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 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 4.12% |
$1.08M - $1.12M
|
280K
$28M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 40.37% |
$142K - $146K
|
5.06K
$506K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
37+ 23.27% |
$3.62K - $3.73K
|
196
$19.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
25.8K+ 6.25% |
$2.52M - $2.6M
|
438K
$43.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.51K+ 26.21% |
$538K - $555K
|
26.5K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
243+ 22.82% |
$23.8K - $24.5K
|
1.31K
$131K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.35K+ 1.95% |
$718K - $740K
|
385K
$38.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
26.7K+ 44.77% |
$2.61M - $2.69M
|
86.5K
$8.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-11- 17.46% |
$1.08K - $1.11K
|
52
$5.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.3K- 1.25% |
$127K - $131K
|
102K
$10.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.07K+ 2.36% |
$300K - $309K
|
133K
$13.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-356- 5.06% |
$34.8K - $35.9K
|
6.69K
$669K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-204- 8.49% |
$19.9K - $20.6K
|
2.2K
$220K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
795+ 0.88% |
$77.7K - $80.1K
|
91.5K
$9.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$196 - $202
|
2.63K
$263K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.1% |
$97.8 - $101
|
1.04K
$104K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 7.51% |
$397K - $409K
|
58.1K
$5.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 10.57% |
$107K - $111K
|
9.28K
$928K
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
398K+ 3.98% |
$38.9M - $40.1M
|
10.4M
$1.04B
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-249- 3.35% |
$24.3K - $25.1K
|
7.19K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
168+ 4.76% |
$16.4K - $16.9K
|
3.69K
$369K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
425+ 8.84% |
$41.5K - $42.8K
|
5.23K
$523K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
38.9K+ 89.82% |
$3.8M - $3.92M
|
82.2K
$8.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5K+ 2.03% |
$488K - $503K
|
251K
$25.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-423- 3.26% |
$41.3K - $42.6K
|
12.5K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
121KNew |
$11.8M - $12.2M
|
121K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-40.1K- 14.98% |
$3.92M - $4.04M
|
228K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
122+ 7.98% |
$11.9K - $12.3K
|
1.65K
$165K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.27K- 16.07% |
$515K - $531K
|
27.5K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.72K+ 0.96% |
$266K - $274K
|
285K
$28.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 2.93% |
$109K - $112K
|
39.1K
$3.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.21KNew |
$216K - $222K
|
2.21K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
49K+ 7.03% |
$4.79M - $4.94M
|
746K
$74.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-119- 2.46% |
$11.6K - $12K
|
4.73K
$473K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-379- 1.25% |
$37K - $38.2K
|
30.1K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
29+ 1.16% |
$2.83K - $2.92K
|
2.54K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-229- 2.53% |
$22.4K - $23.1K
|
8.84K
$884K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.57K- 57.58% |
$446K - $460K
|
3.36K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.33K- 88.8% |
$912K - $940K
|
1.18K
$118K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.9K+ 4.52% |
$2.63M - $2.71M
|
623K
$62.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.53K- 53.68% |
$736K - $758K
|
6.49K
$649K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.85K+ 9.78% |
$278K - $287K
|
31.9K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.43K- 2.28% |
$139K - $144K
|
61.2K
$6.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
888+ 13.77% |
$86.8K - $89.5K
|
7.34K
$734K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.42K+ 2.82% |
$530K - $546K
|
198K
$19.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.5KNew |
$1.12M - $1.15M
|
11.5K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-41- 0.66% |
$4.01K - $4.13K
|
6.13K
$613K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.03% |
$97.8 - $101
|
3.36K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 3.53% |
$2.27M - $2.34M
|
682K
$68.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.14KNew |
$404K - $417K
|
4.14K
$414K
|
|