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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.4K+ 549.18% |
$5.33M - $5.65M
|
65.5K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.1K+ 41.41% |
$5.11M - $5.41M
|
181K
$17.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
50.2K+ 3.88% |
$4.83M - $5.12M
|
1.34M
$131M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49.2K+ 3.46% |
$4.73M - $5.01M
|
1.47M
$144M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
48.1K+ 7.87% |
$4.63M - $4.91M
|
660K
$64.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
43.3K+ 53507.41% |
$4.17M - $4.42M
|
43.4K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
42.9K+ 1.39% |
$4.13M - $4.37M
|
3.14M
$306M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.2K+ 478.85% |
$3.97M - $4.21M
|
49.8K
$4.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
40.6K+ 3.45% |
$3.91M - $4.14M
|
1.22M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
39.4K+ 90.5% |
$3.79M - $4.02M
|
82.9K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
38.3KNew |
$3.68M - $3.9M
|
38.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
35.8K+ 27.72% |
$3.44M - $3.65M
|
165K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
34.3K+ 6.38% |
$3.3M - $3.49M
|
571K
$55.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
34KNew |
$3.27M - $3.46M
|
34K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.5K+ 11.03% |
$3.22M - $3.41M
|
337K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
33K+ 79.63% |
$3.18M - $3.36M
|
74.4K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
33K+ 11.0% |
$3.17M - $3.36M
|
333K
$32.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.4K+ 4.3% |
$3.02M - $3.2M
|
761K
$74.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.1K+ 61.35% |
$2.99M - $3.17M
|
81.8K
$7.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
31K+ 4.56% |
$2.98M - $3.16M
|
710K
$69.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
30KNew |
$2.88M - $3.06M
|
30K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
29.5K+ 3.07% |
$2.84M - $3.01M
|
990K
$96.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
29.1K+ 67.04% |
$2.8M - $2.97M
|
72.5K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.8K+ 26.35% |
$2.78M - $2.94M
|
138K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.1K+ 32.93% |
$2.61M - $2.76M
|
109K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.4K+ 23.8% |
$2.44M - $2.59M
|
132K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.6K+ 9.74% |
$2.37M - $2.51M
|
277K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
24.3K+ 3.25% |
$2.34M - $2.48M
|
773K
$75.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24.2K+ 26.45% |
$2.33M - $2.47M
|
116K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24K+ 6.04% |
$2.31M - $2.45M
|
421K
$41.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
23.5KNew |
$2.26M - $2.4M
|
23.5K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23K+ 19.22% |
$2.22M - $2.35M
|
143K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
22.1KNew |
$2.13M - $2.25M
|
22.1K
$2.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22KNew |
$2.12M - $2.24M
|
22K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
21.6K+ 12.97% |
$2.08M - $2.21M
|
189K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20.9K+ 9.58% |
$2.01M - $2.13M
|
239K
$23.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 7.01% |
$2.01M - $2.13M
|
318K
$31.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20.8K+ 754.44% |
$2M - $2.12M
|
23.6K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.7K+ 2.67% |
$2M - $2.12M
|
799K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.2KNew |
$1.94M - $2.06M
|
20.2K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
20.1K+ 17.12% |
$1.93M - $2.05M
|
137K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20K+ 13.53% |
$1.93M - $2.04M
|
168K
$16.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19.8K+ 25.53% |
$1.91M - $2.02M
|
97.5K
$9.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$1.91M - $2.02M
|
19.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.7K+ 192.68% |
$1.9M - $2.01M
|
30K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
19.4KNew |
$1.87M - $1.98M
|
19.4K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
19.3K+ 4.72% |
$1.86M - $1.97M
|
429K
$41.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19K+ 8.15% |
$1.83M - $1.94M
|
253K
$24.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.8K+ 17.55% |
$1.81M - $1.92M
|
126K
$12.3M
|