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
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
910+ 7.52% |
$89K - $91.7K
|
13K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.16K+ 13.98% |
$114K - $117K
|
9.49K
$949K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
737New |
$72K - $74.3K
|
737
$73.7K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-953- 24.81% |
$93.2K - $96K
|
2.89K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
407K+ 84.11% |
$39.8M - $41M
|
892K
$89.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 18.82% |
$1.07M - $1.1M
|
68.9K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-971- 3.14% |
$94.9K - $97.8K
|
30K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-407- 2.42% |
$39.8K - $41K
|
16.4K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
79+ 2.19% |
$7.72K - $7.96K
|
3.68K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.33K+ 75.48% |
$228K - $235K
|
5.42K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
1.43K+ 9.6% |
$140K - $144K
|
16.3K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
72.7KNew |
$7.11M - $7.32M
|
72.7K
$7.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.62K- 4.19% |
$745K - $768K
|
174K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.51M - $1.55M
|
15.4K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
3.81KNew |
$372K - $383K
|
3.81K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-356- 28.19% |
$34.8K - $35.9K
|
907
$90.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26.5K+ 3.06% |
$2.59M - $2.67M
|
892K
$89.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.6K+ 10.78% |
$1.72M - $1.78M
|
181K
$18.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5M+ 6.51% |
$147M - $151M
|
24.6M
$2.46B
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
119K+ 47.04% |
$11.6M - $12M
|
372K
$37.2M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.8K+ 28.02% |
$175K - $181K
|
8.2K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-221- 0.29% |
$21.6K - $22.3K
|
75.9K
$7.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-28- 0.52% |
$2.74K - $2.82K
|
5.37K
$537K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.69K- 6.23% |
$458K - $472K
|
70.6K
$7.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.3K- 2.59% |
$127K - $131K
|
49.1K
$4.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.55M- 44.93% |
$151M - $156M
|
1.89M
$189M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4.45K+ 3.26% |
$435K - $448K
|
141K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.69K+ 6.6% |
$459K - $473K
|
75.8K
$7.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
93.3KNew |
$9.12M - $9.4M
|
93.3K
$9.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10.4K+ 36.32% |
$1.01M - $1.05M
|
39K
$3.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
785K+ 6.67% |
$76.7M - $79.1M
|
12.5M
$1.25B
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.31K- 1.97% |
$128K - $132K
|
65.2K
$6.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.5K- 11.24% |
$1.81M - $1.87M
|
146K
$14.6M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
235+ 10.94% |
$23K - $23.7K
|
2.38K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
433+ 13.23% |
$42.3K - $43.6K
|
3.71K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
8.88K+ 2.04% |
$868K - $894K
|
444K
$44.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47+ 2.98% |
$4.59K - $4.74K
|
1.62K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.6K+ 94.42% |
$2.21M - $2.28M
|
46.6K
$4.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 0.21% |
$880 - $907
|
4.37K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-116K- 64.3% |
$11.3M - $11.7M
|
64.2K
$6.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
85.8K+ 57.48% |
$8.39M - $8.65M
|
235K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.17K- 7.08% |
$310K - $319K
|
41.6K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
198New |
$19.4K - $19.9K
|
198
$19.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.9K- 8.54% |
$185K - $191K
|
20.3K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.6K- 9.48% |
$4.75M - $4.9M
|
464K
$46.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
74.8K+ 4.65% |
$7.32M - $7.54M
|
1.68M
$168M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
BUY
|
- |
221+ 9.71% |
$21.6K - $22.3K
|
2.5K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.93K+ 401.22% |
$482K - $497K
|
6.16K
$616K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-7.34K- 54.09% |
$717K - $739K
|
6.23K
$623K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.2K+ 1.45% |
$117K - $120K
|
83.8K
$8.38M
|
|