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 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
347+ 12.55% |
$33.6K - $34.5K
|
3.11K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
346+ 14.91% |
$33.5K - $34.4K
|
2.67K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
346+ 6.85% |
$33.5K - $34.4K
|
5.4K
$542K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
340+ 12.66% |
$32.9K - $33.8K
|
3.03K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
337+ 7.72% |
$32.6K - $33.5K
|
4.71K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
336+ 67.2% |
$32.5K - $33.4K
|
836
$84.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
331+ 3.0% |
$32.1K - $32.9K
|
11.4K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
328+ 5.09% |
$31.8K - $32.6K
|
6.77K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
327+ 1.94% |
$31.7K - $32.5K
|
17.2K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
319+ 7.68% |
$30.9K - $31.7K
|
4.47K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
314+ 3.74% |
$30.4K - $31.2K
|
8.72K
$877K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
310+ 6.9% |
$30K - $30.8K
|
4.81K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
309+ 6.91% |
$29.9K - $30.7K
|
4.78K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
309+ 0.23% |
$29.9K - $30.7K
|
132K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
307+ 0.36% |
$29.7K - $30.5K
|
84.8K
$8.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
305+ 0.26% |
$29.5K - $30.3K
|
117K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
300+ 7.76% |
$29.1K - $29.8K
|
4.17K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
299+ 4.37% |
$29K - $29.7K
|
7.14K
$718K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
296+ 4.07% |
$28.7K - $29.4K
|
7.57K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
295+ 4.79% |
$28.6K - $29.3K
|
6.46K
$649K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
288New |
$27.9K - $28.6K
|
288
$29K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
287+ 2.23% |
$27.8K - $28.5K
|
13.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
282+ 28.75% |
$27.3K - $28K
|
1.26K
$127K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
281+ 0.28% |
$27.2K - $27.9K
|
102K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
279+ 0.81% |
$27K - $27.7K
|
34.9K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
279+ 4.52% |
$27K - $27.7K
|
6.45K
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
278+ 8.6% |
$26.9K - $27.6K
|
3.51K
$353K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
276+ 6.55% |
$26.7K - $27.5K
|
4.49K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
270+ 2.17% |
$26.1K - $26.9K
|
12.7K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
266+ 0.12% |
$25.8K - $26.5K
|
214K
$21.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
259New |
$25.1K - $25.8K
|
259
$26K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
258+ 11.86% |
$25K - $25.7K
|
2.43K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
256+ 2.69% |
$24.8K - $25.5K
|
9.77K
$983K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
255+ 4.17% |
$24.7K - $25.4K
|
6.37K
$641K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
253+ 9.67% |
$24.5K - $25.2K
|
2.87K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
250+ 6.11% |
$24.2K - $24.9K
|
4.34K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
247+ 2.42% |
$23.9K - $24.6K
|
10.5K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
242+ 0.83% |
$23.4K - $24.1K
|
29.5K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
239+ 18.12% |
$23.1K - $23.8K
|
1.56K
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
238+ 1.38% |
$23K - $23.7K
|
17.5K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
234+ 2.17% |
$22.7K - $23.3K
|
11K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
232+ 4.48% |
$22.5K - $23.1K
|
5.42K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 84.73% |
$21.5K - $22.1K
|
484
$48.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
218+ 10.46% |
$21.1K - $21.7K
|
2.3K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
217+ 3.7% |
$21K - $21.6K
|
6.08K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
214+ 1.05% |
$20.7K - $21.3K
|
20.6K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
214+ 3.69% |
$20.7K - $21.3K
|
6.01K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
211+ 9.79% |
$20.4K - $21K
|
2.37K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
202+ 4.07% |
$19.6K - $20.1K
|
5.16K
$519K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 1.61% |
$19.4K - $19.9K
|
12.6K
$1.27M
|