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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$95.1 - $97.9
|
3.58K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$95.1 - $97.9
|
1
$101
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
150KNew |
$14.5M - $14.9M
|
150K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 6.92% |
$12.9M - $13.2M
|
2.06M
$207M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
113K+ 31.98% |
$11M - $11.3M
|
468K
$47M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
71.8K+ 32.08% |
$6.94M - $7.13M
|
295K
$29.7M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
68KNew |
$6.58M - $6.75M
|
68K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
34KNew |
$3.29M - $3.37M
|
34K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
23KNew |
$2.23M - $2.29M
|
23K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
13.5K+ 39.93% |
$1.31M - $1.34M
|
47.4K
$4.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8.78K+ 89.64% |
$850K - $873K
|
18.6K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
6.12K+ 50.95% |
$592K - $608K
|
18.1K
$1.82M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.87K+ 10.7% |
$568K - $583K
|
60.7K
$6.1M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 3.96% |
$484K - $497K
|
131K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.71KNew |
$456K - $468K
|
4.71K
$474K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.12K+ 3.32% |
$399K - $410K
|
128K
$12.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.87K+ 7.31% |
$374K - $384K
|
56.7K
$5.7M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.07KNew |
$297K - $305K
|
3.07K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.05KNew |
$295K - $303K
|
3.05K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.04KNew |
$294K - $302K
|
3.04K
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
2.93KNew |
$283K - $291K
|
2.93K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.84KNew |
$275K - $282K
|
2.84K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.78KNew |
$269K - $277K
|
2.78K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.62K+ 13.92% |
$254K - $261K
|
21.5K
$2.16M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$251K - $258K
|
2.59K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.56KNew |
$248K - $254K
|
2.56K
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.46KNew |
$238K - $245K
|
2.46K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.41K+ 24.22% |
$234K - $240K
|
12.4K
$1.24M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$232K - $238K
|
2.4K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$214K - $220K
|
2.22K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2KNew |
$213K - $219K
|
2.2K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.13K+ 46.14% |
$206K - $212K
|
6.75K
$679K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.12KNew |
$205K - $210K
|
2.12K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.06KNew |
$199K - $205K
|
2.06K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$198K - $204K
|
2.05K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.99K+ 6.3% |
$193K - $198K
|
33.6K
$3.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 20.62% |
$145K - $148K
|
8.74K
$879K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.16K+ 26.89% |
$112K - $115K
|
5.46K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
946New |
$91.5K - $94K
|
946
$95.1K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
837+ 11.22% |
$81K - $83.2K
|
8.3K
$834K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
811New |
$78.5K - $80.6K
|
811
$81.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
684New |
$66.2K - $68K
|
684
$68.8K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
571+ 24.19% |
$55.2K - $56.7K
|
2.93K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
538+ 591.21% |
$52.1K - $53.5K
|
629
$63.2K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
467New |
$45.2K - $46.4K
|
467
$47K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
433+ 7.83% |
$41.9K - $43K
|
5.96K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
389New |
$37.6K - $38.7K
|
389
$39.1K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
322+ 5.81% |
$31.2K - $32K
|
5.86K
$590K
|
|