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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.05K+ 0.0% |
$102K - $105K
|
24.5M
$2.47B
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.05K+ 3.42% |
$102K - $105K
|
31.8K
$3.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.02K+ 9.93% |
$98.7K - $101K
|
11.3K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
995+ 13.92% |
$96.4K - $99K
|
8.15K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
985+ 3.53% |
$95.4K - $98K
|
28.9K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
963+ 1.13% |
$93.3K - $95.8K
|
86.5K
$8.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
953+ 0.63% |
$92.3K - $94.8K
|
152K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
946+ 14.73% |
$91.6K - $94.1K
|
7.37K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
943+ 7.56% |
$91.3K - $93.8K
|
13.4K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
932+ 21.88% |
$90.3K - $92.7K
|
5.19K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
917+ 6.43% |
$88.8K - $91.2K
|
15.2K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
916+ 4.45% |
$88.7K - $91.1K
|
21.5K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
910+ 3.5% |
$88.1K - $90.5K
|
26.9K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
904+ 1.09% |
$87.5K - $89.9K
|
83.5K
$8.4M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
902+ 2.17% |
$87.3K - $89.7K
|
42.4K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
892+ 10.88% |
$86.4K - $88.7K
|
9.09K
$914K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
889+ 0.28% |
$86.1K - $88.4K
|
314K
$31.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
888+ 1.97% |
$86K - $88.3K
|
46.1K
$4.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
865+ 8.74% |
$83.8K - $86K
|
10.8K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
863+ 8.52% |
$83.6K - $85.8K
|
11K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
855+ 9.93% |
$82.8K - $85K
|
9.46K
$951K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
831+ 12.13% |
$80.5K - $82.7K
|
7.68K
$772K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
823+ 13.23% |
$79.7K - $81.9K
|
7.04K
$708K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
813+ 80.57% |
$78.7K - $80.9K
|
1.82K
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
809+ 1.02% |
$78.3K - $80.5K
|
79.9K
$8.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
807+ 3.74% |
$78.1K - $80.3K
|
22.4K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
803+ 3.88% |
$77.8K - $79.9K
|
21.5K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
798+ 6.17% |
$77.3K - $79.4K
|
13.7K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
787+ 5.22% |
$76.2K - $78.3K
|
15.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
770+ 1.08% |
$74.6K - $76.6K
|
72.1K
$7.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
763+ 1.05% |
$73.9K - $75.9K
|
73.5K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
760+ 0.95% |
$73.6K - $75.6K
|
80.5K
$8.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
744+ 2.1% |
$72K - $74K
|
36.1K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
742+ 2.15% |
$71.9K - $73.8K
|
35.3K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
739+ 3.19% |
$71.6K - $73.5K
|
23.9K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
737+ 18.51% |
$71.4K - $73.3K
|
4.72K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
728+ 13.61% |
$70.5K - $72.4K
|
6.08K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
711+ 13.01% |
$68.9K - $70.7K
|
6.18K
$621K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
705+ 2.0% |
$68.3K - $70.1K
|
35.9K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
698+ 2.21% |
$67.6K - $69.4K
|
32.3K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
692+ 4.71% |
$67K - $68.8K
|
15.4K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
690+ 10.93% |
$66.8K - $68.6K
|
7K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
680+ 12.04% |
$65.9K - $67.6K
|
6.33K
$636K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
679+ 16.75% |
$65.8K - $67.5K
|
4.73K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
672+ 56.95% |
$65.1K - $66.8K
|
1.85K
$186K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
669+ 0.18% |
$64.8K - $66.5K
|
369K
$37.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
BUY
|
- |
650+ 0.19% |
$62.9K - $64.6K
|
345K
$34.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
650+ 11.06% |
$62.9K - $64.6K
|
6.53K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
635+ 10.26% |
$61.5K - $63.2K
|
6.82K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
627+ 2239.29% |
$60.7K - $62.4K
|
655
$65.9K
|