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 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.7K+ 26.8% |
$1.33M - $1.36M
|
64.9K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
13.6KNew |
$1.32M - $1.35M
|
13.6K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3K+ 3.32% |
$1.29M - $1.32M
|
414K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 10.69% |
$1.27M - $1.31M
|
136K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13.1K+ 4.22% |
$1.27M - $1.3M
|
323K
$32.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.1K+ 5.59% |
$1.27M - $1.3M
|
247K
$24.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
13KNew |
$1.26M - $1.3M
|
13K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
13KNew |
$1.26M - $1.29M
|
13K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.9K+ 12.85% |
$1.25M - $1.29M
|
114K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.8K+ 1.29% |
$1.24M - $1.28M
|
1.01M
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12.8KNew |
$1.24M - $1.27M
|
12.8K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.8K+ 0.81% |
$1.24M - $1.27M
|
1.6M
$161M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 3.69% |
$1.24M - $1.27M
|
359K
$36.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
12.7K+ 15.63% |
$1.23M - $1.27M
|
94.3K
$9.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$1.23M - $1.26M
|
12.7K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 3.41% |
$1.22M - $1.25M
|
382K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 187.84% |
$1.22M - $1.25M
|
19.2K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 105.93% |
$1.19M - $1.23M
|
24K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.22M
|
12.3K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.2K+ 240.92% |
$1.18M - $1.21M
|
17.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
12.2K+ 36.16% |
$1.18M - $1.21M
|
45.8K
$4.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12.1K+ 13.02% |
$1.17M - $1.21M
|
105K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12K+ 201.99% |
$1.16M - $1.19M
|
18K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12K+ 3.17% |
$1.16M - $1.19M
|
390K
$39.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.9K+ 517.19% |
$1.16M - $1.19M
|
14.3K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.8K+ 74.25% |
$1.15M - $1.18M
|
27.8K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
11.8K+ 218.52% |
$1.14M - $1.17M
|
17.2K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.6K+ 7.19% |
$1.13M - $1.16M
|
173K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.5K+ 457.77% |
$1.12M - $1.15M
|
14K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.4K+ 4.27% |
$1.11M - $1.14M
|
279K
$28M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 24.51% |
$1.1M - $1.13M
|
57.7K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 14.45% |
$1.06M - $1.09M
|
86.4K
$8.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
10.8KNew |
$1.04M - $1.07M
|
10.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7K+ 4.91% |
$1.04M - $1.06M
|
229K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.4K+ 72.41% |
$1.01M - $1.04M
|
24.8K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10.4K+ 1.09% |
$1M - $1.03M
|
964K
$97M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
10.3K+ 5.86% |
$996K - $1.02M
|
186K
$18.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
10.3K+ 9.09% |
$994K - $1.02M
|
123K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.3K+ 8.32% |
$994K - $1.02M
|
134K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
10.2K+ 18.36% |
$991K - $1.02M
|
66K
$6.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.2KNew |
$988K - $1.02M
|
10.2K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.2K+ 8.44% |
$988K - $1.01M
|
131K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1K+ 2.66% |
$981K - $1.01M
|
392K
$39.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 24.39% |
$979K - $1.01M
|
51.6K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
9.95K+ 3.56% |
$963K - $989K
|
289K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.95K+ 488.56% |
$963K - $989K
|
12K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.83K+ 8.05% |
$952K - $977K
|
132K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.82K+ 12.43% |
$951K - $977K
|
88.9K
$8.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.82K+ 3.98% |
$950K - $976K
|
257K
$25.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.81K+ 10.38% |
$950K - $976K
|
104K
$10.5M
|