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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.31MNew |
$127M - $130M
|
1.31M
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31M+ 8.61% |
$127M - $130M
|
16.5M
$1.63B
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
402K+ 60.62% |
$38.9M - $40M
|
1.06M
$105M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
379KNew |
$36.7M - $37.7M
|
379K
$37.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
239K+ 3.58% |
$23.2M - $23.8M
|
6.94M
$684M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
165KNew |
$16M - $16.4M
|
165K
$16.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
130K+ 1672.73% |
$12.6M - $13M
|
138K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
123K+ 549.18% |
$11.9M - $12.2M
|
145K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
82.2K+ 12.59% |
$7.96M - $8.17M
|
735K
$72.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.5K+ 2.02% |
$6.05M - $6.22M
|
3.16M
$311M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 97.66% |
$5.96M - $6.12M
|
125K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46.4K+ 124.17% |
$4.49M - $4.62M
|
83.8K
$8.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43.1K+ 4371.57% |
$4.17M - $4.28M
|
44K
$4.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.3K+ 9.71% |
$3.9M - $4.01M
|
455K
$44.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39.8K+ 2.39% |
$3.86M - $3.96M
|
1.71M
$168M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
39K+ 8.22% |
$3.77M - $3.87M
|
513K
$50.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
34.9KNew |
$3.38M - $3.47M
|
34.9K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
34.1K+ 11.57% |
$3.31M - $3.4M
|
329K
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
32K+ 6.14% |
$3.1M - $3.18M
|
553K
$54.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 24.06% |
$2.97M - $3.05M
|
158K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.95M - $3.03M
|
30.5K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$132M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.89% |
$2.56M - $2.63M
|
294K
$29M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$45.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
25K+ 71.76% |
$2.42M - $2.48M
|
59.7K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 236.1% |
$2.38M - $2.44M
|
34.9K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 9.86% |
$2.34M - $2.4M
|
269K
$26.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.6K+ 5.22% |
$2M - $2.05M
|
416K
$41.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 7.52% |
$1.88M - $1.93M
|
278K
$27.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
19.1K+ 4.7% |
$1.85M - $1.9M
|
426K
$42M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 74.06% |
$1.75M - $1.8M
|
42.5K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18K+ 9.46% |
$1.74M - $1.79M
|
208K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
17.4K+ 6.29% |
$1.68M - $1.73M
|
294K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.8K+ 4.33% |
$1.63M - $1.67M
|
406K
$40M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16K+ 72.77% |
$1.55M - $1.59M
|
37.9K
$3.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.4K+ 68.29% |
$1.5M - $1.54M
|
38.1K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.4K+ 114.74% |
$1.49M - $1.53M
|
28.8K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
15.3K+ 20.92% |
$1.48M - $1.52M
|
88.3K
$8.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 15.11% |
$1.46M - $1.5M
|
115K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 6.96% |
$1.38M - $1.42M
|
219K
$21.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.1K+ 4.84% |
$1.36M - $1.4M
|
305K
$30.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.7K+ 26.8% |
$1.33M - $1.36M
|
64.9K
$6.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3K+ 3.32% |
$1.29M - $1.32M
|
414K
$40.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.8K+ 1.29% |
$1.24M - $1.28M
|
1.01M
$99.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$158M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 3.69% |
$1.24M - $1.27M
|
359K
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$1.23M - $1.26M
|
12.7K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12K+ 201.99% |
$1.16M - $1.19M
|
18K
$1.77M
|