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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 124.55% |
$3.18M - $3.29M
|
59.8K
$5.9M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
33K+ 15.96% |
$3.17M - $3.28M
|
240K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
32.9K+ 16.72% |
$3.16M - $3.27M
|
230K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.6K+ 10.41% |
$3.13M - $3.24M
|
346K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
32.4K+ 5.14% |
$3.11M - $3.22M
|
663K
$65.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31.9K+ 132.37% |
$3.06M - $3.17M
|
56K
$5.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31.8K+ 261.2% |
$3.05M - $3.16M
|
44K
$4.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31.8K+ 56.63% |
$3.05M - $3.15M
|
87.9K
$8.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
31.3K+ 7.06% |
$3M - $3.11M
|
475K
$46.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.1K+ 84.69% |
$2.98M - $3.09M
|
67.8K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.9K+ 4.86% |
$2.96M - $3.07M
|
667K
$65.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
30.6K+ 2.25% |
$2.93M - $3.03M
|
1.39M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.5K+ 1.32% |
$2.92M - $3.03M
|
2.35M
$231M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30.4K+ 73.94% |
$2.92M - $3.02M
|
71.6K
$7.06M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$2.88M - $2.98M
|
30K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29.5K+ 10.52% |
$2.83M - $2.93M
|
310K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
29.4K+ 116.85% |
$2.82M - $2.92M
|
54.6K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29.2K+ 55.67% |
$2.79M - $2.89M
|
81.5K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1K+ 356.42% |
$2.79M - $2.89M
|
37.3K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
28.9K+ 40.34% |
$2.77M - $2.87M
|
101K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8K+ 4.08% |
$2.76M - $2.86M
|
735K
$72.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 10.95% |
$2.75M - $2.85M
|
291K
$28.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28.7K+ 14.3% |
$2.75M - $2.85M
|
229K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.9K+ 42.51% |
$2.68M - $2.77M
|
93.7K
$9.24M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.6K+ 3.8% |
$2.65M - $2.74M
|
755K
$74.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.4K+ 2.69% |
$2.62M - $2.72M
|
1.05M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 7.8% |
$2.54M - $2.63M
|
367K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
26.3K+ 157.14% |
$2.53M - $2.61M
|
43.1K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.8K+ 24.75% |
$2.47M - $2.56M
|
130K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 14.13% |
$2.46M - $2.55M
|
208K
$20.5M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
25.7K+ 8.03% |
$2.46M - $2.55M
|
346K
$34.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
25.2K+ 1.98% |
$2.41M - $2.5M
|
1.3M
$128M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
24.8K+ 7.28% |
$2.38M - $2.46M
|
365K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.7K+ 57.01% |
$2.37M - $2.45M
|
68K
$6.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
24.6K+ 3.82% |
$2.35M - $2.44M
|
668K
$65.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.5KNew |
$2.34M - $2.43M
|
24.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 6.8% |
$2.31M - $2.39M
|
378K
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24K+ 75.92% |
$2.3M - $2.39M
|
55.7K
$5.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.5K+ 177.19% |
$2.25M - $2.33M
|
36.7K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23.3K+ 11.96% |
$2.23M - $2.31M
|
218K
$21.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23.3K+ 6.37% |
$2.23M - $2.31M
|
389K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
22.8KNew |
$2.19M - $2.27M
|
22.8K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
22.7K+ 5.96% |
$2.17M - $2.25M
|
403K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 4.02% |
$2.17M - $2.25M
|
586K
$57.9M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.6KNew |
$2.17M - $2.24M
|
22.6K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.6K+ 37.66% |
$2.16M - $2.24M
|
82.5K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.4K+ 5.91% |
$2.15M - $2.22M
|
401K
$39.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22.3K+ 3.89% |
$2.14M - $2.22M
|
597K
$58.9M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
22.2K+ 4.92% |
$2.13M - $2.2M
|
474K
$46.8M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
22.1K+ 15.34% |
$2.12M - $2.19M
|
166K
$16.4M
|