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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
21New |
$2.05K - $2.12K
|
21
$2.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.39K+ 29.48% |
$234K - $241K
|
10.5K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.1M+ 81.7% |
$401M - $413M
|
9.13M
$913M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
508K+ 19.37% |
$49.6M - $51.2M
|
3.13M
$313M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-275- 1.09% |
$26.9K - $27.7K
|
24.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-97.8K- 0.82% |
$9.56M - $9.85M
|
11.9M
$1.19B
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.32K+ 53.65% |
$520K - $536K
|
15.2K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
996+ 3.69% |
$97.4K - $100K
|
28K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 65.82% |
$194K - $200K
|
5.01K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.5K+ 96.93% |
$8.16M - $8.41M
|
170K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-405- 0.41% |
$39.6K - $40.8K
|
97.7K
$9.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
33.2K+ 113.48% |
$3.25M - $3.35M
|
62.5K
$6.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$403K - $415K
|
4.12K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-494- 0.38% |
$48.3K - $49.8K
|
130K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-62.3K- 8.7% |
$6.09M - $6.27M
|
653K
$65.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.33K- 0.3% |
$130K - $134K
|
436K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.59K+ 3.23% |
$644K - $664K
|
211K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.67K+ 1.59% |
$163K - $168K
|
107K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-303- 2.98% |
$29.6K - $30.5K
|
9.88K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.71K- 37.26% |
$167K - $172K
|
2.87K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.1K+ 5.18% |
$9.1M - $9.38M
|
1.89M
$189M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.06K- 5.55% |
$299K - $308K
|
52K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7K- 2.41% |
$685K - $706K
|
284K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 2.18% |
$2.92M - $3M
|
1.4M
$140M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.12K- 6.84% |
$500K - $516K
|
69.7K
$6.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-613- 9.0% |
$59.9K - $61.8K
|
6.2K
$620K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 9.81% |
$2.15M - $2.21M
|
246K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.8K+ 19.4% |
$4.57M - $4.71M
|
288K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 0.19% |
$106K - $110K
|
589K
$58.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
38KNew |
$3.71M - $3.82M
|
38K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-648K- 87.74% |
$63.3M - $65.3M
|
90.5K
$9.05M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-742- 0.08% |
$72.5K - $74.8K
|
906K
$90.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-146K- 88.16% |
$14.3M - $14.7M
|
19.6K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-373- 3.88% |
$36.5K - $37.6K
|
9.25K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
944K+ 6.48% |
$92.3M - $95.1M
|
15.5M
$1.55B
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$428K - $441K
|
4.38K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-27.4K- 20.65% |
$2.68M - $2.76M
|
105K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.3K+ 1207.44% |
$6.19M - $6.38M
|
68.6K
$6.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.3K- 38.18% |
$1.1M - $1.14M
|
18.3K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.85K+ 5.78% |
$669K - $690K
|
125K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
171+ 2.21% |
$16.7K - $17.2K
|
7.9K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
12K+ 99.01% |
$1.17M - $1.21M
|
24K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
37.7K+ 1842.98% |
$3.68M - $3.8M
|
39.7K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
177K+ 5.96% |
$17.3M - $17.8M
|
3.14M
$314M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42.3K+ 1453.14% |
$4.14M - $4.26M
|
45.2K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-87.3K- 30.31% |
$8.53M - $8.8M
|
201K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
88.8K+ 3.46% |
$8.68M - $8.95M
|
2.65M
$265M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.02K- 44.88% |
$589K - $607K
|
7.4K
$740K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.6K+ 3.8% |
$3.38M - $3.49M
|
946K
$94.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-28- 0.03% |
$2.74K - $2.82K
|
90.9K
$9.09M
|
|