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
|
Financial Advisory Service, Inc.
|
BUY
|
- |
83+ 1.56% |
$8.04K - $8.26K
|
5.39K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
83+ 2.72% |
$8.04K - $8.26K
|
3.13K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
81+ 0.38% |
$7.84K - $8.06K
|
21.4K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
80+ 2.39% |
$7.75K - $7.96K
|
3.43K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79+ 1.71% |
$7.65K - $7.86K
|
4.69K
$472K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
79+ 0.97% |
$7.65K - $7.86K
|
8.26K
$830K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75+ 4.24% |
$7.26K - $7.46K
|
1.84K
$185K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
72New |
$6.97K - $7.16K
|
72
$7.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
72+ 0.71% |
$6.97K - $7.16K
|
10.3K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71+ 221.88% |
$6.88K - $7.06K
|
103
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
70+ 1.89% |
$6.78K - $6.96K
|
3.77K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
68+ 2.99% |
$6.59K - $6.76K
|
2.34K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
67+ 3.02% |
$6.49K - $6.66K
|
2.29K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
65New |
$6.29K - $6.46K
|
65
$6.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64New |
$6.2K - $6.37K
|
64
$6.43K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63+ 0.1% |
$6.1K - $6.27K
|
64.1K
$6.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
59+ 2.66% |
$5.71K - $5.87K
|
2.28K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 0.89% |
$5.71K - $5.87K
|
6.67K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$5.62K - $5.77K
|
3.4K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
57+ 0.89% |
$5.52K - $5.67K
|
6.46K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 2.69% |
$5.33K - $5.47K
|
2.1K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
55+ 0.79% |
$5.33K - $5.47K
|
7.06K
$710K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
53+ 2.97% |
$5.13K - $5.27K
|
1.84K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 0.82% |
$4.84K - $4.97K
|
6.18K
$621K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
48+ 1.13% |
$4.65K - $4.77K
|
4.29K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
47+ 1.15% |
$4.55K - $4.67K
|
4.12K
$414K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
46+ 7.55% |
$4.45K - $4.58K
|
655
$65.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
46+ 0.74% |
$4.45K - $4.58K
|
6.29K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 1.46% |
$4.07K - $4.18K
|
2.92K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 2.68% |
$3.97K - $4.08K
|
1.57K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
41+ 1.83% |
$3.97K - $4.08K
|
2.28K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
41+ 1.0% |
$3.97K - $4.08K
|
4.16K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
37+ 0.64% |
$3.58K - $3.68K
|
5.8K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
35+ 1.66% |
$3.39K - $3.48K
|
2.15K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 0.06% |
$3.29K - $3.38K
|
58K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
34+ 0.29% |
$3.29K - $3.38K
|
11.7K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 0.56% |
$3.2K - $3.28K
|
5.88K
$591K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 1.69% |
$3.1K - $3.18K
|
1.93K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 1.21% |
$3.1K - $3.18K
|
2.67K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
32+ 0.66% |
$3.1K - $3.18K
|
4.88K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
29+ 0.18% |
$2.81K - $2.88K
|
16K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
28+ 1.75% |
$2.71K - $2.78K
|
1.62K
$163K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27+ 17.65% |
$2.61K - $2.69K
|
180
$18.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
26+ 0.53% |
$2.52K - $2.59K
|
4.95K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
24+ 0.99% |
$2.32K - $2.39K
|
2.44K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
24+ 1.17% |
$2.32K - $2.39K
|
2.07K
$208K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
23+ 0.42% |
$2.23K - $2.29K
|
5.49K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.69% |
$2.13K - $2.19K
|
3.21K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 0.57% |
$2.03K - $2.09K
|
3.73K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 0.47% |
$1.94K - $1.99K
|
4.26K
$428K
|