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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.68K+ 91.22% |
$265K - $286K
|
5.62K
$549K
|
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.33KNew |
$231K - $249K
|
2.33K
$228K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.22KNew |
$220K - $238K
|
2.22K
$217K
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.11KNew |
$209K - $226K
|
2.11K
$206K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.98KNew |
$196K - $211K
|
1.98K
$193K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.74K+ 1.44% |
$172K - $186K
|
122K
$11.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.38K+ 8.2% |
$136K - $147K
|
18.2K
$1.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.31KNew |
$130K - $140K
|
1.31K
$128K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
495+ 23.4% |
$49K - $52.9K
|
2.61K
$255K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
438+ 12.99% |
$43.4K - $46.8K
|
3.81K
$372K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
358+ 3.88% |
$35.4K - $38.2K
|
9.58K
$936K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
282New |
$27.9K - $30.1K
|
282
$27.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
196New |
$19.4K - $20.9K
|
196
$19.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
192+ 8.47% |
$19K - $20.5K
|
2.46K
$240K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
182+ 9.4% |
$18K - $19.4K
|
2.12K
$207K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
123+ 54.19% |
$12.2K - $13.1K
|
350
$34.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
82New |
$8.12K - $8.76K
|
82
$8.01K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
45New |
$4.46K - $4.81K
|
45
$4.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
42+ 0.82% |
$4.16K - $4.49K
|
5.17K
$505K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
27+ 0.35% |
$2.67K - $2.88K
|
7.73K
$755K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
21+ 0.56% |
$2.08K - $2.24K
|
3.74K
$366K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20New |
$1.98K - $2.14K
|
20
$1.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.78K - $1.92K
|
18
$1.76K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 2.56% |
$1.09K - $1.18K
|
440
$43K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$99 - $107
|
3.2K
$312K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.2MNew |
$127M - $135M
|
1.2M
$117M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
110KNew |
$11.7M - $12.5M
|
110K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.27KNew |
$560K - $598K
|
5.27K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.4KNew |
$467K - $499K
|
4.4K
$430K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.69KNew |
$392K - $418K
|
3.69K
$361K
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.37K+ 5.21% |
$145K - $155K
|
27.6K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1New |
$106 - $113
|
1
$97.7
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
24.7KNew |
$2.81M - $2.85M
|
24.7K
$2.42M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$113K - $115K
|
1K
$97.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
608New |
$69K - $70.1K
|
608
$59.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
PUT |
500New |
$56.7K - $57.7K
|
500
$48.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
164New |
$18.6K - $18.9K
|
164
$16K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
33New |
$3.74K - $3.81K
|
33
$3.22K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12New |
$1.36K - $1.38K
|
12
$1.17K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
269KNew |
$30.9M - $31.4M
|
269K
$26.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 3.85% |
$115 - $117
|
27
$2.64K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
41KNew |
$4.67M - $4.73M
|
41K
$4.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$229K - $233K
|
2.02K
$197K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.85KNew |
$210K - $213K
|
1.85K
$181K
|
|
|
Aug 06, 2021
Q2 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.46K+ 65.6% |
$166K - $168K
|
3.69K
$360K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
508New |
$57.8K - $58.6K
|
508
$49.6K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
73New |
$8.31K - $8.42K
|
73
$7.13K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
100K+ 100.0% |
$11.7M - $11.8M
|
200K
$19.5M
|
|
|
Apr 16, 2021
Q4 2020
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
72KNew |
$8.43M - $8.53M
|
72K
$7.03M
|
|