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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
20+ 0.89% |
$1.9K - $1.96K
|
2.26K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
19+ 0.89% |
$1.81K - $1.86K
|
2.16K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15+ 1.18% |
$1.43K - $1.47K
|
1.29K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.75% |
$1.14K - $1.18K
|
1.6K
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 4.91% |
$761 - $783
|
171
$16.8K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.75% |
$666 - $685
|
942
$92.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 0.19% |
$666 - $685
|
3.65K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.49% |
$571 - $588
|
1.22K
$120K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.14% |
$571 - $588
|
4.18K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.87% |
$476 - $490
|
577
$56.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
4+ 0.02% |
$380 - $392
|
19.7K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3+ 0.06% |
$285 - $294
|
4.65K
$458K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 4.48% |
$285 - $294
|
70
$6.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$190 - $196
|
29K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.07% |
$190 - $196
|
3.07K
$303K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.78% |
$190 - $196
|
259
$25.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.58% |
$190 - $196
|
346
$34.1K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$190 - $196
|
2
$197
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.0% |
$95.1 - $97.9
|
101
$9.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 3.45% |
$95.1 - $97.9
|
30
$2.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.36% |
$95.1 - $97.9
|
277
$27.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$95.1 - $97.9
|
6.92K
$682K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$95.1 - $97.9
|
3.58K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$95.1 - $97.9
|
1
$98.5
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
411K+ 349.16% |
$39.8M - $40.9M
|
529K
$52.1M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
187KNew |
$18.1M - $18.6M
|
187K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
150KNew |
$14.5M - $14.9M
|
150K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 6.92% |
$12.9M - $13.2M
|
2.06M
$203M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
113K+ 31.98% |
$11M - $11.3M
|
468K
$46.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
71.8K+ 32.08% |
$6.94M - $7.13M
|
295K
$29.1M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
68KNew |
$6.58M - $6.75M
|
68K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
34KNew |
$3.29M - $3.37M
|
34K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
23KNew |
$2.23M - $2.29M
|
23K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
13.5K+ 39.93% |
$1.31M - $1.34M
|
47.4K
$4.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
12.5K+ 4.64% |
$1.21M - $1.25M
|
283K
$27.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
11.9KNew |
$1.16M - $1.19M
|
11.9K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.1K+ 40.88% |
$980K - $1.01M
|
34.9K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.78K+ 89.64% |
$850K - $873K
|
18.6K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
6.12K+ 50.95% |
$592K - $608K
|
18.1K
$1.79M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.87K+ 10.7% |
$568K - $583K
|
60.7K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 8.62% |
$540K - $554K
|
70.3K
$6.92M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 3.96% |
$484K - $497K
|
131K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.75K+ 4.02% |
$459K - $472K
|
123K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.71KNew |
$456K - $468K
|
4.71K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.12K+ 3.32% |
$399K - $410K
|
128K
$12.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.87K+ 7.31% |
$374K - $384K
|
56.7K
$5.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.6K+ 156.84% |
$348K - $358K
|
5.89K
$580K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.07KNew |
$297K - $305K
|
3.07K
$303K
|
|