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 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
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
217K+ 24.19% |
$20.6M - $21.2M
|
1.11M
$109M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195K+ 27.17% |
$18.5M - $19.1M
|
913K
$89.1M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
189K+ 7.9% |
$18M - $18.5M
|
2.58M
$252M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
160K+ 5624.84% |
$15.2M - $15.6M
|
162K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
155K+ 5.26% |
$14.7M - $15.1M
|
3.09M
$302M
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
153KNew |
$14.6M - $15M
|
153K
$15M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
139KNew |
$13.2M - $13.6M
|
139K
$13.6M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
137K+ 723.66% |
$13M - $13.4M
|
156K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
130K+ 45.68% |
$12.4M - $12.7M
|
415K
$40.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120KNew |
$11.5M - $11.8M
|
120K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
120KNew |
$11.5M - $11.8M
|
120K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 9.33% |
$11.1M - $11.5M
|
1.37M
$134M
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113KNew |
$10.7M - $11.1M
|
113K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
111K+ 1.11% |
$10.6M - $10.9M
|
10.2M
$993M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
111K+ 168.45% |
$10.6M - $10.9M
|
177K
$17.3M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
106K+ 1990.5% |
$10.1M - $10.4M
|
112K
$10.9M
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
103KNew |
$9.78M - $10.1M
|
103K
$10M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
94.5K+ 35.76% |
$8.99M - $9.26M
|
359K
$35M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
94.2K+ 617.92% |
$8.96M - $9.22M
|
109K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
91.6K+ 156.39% |
$8.71M - $8.97M
|
150K
$14.7M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
91.4K+ 248.81% |
$8.7M - $8.95M
|
128K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86.7K+ 22.72% |
$8.25M - $8.49M
|
468K
$45.7M
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
82.7KNew |
$7.86M - $8.09M
|
82.7K
$8.07M
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
79.6K+ 11.44% |
$7.57M - $7.79M
|
775K
$75.6M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.2KNew |
$7.15M - $7.36M
|
75.2K
$7.33M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
74.3K+ 206.93% |
$7.07M - $7.28M
|
110K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
73.2K+ 111.57% |
$6.96M - $7.17M
|
139K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
71.8KNew |
$6.83M - $7.04M
|
71.8K
$7.01M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
70.5K+ 58.52% |
$6.71M - $6.9M
|
191K
$18.6M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
70.2K+ 4.52% |
$6.67M - $6.87M
|
1.62M
$158M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
67.3K+ 1.72% |
$6.4M - $6.59M
|
3.98M
$388M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65.5K+ 5.32% |
$6.23M - $6.41M
|
1.3M
$127M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
63.7KNew |
$6.05M - $6.23M
|
63.7K
$6.21M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
63.2K+ 53.41% |
$6.01M - $6.19M
|
182K
$17.7M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
62.7K+ 5.1% |
$5.97M - $6.14M
|
1.29M
$126M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62.2K+ 9.31% |
$5.91M - $6.09M
|
730K
$71.2M
|