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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
8.67KNew |
$835K - $873K
|
8.67K
$855K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.9KNew |
$472K - $494K
|
4.9K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.86KNew |
$468K - $490K
|
4.86K
$480K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.06KNew |
$391K - $409K
|
4.06K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4KNew |
$385K - $403K
|
4K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
3.66KNew |
$353K - $369K
|
3.66K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.31KNew |
$319K - $334K
|
3.31K
$327K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.28K+ 20.71% |
$316K - $331K
|
19.1K
$1.89M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.24KNew |
$312K - $327K
|
3.24K
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.69KNew |
$259K - $272K
|
2.69K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.46KNew |
$237K - $248K
|
2.46K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.09KNew |
$201K - $210K
|
2.09K
$206K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.08K+ 42.49% |
$200K - $209K
|
6.96K
$687K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
696+ 20.71% |
$67K - $70.1K
|
4.06K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
669New |
$64.4K - $67.4K
|
669
$66K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
607+ 22.19% |
$58.5K - $61.2K
|
3.34K
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
588New |
$56.6K - $59.3K
|
588
$58K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
475+ 19.2% |
$45.8K - $47.9K
|
2.95K
$291K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
460+ 3538.46% |
$44.3K - $46.4K
|
473
$46.7K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
228+ 1.44% |
$22K - $23K
|
16.1K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
205New |
$19.7K - $20.7K
|
205
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
180+ 0.72% |
$17.3K - $18.1K
|
25.2K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
100New |
$9.63K - $10.1K
|
100
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
90New |
$8.67K - $9.07K
|
90
$8.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
78New |
$7.51K - $7.86K
|
78
$7.7K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
71+ 7100.0% |
$6.84K - $7.16K
|
72
$7.1K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
52+ 1.63% |
$5.01K - $5.24K
|
3.25K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
41+ 1.64% |
$3.95K - $4.13K
|
2.55K
$251K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 800.0% |
$2.31K - $2.42K
|
27
$2.66K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.73% |
$2.12K - $2.22K
|
3.03K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8New |
$771 - $806
|
8
$789
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $202
|
3.85K
$380K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
1.3MNew |
$122M - $130M
|
1.3M
$128M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
354K+ 9217.64% |
$33.2M - $35.3M
|
358K
$35.3M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
317KNew |
$29.7M - $31.6M
|
317K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
187K+ 143.23% |
$17.5M - $18.6M
|
317K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
140K+ 257.35% |
$13.1M - $13.9M
|
194K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
82.1KNew |
$7.69M - $8.19M
|
82.1K
$8.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
64K+ 489.11% |
$5.99M - $6.38M
|
77K
$7.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58.9KNew |
$5.51M - $5.87M
|
58.9K
$5.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
56KNew |
$5.24M - $5.58M
|
56K
$5.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
46.1KNew |
$4.31M - $4.59M
|
46.1K
$4.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
28.3KNew |
$2.65M - $2.82M
|
28.3K
$2.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
18KNew |
$1.68M - $1.79M
|
18K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14KNew |
$1.31M - $1.4M
|
14K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.6KNew |
$1.27M - $1.35M
|
13.6K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7.38KNew |
$691K - $736K
|
7.38K
$728K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.31K+ 20.18% |
$685K - $729K
|
43.5K
$4.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.5KNew |
$515K - $548K
|
5.5K
$542K
|
|