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 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.38K+ 18.78% |
$133K - $137K
|
8.72K
$876K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.35K+ 26.31% |
$131K - $134K
|
6.47K
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 46.97% |
$130K - $134K
|
4.22K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.35K+ 79.07% |
$130K - $134K
|
3.05K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.33K+ 6.33% |
$129K - $132K
|
22.4K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 3.55% |
$128K - $132K
|
38.7K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.32K+ 5.97% |
$128K - $132K
|
23.5K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.32K+ 9.6% |
$128K - $132K
|
15.1K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.32K+ 2.4% |
$128K - $131K
|
56.2K
$5.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 2.85% |
$126K - $129K
|
46.9K
$4.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.3K+ 1.19% |
$126K - $129K
|
110K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.26K+ 32.92% |
$122K - $126K
|
5.1K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.69% |
$122K - $126K
|
20.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.26K+ 1.14% |
$122K - $125K
|
112K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 54.36% |
$122K - $125K
|
3.58K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.25K+ 3.06% |
$121K - $124K
|
42K
$4.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.25K+ 23.77% |
$121K - $124K
|
6.48K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.24K+ 3.91% |
$120K - $123K
|
32.9K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 29.37% |
$120K - $123K
|
5.46K
$549K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.24K+ 6.82% |
$120K - $123K
|
19.4K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.23K+ 1.19% |
$119K - $122K
|
105K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 57.87% |
$118K - $121K
|
3.33K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.22K+ 10.53% |
$118K - $121K
|
12.8K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.22K+ 4.34% |
$118K - $121K
|
29.3K
$2.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1.22K+ 12.15% |
$118K - $121K
|
11.2K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.21K+ 1.65% |
$117K - $120K
|
74.1K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
1.2KNew |
$116K - $119K
|
1.2K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.2K+ 18.37% |
$116K - $119K
|
7.72K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.18K+ 0.79% |
$114K - $117K
|
150K
$15.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.18K+ 8.43% |
$114K - $117K
|
15.1K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.17K+ 10.0% |
$113K - $116K
|
12.8K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 0.96% |
$113K - $116K
|
122K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.16K+ 246.38% |
$112K - $115K
|
1.63K
$164K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 9.97% |
$112K - $115K
|
12.8K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12KNew |
$109K - $112K
|
1.12K
$113K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$109K - $112K
|
30.2K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.12K+ 4.04% |
$109K - $112K
|
28.9K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.12K+ 1.09% |
$109K - $111K
|
104K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.12K+ 3.48% |
$108K - $111K
|
33.3K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.11K+ 6.85% |
$107K - $110K
|
17.3K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.11K+ 14.26% |
$107K - $110K
|
8.88K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.1K+ 1.61% |
$107K - $109K
|
69.6K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.1K+ 33.13% |
$107K - $109K
|
4.42K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.1K+ 1.28% |
$107K - $109K
|
87.2K
$8.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.1K+ 6.57% |
$106K - $109K
|
17.8K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 4.77% |
$106K - $109K
|
24K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.08K+ 6.41% |
$104K - $107K
|
17.9K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 8.05% |
$104K - $107K
|
14.4K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.07K+ 0.61% |
$104K - $106K
|
175K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.07K+ 2.33% |
$104K - $106K
|
47K
$4.73M
|