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 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 4.63% |
$98.2K - $102K
|
23.2K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.01K+ 31.37% |
$97K - $100K
|
4.24K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.01K+ 1.85% |
$96.7K - $100K
|
55.5K
$5.48M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 3.73% |
$96.2K - $99.6K
|
27.9K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1K+ 45.45% |
$95.9K - $99.3K
|
3.2K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
976+ 0.71% |
$93.5K - $96.9K
|
138K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
968+ 7.74% |
$92.8K - $96.1K
|
13.5K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
952+ 2.28% |
$91.2K - $94.5K
|
42.7K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
945+ 3.18% |
$90.6K - $93.8K
|
30.6K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
889+ 7.71% |
$85.2K - $88.2K
|
12.4K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
878+ 18.95% |
$84.2K - $87.1K
|
5.51K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
848+ 9.13% |
$81.3K - $84.2K
|
10.1K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
843+ 0.47% |
$80.8K - $83.7K
|
178K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
837+ 0.59% |
$80.2K - $83.1K
|
142K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
824+ 0.46% |
$79K - $81.8K
|
181K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
820+ 14.93% |
$78.6K - $81.4K
|
6.31K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
794+ 3.28% |
$76.1K - $78.8K
|
25K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
787+ 25.24% |
$75.4K - $78.1K
|
3.91K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
768+ 8.31% |
$73.6K - $76.2K
|
10K
$988K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
761+ 24.52% |
$72.9K - $75.5K
|
3.87K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 6.47% |
$71.9K - $74.4K
|
12.3K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
739+ 3.76% |
$70.8K - $73.3K
|
20.4K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
709+ 0.94% |
$68K - $70.4K
|
75.8K
$7.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
701+ 2.33% |
$67.2K - $69.6K
|
30.8K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
685+ 7.38% |
$65.7K - $68K
|
9.96K
$983K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
682+ 5.56% |
$65.4K - $67.7K
|
12.9K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
679+ 2.41% |
$65.1K - $67.4K
|
28.8K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
676+ 1.96% |
$64.8K - $67.1K
|
35.2K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
675+ 2.18% |
$64.7K - $67K
|
31.6K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
674+ 125.75% |
$64.6K - $66.9K
|
1.21K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
661+ 1.71% |
$63.4K - $65.6K
|
39.3K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
648+ 6.51% |
$62.1K - $64.3K
|
10.6K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
608+ 5.37% |
$58.3K - $60.3K
|
11.9K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
603+ 2.86% |
$57.8K - $59.8K
|
21.7K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
600+ 1.69% |
$57.5K - $59.6K
|
36K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
595+ 2.35% |
$57K - $59.1K
|
25.9K
$2.56M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
590+ 1966.67% |
$56.6K - $58.6K
|
620
$61.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
589+ 5.06% |
$56.5K - $58.5K
|
12.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 10.39% |
$55.6K - $57.6K
|
6.16K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
569+ 14.91% |
$54.5K - $56.5K
|
4.39K
$433K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
548+ 0.83% |
$52.5K - $54.4K
|
66.5K
$6.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
548+ 2.74% |
$52.5K - $54.4K
|
20.6K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
546+ 0.57% |
$52.3K - $54.2K
|
95.8K
$9.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
546+ 2.04% |
$52.3K - $54.2K
|
27.3K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
545+ 2.14% |
$52.2K - $54.1K
|
26K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
541+ 0.87% |
$51.9K - $53.7K
|
62.8K
$6.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
531New |
$50.9K - $52.7K
|
531
$52.4K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
530+ 13.51% |
$50.8K - $52.6K
|
4.45K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
526+ 0.62% |
$50.4K - $52.2K
|
85.5K
$8.43M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
506+ 10.02% |
$48.5K - $50.2K
|
5.56K
$548K
|