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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-58- 14.91% |
$5.62K - $5.77K
|
331
$33.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
481+ 3.72% |
$46.6K - $47.8K
|
13.4K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-202- 3.74% |
$19.6K - $20.1K
|
5.2K
$520K
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
7.19K+ 1.46% |
$696K - $715K
|
501K
$50.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-132- 1.96% |
$12.8K - $13.1K
|
6.59K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.28KNew |
$221K - $226K
|
2.28K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-766- 10.18% |
$74.2K - $76.2K
|
6.76K
$676K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
150+ 2.17% |
$14.5K - $14.9K
|
7.05K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-170- 49.13% |
$16.5K - $16.9K
|
176
$17.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-529- 1.02% |
$51.2K - $52.6K
|
51.3K
$5.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-60- 0.5% |
$5.81K - $5.97K
|
11.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
258+ 11.86% |
$25K - $25.7K
|
2.43K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93.4K- 33.63% |
$9.05M - $9.29M
|
184K
$18.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.39K- 37.45% |
$135K - $138K
|
2.32K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.16K+ 246.38% |
$112K - $115K
|
1.63K
$163K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70- 2.77% |
$6.78K - $6.96K
|
2.46K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28.2KNew |
$2.73M - $2.8M
|
28.2K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
457+ 7.67% |
$44.3K - $45.5K
|
6.41K
$641K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.85K- 76.06% |
$663K - $681K
|
2.16K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 31.27% |
$1.7M - $1.74M
|
73.5K
$7.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39.7K+ 100.5% |
$3.84M - $3.95M
|
79.2K
$7.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.76K- 40.25% |
$364K - $374K
|
5.58K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.48KNew |
$240K - $247K
|
2.48K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71+ 221.88% |
$6.88K - $7.06K
|
103
$10.3K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
47+ 1.15% |
$4.55K - $4.67K
|
4.12K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
117New |
$11.3K - $11.6K
|
117
$11.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.67K+ 4.03% |
$259K - $266K
|
68.9K
$6.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-3.54K- 86.32% |
$343K - $352K
|
561
$56.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-802- 6.83% |
$77.7K - $79.8K
|
10.9K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 53.82% |
$702K - $721K
|
6.22K
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-966- 15.86% |
$93.5K - $96.1K
|
5.12K
$512K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16K+ 72.77% |
$1.55M - $1.59M
|
37.9K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.41K- 52.07% |
$233K - $239K
|
2.22K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-190- 6.21% |
$18.4K - $18.9K
|
2.87K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-90- 2.12% |
$8.72K - $8.95K
|
4.16K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7- 0.27% |
$678 - $696
|
2.61K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.24K- 50.45% |
$120K - $123K
|
1.22K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.99K- 8.3% |
$193K - $198K
|
22K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.61KNew |
$350K - $359K
|
3.61K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$291 - $298
|
23.3K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-820- 13.61% |
$79.4K - $81.6K
|
5.2K
$520K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$51.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
3K+ 55.1% |
$291K - $299K
|
8.45K
$845K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-865- 22.02% |
$83.8K - $86K
|
3.06K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-179- 4.65% |
$17.3K - $17.8K
|
3.67K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-113K- 12.2% |
$11M - $11.3M
|
816K
$81.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16- 0.73% |
$1.55K - $1.59K
|
2.16K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 6192.0% |
$150K - $154K
|
1.57K
$157K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42K- 69.14% |
$4.06M - $4.17M
|
18.7K
$1.87M
|
|