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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34.5K+ 3.38% |
$3.34M - $3.43M
|
1.05M
$106M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.1K+ 10.07% |
$3.31M - $3.4M
|
373K
$37.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
34.1K+ 11.57% |
$3.31M - $3.4M
|
329K
$33.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
32.7K+ 48.12% |
$3.17M - $3.25M
|
101K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 90.13% |
$3.12M - $3.2M
|
67.9K
$6.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
32K+ 6.14% |
$3.1M - $3.18M
|
553K
$55.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 0.34% |
$3.08M - $3.17M
|
9.27M
$932M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 24.06% |
$2.97M - $3.05M
|
158K
$15.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.95M - $3.03M
|
30.5K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
30.2K+ 303.11% |
$2.92M - $3M
|
40.2K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.7K+ 7.39% |
$2.87M - $2.95M
|
431K
$43.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
29.7K+ 4.65% |
$2.87M - $2.95M
|
667K
$67.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.3K+ 3.81% |
$2.84M - $2.92M
|
800K
$80.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.8K+ 2.2% |
$2.79M - $2.86M
|
1.33M
$134M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28.5K+ 6.48% |
$2.76M - $2.84M
|
469K
$47.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28.2KNew |
$2.73M - $2.8M
|
28.2K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
28KNew |
$2.71M - $2.78M
|
28K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
27.7K+ 22.48% |
$2.68M - $2.76M
|
151K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
27.7K+ 6.59% |
$2.68M - $2.75M
|
448K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
27.3K+ 45.36% |
$2.65M - $2.72M
|
87.6K
$8.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
27K+ 426.75% |
$2.61M - $2.68M
|
33.3K
$3.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26.9K+ 84.1% |
$2.6M - $2.67M
|
58.8K
$5.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 9.89% |
$2.56M - $2.63M
|
294K
$29.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
26.2K+ 39.7% |
$2.53M - $2.6M
|
92.1K
$9.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
26K+ 11.25% |
$2.52M - $2.59M
|
257K
$25.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.7K+ 19.45% |
$2.49M - $2.56M
|
158K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.7K+ 3.85% |
$2.49M - $2.55M
|
693K
$69.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.4K+ 18.55% |
$2.46M - $2.53M
|
163K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25.3K+ 5.84% |
$2.45M - $2.51M
|
458K
$46M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
25K+ 71.76% |
$2.42M - $2.48M
|
59.7K
$6.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 1.78% |
$2.4M - $2.47M
|
1.42M
$142M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 1.05% |
$2.39M - $2.45M
|
2.37M
$238M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
24.6K+ 134.88% |
$2.38M - $2.45M
|
42.8K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.5K+ 236.1% |
$2.38M - $2.44M
|
34.9K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24.5K+ 461.17% |
$2.38M - $2.44M
|
29.8K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.4KNew |
$2.36M - $2.43M
|
24.4K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 9.86% |
$2.34M - $2.4M
|
269K
$27.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
24.1K+ 543.29% |
$2.34M - $2.4M
|
28.6K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
24.1K+ 438.18% |
$2.33M - $2.4M
|
29.6K
$2.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
23.9K+ 9.97% |
$2.32M - $2.38M
|
264K
$26.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.9K+ 5.82% |
$2.32M - $2.38M
|
435K
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$2.3M - $2.36M
|
23.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
23.6K+ 52.86% |
$2.29M - $2.35M
|
68.3K
$6.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 6.09% |
$2.22M - $2.28M
|
399K
$40.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.7K+ 5.44% |
$2.2M - $2.26M
|
440K
$44.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
21.1KNew |
$2.04M - $2.1M
|
21.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21K+ 5.14% |
$2.03M - $2.09M
|
429K
$43.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.9K+ 49.01% |
$2.02M - $2.08M
|
63.6K
$6.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.6K+ 5.22% |
$2M - $2.05M
|
416K
$41.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
19.9KNew |
$1.93M - $1.98M
|
19.9K
$2.01M
|