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 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.67KNew |
$539K - $555K
|
5.67K
$553K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.44K+ 3.05% |
$517K - $532K
|
184K
$17.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.39K+ 3.7% |
$512K - $528K
|
151K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.38KNew |
$512K - $527K
|
5.38K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.34K+ 2.37% |
$508K - $523K
|
230K
$22.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.29K+ 60.83% |
$503K - $518K
|
14K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.88K+ 67.56% |
$464K - $478K
|
12.1K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.82K+ 55.15% |
$458K - $472K
|
13.6K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.7K+ 38.6% |
$447K - $460K
|
16.9K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 13.11% |
$440K - $452K
|
39.9K
$3.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.62K+ 4.17% |
$439K - $452K
|
115K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.49KNew |
$427K - $439K
|
4.49K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.46K+ 2.09% |
$424K - $437K
|
218K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.15K+ 7.79% |
$395K - $407K
|
57.4K
$5.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.14K+ 0.68% |
$394K - $405K
|
612K
$59.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.84KNew |
$365K - $376K
|
3.84K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.81K+ 14.17% |
$362K - $373K
|
30.7K
$2.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.7K+ 12.26% |
$352K - $362K
|
33.9K
$3.3M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$350K - $360K
|
3.68K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.68K+ 141.5% |
$350K - $360K
|
6.28K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.62K+ 11.63% |
$344K - $354K
|
34.7K
$3.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.56KNew |
$338K - $348K
|
3.56K
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.5KNew |
$333K - $343K
|
3.5K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.35KNew |
$318K - $328K
|
3.35K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.34K+ 1.47% |
$318K - $327K
|
230K
$22.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
3.32K+ 27.48% |
$316K - $325K
|
15.4K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.32KNew |
$316K - $325K
|
3.32K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.28KNew |
$312K - $321K
|
3.28K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.24K+ 5.41% |
$308K - $317K
|
63.1K
$6.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$303K - $312K
|
3.19K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.14KNew |
$298K - $307K
|
3.14K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
3.05K+ 0.76% |
$290K - $298K
|
402K
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.04KNew |
$290K - $298K
|
3.04K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.02K+ 4.01% |
$287K - $295K
|
78.3K
$7.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.95K+ 4.18% |
$281K - $289K
|
73.7K
$7.19M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.92KNew |
$278K - $286K
|
2.92K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.89KNew |
$274K - $282K
|
2.89K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.81K+ 2.51% |
$267K - $275K
|
115K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.8K+ 933.33% |
$266K - $274K
|
3.1K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.79KNew |
$265K - $273K
|
2.79K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.67KNew |
$254K - $261K
|
2.67K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.63K+ 2.21% |
$250K - $258K
|
122K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.55KNew |
$242K - $250K
|
2.55K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.55K+ 6059.52% |
$242K - $249K
|
2.59K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.54K+ 2.21% |
$242K - $249K
|
117K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.54KNew |
$241K - $248K
|
2.54K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.53K+ 4.53% |
$241K - $248K
|
58.4K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.53KNew |
$241K - $248K
|
2.53K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.52K+ 8.88% |
$240K - $247K
|
31K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
2.5KNew |
$238K - $245K
|
2.5K
$244K
|