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 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.89K+ 221.26% |
$183K - $188K
|
2.75K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.89K+ 1.71% |
$183K - $188K
|
113K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.89K+ 416.11% |
$183K - $187K
|
2.34K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.86K+ 6.82% |
$180K - $185K
|
29.1K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.85K+ 22.48% |
$179K - $184K
|
10.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.84K+ 21.41% |
$178K - $183K
|
10.4K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.83K+ 5.72% |
$177K - $182K
|
33.8K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.82K+ 42.37% |
$177K - $181K
|
6.13K
$616K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 7.01% |
$176K - $181K
|
27.7K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 2.06% |
$175K - $180K
|
89.7K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8K+ 1.61% |
$175K - $179K
|
114K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.77K+ 24.07% |
$172K - $176K
|
9.13K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.77K+ 116.12% |
$171K - $176K
|
3.29K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 21.2% |
$170K - $175K
|
10K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$170K - $174K
|
1.75K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.74K+ 10.5% |
$169K - $173K
|
18.3K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73K+ 2.84% |
$168K - $172K
|
62.7K
$6.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 37.05% |
$168K - $172K
|
6.4K
$643K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
1.73K+ 2.14% |
$167K - $172K
|
82.4K
$8.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.72K+ 57.28% |
$167K - $171K
|
4.73K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.71K+ 1.22% |
$165K - $170K
|
142K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 1.42% |
$163K - $167K
|
120K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.68K+ 0.61% |
$163K - $167K
|
277K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 125.97% |
$163K - $167K
|
3.02K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 11.03% |
$163K - $167K
|
16.9K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.67K+ 7.14% |
$161K - $166K
|
25K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.63K+ 0.88% |
$158K - $162K
|
186K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 6.0% |
$156K - $160K
|
28.5K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.6K+ 2.44% |
$155K - $159K
|
67.3K
$6.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 31.24% |
$150K - $154K
|
6.52K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.55K+ 6192.0% |
$150K - $154K
|
1.57K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.54K+ 13.05% |
$149K - $153K
|
13.3K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.53K+ 33.03% |
$148K - $152K
|
6.15K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.51K+ 11.38% |
$146K - $150K
|
14.8K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 12.26% |
$145K - $149K
|
13.7K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$145K - $149K
|
1.5K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.49K+ 5.8% |
$144K - $148K
|
27.2K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.49K+ 11.29% |
$144K - $148K
|
14.7K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 9.47% |
$144K - $148K
|
17.2K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.49K+ 3.36% |
$144K - $148K
|
45.7K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.48K+ 1.59% |
$144K - $147K
|
95K
$9.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.45K+ 15.0% |
$140K - $144K
|
11.1K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.44K+ 5.33% |
$139K - $143K
|
28.4K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 2.62% |
$139K - $143K
|
56.1K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.43K+ 25.69% |
$138K - $142K
|
6.98K
$702K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 6.31% |
$138K - $142K
|
24K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 8.99% |
$138K - $142K
|
17.3K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.42K+ 0.88% |
$137K - $141K
|
163K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 0.21% |
$135K - $139K
|
673K
$67.6M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.38K+ 1.2% |
$134K - $137K
|
116K
$11.7M
|