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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.2K+ 12.45% |
$1.17M - $1.21M
|
111K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.2K+ 8.53% |
$1.17M - $1.21M
|
155K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 227.99% |
$1.16M - $1.2M
|
17.4K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.14M - $1.18M
|
11.9K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 222.6% |
$1.09M - $1.13M
|
16.4K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11K+ 6.93% |
$1.06M - $1.1M
|
170K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11K+ 31.15% |
$1.05M - $1.09M
|
46.2K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
10.9K+ 15.05% |
$1.05M - $1.08M
|
83.4K
$8.22M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 65.49% |
$1.02M - $1.06M
|
26.9K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.4K+ 22.69% |
$1M - $1.04M
|
56.4K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.4K+ 0.35% |
$997K - $1.03M
|
2.95M
$291M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 3.15% |
$992K - $1.03M
|
339K
$33.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$983K - $1.02M
|
10.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.2K+ 203220.0% |
$974K - $1.01M
|
10.2K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 4.91% |
$970K - $1M
|
216K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 322.01% |
$964K - $998K
|
13.2K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10K+ 42.7% |
$961K - $995K
|
33.5K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
9.93K+ 9.69% |
$952K - $986K
|
112K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.71K+ 9.56% |
$931K - $964K
|
111K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.6K+ 0.2% |
$920K - $953K
|
4.72M
$466M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
9.43K+ 13.23% |
$904K - $936K
|
80.7K
$7.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 0.9% |
$903K - $935K
|
1.05M
$104M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.27K+ 14.0% |
$889K - $920K
|
75.5K
$7.45M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.18K+ 4.85% |
$880K - $911K
|
198K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.13K+ 2.25% |
$875K - $906K
|
414K
$40.8M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.12K+ 9.23% |
$874K - $905K
|
108K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9KNew |
$863K - $893K
|
9K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 17.21% |
$851K - $881K
|
60.4K
$5.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.86K+ 16.93% |
$850K - $880K
|
61.2K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.65K+ 15.66% |
$829K - $858K
|
63.9K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5K+ 100.0% |
$815K - $844K
|
17K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.43K+ 7.6% |
$808K - $837K
|
119K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.26K+ 271.43% |
$791K - $820K
|
11.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.23K+ 17.21% |
$789K - $817K
|
56.1K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 19.12% |
$789K - $817K
|
51.3K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.2KNew |
$786K - $814K
|
8.2K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
8.07K+ 2.96% |
$774K - $801K
|
281K
$27.7M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.65K+ 7.15% |
$733K - $759K
|
115K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.59K+ 28.03% |
$728K - $753K
|
34.7K
$3.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.5K+ 11.02% |
$719K - $744K
|
75.5K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.49K+ 17.63% |
$718K - $744K
|
50K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.47K+ 0.24% |
$716K - $741K
|
3.08M
$304M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.4K+ 148.0% |
$709K - $734K
|
12.4K
$1.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.07KNew |
$678K - $702K
|
7.07K
$698K
|