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 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-732- 9.88% |
$71.6K - $73.7K
|
6.68K
$668K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-70- 1.29% |
$6.84K - $7.05K
|
5.35K
$535K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6.31K+ 18.9% |
$617K - $636K
|
39.7K
$3.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-6.52K- 12.66% |
$637K - $656K
|
44.9K
$4.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
21.1K+ 3.29% |
$2.06M - $2.13M
|
662K
$66.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
498+ 7.59% |
$48.7K - $50.2K
|
7.06K
$706K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.47K- 8.51% |
$144K - $148K
|
15.8K
$1.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-925- 3.04% |
$90.4K - $93.2K
|
29.6K
$2.96M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.4K+ 22.77% |
$136K - $141K
|
7.52K
$752K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.84K+ 3.4% |
$277K - $286K
|
86.4K
$8.64M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
226+ 3.37% |
$22.1K - $22.8K
|
6.93K
$693K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.11KNew |
$206K - $213K
|
2.11K
$211K
|
|
| Q2 2025 | |||||||
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-1.82K- 11.0% |
$176K - $181K
|
14.7K
$1.47M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.2K+ 290.72% |
$601K - $617K
|
8.34K
$834K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-214- 0.69% |
$20.7K - $21.3K
|
30.9K
$3.09M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-443K- 8.73% |
$42.9M - $44.1M
|
4.63M
$463M
|
|
|
Nov 10, 2025
Q2 2025
|
Kropog Financial Group, LLC
Mandeville, LA |
SELL
|
- |
-120KClosed |
$11.6M - $11.9M
|
0
$0
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.52K- 15.88% |
$147K - $151K
|
8.03K
$803K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-8.22K- 43.94% |
$796K - $817K
|
10.5K
$1.05M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.69M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.67KNew |
$258K - $265K
|
2.67K
$267K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-734- 6.74% |
$71.1K - $73K
|
10.2K
$1.02M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
360+ 5.11% |
$34.9K - $35.8K
|
7.4K
$740K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-530- 4.15% |
$51.3K - $52.7K
|
12.2K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-589- 95.0% |
$57K - $58.6K
|
31
$3.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41.8KNew |
$4.05M - $4.16M
|
41.8K
$4.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 1.61% |
$19.4K - $19.9K
|
12.6K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-361K- 44.19% |
$34.9M - $35.9M
|
456K
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.2KNew |
$1.66M - $1.71M
|
17.2K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.27KNew |
$219K - $225K
|
2.27K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
17.4KNew |
$1.68M - $1.73M
|
17.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-28- 4.91% |
$2.71K - $2.78K
|
542
$54.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
347+ 12.55% |
$33.6K - $34.5K
|
3.11K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
711+ 13.01% |
$68.9K - $70.7K
|
6.18K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.88K- 8.3% |
$182K - $187K
|
20.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-358- 8.25% |
$34.7K - $35.6K
|
3.98K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45.2K- 85.68% |
$4.38M - $4.5M
|
7.56K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-301- 10.47% |
$29.1K - $29.9K
|
2.57K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
7New |
$678 - $696
|
7
$700
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$9.68M - $9.95M
|
100K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64New |
$6.2K - $6.37K
|
64
$6.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 1.05% |
$2.39M - $2.45M
|
2.37M
$237M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5.17K- 33.78% |
$501K - $515K
|
10.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
1.2KNew |
$116K - $119K
|
1.2K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-65- 1.72% |
$6.29K - $6.46K
|
3.72K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-34- 0.28% |
$3.29K - $3.38K
|
12K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
452+ 0.67% |
$43.8K - $45K
|
67.6K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-125K- 21.48% |
$12.1M - $12.5M
|
458K
$45.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.95K+ 488.56% |
$963K - $989K
|
12K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.74KNew |
$459K - $472K
|
4.74K
$474K
|
|