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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$302K - $310K
|
3.11K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
3.1K+ 2.18% |
$300K - $308K
|
145K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
3.1K+ 0.49% |
$300K - $308K
|
641K
$64.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 4.8% |
$300K - $308K
|
67.6K
$6.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 57.66% |
$300K - $308K
|
8.46K
$851K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.09K+ 181.47% |
$300K - $308K
|
4.8K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
3.06K+ 9.67% |
$297K - $305K
|
34.7K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.06K+ 4.31% |
$296K - $304K
|
74K
$7.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.02K+ 741.18% |
$293K - $301K
|
3.43K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.01K+ 4.8% |
$292K - $300K
|
65.8K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.01K+ 4.04% |
$291K - $299K
|
77.5K
$7.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
3K+ 55.1% |
$291K - $299K
|
8.45K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.97K+ 89.57% |
$288K - $295K
|
6.29K
$632K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.96K+ 2.47% |
$287K - $295K
|
123K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.93K+ 14.15% |
$284K - $291K
|
23.6K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.9KNew |
$281K - $289K
|
2.9K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.87KNew |
$278K - $285K
|
2.87K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.85K+ 18.7% |
$276K - $284K
|
18.1K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.83KNew |
$274K - $282K
|
2.83K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.81K+ 12.8% |
$273K - $280K
|
24.8K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.8K+ 22.07% |
$271K - $279K
|
15.5K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.78KNew |
$270K - $277K
|
2.78K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.77K+ 0.85% |
$268K - $276K
|
330K
$33.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.77K+ 4.19% |
$268K - $275K
|
68.8K
$6.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.76K+ 2.3% |
$267K - $275K
|
123K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.76KNew |
$267K - $274K
|
2.76K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.68K+ 1.59% |
$260K - $267K
|
171K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.68K+ 209.8% |
$259K - $266K
|
3.95K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.67K+ 4.03% |
$259K - $266K
|
68.9K
$6.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.65K+ 5.85% |
$256K - $263K
|
47.9K
$4.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.61K+ 1.03% |
$253K - $260K
|
257K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.6K+ 5.41% |
$252K - $259K
|
50.7K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.6KNew |
$252K - $259K
|
2.6K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.58K+ 6.31% |
$249K - $256K
|
43.4K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.55K+ 375.26% |
$247K - $253K
|
3.23K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.55K+ 1.04% |
$247K - $253K
|
246K
$24.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.55KNew |
$246K - $253K
|
2.55K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.55K+ 0.2% |
$246K - $253K
|
1.3M
$131M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.52K+ 5.39% |
$244K - $251K
|
49.3K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.5KNew |
$242K - $249K
|
2.5K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.5K+ 46.86% |
$242K - $249K
|
7.84K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 43.78% |
$242K - $249K
|
8.21K
$825K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.48KNew |
$240K - $247K
|
2.48K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.48K+ 7.72% |
$240K - $246K
|
34.6K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.47K+ 62.18% |
$240K - $246K
|
6.45K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 9155.56% |
$239K - $246K
|
2.5K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.47K+ 33.1% |
$239K - $245K
|
9.91K
$997K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.44K+ 2.4% |
$237K - $243K
|
104K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.44KNew |
$236K - $243K
|
2.44K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.44K+ 15.51% |
$236K - $242K
|
18.1K
$1.82M
|