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 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
187K+ 37.24% |
$18.1M - $18.6M
|
690K
$69.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
165KNew |
$16M - $16.4M
|
165K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
165K+ 403.07% |
$15.9M - $16.4M
|
205K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
160K+ 58.03% |
$15.5M - $16M
|
437K
$43.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
159K+ 125.88% |
$15.4M - $15.8M
|
285K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156K+ 1637.44% |
$15.1M - $15.5M
|
166K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
155K+ 95.84% |
$15M - $15.4M
|
317K
$31.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
155K+ 14.7% |
$15M - $15.4M
|
1.21M
$121M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
147K+ 140.24% |
$14.3M - $14.6M
|
252K
$25.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
143K+ 381.48% |
$13.8M - $14.2M
|
180K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141K+ 38.1% |
$13.7M - $14.1M
|
513K
$51.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
133K+ 1303.64% |
$12.8M - $13.2M
|
143K
$14.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
131KNew |
$12.7M - $13.1M
|
131K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
130K+ 6265.91% |
$12.6M - $13M
|
132K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
130K+ 1672.73% |
$12.6M - $13M
|
138K
$13.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
130K+ 2.45% |
$12.6M - $13M
|
5.45M
$548M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
127K+ 5.14% |
$12.3M - $12.6M
|
2.6M
$261M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
123K+ 549.18% |
$11.9M - $12.2M
|
145K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
123K+ 22.5% |
$11.9M - $12.2M
|
668K
$67.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
122K+ 52.58% |
$11.8M - $12.2M
|
355K
$35.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
120K+ 42.66% |
$11.6M - $11.9M
|
401K
$40.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
120K+ 31.72% |
$11.6M - $11.9M
|
497K
$50M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117K+ 5.81% |
$11.3M - $11.6M
|
2.13M
$214M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
114K+ 38.61% |
$11M - $11.3M
|
409K
$41.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
106K+ 393.31% |
$10.2M - $10.5M
|
133K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
100KNew |
$9.68M - $9.95M
|
100K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
97.4K+ 2.82% |
$9.43M - $9.68M
|
3.55M
$357M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
94.3K+ 105.78% |
$9.14M - $9.38M
|
184K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93.7K+ 8.19% |
$9.07M - $9.32M
|
1.24M
$124M
|
|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
91.6KNew |
$8.87M - $9.11M
|
91.6K
$9.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
89.9K+ 1343.29% |
$8.71M - $8.94M
|
96.6K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
89.5K+ 43.17% |
$8.66M - $8.9M
|
297K
$29.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
88.4K+ 100.61% |
$8.56M - $8.79M
|
176K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
88.3K+ 69.29% |
$8.55M - $8.78M
|
216K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
86.2K+ 16.84% |
$8.35M - $8.58M
|
598K
$60.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
82.2K+ 12.59% |
$7.96M - $8.17M
|
735K
$73.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
78.5K+ 83.41% |
$7.6M - $7.81M
|
173K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
76.8K+ 7.33% |
$7.43M - $7.63M
|
1.12M
$113M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
75.7KNew |
$7.33M - $7.53M
|
75.7K
$7.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
75K+ 74.56% |
$7.26M - $7.46M
|
176K
$17.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.3K+ 51.17% |
$7.19M - $7.39M
|
219K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
73.4K+ 7.92% |
$7.11M - $7.3M
|
1M
$101M
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
70.6K+ 15.84% |
$6.84M - $7.02M
|
517K
$51.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
69.6K+ 6.15% |
$6.74M - $6.93M
|
1.2M
$121M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
68.9K+ 6.87% |
$6.68M - $6.86M
|
1.07M
$108M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
67.9K+ 30.99% |
$6.58M - $6.76M
|
287K
$28.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
67.5K+ 13.81% |
$6.53M - $6.71M
|
556K
$55.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.8K+ 5.43% |
$6.18M - $6.35M
|
1.24M
$125M
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
62.5K+ 2.05% |
$6.05M - $6.22M
|
3.11M
$313M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.5K+ 2.02% |
$6.05M - $6.22M
|
3.16M
$317M
|