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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.5K+ 59.11% |
$2.72M - $2.97M
|
76.6K
$7.78M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
27.2K+ 35.41% |
$2.6M - $2.83M
|
104K
$10.6M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
9.7KNew |
$927K - $1.01M
|
9.7K
$985K
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.92KNew |
$757K - $826K
|
7.92K
$805K
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
6.88K+ 38.42% |
$658K - $718K
|
24.8K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
6.68KNew |
$638K - $696K
|
6.68K
$678K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.17K+ 4.01% |
$494K - $539K
|
134K
$13.6M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.18KNew |
$399K - $436K
|
4.18K
$424K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.51K+ 157.29% |
$335K - $365K
|
5.74K
$582K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.38KNew |
$322K - $352K
|
3.38K
$343K
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.2KNew |
$306K - $333K
|
3.2K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.27KNew |
$217K - $237K
|
2.27K
$231K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.2KNew |
$210K - $229K
|
2.2K
$223K
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.15KNew |
$205K - $224K
|
2.15K
$218K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$143K - $156K
|
1.5K
$152K
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 68.97% |
$95.5K - $104K
|
2.45K
$249K
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
928+ 30.36% |
$88.7K - $96.7K
|
3.99K
$405K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
750+ 113.12% |
$71.7K - $78.2K
|
1.41K
$144K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
664New |
$63.4K - $69.2K
|
664
$67.4K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
407+ 16.53% |
$38.9K - $42.4K
|
2.87K
$291K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 1.49% |
$38.2K - $41.7K
|
27.2K
$2.77M
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
377+ 13.66% |
$36K - $39.3K
|
3.14K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123New |
$11.8K - $12.8K
|
123
$12.5K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
111+ 1.15% |
$10.6K - $11.6K
|
9.75K
$990K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100New |
$9.55K - $10.4K
|
100
$10.2K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
52+ 0.55% |
$4.97K - $5.42K
|
9.5K
$965K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
40New |
$3.82K - $4.17K
|
40
$4.06K
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
21+ 0.57% |
$2.01K - $2.19K
|
3.68K
$373K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
12+ 48.0% |
$1.15K - $1.25K
|
37
$3.76K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
9+ 6.16% |
$860 - $938
|
155
$15.7K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3New |
$287 - $313
|
3
$305
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
200KNew |
$19.8M - $21.4M
|
200K
$20.3M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
89.4KNew |
$8.85M - $9.55M
|
89.4K
$9.08M
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
88KNew |
$8.71M - $9.4M
|
88K
$8.93M
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
61.2K+ 0.75% |
$6.06M - $6.54M
|
8.17M
$830M
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
58.8KNew |
$5.82M - $6.28M
|
58.8K
$5.97M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
44.3KNew |
$4.39M - $4.73M
|
44.3K
$4.5M
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
41.2KNew |
$4.08M - $4.4M
|
41.2K
$4.18M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26.1KNew |
$2.59M - $2.79M
|
26.1K
$2.65M
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20KNew |
$1.98M - $2.14M
|
20K
$2.03M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19.1KNew |
$1.89M - $2.04M
|
19.1K
$1.94M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$1.61M - $1.74M
|
16.2K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.54K+ 15.43% |
$648K - $699K
|
48.9K
$4.97M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
4.76KNew |
$471K - $509K
|
4.76K
$484K
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.45K+ 13.55% |
$440K - $475K
|
37.3K
$3.79M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.37K+ 213.18% |
$432K - $466K
|
6.41K
$651K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.23K+ 179.58% |
$419K - $452K
|
6.59K
$669K
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.57KNew |
$353K - $381K
|
3.57K
$362K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.33KNew |
$330K - $356K
|
3.33K
$339K
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$326K - $352K
|
3.3K
$335K
|