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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.51K+ 1.16% |
$530K - $561K
|
480K
$46.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.41K+ 5.3% |
$521K - $552K
|
107K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.33K+ 15.61% |
$513K - $544K
|
39.5K
$3.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.27KNew |
$507K - $537K
|
5.27K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.18K+ 3.11% |
$498K - $528K
|
172K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.1K+ 6.92% |
$490K - $520K
|
78.7K
$7.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.09K+ 113.71% |
$490K - $519K
|
9.57K
$935K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.08K+ 49.43% |
$489K - $518K
|
15.4K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.02K+ 225.29% |
$484K - $512K
|
7.25K
$709K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.84KNew |
$466K - $493K
|
4.84K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.75K+ 129.29% |
$457K - $484K
|
8.42K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
4.74K+ 0.91% |
$456K - $483K
|
525K
$51.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 13.74% |
$455K - $482K
|
39.2K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.64K+ 16.88% |
$447K - $473K
|
32.1K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.62KNew |
$445K - $471K
|
4.62K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.6K+ 24.57% |
$443K - $469K
|
23.3K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.58K+ 2.78% |
$441K - $467K
|
169K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.52K+ 7.65% |
$435K - $460K
|
63.5K
$6.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$407K - $431K
|
4.23K
$413K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.21K+ 8.91% |
$405K - $429K
|
51.4K
$5.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.18K+ 45.24% |
$402K - $426K
|
13.4K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.11K+ 5.91% |
$396K - $419K
|
73.6K
$7.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 3.67% |
$392K - $415K
|
115K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.05K+ 16.87% |
$390K - $413K
|
28.1K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.92K+ 15.2% |
$377K - $399K
|
29.7K
$2.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.83K+ 3.77% |
$369K - $391K
|
105K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.83K+ 2.43% |
$368K - $390K
|
162K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.82K+ 68.18% |
$368K - $390K
|
9.43K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 17.04% |
$362K - $384K
|
25.8K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.69K+ 14.5% |
$355K - $376K
|
29.1K
$2.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.67K+ 7.93% |
$354K - $375K
|
50K
$4.89M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.67K+ 4.87% |
$354K - $375K
|
79.1K
$7.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.66K+ 1.54% |
$352K - $373K
|
242K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
3.64K+ 0.83% |
$351K - $372K
|
440K
$43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61K+ 20.14% |
$347K - $368K
|
21.5K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.58K+ 0.96% |
$345K - $365K
|
375K
$36.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$343K - $364K
|
3.57K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.47K+ 50.52% |
$334K - $354K
|
10.3K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.47K+ 60.38% |
$334K - $353K
|
9.2K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.46KNew |
$333K - $353K
|
3.46K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.44K+ 3.79% |
$331K - $351K
|
94.4K
$9.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.43K+ 23.94% |
$330K - $350K
|
17.8K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.38K+ 71.28% |
$325K - $345K
|
8.12K
$794K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.38K+ 5.41% |
$325K - $344K
|
65.8K
$6.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.34K+ 1.63% |
$321K - $340K
|
208K
$20.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 38.57% |
$319K - $338K
|
11.9K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.3K+ 7.95% |
$317K - $336K
|
44.8K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.28K+ 38.49% |
$316K - $335K
|
11.8K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.19K+ 34.33% |
$307K - $326K
|
12.5K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.19K+ 15.08% |
$307K - $325K
|
24.3K
$2.38M
|