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 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
87+ 0.08% |
$8.34K - $8.63K
|
113K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
85+ 1.2% |
$8.15K - $8.44K
|
7.15K
$705K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
80+ 3.14% |
$7.67K - $7.94K
|
2.63K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
79+ 1.55% |
$7.57K - $7.84K
|
5.18K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
79+ 1.27% |
$7.57K - $7.84K
|
6.28K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 1.07% |
$7.48K - $7.74K
|
7.36K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
76+ 55.88% |
$7.28K - $7.54K
|
212
$20.9K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
76+ 6.34% |
$7.28K - $7.54K
|
1.28K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
76+ 0.87% |
$7.28K - $7.54K
|
8.84K
$872K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
75+ 0.74% |
$7.19K - $7.44K
|
10.2K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 2.22% |
$7.19K - $7.44K
|
3.45K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
74+ 2.61% |
$7.09K - $7.34K
|
2.91K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
69+ 0.93% |
$6.61K - $6.85K
|
7.51K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
69+ 1.88% |
$6.61K - $6.85K
|
3.74K
$368K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
66+ 1.82% |
$6.33K - $6.55K
|
3.7K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
66+ 0.34% |
$6.33K - $6.55K
|
19.4K
$1.92M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
62New |
$5.94K - $6.15K
|
62
$6.12K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
61+ 0.14% |
$5.85K - $6.05K
|
43.3K
$4.27M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
60+ 2.76% |
$5.75K - $5.96K
|
2.23K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
58+ 0.27% |
$5.56K - $5.76K
|
21.4K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
57+ 0.02% |
$5.46K - $5.66K
|
272K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
56+ 0.64% |
$5.37K - $5.56K
|
8.85K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
55+ 0.41% |
$5.27K - $5.46K
|
13.4K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
52+ 1.13% |
$4.98K - $5.16K
|
4.67K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
51+ 0.8% |
$4.89K - $5.06K
|
6.44K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
50New |
$4.79K - $4.96K
|
50
$4.93K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.6K - $4.76K
|
48
$4.74K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
47+ 0.77% |
$4.5K - $4.66K
|
6.13K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
41+ 0.95% |
$3.93K - $4.07K
|
4.37K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$3.74K - $3.87K
|
39
$3.85K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.14% |
$3.74K - $3.87K
|
27K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
39+ 0.39% |
$3.74K - $3.87K
|
10.1K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38New |
$3.64K - $3.77K
|
38
$3.75K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36New |
$3.45K - $3.57K
|
36
$3.55K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
33+ 0.1% |
$3.16K - $3.28K
|
32.6K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
32New |
$3.07K - $3.18K
|
32
$3.16K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
31+ 134.78% |
$2.97K - $3.08K
|
54
$5.33K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29+ 966.67% |
$2.78K - $2.88K
|
32
$3.16K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
28New |
$2.68K - $2.78K
|
28
$2.76K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
28+ 5.17% |
$2.68K - $2.78K
|
570
$56.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28+ 7.71% |
$2.68K - $2.78K
|
391
$38.6K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
27+ 2.63% |
$2.59K - $2.68K
|
1.05K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.57K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
23+ 0.57% |
$2.2K - $2.28K
|
4.05K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23+ 0.77% |
$2.2K - $2.28K
|
3.03K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 0.54% |
$2.2K - $2.28K
|
4.24K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.45% |
$2.11K - $2.18K
|
4.96K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.19% |
$2.01K - $2.08K
|
1.78K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$1.92K - $1.99K
|
1.55K
$153K
|