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 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
31K+ 5.85% |
$3.03M - $3.12M
|
561K
$56.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
129+ 15.14% |
$12.6K - $13K
|
981
$98.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
70+ 0.57% |
$6.84K - $7.05K
|
12.3K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 5.44% |
$361K - $372K
|
71.6K
$7.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.5K+ 24.34% |
$244K - $252K
|
12.8K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
417+ 1.47% |
$40.8K - $42K
|
28.8K
$2.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
318K+ 10.07% |
$31.1M - $32M
|
3.47M
$347M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.46K+ 6.79% |
$142K - $147K
|
22.9K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.9K+ 4.16% |
$1.56M - $1.61M
|
399K
$39.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4- 0.07% |
$391 - $403
|
5.37K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
199+ 0.81% |
$19.5K - $20K
|
24.7K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 16.73% |
$48.9K - $50.4K
|
2.49K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-375- 0.57% |
$36.7K - $37.8K
|
64.9K
$6.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.39K+ 27.47% |
$234K - $241K
|
11.1K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.12KNew |
$207K - $213K
|
2.12K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.42K- 2.32% |
$236K - $243K
|
102K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.03K+ 18.01% |
$394K - $406K
|
26.4K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-271- 1.25% |
$26.5K - $27.3K
|
21.5K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
205+ 1.23% |
$20K - $20.7K
|
16.9K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-307K- 9.86% |
$30M - $30.9M
|
2.8M
$280M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-647- 1.86% |
$63.2K - $65.2K
|
34.1K
$3.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
60+ 1.75% |
$5.87K - $6.05K
|
3.49K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$1.06M - $1.09M
|
10.8K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
753+ 1.76% |
$73.6K - $75.9K
|
43.6K
$4.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.63K+ 2.08% |
$843K - $869K
|
423K
$42.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.12K+ 6.57% |
$891K - $919K
|
148K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.9K+ 0.46% |
$186K - $191K
|
413K
$41.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.28K- 34.04% |
$223K - $230K
|
4.42K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$293 - $302
|
6.78K
$678K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
94.8KNew |
$9.26M - $9.55M
|
94.8K
$9.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-446- 8.59% |
$43.6K - $44.9K
|
4.75K
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.3K+ 6.99% |
$1.1M - $1.14M
|
173K
$17.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-41K- 61.3% |
$4.01M - $4.13M
|
25.9K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.51K+ 2.19% |
$245K - $252K
|
117K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.94KNew |
$287K - $296K
|
2.94K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.42% |
$4.89K - $5.04K
|
3.46K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-500- 13.34% |
$48.9K - $50.4K
|
3.25K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
82.3K+ 78.75% |
$8.04M - $8.29M
|
187K
$18.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
6.66K+ 24.71% |
$651K - $671K
|
33.6K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
75+ 0.57% |
$7.33K - $7.56K
|
13.2K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-24.3K- 80.18% |
$2.38M - $2.45M
|
6.02K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.8K+ 15.96% |
$1.35M - $1.39M
|
100K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
9.86K+ 35.02% |
$964K - $994K
|
38K
$3.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-475- 4.3% |
$46.4K - $47.9K
|
10.6K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.35K- 0.4% |
$132K - $136K
|
333K
$33.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
127K+ 35.33% |
$12.4M - $12.8M
|
486K
$48.6M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-142- 1.56% |
$13.9K - $14.3K
|
8.94K
$894K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
290K+ 34.89% |
$28.4M - $29.2M
|
1.12M
$112M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.41K+ 4.62% |
$236K - $243K
|
54.6K
$5.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-8.12K- 5.36% |
$794K - $818K
|
143K
$14.3M
|
|