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 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
244+ 0.38% |
$23.4K - $24.2K
|
64K
$6.31M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
238+ 15.57% |
$22.8K - $23.6K
|
1.77K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
235+ 5.89% |
$22.5K - $23.3K
|
4.23K
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
230+ 11.44% |
$22K - $22.8K
|
2.24K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
215+ 3.71% |
$20.6K - $21.3K
|
6.01K
$593K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 0.49% |
$20.4K - $21.1K
|
43.9K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
210+ 3.2% |
$20.1K - $20.8K
|
6.77K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
209New |
$20K - $20.7K
|
209
$20.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
208+ 1.26% |
$19.9K - $20.6K
|
16.7K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
205+ 50.74% |
$19.6K - $20.3K
|
609
$60.1K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
201+ 2.55% |
$19.3K - $19.9K
|
8.09K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 66.67% |
$19.2K - $19.9K
|
500
$49.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
193+ 1.56% |
$18.5K - $19.2K
|
12.6K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
193+ 1.63% |
$18.5K - $19.2K
|
12K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
191+ 22.68% |
$18.3K - $19K
|
1.03K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
189+ 0.71% |
$18.1K - $18.8K
|
26.9K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
189+ 7.55% |
$18.1K - $18.8K
|
2.69K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
180+ 18.0% |
$17.3K - $17.9K
|
1.18K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
174+ 4.32% |
$16.7K - $17.3K
|
4.2K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
174+ 5.69% |
$16.7K - $17.3K
|
3.23K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
168+ 3.76% |
$16.1K - $16.7K
|
4.63K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
162+ 7.47% |
$15.5K - $16.1K
|
2.33K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
154New |
$14.8K - $15.3K
|
154
$15.2K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
153New |
$14.7K - $15.2K
|
153
$15.1K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
152+ 2.62% |
$14.6K - $15.1K
|
5.96K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
150+ 1.66% |
$14.4K - $14.9K
|
9.19K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
148New |
$14.2K - $14.7K
|
148
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
147+ 2.13% |
$14.1K - $14.6K
|
7.04K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
147+ 2.41% |
$14.1K - $14.6K
|
6.25K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
138+ 5.76% |
$13.2K - $13.7K
|
2.54K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137+ 0.6% |
$13.1K - $13.6K
|
22.9K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
135+ 10.36% |
$12.9K - $13.4K
|
1.44K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
133+ 8.01% |
$12.7K - $13.2K
|
1.79K
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
132New |
$12.7K - $13.1K
|
132
$13K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
123+ 0.77% |
$11.8K - $12.2K
|
16K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
116+ 0.84% |
$11.1K - $11.5K
|
13.9K
$1.38M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
115New |
$11K - $11.4K
|
115
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 43.4% |
$11K - $11.4K
|
380
$37.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
114+ 19.93% |
$10.9K - $11.3K
|
686
$67.7K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
112+ 5.15% |
$10.7K - $11.1K
|
2.29K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
110+ 0.17% |
$10.5K - $10.9K
|
65.3K
$6.44M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
103+ 1.61% |
$9.87K - $10.2K
|
6.5K
$641K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
102+ 0.14% |
$9.78K - $10.1K
|
73.2K
$7.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
102+ 1.51% |
$9.78K - $10.1K
|
6.84K
$675K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$9.59K - $9.93K
|
100
$9.87K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
98New |
$9.39K - $9.73K
|
98
$9.67K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
95New |
$9.11K - $9.43K
|
95
$9.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
93+ 1.74% |
$8.91K - $9.23K
|
5.44K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
89+ 1.1% |
$8.53K - $8.83K
|
8.18K
$807K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20K
|