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 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-537- 1.91% |
$52.5K - $54.1K
|
27.6K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.62K+ 8.18% |
$158K - $163K
|
21.4K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.7K- 13.57% |
$557K - $574K
|
36.3K
$3.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.05K+ 20.42% |
$592K - $610K
|
35.7K
$3.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
736K+ 15.41% |
$72M - $74.2M
|
5.51M
$551M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.79K- 4.09% |
$273K - $281K
|
65.5K
$6.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
948KNew |
$92.7M - $95.5M
|
948K
$94.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.1K+ 1.33% |
$4.31M - $4.44M
|
3.36M
$336M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.96K- 20.28% |
$192K - $198K
|
7.72K
$772K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-358- 0.32% |
$35K - $36.1K
|
113K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-86K- 22.41% |
$8.41M - $8.66M
|
298K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.6K+ 4.05% |
$743K - $766K
|
195K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-30- 1.15% |
$2.93K - $3.02K
|
2.57K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
893+ 5.72% |
$87.3K - $90K
|
16.5K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4K+ 10.93% |
$391K - $403K
|
40.6K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-23- 0.42% |
$2.25K - $2.32K
|
5.47K
$547K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-27.7K- 3.99% |
$2.71M - $2.79M
|
666K
$66.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.76K+ 95.33% |
$563K - $580K
|
11.8K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-304- 3.62% |
$29.7K - $30.6K
|
8.1K
$810K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.04KNew |
$200K - $206K
|
2.04K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
269K+ 13.46% |
$26.3M - $27.1M
|
2.27M
$227M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 0.33% |
$14.4K - $14.8K
|
44.3K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.19K+ 2.2% |
$116K - $120K
|
55.3K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
29+ 0.94% |
$2.83K - $2.92K
|
3.12K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-67- 0.15% |
$6.55K - $6.75K
|
43.3K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
290+ 11.6% |
$28.3K - $29.2K
|
2.79K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-350- 11.54% |
$34.2K - $35.3K
|
2.68K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
250+ 1.82% |
$24.4K - $25.2K
|
14K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
26+ 1.14% |
$2.54K - $2.62K
|
2.31K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 13.79% |
$391 - $403
|
33
$3.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.7K- 13.45% |
$5.64M - $5.81M
|
371K
$37.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
680+ 2.5% |
$66.5K - $68.5K
|
27.9K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.1K+ 5.43% |
$1.77M - $1.83M
|
352K
$35.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.3KNew |
$225K - $232K
|
2.3K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.16KNew |
$505K - $520K
|
5.16K
$516K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 0.56% |
$2.05K - $2.12K
|
3.75K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-50- 0.33% |
$4.89K - $5.04K
|
14.9K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.34M- 43.85% |
$229M - $236M
|
3M
$300M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.49K+ 2.84% |
$342K - $352K
|
127K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 4.5% |
$113K - $117K
|
24.6K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.56K+ 71.27% |
$250K - $257K
|
6.14K
$614K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.23K+ 3.79% |
$414K - $426K
|
116K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-2.03K- 11.98% |
$198K - $204K
|
14.9K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
348+ 9.25% |
$34K - $35.1K
|
4.11K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.12M+ 14.58% |
$794M - $818M
|
63.8M
$6.38B
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
281+ 1.9% |
$27.5K - $28.3K
|
15.1K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
254+ 2.93% |
$24.8K - $25.6K
|
8.92K
$892K
|
|
|
Nov 13, 2025
Q3 2025
|
Passaic Partners LLC
|
SELL
|
- |
-226K- 55.38% |
$22.1M - $22.8M
|
182K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-612K- 6.13% |
$59.8M - $61.7M
|
9.37M
$937M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.6K+ 14.91% |
$1.04M - $1.07M
|
82K
$8.2M
|
|