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 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
442+ 2.3% |
$43.2K - $44.5K
|
19.7K
$1.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.76K- 25.1% |
$270K - $278K
|
8.23K
$823K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.7KNew |
$557K - $574K
|
5.7K
$570K
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-670- 1.69% |
$65.5K - $67.5K
|
38.9K
$3.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-143- 5.16% |
$14K - $14.4K
|
2.63K
$263K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54K+ 19.43% |
$5.28M - $5.44M
|
332K
$33.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
31.4K+ 29.41% |
$3.07M - $3.17M
|
138K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
40.1K+ 10.86% |
$3.92M - $4.04M
|
410K
$41M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 17.76% |
$167K - $172K
|
7.9K
$790K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13K+ 8.21% |
$1.27M - $1.31M
|
171K
$17.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.35K- 1.07% |
$230K - $237K
|
217K
$21.7M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 8.61% |
$129K - $133K
|
16.7K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-59.5K- 66.35% |
$5.82M - $6M
|
30.2K
$3.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
395+ 1.36% |
$38.6K - $39.8K
|
29.5K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.68K+ 2.38% |
$262K - $270K
|
115K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
140+ 2.89% |
$13.7K - $14.1K
|
4.99K
$499K
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
334+ 1.97% |
$32.6K - $33.7K
|
17.3K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.39% |
$3.91K - $4.03K
|
10.4K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.26K+ 12.29% |
$221K - $228K
|
20.6K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
41.5K+ 5.18% |
$4.05M - $4.18M
|
841K
$84.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-83- 0.67% |
$8.11K - $8.36K
|
12.4K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$587 - $605
|
2.22K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
35.8K+ 7.21% |
$3.5M - $3.61M
|
533K
$53.3M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5K+ 306.28% |
$2.2M - $2.27M
|
29.9K
$2.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.11K+ 29.47% |
$109K - $112K
|
4.89K
$489K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-500- 12.5% |
$48.9K - $50.4K
|
3.5K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
551+ 163.99% |
$53.9K - $55.5K
|
887
$88.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
26.6KNew |
$2.6M - $2.68M
|
26.6K
$2.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
35.2K+ 41.15% |
$3.44M - $3.55M
|
121K
$12.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9K+ 6.18% |
$1.84M - $1.9M
|
324K
$32.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.51K- 1.55% |
$246K - $253K
|
159K
$15.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.02K+ 2.22% |
$198K - $204K
|
92.9K
$9.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-148K- 76.87% |
$14.5M - $14.9M
|
44.5K
$4.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-9- 9.47% |
$880 - $907
|
86
$8.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.6K+ 41.82% |
$2.4M - $2.48M
|
83.4K
$8.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$97.8 - $101
|
2.34K
$234K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
136+ 4.32% |
$13.3K - $13.7K
|
3.28K
$328K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.53K+ 13.88% |
$540K - $557K
|
45.3K
$4.53M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-16.3K- 80.28% |
$1.59M - $1.64M
|
4K
$400K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-10- 0.16% |
$978 - $1.01K
|
6.28K
$628K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
172New |
$16.8K - $17.3K
|
172
$17.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.71K+ 42.54% |
$363K - $374K
|
12.4K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-426- 58.12% |
$41.6K - $42.9K
|
307
$30.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.12K+ 13.63% |
$207K - $214K
|
17.7K
$1.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
286+ 7.42% |
$28K - $28.8K
|
4.14K
$414K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-300K- 65.63% |
$29.4M - $30.3M
|
157K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-13.8K- 54.06% |
$1.35M - $1.39M
|
11.7K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.81K- 4.73% |
$372K - $384K
|
76.7K
$7.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 3.98% |
$71K - $73.1K
|
17.5K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
196+ 2.78% |
$19.2K - $19.7K
|
7.26K
$726K
|
|