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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
206New |
$19.8K - $21K
|
206
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
200+ 1.82% |
$19.3K - $20.4K
|
11.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
195+ 1.97% |
$18.8K - $19.9K
|
10.1K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
193+ 5.03% |
$18.6K - $19.7K
|
4.03K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
183+ 4.66% |
$17.6K - $18.7K
|
4.11K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
181+ 1.86% |
$17.4K - $18.5K
|
9.91K
$968K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
175+ 1.79% |
$16.8K - $17.8K
|
9.95K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
141+ 1.09% |
$13.6K - $14.4K
|
13.1K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
135New |
$13K - $13.8K
|
135
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
135+ 0.77% |
$13K - $13.8K
|
17.6K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 0.17% |
$12.5K - $13.3K
|
74.5K
$7.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
124+ 1.85% |
$11.9K - $12.6K
|
6.83K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
120+ 2.04% |
$11.6K - $12.2K
|
6K
$587K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
116+ 0.67% |
$11.2K - $11.8K
|
17.4K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
115+ 0.61% |
$11.1K - $11.7K
|
18.9K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
115+ 0.79% |
$11.1K - $11.7K
|
14.6K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 2.44% |
$10.1K - $10.7K
|
4.41K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
104+ 0.83% |
$10K - $10.6K
|
12.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 3400.0% |
$9.82K - $10.4K
|
105
$10.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
101New |
$9.72K - $10.3K
|
101
$9.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 2.39% |
$9.63K - $10.2K
|
4.28K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
99+ 1.93% |
$9.53K - $10.1K
|
5.24K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$9.34K - $9.89K
|
97
$9.48K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 2.31% |
$8.95K - $9.48K
|
4.12K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
93+ 7.3% |
$8.95K - $9.48K
|
1.37K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
86New |
$8.28K - $8.77K
|
86
$8.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$8.18K - $8.67K
|
85
$8.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
83New |
$7.99K - $8.46K
|
83
$8.11K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
82+ 1.79% |
$7.89K - $8.36K
|
4.67K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
80+ 49.69% |
$7.7K - $8.16K
|
241
$23.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65+ 0.82% |
$6.26K - $6.63K
|
8K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
51+ 0.05% |
$4.91K - $5.2K
|
106K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 22.42% |
$4.81K - $5.1K
|
273
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
45+ 1.03% |
$4.33K - $4.59K
|
4.42K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.1% |
$4.33K - $4.59K
|
4.13K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
44New |
$4.24K - $4.49K
|
44
$4.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
42+ 0.03% |
$4.04K - $4.28K
|
166K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.31% |
$3.85K - $4.08K
|
13.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.66K - $3.88K
|
38
$3.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
37+ 0.86% |
$3.56K - $3.77K
|
4.32K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
35+ 0.02% |
$3.37K - $3.57K
|
152K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34+ 1.94% |
$3.27K - $3.47K
|
1.78K
$174K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33+ 0.27% |
$3.18K - $3.37K
|
12.3K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
31+ 1.06% |
$2.98K - $3.16K
|
2.96K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
30+ 0.74% |
$2.89K - $3.06K
|
4.07K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
29+ 0.92% |
$2.79K - $2.96K
|
3.18K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
27+ 0.38% |
$2.6K - $2.75K
|
7.1K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.46% |
$2.21K - $2.35K
|
5.04K
$492K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.43% |
$2.21K - $2.35K
|
5.38K
$526K
|