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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5KNew |
$468K - $498K
|
5K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
4.93KNew |
$462K - $492K
|
4.93K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.75KNew |
$445K - $474K
|
4.75K
$469K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.42KNew |
$414K - $440K
|
4.42K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$383K - $408K
|
4.09K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.86KNew |
$361K - $385K
|
3.86K
$381K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
3.84KNew |
$359K - $383K
|
3.84K
$379K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.69KNew |
$345K - $368K
|
3.69K
$364K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.48KNew |
$326K - $347K
|
3.48K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.27KNew |
$306K - $325K
|
3.27K
$322K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.25KNew |
$304K - $324K
|
3.25K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.23KNew |
$302K - $322K
|
3.23K
$319K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
2.83K+ 253.85% |
$265K - $282K
|
3.95K
$390K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71KNew |
$254K - $270K
|
2.71K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.71KNew |
$253K - $270K
|
2.71K
$267K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.61KNew |
$244K - $260K
|
2.61K
$257K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.43K+ 43.05% |
$227K - $242K
|
8.06K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.35KNew |
$220K - $234K
|
2.35K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.31K+ 37.77% |
$216K - $230K
|
8.41K
$829K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$206K - $219K
|
2.2K
$217K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.18KNew |
$204K - $217K
|
2.18K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.13KNew |
$199K - $212K
|
2.13K
$210K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.08KNew |
$194K - $207K
|
2.08K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.07KNew |
$194K - $206K
|
2.07K
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.74K+ 8.35% |
$163K - $173K
|
22.5K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.5K+ 61.74% |
$140K - $149K
|
3.92K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.3KNew |
$122K - $130K
|
1.3K
$128K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.3KNew |
$121K - $129K
|
1.3K
$128K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
977+ 2640.54% |
$91.5K - $97.4K
|
1.01K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
920New |
$86.1K - $91.7K
|
920
$90.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
707+ 26.32% |
$66.2K - $70.5K
|
3.39K
$335K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
570New |
$53.4K - $56.8K
|
570
$56.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
406New |
$38K - $40.5K
|
406
$40.1K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
327New |
$30.6K - $32.6K
|
327
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
292New |
$27.3K - $29.1K
|
292
$28.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
280+ 6.24% |
$26.2K - $27.9K
|
4.77K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
187New |
$17.5K - $18.6K
|
187
$18.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
113New |
$10.6K - $11.3K
|
113
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94New |
$8.8K - $9.37K
|
94
$9.27K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
88New |
$8.24K - $8.77K
|
88
$8.68K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59New |
$5.52K - $5.88K
|
59
$5.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36New |
$3.37K - $3.59K
|
36
$3.55K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13New |
$1.22K - $1.3K
|
13
$1.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$843 - $897
|
3.42K
$337K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
153KNew |
$14.6M - $15.9M
|
153K
$15.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Milliman Financial Risk Management LLC
Chicago, IL |
BUY
|
- |
102K+ 0.86% |
$9.78M - $10.7M
|
12.1M
$1.19B
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
59.6KNew |
$5.69M - $6.21M
|
59.6K
$5.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
47.2KNew |
$4.51M - $4.92M
|
47.2K
$4.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
36.7K+ 100.61% |
$3.5M - $3.82M
|
73.1K
$7.21M
|
|