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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
19K+ 11.52% |
$1.83M - $1.94M
|
184K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
18.8K+ 17.55% |
$1.81M - $1.92M
|
126K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 3.96% |
$1.81M - $1.92M
|
493K
$48.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.6K+ 22.5% |
$1.79M - $1.89M
|
101K
$9.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.4K+ 292.18% |
$1.77M - $1.88M
|
24.7K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.3K+ 14.48% |
$1.76M - $1.87M
|
145K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
18.3K+ 9.38% |
$1.76M - $1.87M
|
213K
$20.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
18K+ 4.59% |
$1.74M - $1.84M
|
411K
$40.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
17.9K+ 6.49% |
$1.72M - $1.82M
|
293K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
17.5K+ 36.89% |
$1.69M - $1.79M
|
65K
$6.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17K+ 82.74% |
$1.63M - $1.73M
|
37.5K
$3.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
16.8K+ 42.04% |
$1.62M - $1.72M
|
56.9K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.7KNew |
$1.61M - $1.7M
|
16.7K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.5K+ 142.65% |
$1.59M - $1.68M
|
28.1K
$2.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.5K+ 15.64% |
$1.58M - $1.68M
|
122K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
16K+ 4.31% |
$1.54M - $1.63M
|
387K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.9K+ 7.98% |
$1.53M - $1.63M
|
216K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
15.9K+ 7.39% |
$1.53M - $1.62M
|
231K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15.9K+ 40.27% |
$1.53M - $1.62M
|
55.4K
$5.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.9K+ 3.44% |
$1.53M - $1.62M
|
477K
$46.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.7K+ 0.73% |
$1.51M - $1.6M
|
2.16M
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15.7K+ 5.64% |
$1.51M - $1.6M
|
294K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.6K+ 5.86% |
$1.5M - $1.59M
|
281K
$27.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.5K+ 4.15% |
$1.49M - $1.58M
|
389K
$38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
15.4K+ 5.41% |
$1.49M - $1.58M
|
301K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15.4K+ 19.39% |
$1.49M - $1.57M
|
95.1K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.4K+ 8.49% |
$1.48M - $1.57M
|
197K
$19.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
15.4K+ 12.87% |
$1.48M - $1.57M
|
135K
$13.2M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15.3KNew |
$1.48M - $1.57M
|
15.3K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.3K+ 51.62% |
$1.47M - $1.56M
|
44.9K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.2K+ 16.64% |
$1.46M - $1.55M
|
106K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 3.14% |
$1.46M - $1.54M
|
496K
$48.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15K+ 18.27% |
$1.44M - $1.53M
|
97.1K
$9.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9K+ 22.38% |
$1.44M - $1.52M
|
81.6K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.83% |
$1.43M - $1.52M
|
109K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14.8K+ 76.65% |
$1.43M - $1.51M
|
34.2K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.7K+ 18.18% |
$1.42M - $1.5M
|
95.9K
$9.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
14.7KNew |
$1.42M - $1.5M
|
14.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 9.56% |
$1.42M - $1.5M
|
169K
$16.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14.7K+ 1.34% |
$1.41M - $1.49M
|
1.11M
$109M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
14.6K+ 17.72% |
$1.41M - $1.49M
|
97.2K
$9.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.6K+ 2.23% |
$1.41M - $1.49M
|
669K
$65.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 4.43% |
$1.37M - $1.46M
|
337K
$32.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.2KNew |
$1.37M - $1.45M
|
14.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13.9K+ 63.96% |
$1.34M - $1.42M
|
35.6K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.9K+ 31.53% |
$1.34M - $1.42M
|
57.9K
$5.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.9K+ 2.91% |
$1.34M - $1.42M
|
491K
$48M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.8K+ 36.03% |
$1.33M - $1.41M
|
52.1K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13.6KNew |
$1.31M - $1.39M
|
13.6K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$1.29M - $1.37M
|
52.1K
$5.1M
|