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 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.43KNew |
$236K - $242K
|
2.43K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.42KNew |
$234K - $241K
|
2.42K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.41K+ 39.43% |
$234K - $240K
|
8.53K
$858K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
2.41K+ 60.64% |
$233K - $239K
|
6.38K
$641K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.4K+ 3.42% |
$233K - $239K
|
72.6K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.4K+ 8.4% |
$232K - $239K
|
31K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
2.4K+ 0.73% |
$232K - $238K
|
333K
$33.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 10.38% |
$230K - $236K
|
25.2K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.36K+ 1.86% |
$229K - $235K
|
130K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.35KNew |
$228K - $234K
|
2.35K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.35KNew |
$227K - $233K
|
2.35K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.33KNew |
$226K - $232K
|
2.33K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.32K+ 5.73% |
$225K - $231K
|
42.8K
$4.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.32K+ 5.32% |
$225K - $231K
|
46K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.32KNew |
$225K - $231K
|
2.32K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 1.72% |
$223K - $229K
|
136K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.31K+ 2.82% |
$223K - $229K
|
84.2K
$8.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.29K+ 4.81% |
$221K - $227K
|
49.8K
$5.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.28KNew |
$221K - $226K
|
2.28K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.27KNew |
$219K - $225K
|
2.27K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.26K+ 45.51% |
$219K - $225K
|
7.24K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.23K+ 54.94% |
$216K - $221K
|
6.28K
$631K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.21K+ 45.21% |
$214K - $220K
|
7.1K
$714K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.21K+ 12.68% |
$214K - $219K
|
19.6K
$1.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.2K+ 3.39% |
$213K - $219K
|
66.9K
$6.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.18K+ 2.08% |
$211K - $217K
|
107K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.18KNew |
$211K - $217K
|
2.18K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.18KNew |
$211K - $216K
|
2.18K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.13K+ 2.71% |
$206K - $212K
|
80.8K
$8.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
2.11KNew |
$204K - $210K
|
2.11K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 2.01% |
$204K - $209K
|
107K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.06K+ 9.46% |
$199K - $204K
|
23.8K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.06K+ 34.49% |
$199K - $204K
|
8.02K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.05K+ 20.29% |
$199K - $204K
|
12.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
2.04K+ 4.73% |
$197K - $203K
|
45.1K
$4.54M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.03KNew |
$197K - $202K
|
2.03K
$204K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 5.1% |
$197K - $202K
|
41.8K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.03K+ 0.51% |
$197K - $202K
|
399K
$40.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.03KNew |
$196K - $202K
|
2.03K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 38.04% |
$194K - $200K
|
7.28K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2K+ 23.47% |
$194K - $199K
|
10.5K
$1.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.97K+ 77.91% |
$191K - $196K
|
4.5K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.96K+ 11.91% |
$189K - $195K
|
18.4K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1.94KNew |
$187K - $192K
|
1.94K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.93K+ 2.84% |
$187K - $192K
|
69.9K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.93K+ 59.41% |
$187K - $192K
|
5.18K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.92K+ 0.99% |
$186K - $191K
|
196K
$19.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.9K+ 9.84% |
$184K - $189K
|
21.2K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.9K+ 2.41% |
$184K - $189K
|
80.7K
$8.11M
|