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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 38.31% |
$29K - $30.4K
|
1.08K
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
268New |
$25.9K - $27.1K
|
268
$26.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
258+ 6.97% |
$24.9K - $26.1K
|
3.96K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
238+ 12.01% |
$23K - $24.1K
|
2.22K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
229+ 8.64% |
$22.1K - $23.2K
|
2.88K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
226New |
$21.8K - $22.9K
|
226
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
216+ 6.91% |
$20.9K - $21.9K
|
3.34K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
204+ 0.87% |
$19.7K - $20.7K
|
23.6K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
200New |
$19.3K - $20.2K
|
200
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
199New |
$19.2K - $20.1K
|
199
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
194New |
$18.7K - $19.6K
|
194
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
181+ 7.64% |
$17.5K - $18.3K
|
2.55K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
175+ 2.56% |
$16.9K - $17.7K
|
7.02K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
154+ 5.33% |
$14.9K - $15.6K
|
3.04K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
141New |
$13.6K - $14.3K
|
141
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
123+ 6.0% |
$11.9K - $12.5K
|
2.17K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
98New |
$9.47K - $9.92K
|
98
$9.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
87New |
$8.41K - $8.81K
|
87
$8.58K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
71New |
$6.86K - $7.19K
|
71
$7K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$6.28K - $6.58K
|
65
$6.41K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54New |
$5.22K - $5.47K
|
54
$5.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
51+ 1.07% |
$4.93K - $5.16K
|
4.81K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40+ 1.08% |
$3.87K - $4.05K
|
3.74K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
38+ 1.26% |
$3.67K - $3.85K
|
3.05K
$300K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.19K - $3.34K
|
12.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
32+ 1.16% |
$3.09K - $3.24K
|
2.79K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
32New |
$3.09K - $3.24K
|
32
$3.16K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$2.9K - $3.04K
|
30
$2.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.62% |
$2.8K - $2.94K
|
4.68K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
28+ 1.15% |
$2.71K - $2.83K
|
2.47K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
28New |
$2.71K - $2.83K
|
28
$2.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25New |
$2.42K - $2.53K
|
25
$2.47K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
25+ 1.16% |
$2.42K - $2.53K
|
2.18K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 0.14% |
$2.03K - $2.13K
|
15.4K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
18New |
$1.74K - $1.82K
|
18
$1.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
13+ 6.31% |
$1.26K - $1.32K
|
219
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 1.06% |
$870 - $911
|
856
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.1% |
$773 - $810
|
8.1K
$799K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4+ 0.16% |
$387 - $405
|
2.49K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.64% |
$290 - $304
|
470
$46.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$193 - $202
|
2
$197
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38M+ 3.46% |
$229M - $242M
|
71.1M
$7.01B
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
937KNew |
$90.2M - $95.6M
|
937K
$92.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
206KNew |
$19.8M - $21M
|
206K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
150KNew |
$14.4M - $15.3M
|
150K
$14.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
130K+ 129.41% |
$12.5M - $13.2M
|
230K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67.9K+ 332.19% |
$6.53M - $6.92M
|
88.3K
$8.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.41M - $5.74M
|
56.3K
$5.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
47.6KNew |
$4.58M - $4.85M
|
47.6K
$4.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
23.5KNew |
$2.26M - $2.4M
|
23.5K
$2.32M
|
|