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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.26K+ 30.99% |
$313K - $324K
|
13.8K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.25K+ 1.32% |
$312K - $323K
|
250K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.25KNew |
$311K - $322K
|
3.25K
$320K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
3.23K+ 6.71% |
$310K - $321K
|
51.4K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.2K+ 17.55% |
$306K - $317K
|
21.4K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.16K+ 9.96% |
$303K - $314K
|
34.9K
$3.44M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3.16K+ 11.06% |
$303K - $313K
|
31.7K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.14K+ 0.77% |
$301K - $311K
|
411K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.1K+ 129.17% |
$297K - $308K
|
5.5K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.08K+ 10.42% |
$295K - $305K
|
32.6K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
3.03K+ 0.46% |
$291K - $301K
|
657K
$64.8M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3K+ 3.51% |
$288K - $298K
|
88.5K
$8.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.99K+ 10.87% |
$287K - $297K
|
30.5K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.98K+ 14.02% |
$286K - $296K
|
24.2K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.98K+ 17.74% |
$285K - $295K
|
19.7K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.98K+ 3.02% |
$285K - $295K
|
102K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.97K+ 21.99% |
$284K - $294K
|
16.5K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 7.25% |
$283K - $293K
|
43.6K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.9KNew |
$278K - $288K
|
2.9K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.88K+ 3.41% |
$276K - $285K
|
87.1K
$8.6M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 5.71% |
$272K - $282K
|
52.5K
$5.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.81K+ 2.15% |
$270K - $279K
|
134K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 22.28% |
$266K - $275K
|
15.2K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.77K+ 3.3% |
$266K - $275K
|
86.7K
$8.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.77KNew |
$266K - $275K
|
2.77K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.73KNew |
$262K - $271K
|
2.73K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$259K - $268K
|
2.7K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.7K+ 4.54% |
$259K - $268K
|
62K
$6.12M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.64K+ 84.7% |
$253K - $262K
|
5.76K
$568K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.64K+ 110.67% |
$253K - $262K
|
5.02K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.63KNew |
$252K - $261K
|
2.63K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$251K - $260K
|
2.62K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.61K+ 2.35% |
$250K - $259K
|
114K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
2.61KNew |
$250K - $259K
|
2.61K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
2.55K+ 85.5% |
$245K - $253K
|
5.54K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.55KNew |
$245K - $253K
|
2.55K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.54K+ 2.04% |
$244K - $252K
|
127K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 4.96% |
$243K - $252K
|
53.7K
$5.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 0.4% |
$242K - $251K
|
638K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.49K+ 3.14% |
$239K - $247K
|
81.7K
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.49K+ 2.97% |
$238K - $247K
|
86.1K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.47K+ 26.09% |
$236K - $245K
|
11.9K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2.46K+ 23.8% |
$236K - $245K
|
12.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
2.43KNew |
$233K - $241K
|
2.43K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.41K+ 3.8% |
$231K - $239K
|
65.7K
$6.48M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
2.4K+ 20.26% |
$230K - $238K
|
14.3K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.39K+ 0.77% |
$229K - $237K
|
314K
$31M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.39KNew |
$229K - $237K
|
2.39K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 33.46% |
$226K - $234K
|
9.41K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.34KNew |
$224K - $232K
|
2.34K
$230K
|