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 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 8.27% |
$153K - $158K
|
20.9K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.58K+ 0.47% |
$151K - $157K
|
335K
$33.1M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.56K+ 1.96% |
$149K - $154K
|
81K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 2.01% |
$149K - $154K
|
78.7K
$7.76M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.55K+ 8.1% |
$149K - $154K
|
20.7K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.55K+ 8.74% |
$149K - $154K
|
19.3K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 20.56% |
$148K - $153K
|
9.07K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.54K+ 10.51% |
$148K - $153K
|
16.2K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.53K+ 6.31% |
$146K - $151K
|
25.7K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 3.8% |
$143K - $148K
|
40.8K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.48K+ 1264.1% |
$142K - $147K
|
1.6K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 1.28% |
$139K - $144K
|
115K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.42KNew |
$136K - $141K
|
1.42K
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.42K+ 2.11% |
$136K - $141K
|
68.5K
$6.76M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.41K+ 3.58% |
$135K - $140K
|
40.7K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.4KNew |
$134K - $139K
|
1.4K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.4K+ 16.29% |
$134K - $139K
|
9.99K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$134K - $139K
|
75.7K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.39K+ 38.06% |
$133K - $138K
|
5.05K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.39K+ 59.86% |
$133K - $138K
|
3.71K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.36K+ 10.48% |
$131K - $135K
|
14.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$133K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.35KNew |
$129K - $134K
|
1.35K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 10.07% |
$129K - $133K
|
14.7K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 8.1% |
$129K - $133K
|
17.9K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 19.89% |
$125K - $129K
|
7.85K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.28K+ 5.27% |
$123K - $127K
|
25.6K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 52.38% |
$122K - $127K
|
3.71K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
1.25K+ 1.88% |
$120K - $124K
|
68K
$6.71M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.25K+ 2.27% |
$120K - $124K
|
56.1K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 0.67% |
$119K - $124K
|
187K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.24K+ 4.53% |
$119K - $123K
|
28.6K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.23K+ 13.69% |
$118K - $122K
|
10.2K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 43.32% |
$117K - $122K
|
4.05K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.22K+ 7.76% |
$117K - $121K
|
16.9K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.2K+ 263.74% |
$115K - $119K
|
1.66K
$163K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.19K+ 168.94% |
$114K - $118K
|
1.9K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.18K+ 20.92% |
$113K - $117K
|
6.84K
$675K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.18KNew |
$113K - $117K
|
1.18K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.17K+ 0.3% |
$113K - $117K
|
396K
$39M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.17K+ 0.82% |
$112K - $116K
|
144K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.16K+ 43.81% |
$112K - $116K
|
3.82K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.16K+ 3.75% |
$111K - $115K
|
32.1K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.12K+ 13.6% |
$108K - $111K
|
9.38K
$925K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 5.59% |
$106K - $110K
|
20.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08K+ 11.22% |
$104K - $108K
|
10.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.07K+ 2.72% |
$103K - $106K
|
40.5K
$4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.04KNew |
$99.5K - $103K
|
1.04K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.03K+ 101.48% |
$98.6K - $102K
|
2.04K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.03K+ 12.0% |
$98.3K - $102K
|
9.58K
$945K
|