1.29M
$129M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79M- 34.06% |
$273M - $281M
|
5.4M
$540M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.87KNew |
$965K - $994K
|
9.87K
$987K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-227- 3.12% |
$22.2K - $22.9K
|
7.05K
$705K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
180KNew |
$17.6M - $18.2M
|
180K
$18M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.23KNew |
$218K - $224K
|
2.23K
$223K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
91.2K+ 4494.97% |
$8.92M - $9.19M
|
93.2K
$9.32M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-86- 0.44% |
$8.41K - $8.66K
|
19.5K
$1.95M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.25KNew |
$122K - $126K
|
1.25K
$125K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.7K- 6.26% |
$1.34M - $1.38M
|
206K
$20.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.07K- 2.44% |
$202K - $209K
|
82.7K
$8.27M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-279- 9.38% |
$27.3K - $28.1K
|
2.7K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$414K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.73K- 3.8% |
$169K - $174K
|
43.7K
$4.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
359+ 7.25% |
$35.1K - $36.2K
|
5.31K
$531K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-45- 0.82% |
$4.4K - $4.53K
|
5.47K
$547K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91K+ 24.57% |
$8.9M - $9.17M
|
461K
$46.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-22- 0.49% |
$2.15K - $2.22K
|
4.5K
$450K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-14.9K- 5.14% |
$1.45M - $1.5M
|
274K
$27.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33+ 1.07% |
$3.23K - $3.32K
|
3.11K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
727+ 944.16% |
$71.1K - $73.2K
|
804
$80.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
SELL
|
- |
-4.87K- 29.65% |
$476K - $491K
|
11.6K
$1.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
235+ 3.76% |
$23K - $23.7K
|
6.49K
$649K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
43.9KNew |
$4.29M - $4.43M
|
43.9K
$4.39M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$97.8 - $101
|
3.39K
$339K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.76K+ 25.59% |
$172K - $177K
|
8.64K
$864K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-51- 1.94% |
$4.99K - $5.14K
|
2.58K
$258K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
400+ 0.54% |
$39.1K - $40.3K
|
73.9K
$7.39M
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
28.1K+ 37.97% |
$2.74M - $2.83M
|
102K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.43K- 0.79% |
$433K - $447K
|
554K
$55.4M
|
|