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 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.5KNew |
$242K - $248K
|
2.5K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.5K+ 100.0% |
$242K - $248K
|
5K
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.46KNew |
$238K - $245K
|
2.46K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.41K+ 24.22% |
$234K - $240K
|
12.4K
$1.21M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$232K - $238K
|
2.4K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.37KNew |
$229K - $236K
|
2.37K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.26KNew |
$218K - $224K
|
2.26K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$214K - $220K
|
2.22K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 46.14% |
$206K - $212K
|
6.75K
$659K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$205K - $210K
|
2.12K
$207K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$198K - $204K
|
2.05K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.99K+ 6.3% |
$193K - $198K
|
33.6K
$3.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 20.62% |
$145K - $148K
|
8.74K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.4KNew |
$135K - $139K
|
1.4K
$137K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.35K+ 23.54% |
$130K - $134K
|
7.07K
$690K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.17K+ 175.79% |
$113K - $116K
|
1.83K
$179K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.16KNew |
$112K - $115K
|
1.16K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.16K+ 26.89% |
$112K - $115K
|
5.46K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
946New |
$91.5K - $94K
|
946
$92.3K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
837+ 11.22% |
$81K - $83.2K
|
8.3K
$810K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
836New |
$80.9K - $83.1K
|
836
$81.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
811New |
$78.5K - $80.6K
|
811
$79.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
684New |
$66.2K - $68K
|
684
$66.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
664+ 19.01% |
$64.2K - $66K
|
4.16K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
571+ 24.19% |
$55.2K - $56.7K
|
2.93K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
538+ 591.21% |
$52.1K - $53.5K
|
629
$61.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
474+ 9.57% |
$45.9K - $47.1K
|
5.43K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
467New |
$45.2K - $46.4K
|
467
$45.6K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
433+ 7.83% |
$41.9K - $43K
|
5.96K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
410+ 4.86% |
$39.7K - $40.7K
|
8.84K
$863K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
403+ 14.87% |
$39K - $40K
|
3.11K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
389+ 14.27% |
$37.6K - $38.7K
|
3.12K
$304K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
389New |
$37.6K - $38.7K
|
389
$38K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
332+ 9.52% |
$32.1K - $33K
|
3.82K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
322+ 5.81% |
$31.2K - $32K
|
5.86K
$572K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
315+ 110.53% |
$30.5K - $31.3K
|
600
$58.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
311New |
$30.1K - $30.9K
|
311
$30.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300New |
$29K - $29.8K
|
300
$29.3K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
295+ 9.84% |
$28.5K - $29.3K
|
3.29K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
260+ 6.45% |
$25.2K - $25.8K
|
4.29K
$419K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
260New |
$25.2K - $25.8K
|
260
$25.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$21.3K - $21.9K
|
220
$21.5K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 33.33% |
$19.4K - $19.9K
|
800
$78.1K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
153+ 1.46% |
$14.8K - $15.2K
|
10.6K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
138New |
$13.4K - $13.7K
|
138
$13.5K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
114New |
$11K - $11.3K
|
114
$11.1K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
112New |
$10.8K - $11.1K
|
112
$10.9K
|