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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
398+ 4.48% |
$38.5K - $40.3K
|
9.28K
$907K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
395+ 1.95% |
$38.2K - $40K
|
20.7K
$2.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
382+ 3.15% |
$36.9K - $38.7K
|
12.5K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
377+ 6.1% |
$36.4K - $38.2K
|
6.56K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
370+ 0.55% |
$35.8K - $37.5K
|
67.1K
$6.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
361New |
$34.9K - $36.5K
|
361
$35.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
355+ 0.15% |
$34.3K - $35.9K
|
242K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
353+ 9.71% |
$34.1K - $35.7K
|
3.99K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
349+ 7.54% |
$33.7K - $35.3K
|
4.98K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
341+ 1.77% |
$33K - $34.5K
|
19.6K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
340New |
$32.9K - $34.4K
|
340
$33.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
327+ 0.34% |
$31.6K - $33.1K
|
95.1K
$9.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
320+ 3.5% |
$30.9K - $32.4K
|
9.47K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
317+ 2.94% |
$30.6K - $32.1K
|
11.1K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
313+ 5.3% |
$30.2K - $31.7K
|
6.22K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
312+ 7.7% |
$30.2K - $31.6K
|
4.36K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
303+ 9.13% |
$29.3K - $30.7K
|
3.62K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
297+ 2.61% |
$28.7K - $30.1K
|
11.7K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
273+ 2.73% |
$26.4K - $27.6K
|
10.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
268+ 2.23% |
$25.9K - $27.1K
|
12.3K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
268New |
$25.9K - $27.1K
|
268
$26.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
261+ 3.58% |
$25.2K - $26.4K
|
7.56K
$738K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
258+ 6.97% |
$24.9K - $26.1K
|
3.96K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
257+ 0.93% |
$24.8K - $26K
|
27.9K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
257+ 0.38% |
$24.8K - $26K
|
68.2K
$6.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
253+ 15.71% |
$24.4K - $25.6K
|
1.86K
$182K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
253+ 1.55% |
$24.4K - $25.6K
|
16.5K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
253+ 4.19% |
$24.4K - $25.6K
|
6.3K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
245+ 1.44% |
$23.7K - $24.8K
|
17.3K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
240+ 7.56% |
$23.2K - $24.3K
|
3.42K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
239+ 15.68% |
$23.1K - $24.2K
|
1.76K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
229+ 8.64% |
$22.1K - $23.2K
|
2.88K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
228+ 53.4% |
$22K - $23.1K
|
655
$64K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
226+ 1.75% |
$21.8K - $22.9K
|
13.2K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
224+ 2.79% |
$21.6K - $22.7K
|
8.25K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
222+ 5.43% |
$21.5K - $22.5K
|
4.31K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220+ 0.88% |
$21.3K - $22.3K
|
25.3K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
217+ 8.5% |
$21K - $22K
|
2.77K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
202+ 0.48% |
$19.5K - $20.4K
|
41.9K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
201+ 39.33% |
$19.4K - $20.3K
|
712
$69.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 7.65% |
$19.3K - $20.2K
|
2.82K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
194New |
$18.7K - $19.6K
|
194
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
191+ 6.41% |
$18.5K - $19.3K
|
3.17K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
191+ 2.63% |
$18.5K - $19.3K
|
7.45K
$727K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
190+ 71.7% |
$18.4K - $19.2K
|
455
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
181+ 7.64% |
$17.5K - $18.3K
|
2.55K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
176+ 1.86% |
$17K - $17.8K
|
9.66K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
167+ 0.73% |
$16.1K - $16.9K
|
23.1K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
167+ 2.88% |
$16.1K - $16.9K
|
5.98K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
158+ 4.1% |
$15.3K - $16K
|
4.02K
$392K
|