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 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-202- 0.5% |
$19.7K - $20.4K
|
40K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.59K+ 7.81% |
$351K - $361K
|
49.5K
$4.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.73K+ 11.85% |
$365K - $376K
|
35.2K
$3.52M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-7- 0.06% |
$684 - $705
|
11.2K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.34K- 1.6% |
$425K - $438K
|
267K
$26.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.92K+ 28.46% |
$383K - $395K
|
17.7K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-676- 7.99% |
$66.1K - $68.1K
|
7.79K
$779K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
76+ 2.26% |
$7.43K - $7.66K
|
3.44K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-5.56K- 1.35% |
$543K - $560K
|
406K
$40.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
585+ 10.36% |
$57.2K - $58.9K
|
6.23K
$623K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
686K+ 52.39% |
$67.1M - $69.1M
|
2M
$200M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 1.4% |
$102K - $105K
|
73.5K
$7.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.44K+ 41.57% |
$630K - $649K
|
21.9K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3+ 2.97% |
$293 - $302
|
104
$10.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.03K+ 0.95% |
$198K - $204K
|
216K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.98K- 21.29% |
$585K - $602K
|
22.1K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
392+ 0.49% |
$38.3K - $39.5K
|
81.1K
$8.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
47+ 0.71% |
$4.59K - $4.74K
|
6.69K
$669K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-358- 25.68% |
$35K - $36.1K
|
1.04K
$104K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.65K+ 156.52% |
$454K - $468K
|
7.62K
$762K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 4.69% |
$622K - $641K
|
129K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74.3K- 33.95% |
$7.26M - $7.48M
|
144K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.6K+ 4.46% |
$156K - $161K
|
37.5K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
89.9K+ 12.24% |
$8.79M - $9.06M
|
825K
$82.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
543+ 39.64% |
$53.1K - $54.7K
|
1.91K
$191K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
21.8K+ 9.14% |
$2.13M - $2.2M
|
261K
$26.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19- 61.29% |
$1.86K - $1.91K
|
12
$1.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.7K+ 0.23% |
$167K - $172K
|
740K
$74M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
50.6K+ 8.45% |
$4.94M - $5.09M
|
649K
$64.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.82K+ 12.27% |
$178K - $183K
|
16.6K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
204+ 2.17% |
$19.9K - $20.6K
|
9.62K
$962K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-351- 8.97% |
$34.3K - $35.4K
|
3.56K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.39K+ 1.94% |
$527K - $543K
|
282K
$28.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.4K- 63.27% |
$1.02M - $1.05M
|
6.03K
$603K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.05KNew |
$200K - $206K
|
2.05K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
897New |
$87.7K - $90.4K
|
897
$89.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-5.27K- 23.73% |
$515K - $531K
|
16.9K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-52- 0.46% |
$5.08K - $5.24K
|
11.3K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-360- 68.44% |
$35.2K - $36.3K
|
166
$16.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34+ 1.64% |
$3.32K - $3.43K
|
2.1K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.63K+ 9.97% |
$159K - $164K
|
17.9K
$1.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-3.02K- 2.96% |
$295K - $304K
|
99K
$9.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-367- 3.19% |
$35.9K - $37K
|
11.1K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
116K+ 5.62% |
$11.3M - $11.7M
|
2.18M
$218M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-392- 3.68% |
$38.3K - $39.5K
|
10.3K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
938+ 12.73% |
$91.7K - $94.5K
|
8.31K
$831K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.45K+ 1.05% |
$142K - $146K
|
140K
$14M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 1.57% |
$2.83K - $2.92K
|
1.88K
$188K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
109+ 0.77% |
$10.7K - $11K
|
14.3K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 7.14% |
$4.89K - $5.04K
|
650
$65K
|
|