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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6+ 0.57% |
$578 - $612
|
1.07K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4+ 0.18% |
$385 - $408
|
2.18K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.06% |
$385 - $408
|
6.3K
$614K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 0.03% |
$289 - $306
|
11.3K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2+ 0.02% |
$193 - $204
|
8.39K
$818K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.43% |
$193 - $204
|
467
$45.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.71K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 0.13% |
$193 - $204
|
1.6K
$156K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.95% |
$193 - $204
|
213
$20.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$193 - $204
|
31
$3.03K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $102
|
2.92K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
7.16K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.6
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.65% |
$96.3 - $102
|
154
$15K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 1.41% |
$96.3 - $102
|
72
$7.03K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.29% |
$96.3 - $102
|
351
$34.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$96.3 - $102
|
1.52K
$149K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.23% |
$96.3 - $102
|
430
$42K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.57% |
$96.3 - $102
|
175
$17.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $102
|
3.42K
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.6M+ 22.61% |
$2.05B - $2.11B
|
117M
$11.4B
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.52MNew |
$430M - $443M
|
4.52M
$441M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.94M+ 54604.93% |
$280M - $288M
|
2.95M
$288M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5M+ 9.9% |
$238M - $245M
|
27.7M
$2.7B
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.4M+ 1264.69% |
$228M - $235M
|
2.59M
$253M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 4.79% |
$200M - $206M
|
46M
$4.49B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.8M+ 2250.41% |
$171M - $176M
|
1.88M
$183M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.8M+ 91.9% |
$171M - $176M
|
3.75M
$366M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7M+ 9.66% |
$162M - $167M
|
19.3M
$1.89B
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.63M+ 86.34% |
$155M - $160M
|
3.52M
$344M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.24M+ 8.49% |
$118M - $122M
|
15.9M
$1.55B
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
1.05M+ 74.52% |
$99.7M - $103M
|
2.45M
$240M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
860K+ 4.88% |
$81.8M - $84.3M
|
18.5M
$1.8B
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
764K+ 21.29% |
$72.7M - $74.8M
|
4.35M
$425M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
619K+ 5.93% |
$58.8M - $60.6M
|
11M
$1.08B
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
603K+ 1689.08% |
$57.3M - $59M
|
639K
$62.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
488K+ 1.19% |
$46.4M - $47.8M
|
41.6M
$4.06B
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458K+ 5.41% |
$43.6M - $44.8M
|
8.92M
$870M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
394KNew |
$37.5M - $38.6M
|
394K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
380K+ 5.81% |
$36.1M - $37.2M
|
6.91M
$675M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 5.44% |
$34.2M - $35.2M
|
6.96M
$679M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
302K+ 25.92% |
$28.7M - $29.6M
|
1.47M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
286KNew |
$27.2M - $28M
|
286K
$27.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
260K+ 12.23% |
$24.8M - $25.5M
|
2.39M
$233M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
253K+ 363.48% |
$24.1M - $24.8M
|
323K
$31.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
248KNew |
$23.6M - $24.3M
|
248K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
232K+ 240.3% |
$22.1M - $22.8M
|
329K
$32.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
226K+ 17.28% |
$21.5M - $22.2M
|
1.54M
$150M
|
|