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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
91.6KNew |
$8.87M - $9.11M
|
91.6K
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.16M- 83.04% |
$113M - $116M
|
238K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.61M+ 142.68% |
$253M - $260M
|
4.45M
$445M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.58KNew |
$347K - $356K
|
3.58K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3+ 0.33% |
$291 - $298
|
903
$90.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
173New |
$16.8K - $17.2K
|
173
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
599+ 39.91% |
$58K - $59.6K
|
2.1K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.54KNew |
$343K - $352K
|
3.54K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 0.71% |
$1.94K - $1.99K
|
2.8K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.1KNew |
$882K - $905K
|
9.1K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-7.27K- 75.94% |
$704K - $723K
|
2.3K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-8.11K- 52.06% |
$786K - $807K
|
7.47K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-181- 7.1% |
$17.5K - $18K
|
2.37K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.5K+ 83.41% |
$7.6M - $7.81M
|
173K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.44KNew |
$236K - $243K
|
2.44K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.5K+ 46.86% |
$242K - $249K
|
7.84K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$194 - $199
|
2
$200
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-357K- 94.97% |
$34.5M - $35.5M
|
18.9K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$2.3M - $2.36M
|
23.7K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.48K- 35.04% |
$240K - $246K
|
4.59K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.35KNew |
$228K - $234K
|
2.35K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-873- 97.65% |
$84.5K - $86.8K
|
21
$2.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 84.73% |
$21.5K - $22.1K
|
484
$48.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-8.5K- 50.0% |
$823K - $845K
|
8.5K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-471- 34.91% |
$45.6K - $46.8K
|
878
$87.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.78K- 50.36% |
$269K - $276K
|
2.74K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
690+ 10.93% |
$66.8K - $68.6K
|
7K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-135K- 94.95% |
$13M - $13.4M
|
7.16K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
404+ 6.44% |
$39.1K - $40.2K
|
6.68K
$668K
|
|
|
Aug 12, 2025
Q2 2025
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
208KNew |
$20.1M - $20.7M
|
208K
$20.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-123K- 71.7% |
$11.9M - $12.2M
|
48.6K
$4.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 9820.73% |
$780K - $801K
|
8.14K
$814K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
336+ 67.2% |
$32.5K - $33.4K
|
836
$83.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3K+ 4.45% |
$1.58M - $1.62M
|
383K
$38.3M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.05K+ 20.29% |
$199K - $204K
|
12.2K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.82KNew |
$467K - $479K
|
4.82K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.74% |
$1.45K - $1.49K
|
2.03K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.2KNew |
$4.38M - $4.5M
|
45.2K
$4.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
24+ 0.99% |
$2.32K - $2.39K
|
2.44K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-398- 2.5% |
$38.5K - $39.6K
|
15.5K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-509- 9.05% |
$49.3K - $50.6K
|
5.11K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.08% |
$96.8 - $99.5
|
49
$4.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.76KNew |
$267K - $274K
|
2.76K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
259New |
$25.1K - $25.8K
|
259
$25.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.68K+ 209.8% |
$259K - $266K
|
3.95K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 69.6% |
$1.33M - $1.37M
|
6.01K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.4KNew |
$2.36M - $2.43M
|
24.4K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 23.6% |
$208K - $214K
|
6.95K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.85K- 1.5% |
$372K - $382K
|
253K
$25.3M
|
|