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 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
62.5KNew |
$5.99M - $6.21M
|
62.5K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.4K+ 33.76% |
$5.98M - $6.19M
|
247K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
62.2KNew |
$5.96M - $6.17M
|
62.2K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 281.74% |
$5.93M - $6.15M
|
83.9K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 1774.41% |
$5.88M - $6.09M
|
64.8K
$6.4M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
61KNew |
$5.84M - $6.05M
|
61K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.7K+ 0.97% |
$5.82M - $6.03M
|
6.33M
$625M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
60.7KNew |
$5.82M - $6.02M
|
60.7K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
59.4K+ 18.33% |
$5.7M - $5.9M
|
384K
$37.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
58.1K+ 97.01% |
$5.56M - $5.76M
|
118K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
57.6K+ 10.46% |
$5.52M - $5.72M
|
609K
$60M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
56.8K+ 18.53% |
$5.44M - $5.63M
|
363K
$35.8M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
55.1K+ 1.05% |
$5.28M - $5.47M
|
5.32M
$525M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
54.4K+ 922.57% |
$5.21M - $5.4M
|
60.3K
$5.94M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
53.5K+ 9.28% |
$5.13M - $5.31M
|
631K
$62.2M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
52.4KNew |
$5.03M - $5.2M
|
52.4K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
52.4K+ 4.47% |
$5.02M - $5.2M
|
1.23M
$121M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52.2K+ 5.39% |
$5M - $5.18M
|
1.02M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
51.9KNew |
$4.97M - $5.15M
|
51.9K
$5.12M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.5K+ 2.63% |
$4.94M - $5.12M
|
2.01M
$199M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
49.9KNew |
$4.78M - $4.95M
|
49.9K
$4.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48.2K+ 13.15% |
$4.62M - $4.79M
|
415K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.4K+ 29.49% |
$4.54M - $4.7M
|
208K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
46.8K+ 145.1% |
$4.49M - $4.65M
|
79.1K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
45.9K+ 12.06% |
$4.4M - $4.55M
|
427K
$42.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
45K+ 23.46% |
$4.32M - $4.47M
|
237K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
43.8K+ 141.6% |
$4.2M - $4.35M
|
74.8K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
43.3K+ 7.03% |
$4.15M - $4.29M
|
658K
$65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.2K+ 12.64% |
$4.05M - $4.19M
|
376K
$37.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
42K+ 50.54% |
$4.03M - $4.17M
|
125K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
42K+ 39.56% |
$4.03M - $4.17M
|
148K
$14.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41.3K+ 7.69% |
$3.96M - $4.1M
|
578K
$57M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.4M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
41K+ 12.19% |
$3.93M - $4.07M
|
378K
$37.3M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40.3K+ 2.66% |
$3.86M - $4M
|
1.55M
$153M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
40.1K+ 20.96% |
$3.84M - $3.98M
|
231K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.6K+ 10.39% |
$3.79M - $3.93M
|
420K
$41.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
38.5K+ 6.43% |
$3.69M - $3.82M
|
638K
$62.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38.2K+ 29.48% |
$3.66M - $3.79M
|
168K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37.7K+ 14.55% |
$3.62M - $3.75M
|
297K
$29.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36.7K+ 99.06% |
$3.52M - $3.64M
|
73.7K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
36.6K+ 4.17% |
$3.51M - $3.63M
|
915K
$90.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
36.1K+ 354.47% |
$3.46M - $3.58M
|
46.2K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
35.8KNew |
$3.44M - $3.56M
|
35.8K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.7K+ 18.53% |
$3.42M - $3.54M
|
228K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
35K+ 24.94% |
$3.36M - $3.48M
|
175K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
34.8K+ 744.57% |
$3.34M - $3.46M
|
39.5K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
34.8KNew |
$3.33M - $3.45M
|
34.8K
$3.43M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
34.6KNew |
$3.32M - $3.44M
|
34.6K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
34K+ 735.41% |
$3.26M - $3.37M
|
38.6K
$3.81M
|