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 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
315+ 110.53% |
$30.5K - $31.3K
|
600
$60.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
311New |
$30.1K - $30.9K
|
311
$31.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
260+ 6.45% |
$25.2K - $25.8K
|
4.29K
$431K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
220New |
$21.3K - $21.9K
|
220
$22.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
138New |
$13.4K - $13.7K
|
138
$13.9K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
114New |
$11K - $11.3K
|
114
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
111New |
$10.7K - $11K
|
111
$11.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
90+ 3.33% |
$8.71K - $8.94K
|
2.79K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
67New |
$6.48K - $6.66K
|
67
$6.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
52+ 2.54% |
$5.03K - $5.17K
|
2.1K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
39New |
$3.77K - $3.88K
|
39
$3.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23New |
$2.23K - $2.29K
|
23
$2.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
8+ 0.32% |
$774 - $795
|
2.5K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.26% |
$581 - $596
|
2.3K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$96.8 - $99.4
|
1
$101
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
362K+ 339.42% |
$33.2M - $36.1M
|
469K
$47.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
350KNew |
$32.1M - $34.9M
|
350K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200KNew |
$18.3M - $19.9M
|
200K
$20.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
173K+ 160.61% |
$15.9M - $17.2M
|
281K
$28.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136K+ 20.04% |
$12.5M - $13.6M
|
817K
$82.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
103K+ 64.64% |
$9.47M - $10.3M
|
263K
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
90KNew |
$8.25M - $8.97M
|
90K
$9.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
56.6K+ 42.29% |
$5.18M - $5.64M
|
190K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
53.5KNew |
$4.9M - $5.33M
|
53.5K
$5.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
44.8KNew |
$4.11M - $4.47M
|
44.8K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
43.7KNew |
$4M - $4.35M
|
43.7K
$4.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
37.1KNew |
$3.4M - $3.7M
|
37.1K
$3.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.9K+ 1102.77% |
$3.1M - $3.37M
|
36.9K
$3.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30.4KNew |
$2.79M - $3.03M
|
30.4K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.5K+ 172.94% |
$2.06M - $2.24M
|
35.5K
$3.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
22.5KNew |
$2.06M - $2.24M
|
22.5K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.98M - $2.15M
|
21.6K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
19.1KNew |
$1.75M - $1.9M
|
19.1K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.57M - $1.7M
|
17.1K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.7KNew |
$1.17M - $1.27M
|
12.7K
$1.28M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.4KNew |
$1.14M - $1.23M
|
12.4K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.7KNew |
$1.07M - $1.17M
|
11.7K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.54KNew |
$874K - $950K
|
9.54K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
8.79KNew |
$805K - $876K
|
8.79K
$883K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.77K+ 21.88% |
$804K - $874K
|
48.8K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.45KNew |
$683K - $742K
|
7.45K
$749K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.23KNew |
$662K - $720K
|
7.23K
$727K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.56KNew |
$602K - $654K
|
6.56K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.14KNew |
$471K - $512K
|
5.14K
$517K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.65KNew |
$427K - $464K
|
4.65K
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.53KNew |
$416K - $452K
|
4.53K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.39KNew |
$403K - $438K
|
4.39K
$442K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
4.17KNew |
$382K - $415K
|
4.17K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.69KNew |
$338K - $367K
|
3.69K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
3.33KNew |
$305K - $331K
|
3.33K
$334K
|
|