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 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 97.66% |
$5.96M - $6.12M
|
125K
$12.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.1K+ 3.4% |
$5.73M - $5.88M
|
1.8M
$181M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
59.1KNew |
$5.73M - $5.88M
|
59.1K
$5.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 271.72% |
$5.71M - $5.86M
|
80.6K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
58KNew |
$5.61M - $5.76M
|
58K
$5.83M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
56.6K+ 11.42% |
$5.48M - $5.63M
|
552K
$55.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
56.2K+ 27.07% |
$5.44M - $5.59M
|
264K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
55.7K+ 1.18% |
$5.39M - $5.54M
|
4.78M
$480M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
55.7K+ 24.64% |
$5.39M - $5.54M
|
282K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55K+ 7.15% |
$5.33M - $5.47M
|
824K
$82.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54.2K+ 8.96% |
$5.24M - $5.39M
|
658K
$66.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
51.3KNew |
$4.97M - $5.1M
|
51.3K
$5.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
51.2K+ 30.33% |
$4.95M - $5.09M
|
220K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
49.9K+ 57.62% |
$4.83M - $4.96M
|
136K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
49.1KNew |
$4.76M - $4.88M
|
49.1K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
49K+ 36.65% |
$4.75M - $4.88M
|
183K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
48.2K+ 11.62% |
$4.67M - $4.8M
|
463K
$46.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.7K+ 0.91% |
$4.62M - $4.75M
|
5.27M
$530M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.5K+ 62.95% |
$4.6M - $4.73M
|
123K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
46.9K+ 2.33% |
$4.55M - $4.67M
|
2.06M
$207M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.8K+ 20.0% |
$4.53M - $4.66M
|
281K
$28.2M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46.8K+ 123.7% |
$4.53M - $4.65M
|
84.6K
$8.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46.4K+ 124.17% |
$4.49M - $4.62M
|
83.8K
$8.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.4K+ 84.65% |
$4.4M - $4.52M
|
99.1K
$9.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.2KNew |
$4.38M - $4.5M
|
45.2K
$4.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.9K+ 14.31% |
$4.35M - $4.47M
|
359K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.5K+ 51.12% |
$4.31M - $4.43M
|
132K
$13.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.2K+ 69.4% |
$4.28M - $4.39M
|
108K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43.1K+ 4371.57% |
$4.17M - $4.28M
|
44K
$4.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
43K+ 3.45% |
$4.16M - $4.27M
|
1.29M
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.7K+ 5.43% |
$4.13M - $4.24M
|
829K
$83.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 7.67% |
$4.06M - $4.17M
|
588K
$59.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
41.8KNew |
$4.05M - $4.16M
|
41.8K
$4.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.5K+ 2.43% |
$4.02M - $4.12M
|
1.75M
$176M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
40.9KNew |
$3.96M - $4.07M
|
40.9K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.3K+ 9.71% |
$3.9M - $4.01M
|
455K
$45.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39.8K+ 2.39% |
$3.86M - $3.96M
|
1.71M
$172M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
39.7K+ 100.5% |
$3.84M - $3.95M
|
79.2K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
39.2K+ 0.99% |
$3.8M - $3.9M
|
3.99M
$401M
|
|
|
Jul 10, 2025
Q2 2025
|
P/E Global LLC
|
BUY
|
- |
39K+ 8.22% |
$3.77M - $3.87M
|
513K
$51.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
38.6K+ 5.51% |
$3.74M - $3.84M
|
740K
$74.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
38.3K+ 1603.98% |
$3.7M - $3.8M
|
40.6K
$4.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38.2K+ 45.09% |
$3.7M - $3.8M
|
123K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.1K+ 50.34% |
$3.59M - $3.69M
|
111K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
36.6K+ 4.21% |
$3.54M - $3.64M
|
906K
$91.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
36.3K+ 49.49% |
$3.52M - $3.61M
|
110K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
36KNew |
$3.49M - $3.58M
|
36K
$3.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
35K+ 9.32% |
$3.39M - $3.49M
|
411K
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
35K+ 17.65% |
$3.39M - $3.48M
|
233K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
34.9KNew |
$3.38M - $3.47M
|
34.9K
$3.51M
|