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 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
148New |
$14.2K - $14.7K
|
148
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
138+ 5.76% |
$13.2K - $13.7K
|
2.54K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
133+ 8.01% |
$12.7K - $13.2K
|
1.79K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
132New |
$12.7K - $13.1K
|
132
$13.3K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
115New |
$11K - $11.4K
|
115
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
103+ 1.61% |
$9.87K - $10.2K
|
6.5K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$9.59K - $9.93K
|
100
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
98New |
$9.39K - $9.73K
|
98
$9.85K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
88+ 76.52% |
$8.43K - $8.73K
|
203
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
76+ 55.88% |
$7.28K - $7.54K
|
212
$21.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 2.22% |
$7.19K - $7.44K
|
3.45K
$346K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
62New |
$5.94K - $6.15K
|
62
$6.23K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
61+ 0.14% |
$5.85K - $6.05K
|
43.3K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
60+ 2.76% |
$5.75K - $5.96K
|
2.23K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
52+ 1.13% |
$4.98K - $5.16K
|
4.67K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
48New |
$4.6K - $4.76K
|
48
$4.83K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
39New |
$3.74K - $3.87K
|
39
$3.92K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.14% |
$3.74K - $3.87K
|
27K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38New |
$3.64K - $3.77K
|
38
$3.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
36New |
$3.45K - $3.57K
|
36
$3.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
32New |
$3.07K - $3.18K
|
32
$3.22K
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
29+ 0.3% |
$2.78K - $2.88K
|
9.65K
$970K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
28New |
$2.68K - $2.78K
|
28
$2.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28+ 7.71% |
$2.68K - $2.78K
|
391
$39.3K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
26New |
$2.49K - $2.58K
|
26
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 1.31% |
$1.92K - $1.99K
|
1.55K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.53K - $1.59K
|
5.43K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
15+ 0.62% |
$1.44K - $1.49K
|
2.44K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
14+ 0.63% |
$1.34K - $1.39K
|
2.22K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13+ 0.38% |
$1.25K - $1.29K
|
3.45K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
12+ 0.45% |
$1.15K - $1.19K
|
2.66K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$863 - $893
|
9
$905
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$479 - $496
|
8.03K
$807K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$479 - $496
|
4.9K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.71% |
$192 - $199
|
282
$28.4K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.23% |
$95.9 - $99.3
|
82
$8.24K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$166M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42M+ 1599086.5% |
$138M - $144M
|
1.42M
$143M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
192KNew |
$18.6M - $19.4M
|
192K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
152KNew |
$14.6M - $15.3M
|
152K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
92KNew |
$8.89M - $9.31M
|
92K
$9.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$138M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
60.2KNew |
$5.81M - $6.09M
|
60.2K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
59.9KNew |
$5.78M - $6.06M
|
59.9K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56.1KNew |
$5.42M - $5.68M
|
56.1K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
52.2KNew |
$5.05M - $5.29M
|
52.2K
$5.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
51KNew |
$4.93M - $5.16M
|
51K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.5KNew |
$4.11M - $4.3M
|
42.5K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.6K+ 7.88% |
$4.02M - $4.21M
|
570K
$57.3M
|
|