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 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.21KNew |
$213K - $226K
|
2.21K
$216K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.21K+ 20.79% |
$213K - $226K
|
12.9K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.2K+ 1.06% |
$212K - $224K
|
211K
$20.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.18K+ 7.25% |
$209K - $222K
|
32.2K
$3.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.18K+ 1.97% |
$209K - $222K
|
113K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.16K+ 1.74% |
$208K - $220K
|
126K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.15K+ 53.63% |
$207K - $219K
|
6.16K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.13K+ 20.11% |
$205K - $217K
|
12.7K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12KNew |
$204K - $216K
|
2.12K
$207K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 44.16% |
$203K - $215K
|
6.87K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$198K - $209K
|
2.05K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.04KNew |
$196K - $208K
|
2.04K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.03K+ 14.99% |
$195K - $207K
|
15.6K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 15.34% |
$193K - $205K
|
15.1K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2KNew |
$192K - $203K
|
2K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.98KNew |
$191K - $202K
|
1.98K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 2.53% |
$189K - $200K
|
79.4K
$7.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.94K+ 17.27% |
$187K - $198K
|
13.2K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.89K+ 3.27% |
$182K - $193K
|
59.7K
$5.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 8.46% |
$181K - $192K
|
24.2K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.84K+ 1.98% |
$177K - $188K
|
94.8K
$9.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.82K+ 4.81% |
$175K - $185K
|
39.6K
$3.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.8K+ 2.62% |
$173K - $184K
|
70.4K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 6.81% |
$167K - $177K
|
27.2K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.73K+ 6.04% |
$166K - $176K
|
30.4K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.71K+ 7.93% |
$165K - $174K
|
23.3K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.71K+ 5.88% |
$164K - $174K
|
30.8K
$3.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 1.63% |
$159K - $168K
|
103K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.62K+ 24.6% |
$156K - $165K
|
8.19K
$801K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$156K - $165K
|
1.62K
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.57K+ 10.4% |
$151K - $160K
|
16.6K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.56K+ 33.69% |
$150K - $159K
|
6.2K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.55K+ 8.65% |
$149K - $158K
|
19.5K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
1.54K+ 0.58% |
$148K - $157K
|
266K
$26M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.5K+ 4.84% |
$144K - $153K
|
32.5K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 15.78% |
$144K - $153K
|
11K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.44K+ 0.25% |
$138K - $147K
|
586K
$57.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.43K+ 24.5% |
$138K - $146K
|
7.29K
$712K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.43K+ 94.28% |
$138K - $146K
|
2.95K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.43K+ 14.85% |
$138K - $146K
|
11K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.42KNew |
$136K - $144K
|
1.42K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 21.01% |
$136K - $144K
|
8.14K
$795K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.4K+ 25.45% |
$135K - $143K
|
6.9K
$674K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.39K+ 3.25% |
$133K - $141K
|
44.1K
$4.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.36K+ 0.97% |
$131K - $139K
|
142K
$13.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.31K+ 57.44% |
$126K - $133K
|
3.59K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.3K+ 16.75% |
$125K - $133K
|
9.08K
$887K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.29K+ 9.94% |
$124K - $131K
|
14.2K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.73% |
$119K - $126K
|
19.6K
$1.92M
|