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 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
4.53K+ 8.08% |
$439K - $451K
|
60.6K
$6.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.13K- 46.71% |
$400K - $411K
|
4.71K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
39.2K+ 0.99% |
$3.8M - $3.9M
|
3.99M
$399M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 0.34% |
$3.08M - $3.17M
|
9.27M
$927M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-12- 0.14% |
$1.16K - $1.19K
|
8.3K
$830K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-53- 24.2% |
$5.13K - $5.27K
|
166
$16.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
604New |
$58.5K - $60.1K
|
604
$60.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-169- 6.19% |
$16.4K - $16.8K
|
2.56K
$256K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-26- 0.7% |
$2.52K - $2.59K
|
3.67K
$367K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$145K - $149K
|
1.5K
$150K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.6K- 41.41% |
$252K - $259K
|
3.68K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.35KNew |
$227K - $233K
|
2.35K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.35% |
$1.36K - $1.39K
|
4.02K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-34- 68.0% |
$3.29K - $3.38K
|
16
$1.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.22K+ 12.15% |
$118K - $121K
|
11.2K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 25.0% |
$484 - $497
|
25
$2.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.48K+ 91.82% |
$434K - $445K
|
9.35K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79+ 1.71% |
$7.65K - $7.86K
|
4.69K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-550- 5.64% |
$53.3K - $54.7K
|
9.2K
$920K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.49KNew |
$435K - $447K
|
4.49K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$96.8 - $99.5
|
39
$3.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
161+ 104.55% |
$15.6K - $16K
|
315
$31.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 4.22% |
$1.81M - $1.86M
|
463K
$46.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
127K+ 5.14% |
$12.3M - $12.6M
|
2.6M
$260M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-72- 3.02% |
$6.97K - $7.16K
|
2.31K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-404- 4.28% |
$39.1K - $40.2K
|
9.04K
$904K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-49.5K- 50.42% |
$4.8M - $4.92M
|
48.7K
$4.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 8.05% |
$104K - $107K
|
14.4K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.02K+ 9.93% |
$98.7K - $101K
|
11.3K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Mastercard Foundation Asset Management Corp
Toronto, A6 |
BUY
|
- |
5.14M+ 37.18% |
$498M - $511M
|
19M
$1.9B
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-221- 72.46% |
$21.4K - $22K
|
84
$8.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-160- 6.14% |
$15.5K - $15.9K
|
2.45K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12.8KNew |
$1.24M - $1.27M
|
12.8K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8.26K- 73.08% |
$800K - $821K
|
3.04K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75+ 4.24% |
$7.26K - $7.46K
|
1.84K
$184K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-409- 3.25% |
$39.6K - $40.7K
|
12.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.99MNew |
$386M - $397M
|
3.99M
$399M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-99- 10.77% |
$9.59K - $9.85K
|
820
$82K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.55KNew |
$246K - $253K
|
2.55K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.3KNew |
$1.77M - $1.82M
|
18.3K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 46.21% |
$1.02M - $1.05M
|
12.3K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$310K - $318K
|
3.2K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-122- 4.82% |
$11.8K - $12.1K
|
2.41K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 4.77% |
$106K - $109K
|
24K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
13KNew |
$1.26M - $1.3M
|
13K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 10.93% |
$90K - $92.4K
|
7.57K
$757K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.53K+ 33.03% |
$148K - $152K
|
6.15K
$615K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
155+ 5.22% |
$15K - $15.4K
|
3.13K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-263- 6.88% |
$25.5K - $26.2K
|
3.56K
$356K
|
|