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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
172K+ 31.29% |
$16.5M - $17M
|
720K
$71.1M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
169KNew |
$16.2M - $16.7M
|
169K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
146K+ 20.53% |
$14M - $14.5M
|
859K
$84.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
143K+ 905.93% |
$13.7M - $14.2M
|
159K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
143K+ 764.14% |
$13.7M - $14.2M
|
161K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142K+ 128.33% |
$13.6M - $14.1M
|
253K
$25M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
142KNew |
$13.6M - $14.1M
|
142K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
141K+ 199.22% |
$13.5M - $14M
|
211K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
139K+ 136.26% |
$13.3M - $13.8M
|
241K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
137K+ 5.61% |
$13.1M - $13.6M
|
2.57M
$254M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
134K+ 12.3% |
$12.9M - $13.3M
|
1.23M
$121M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
134K+ 121.66% |
$12.8M - $13.3M
|
244K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
130KNew |
$12.4M - $12.9M
|
130K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
117K+ 47.31% |
$11.2M - $11.6M
|
365K
$36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115K+ 1.3% |
$11M - $11.4M
|
8.94M
$882M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 352.42% |
$10.8M - $11.2M
|
145K
$14.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
108K+ 37.62% |
$10.4M - $10.7M
|
395K
$39M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
107K+ 5.36% |
$10.2M - $10.6M
|
2.1M
$207M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
105KNew |
$10.1M - $10.4M
|
105K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
103K+ 16.8% |
$9.84M - $10.2M
|
713K
$70.4M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
101K+ 132.36% |
$9.66M - $10M
|
177K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
100K+ 20.73% |
$9.6M - $9.94M
|
583K
$57.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
94.6K+ 43.24% |
$9.06M - $9.39M
|
313K
$30.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
90.7K+ 21.52% |
$8.69M - $9M
|
512K
$50.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
90K+ 22.29% |
$8.63M - $8.94M
|
494K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
89.9K+ 0.67% |
$8.62M - $8.93M
|
13.4M
$1.33B
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
89.4K+ 27.46% |
$8.57M - $8.88M
|
415K
$41M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89.2K+ 387.91% |
$8.55M - $8.85M
|
112K
$11.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
89K+ 47.47% |
$8.53M - $8.84M
|
277K
$27.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
86.7KNew |
$8.31M - $8.61M
|
86.7K
$8.55M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
86K+ 29.71% |
$8.25M - $8.54M
|
376K
$37.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
85.6K+ 9.33% |
$8.21M - $8.5M
|
1M
$99M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
85.1K+ 8.12% |
$8.15M - $8.44M
|
1.13M
$112M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82.5K+ 4.93% |
$7.91M - $8.19M
|
1.76M
$173M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
81.4K+ 10.62% |
$7.8M - $8.07M
|
847K
$83.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81.1K+ 273.28% |
$7.77M - $8.05M
|
111K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80.3K+ 96.08% |
$7.69M - $7.97M
|
164K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
79.5K+ 187.02% |
$7.62M - $7.89M
|
122K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.9K+ 0.14% |
$7.37M - $7.64M
|
53.9M
$5.32B
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
74.8KNew |
$7.17M - $7.42M
|
74.8K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
72.8K+ 10.3% |
$6.98M - $7.23M
|
780K
$77M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
71.9K+ 96.15% |
$6.89M - $7.13M
|
147K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
71.6K+ 16.61% |
$6.86M - $7.1M
|
502K
$49.6M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
71K+ 5.16% |
$6.8M - $7.04M
|
1.45M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70.9K+ 6.6% |
$6.79M - $7.04M
|
1.14M
$113M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 2.33% |
$6.75M - $6.99M
|
3.09M
$305M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
67.8K+ 32.48% |
$6.5M - $6.73M
|
276K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
67K+ 341.73% |
$6.42M - $6.65M
|
86.6K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
66.3K+ 39.59% |
$6.36M - $6.58M
|
234K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65.1K+ 57.15% |
$6.24M - $6.47M
|
179K
$17.7M
|