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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.01K+ 6.14% |
$96.7K - $102K
|
17.4K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1K+ 16.1% |
$96.3K - $102K
|
7.21K
$704K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1K+ 83.33% |
$96.3K - $102K
|
2.2K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1KNew |
$96.3K - $102K
|
1K
$97.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
995+ 7.34% |
$95.8K - $101K
|
14.5K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
986New |
$94.9K - $101K
|
986
$96.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
980+ 3.22% |
$94.3K - $99.9K
|
31.5K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
958+ 3.18% |
$92.2K - $97.7K
|
31.1K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
946+ 91.4% |
$91.1K - $96.5K
|
1.98K
$193K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
946+ 0.85% |
$91.1K - $96.5K
|
112K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
935+ 9.14% |
$90K - $95.4K
|
11.2K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
928+ 0.58% |
$89.3K - $94.6K
|
162K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
921+ 2.15% |
$88.6K - $93.9K
|
43.8K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
906+ 10.34% |
$87.2K - $92.4K
|
9.67K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
901+ 16.1% |
$86.7K - $91.9K
|
6.5K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
883New |
$85K - $90K
|
883
$86.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
865+ 5.93% |
$83.3K - $88.2K
|
15.5K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
864+ 3.99% |
$83.2K - $88.1K
|
22.5K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
860+ 10.29% |
$82.8K - $87.7K
|
9.21K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
845+ 4.65% |
$81.3K - $86.2K
|
19K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
843+ 0.99% |
$81.1K - $86K
|
85.9K
$8.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
830+ 1.73% |
$79.9K - $84.6K
|
48.9K
$4.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
829+ 5.38% |
$79.8K - $84.5K
|
16.3K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
783+ 32.26% |
$75.4K - $79.9K
|
3.21K
$313K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
780+ 26.71% |
$75.1K - $79.5K
|
3.7K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
772+ 1.21% |
$74.3K - $78.7K
|
64.7K
$6.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
764New |
$73.5K - $77.9K
|
764
$74.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
761+ 3.35% |
$73.2K - $77.6K
|
23.5K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
754+ 19.67% |
$72.6K - $76.9K
|
4.59K
$448K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
749+ 0.32% |
$72.1K - $76.4K
|
233K
$22.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
739+ 6.09% |
$71.1K - $75.4K
|
12.9K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
737+ 2.15% |
$70.9K - $75.2K
|
35K
$3.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
730+ 0.44% |
$70.3K - $74.4K
|
168K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
721+ 4.47% |
$69.4K - $73.5K
|
16.9K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
718+ 28.02% |
$69.1K - $73.2K
|
3.28K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
715+ 5.1% |
$68.8K - $72.9K
|
14.7K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
713+ 4.72% |
$68.6K - $72.7K
|
15.8K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
710+ 5.62% |
$68.3K - $72.4K
|
13.3K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
703+ 26.42% |
$67.7K - $71.7K
|
3.36K
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
702+ 2.05% |
$67.6K - $71.6K
|
34.9K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
700+ 30.2% |
$67.4K - $71.4K
|
3.02K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
675+ 4.56% |
$65K - $68.8K
|
15.5K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
675+ 0.41% |
$65K - $68.8K
|
164K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
667+ 6.21% |
$64.2K - $68K
|
11.4K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
661+ 2.97% |
$63.6K - $67.4K
|
22.9K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
642+ 6.03% |
$61.8K - $65.5K
|
11.3K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
641+ 0.86% |
$61.7K - $65.4K
|
75.3K
$7.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
621+ 2.72% |
$59.8K - $63.3K
|
23.5K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 19.95% |
$59.1K - $62.6K
|
3.69K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
608+ 17.55% |
$58.5K - $62K
|
4.07K
$397K
|