Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.7K+ 15.12% |
$6.88M - $7.12M
|
546K
$53.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41.3K+ 7.69% |
$3.96M - $4.1M
|
578K
$57.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 10.95% |
$2.75M - $2.85M
|
291K
$28.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
22.6K+ 1.12% |
$2.17M - $2.24M
|
2.04M
$202M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12.8K+ 140.26% |
$1.23M - $1.27M
|
22K
$2.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.51KNew |
$815K - $844K
|
8.51K
$840K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.31K+ 47.76% |
$700K - $725K
|
22.6K
$2.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.3M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.32K+ 4.31% |
$606K - $627K
|
153K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.69KNew |
$546K - $565K
|
5.69K
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.72K+ 5.97% |
$452K - $468K
|
83.7K
$8.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.59K+ 23.17% |
$440K - $456K
|
24.4K
$2.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.83K+ 0.97% |
$367K - $380K
|
397K
$39.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.25K+ 1.65% |
$215K - $223K
|
138K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.49K+ 41.17% |
$143K - $148K
|
5.12K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
116+ 0.54% |
$11.1K - $11.5K
|
21.6K
$2.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 3.14% |
$7.67K - $7.94K
|
2.63K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$95.9 - $99.3
|
2.27K
$224K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9MNew |
$7.53B - $7.88B
|
77.9M
$7.69B
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.5MNew |
$2.47B - $2.58B
|
25.5M
$2.52B
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
14.2MNew |
$1.37B - $1.43B
|
14.2M
$1.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.22M+ 75.4% |
$795M - $833M
|
19.1M
$1.89B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.46M+ 6.14% |
$721M - $756M
|
129M
$12.7B
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
5.22M+ 64.24% |
$504M - $528M
|
13.3M
$1.32B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.45M+ 15.8% |
$430M - $451M
|
32.6M
$3.22B
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
4.45MNew |
$430M - $450M
|
4.45M
$439M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.94M+ 9.91% |
$381M - $399M
|
43.8M
$4.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.01M+ 5.92% |
$291M - $304M
|
53.8M
$5.32B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72M+ 5.56% |
$263M - $275M
|
51.6M
$5.09B
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$163M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 16.73% |
$128M - $134M
|
9.27M
$915M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29M+ 9.86% |
$124M - $130M
|
14.3M
$1.42B
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.13M+ 6.02% |
$109M - $114M
|
19.9M
$1.96B
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
979K+ 20.12% |
$94.6M - $99.1M
|
5.85M
$577M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920K+ 9.68% |
$88.9M - $93.2M
|
10.4M
$1.03B
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
910K+ 64.54% |
$87.9M - $92.1M
|
2.32M
$229M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
882K+ 3.92% |
$85.3M - $89.3M
|
23.4M
$2.31B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
871K+ 13.04% |
$84.2M - $88.2M
|
7.55M
$746M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
820K+ 15.74% |
$79.2M - $83M
|
6.03M
$595M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
816K+ 398.86% |
$78.8M - $82.6M
|
1.02M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
800K+ 32.65% |
$77.3M - $81M
|
3.25M
$321M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
787K+ 6.88% |
$76.1M - $79.7M
|
12.2M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
723K+ 9.08% |
$69.9M - $73.2M
|
8.69M
$858M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
710K+ 9.77% |
$68.6M - $71.8M
|
7.97M
$787M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646K+ 7.9% |
$62.4M - $65.4M
|
8.82M
$871M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
627K+ 37.11% |
$60.6M - $63.4M
|
2.32M
$229M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
590K+ 58.39% |
$57M - $59.7M
|
1.6M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
553K+ 63.58% |
$53.5M - $56M
|
1.42M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
544K+ 11284.4% |
$52.6M - $55.1M
|
549K
$54.2M
|
|