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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 7.52% |
$1.88M - $1.93M
|
278K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
19.4K+ 0.14% |
$1.88M - $1.93M
|
13.5M
$1.35B
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
19.3K+ 27.09% |
$1.87M - $1.92M
|
90.7K
$9.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19.2KNew |
$1.86M - $1.91M
|
19.2K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.1K+ 8.16% |
$1.85M - $1.9M
|
253K
$25.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
19.1K+ 4.7% |
$1.85M - $1.9M
|
426K
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.7K+ 9.21% |
$1.81M - $1.86M
|
222K
$22.3M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 4.22% |
$1.81M - $1.86M
|
463K
$46.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
18.7K+ 29.25% |
$1.81M - $1.86M
|
82.6K
$8.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.6K+ 27.48% |
$1.81M - $1.85M
|
86.5K
$8.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.5K+ 3.2% |
$1.79M - $1.84M
|
597K
$60M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.3KNew |
$1.77M - $1.82M
|
18.3K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 74.06% |
$1.75M - $1.8M
|
42.5K
$4.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18K+ 9.46% |
$1.74M - $1.79M
|
208K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.9K+ 2.49% |
$1.74M - $1.78M
|
738K
$74.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 26.26% |
$1.73M - $1.78M
|
85.9K
$8.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
17.9K+ 32.72% |
$1.73M - $1.78M
|
72.5K
$7.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.5K+ 31.27% |
$1.7M - $1.74M
|
73.5K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.5K+ 2.05% |
$1.69M - $1.74M
|
872K
$87.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17.4K+ 15.52% |
$1.69M - $1.73M
|
130K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
17.4K+ 6.29% |
$1.68M - $1.73M
|
294K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
17.4KNew |
$1.68M - $1.73M
|
17.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.2KNew |
$1.66M - $1.71M
|
17.2K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
17.1KNew |
$1.65M - $1.7M
|
17.1K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
17K+ 44.62% |
$1.65M - $1.69M
|
55.1K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.8K+ 4.33% |
$1.63M - $1.67M
|
406K
$40.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
16.8K+ 637.54% |
$1.62M - $1.67M
|
19.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16.6K+ 10.04% |
$1.61M - $1.65M
|
182K
$18.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3K+ 4.45% |
$1.58M - $1.62M
|
383K
$38.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
16.2K+ 16.3% |
$1.57M - $1.62M
|
116K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 6.11% |
$1.57M - $1.62M
|
282K
$28.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16K+ 72.77% |
$1.55M - $1.59M
|
37.9K
$3.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.9K+ 2.53% |
$1.53M - $1.58M
|
644K
$64.7M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.8K+ 71.7% |
$1.53M - $1.57M
|
37.8K
$3.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.4K+ 68.29% |
$1.5M - $1.54M
|
38.1K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.4K+ 114.74% |
$1.49M - $1.53M
|
28.8K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.3K+ 14.54% |
$1.49M - $1.53M
|
121K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
15.3K+ 20.92% |
$1.48M - $1.52M
|
88.3K
$8.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 15.11% |
$1.46M - $1.5M
|
115K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15K+ 2.37% |
$1.45M - $1.49M
|
647K
$65.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.9K+ 63.95% |
$1.45M - $1.48M
|
38.3K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
14.7KNew |
$1.42M - $1.46M
|
14.7K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.6K+ 46.6% |
$1.41M - $1.45M
|
45.9K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.3K+ 3.02% |
$1.39M - $1.43M
|
489K
$49.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 6.96% |
$1.38M - $1.42M
|
219K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
14.2K+ 1.46% |
$1.38M - $1.41M
|
989K
$99.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.1K+ 4.84% |
$1.36M - $1.4M
|
305K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13.9K+ 8.36% |
$1.35M - $1.38M
|
180K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 8.0% |
$1.34M - $1.38M
|
187K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
13.8K+ 0.96% |
$1.34M - $1.37M
|
1.46M
$147M
|