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
|
1 St Source Bank
|
BUY
|
- |
616+ 1.25% |
$59.7K - $61.3K
|
49.8K
$5M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
611+ 9.9% |
$59.2K - $60.8K
|
6.78K
$682K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
604New |
$58.5K - $60.1K
|
604
$60.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
599+ 39.91% |
$58K - $59.6K
|
2.1K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
593+ 0.43% |
$57.4K - $59K
|
139K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
585+ 31.4% |
$56.7K - $58.2K
|
2.45K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
583+ 1.65% |
$56.5K - $58K
|
35.9K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
582+ 7.19% |
$56.4K - $57.9K
|
8.68K
$872K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
580+ 5.64% |
$56.2K - $57.7K
|
10.9K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
578+ 3.47% |
$56K - $57.5K
|
17.3K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
575+ 5.94% |
$55.7K - $57.2K
|
10.3K
$1.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
574+ 7.46% |
$55.6K - $57.1K
|
8.26K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
572+ 1.03% |
$55.4K - $56.9K
|
56.3K
$5.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
562+ 2.62% |
$54.4K - $55.9K
|
22K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
554+ 0.76% |
$53.6K - $55.1K
|
73.8K
$7.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
544+ 377.78% |
$52.7K - $54.1K
|
688
$69.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
538+ 275.9% |
$52.1K - $53.5K
|
733
$73.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
537+ 4.88% |
$52K - $53.4K
|
11.5K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
524+ 61.94% |
$50.7K - $52.1K
|
1.37K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
521+ 0.44% |
$50.5K - $51.8K
|
118K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
511+ 1.3% |
$49.5K - $50.8K
|
39.8K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
490+ 2.71% |
$47.5K - $48.7K
|
18.6K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
481+ 3.72% |
$46.6K - $47.8K
|
13.4K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
468+ 1.26% |
$45.3K - $46.5K
|
37.6K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
466+ 1.31% |
$45.1K - $46.3K
|
36.1K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
457+ 2.39% |
$44.3K - $45.5K
|
19.6K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
457+ 7.67% |
$44.3K - $45.5K
|
6.41K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
452+ 0.67% |
$43.8K - $45K
|
67.6K
$6.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
452+ 4.82% |
$43.8K - $45K
|
9.83K
$988K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
451+ 1.28% |
$43.7K - $44.9K
|
35.7K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
445+ 70.19% |
$43.1K - $44.3K
|
1.08K
$108K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
442+ 252.57% |
$42.8K - $44K
|
617
$62K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
431+ 1.01% |
$41.7K - $42.9K
|
43.3K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
429+ 2.26% |
$41.5K - $42.7K
|
19.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
411+ 2.84% |
$39.8K - $40.9K
|
14.9K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
411+ 2.75% |
$39.8K - $40.9K
|
15.3K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
404+ 6.44% |
$39.1K - $40.2K
|
6.68K
$672K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
402+ 0.78% |
$38.9K - $40K
|
51.8K
$5.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
396+ 0.56% |
$38.3K - $39.4K
|
70.8K
$7.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
388+ 15.93% |
$37.6K - $38.6K
|
2.82K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
383+ 2.86% |
$37.1K - $38.1K
|
13.8K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
375+ 0.21% |
$36.3K - $37.3K
|
181K
$18.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
372+ 3.14% |
$36K - $37K
|
12.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
366+ 16.68% |
$35.4K - $36.4K
|
2.56K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
366+ 0.39% |
$35.4K - $36.4K
|
94.4K
$9.49M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
360+ 5.11% |
$34.9K - $35.8K
|
7.4K
$744K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
359+ 5.13% |
$34.8K - $35.7K
|
7.36K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
358+ 34.56% |
$34.7K - $35.6K
|
1.39K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
353+ 1.39% |
$34.2K - $35.1K
|
25.7K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
350+ 8.28% |
$33.9K - $34.8K
|
4.58K
$460K
|