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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.7K+ 6.76% |
$1.4M - $1.44M
|
232K
$23.6M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
14.6K+ 15.69% |
$1.39M - $1.43M
|
108K
$11M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.6K+ 5.1% |
$1.38M - $1.43M
|
300K
$30.5M
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
14.5K+ 2.77% |
$1.38M - $1.42M
|
538K
$54.7M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14.4KNew |
$1.37M - $1.41M
|
14.4K
$1.46M
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
14.3K+ 23.67% |
$1.36M - $1.4M
|
74.8K
$7.61M
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14.3K+ 5.2% |
$1.36M - $1.4M
|
289K
$29.4M
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
14K+ 0.92% |
$1.33M - $1.37M
|
1.53M
$156M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14K+ 183.06% |
$1.33M - $1.37M
|
21.6K
$2.2M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
14K+ 105.69% |
$1.33M - $1.37M
|
27.2K
$2.77M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
13.8K+ 9.61% |
$1.32M - $1.35M
|
158K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
13.8K+ 20.03% |
$1.31M - $1.35M
|
82.6K
$8.4M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
13.6K+ 9.14% |
$1.29M - $1.33M
|
162K
$16.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
13.6KNew |
$1.29M - $1.33M
|
13.6K
$1.38M
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
13.5KNew |
$1.29M - $1.33M
|
13.5K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
13.5K+ 13.6% |
$1.28M - $1.32M
|
112K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 7.13% |
$1.26M - $1.3M
|
200K
$20.3M
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 122.69% |
$1.26M - $1.3M
|
24.1K
$2.45M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.2K+ 43.49% |
$1.26M - $1.29M
|
43.6K
$4.44M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1K+ 6.12% |
$1.25M - $1.29M
|
228K
$23.2M
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
13.1K+ 1.97% |
$1.25M - $1.28M
|
679K
$69M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13KNew |
$1.23M - $1.27M
|
13K
$1.32M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12.9KNew |
$1.23M - $1.27M
|
12.9K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
12.9K+ 1.52% |
$1.23M - $1.27M
|
865K
$88.1M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 28.34% |
$1.23M - $1.26M
|
58.4K
$5.94M
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.8K+ 18.27% |
$1.21M - $1.25M
|
82.5K
$8.4M
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$1.2M - $1.24M
|
12.7K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$1.2M - $1.23M
|
12.6K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.5KNew |
$1.19M - $1.23M
|
12.5K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 17.97% |
$1.18M - $1.22M
|
81.7K
$8.31M
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$1.18M - $1.21M
|
12.4K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.2KNew |
$1.16M - $1.19M
|
12.2K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.2K+ 9.52% |
$1.16M - $1.19M
|
140K
$14.2M
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.9K+ 4.52% |
$1.13M - $1.17M
|
276K
$28M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.9K+ 7.44% |
$1.13M - $1.17M
|
172K
$17.5M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.7K+ 2848.29% |
$1.11M - $1.14M
|
12.1K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
11.6K+ 7.32% |
$1.11M - $1.14M
|
171K
$17.4M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.48% |
$1.09M - $1.13M
|
475K
$48.3M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11.4K+ 3.9% |
$1.09M - $1.12M
|
304K
$31M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.4K+ 4.74% |
$1.08M - $1.12M
|
252K
$25.7M
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.08M - $1.11M
|
11.3K
$1.15M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11.2K+ 78.64% |
$1.06M - $1.1M
|
25.4K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 26.96% |
$1.06M - $1.09M
|
52.4K
$5.33M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.1K+ 118.39% |
$1.06M - $1.09M
|
20.5K
$2.09M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.1K+ 33.69% |
$1.06M - $1.09M
|
44K
$4.48M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11.1KNew |
$1.05M - $1.09M
|
11.1K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11K+ 33.92% |
$1.05M - $1.08M
|
43.5K
$4.43M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11K+ 10.62% |
$1.05M - $1.08M
|
115K
$11.7M
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$1.03M - $1.06M
|
10.8K
$1.1M
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
10.8K+ 7.92% |
$1.03M - $1.06M
|
147K
$15M
|