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
|
Herold Advisors, Inc.
|
BUY
|
- |
20+ 0.93% |
$1.93K - $2.04K
|
2.18K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
20+ 0.54% |
$1.93K - $2.04K
|
3.7K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
19+ 0.78% |
$1.83K - $1.94K
|
2.44K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
19New |
$1.83K - $1.94K
|
19
$1.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16+ 0.76% |
$1.54K - $1.63K
|
2.12K
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.26% |
$1.44K - $1.53K
|
5.86K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.81% |
$1.25K - $1.33K
|
1.62K
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.33K
|
13
$1.27K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 5.56% |
$963 - $1.02K
|
190
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
6+ 0.18% |
$578 - $612
|
3.39K
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.06% |
$385 - $408
|
6.3K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 20.0% |
$193 - $204
|
12
$1.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.66K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.85% |
$193 - $204
|
236
$23.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.95% |
$193 - $204
|
213
$20.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$193 - $204
|
31
$3.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.7
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$96.3 - $102
|
13K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$96.3 - $102
|
1
$97.7
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 1.41% |
$96.3 - $102
|
72
$7.03K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.29% |
$96.3 - $102
|
351
$34.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $102
|
3.42K
$334K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 4.79% |
$200M - $206M
|
46M
$4.5B
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
394KNew |
$37.5M - $38.6M
|
394K
$38.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
248KNew |
$23.6M - $24.3M
|
248K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
160K+ 5624.84% |
$15.2M - $15.6M
|
162K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
153KNew |
$14.6M - $15M
|
153K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
103KNew |
$9.78M - $10.1M
|
103K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
82.7KNew |
$7.86M - $8.09M
|
82.7K
$8.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.2KNew |
$7.15M - $7.36M
|
75.2K
$7.34M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.7KNew |
$5.68M - $5.85M
|
59.7K
$5.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
57.7KNew |
$5.48M - $5.65M
|
57.7K
$5.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
46.3KNew |
$4.41M - $4.54M
|
46.3K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$3.55M - $3.66M
|
37.4K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
27.4KNew |
$2.61M - $2.68M
|
27.4K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.3KNew |
$2.59M - $2.67M
|
27.3K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.6KNew |
$2.34M - $2.41M
|
24.6K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
22KNew |
$2.1M - $2.16M
|
22K
$2.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19KNew |
$1.81M - $1.86M
|
19K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$1.76M - $1.82M
|
18.5K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14.4KNew |
$1.37M - $1.41M
|
14.4K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
14K+ 0.92% |
$1.33M - $1.37M
|
1.53M
$149M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1K+ 6.12% |
$1.25M - $1.29M
|
228K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 17.97% |
$1.18M - $1.22M
|
81.7K
$7.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.2K+ 9.52% |
$1.16M - $1.19M
|
140K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.08M - $1.11M
|
11.3K
$1.11M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.4KNew |
$994K - $1.02M
|
10.4K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
7.66KNew |
$728K - $750K
|
7.66K
$748K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.45KNew |
$709K - $730K
|
7.45K
$728K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.15KNew |
$680K - $700K
|
7.15K
$698K
|
|