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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.6K+ 15.43% |
$1.04M - $1.07M
|
79.4K
$7.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.24% |
$97.8 - $101
|
415
$41.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.22K- 23.96% |
$608K - $627K
|
19.7K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.02K+ 7.98% |
$295K - $305K
|
40.9K
$4.09M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
4.22KNew |
$413K - $425K
|
4.22K
$422K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-174- 2.01% |
$17K - $17.5K
|
8.48K
$848K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
135+ 4.16% |
$13.2K - $13.6K
|
3.38K
$338K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.85K+ 3032.79% |
$181K - $186K
|
1.91K
$191K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
85.2K+ 18.72% |
$8.33M - $8.59M
|
541K
$54.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17K+ 33.95% |
$114K - $118K
|
4.62K
$462K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
892+ 26.79% |
$87.2K - $89.9K
|
4.22K
$422K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
109+ 0.19% |
$10.7K - $11K
|
56.4K
$5.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.2KNew |
$1.39M - $1.43M
|
14.2K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27+ 0.39% |
$2.64K - $2.72K
|
7K
$700K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
650+ 0.48% |
$63.5K - $65.5K
|
137K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.09K+ 10.79% |
$400K - $412K
|
42K
$4.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 7.4% |
$2.13M - $2.19M
|
272K
$27.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
208+ 7.37% |
$20.3K - $21K
|
3.03K
$303K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
786+ 0.38% |
$76.8K - $79.2K
|
205K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-450- 24.7% |
$44K - $45.3K
|
1.37K
$137K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-994- 7.82% |
$97.2K - $100K
|
11.7K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
425+ 1.19% |
$41.5K - $42.8K
|
36.1K
$3.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
471+ 5.08% |
$46K - $47.5K
|
9.75K
$975K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
652+ 4.06% |
$63.7K - $65.7K
|
16.7K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.04K+ 15.89% |
$102K - $105K
|
7.58K
$758K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.47K+ 3.31% |
$534K - $551K
|
170K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.55K+ 4.11% |
$152K - $156K
|
39.3K
$3.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.99K- 7.98% |
$390K - $402K
|
46K
$4.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-771- 27.18% |
$75.4K - $77.7K
|
2.07K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
14.3KNew |
$1.4M - $1.44M
|
14.3K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 28.58% |
$98.4K - $101K
|
2.52K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
328+ 0.45% |
$32.1K - $33K
|
73K
$7.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.02KNew |
$197K - $203K
|
2.02K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.44K+ 15.2% |
$141K - $145K
|
10.9K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
433+ 2.35% |
$42.3K - $43.6K
|
18.9K
$1.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
9.31KNew |
$910K - $938K
|
9.31K
$931K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-985- 1.37% |
$96.3K - $99.2K
|
71.1K
$7.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 3.44% |
$824K - $850K
|
254K
$25.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
305+ 2.81% |
$29.8K - $30.7K
|
11.2K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116K+ 5.23% |
$11.3M - $11.7M
|
2.33M
$233M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-239- 9.88% |
$23.4K - $24.1K
|
2.18K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-982- 5.23% |
$96K - $98.9K
|
17.8K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-115- 2.42% |
$11.2K - $11.6K
|
4.64K
$464K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-390- 2.6% |
$38.1K - $39.3K
|
14.6K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57.1K+ 4.39% |
$5.58M - $5.75M
|
1.36M
$136M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
97K+ 165.3% |
$9.48M - $9.77M
|
156K
$15.6M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.37K- 3.39% |
$231K - $239K
|
67.6K
$6.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
64New |
$6.26K - $6.45K
|
64
$6.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
1.29K+ 7.1% |
$126K - $130K
|
19.4K
$1.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
14+ 0.3% |
$1.37K - $1.41K
|
4.72K
$472K
|
|