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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.09K+ 273.28% |
$685K - $718K
|
9.68K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
7.07KNew |
$683K - $715K
|
7.07K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.03K+ 237.98% |
$679K - $712K
|
9.98K
$975K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.94KNew |
$671K - $703K
|
6.94K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.93K+ 8.33% |
$670K - $702K
|
90.2K
$8.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.91KNew |
$667K - $699K
|
6.91K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.88K+ 3.02% |
$665K - $696K
|
235K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.87K+ 6.31% |
$664K - $695K
|
116K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
6.84KNew |
$661K - $693K
|
6.84K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.82K+ 6.37% |
$659K - $691K
|
114K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.78K+ 2.31% |
$655K - $686K
|
301K
$29.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 3.66% |
$649K - $680K
|
190K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.66K+ 3.58% |
$643K - $674K
|
193K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65K+ 12.49% |
$643K - $673K
|
59.9K
$5.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$642K - $673K
|
6.64K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.58K+ 34.17% |
$635K - $666K
|
25.8K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
6.57KNew |
$634K - $665K
|
6.57K
$641K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.55K+ 27.8% |
$633K - $663K
|
30.1K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.55K+ 9.75% |
$633K - $663K
|
73.7K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.55KNew |
$633K - $663K
|
6.55K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.51K+ 65.71% |
$629K - $659K
|
16.4K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43K+ 11.38% |
$621K - $651K
|
62.9K
$6.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
6.4K+ 3.9% |
$618K - $648K
|
170K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.37K+ 628.53% |
$615K - $645K
|
7.38K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
6.35KNew |
$613K - $643K
|
6.35K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.28K+ 25.39% |
$607K - $635K
|
31K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.26K+ 5.88% |
$604K - $633K
|
113K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
6.25KNew |
$604K - $632K
|
6.25K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.23K+ 5.7% |
$602K - $631K
|
115K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
6.21KNew |
$600K - $628K
|
6.21K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.13KNew |
$592K - $620K
|
6.13K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.09K+ 21.43% |
$589K - $616K
|
34.5K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.07K+ 38.04% |
$587K - $614K
|
22K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
6.07K+ 38.19% |
$586K - $614K
|
21.9K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$586K - $614K
|
6.06K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.06K+ 2.34% |
$585K - $613K
|
265K
$25.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.02K+ 12.23% |
$582K - $609K
|
55.2K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6K+ 174.09% |
$580K - $607K
|
9.45K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6K+ 42.2% |
$580K - $607K
|
20.2K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.97K+ 19.22% |
$577K - $605K
|
37K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.88K+ 7.44% |
$569K - $596K
|
85K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
5.87K+ 8.47% |
$567K - $594K
|
75.1K
$7.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.86K+ 28.2% |
$566K - $593K
|
26.6K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.82K+ 9.19% |
$563K - $589K
|
69.2K
$6.76M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.76KNew |
$556K - $583K
|
5.76K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
5.74KNew |
$555K - $581K
|
5.74K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.72K+ 7.58% |
$553K - $579K
|
81.2K
$7.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
5.71KNew |
$552K - $578K
|
5.71K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.67KNew |
$548K - $574K
|
5.67K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.63KNew |
$544K - $570K
|
5.63K
$550K
|