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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22K+ 8.94% |
$2.1M - $2.18M
|
267K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
21.6K+ 11.64% |
$2.07M - $2.14M
|
207K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21.5K+ 219.83% |
$2.06M - $2.14M
|
31.3K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.1K+ 13.66% |
$2.02M - $2.1M
|
176K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21K+ 6.9% |
$2.01M - $2.09M
|
326K
$32.1M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
20.7K+ 9.24% |
$1.99M - $2.06M
|
245K
$24.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 8.26% |
$1.96M - $2.03M
|
268K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 25.37% |
$1.96M - $2.03M
|
101K
$9.96M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.1K+ 630.09% |
$1.93M - $2M
|
23.3K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 28.92% |
$1.92M - $1.99M
|
89.2K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
19.4K+ 17.3% |
$1.86M - $1.92M
|
131K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 46.45% |
$1.85M - $1.92M
|
61K
$6.02M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.3K+ 2.31% |
$1.85M - $1.91M
|
855K
$84.3M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19.2K+ 6046.23% |
$1.84M - $1.91M
|
19.5K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.4K+ 4.65% |
$1.77M - $1.83M
|
415K
$40.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
18.3K+ 5.88% |
$1.76M - $1.82M
|
330K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
18.3K+ 60.93% |
$1.76M - $1.82M
|
48.4K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18.2K+ 24.27% |
$1.74M - $1.81M
|
93.1K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 1.97% |
$1.71M - $1.78M
|
927K
$91.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 7.85% |
$1.7M - $1.76M
|
244K
$24.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.7K+ 54.99% |
$1.7M - $1.76M
|
50K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
17.5KNew |
$1.68M - $1.74M
|
17.5K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
17.4K+ 7.69% |
$1.67M - $1.73M
|
244K
$24M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.2K+ 3.25% |
$1.65M - $1.71M
|
545K
$53.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.29% |
$1.64M - $1.7M
|
289K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17.1K+ 6.17% |
$1.64M - $1.69M
|
294K
$29M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17K+ 5.19% |
$1.63M - $1.69M
|
344K
$34M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9K+ 0.05% |
$1.62M - $1.67M
|
34.1M
$3.36B
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
16.8K+ 10.69% |
$1.61M - $1.66M
|
174K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16.6K+ 239.5% |
$1.59M - $1.65M
|
23.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.4K+ 28.26% |
$1.57M - $1.63M
|
74.5K
$7.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 93.15% |
$1.54M - $1.6M
|
33.3K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 11.82% |
$1.54M - $1.59M
|
152K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.9KNew |
$1.52M - $1.58M
|
15.9K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.8K+ 16.66% |
$1.52M - $1.57M
|
111K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15.4K+ 6.99% |
$1.48M - $1.53M
|
236K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
15.2K+ 6.81% |
$1.46M - $1.51M
|
239K
$23.6M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
15.2K+ 33.34% |
$1.46M - $1.51M
|
60.9K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 12.91% |
$1.45M - $1.5M
|
132K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
14.9K+ 11.76% |
$1.43M - $1.48M
|
142K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.9K+ 38.27% |
$1.43M - $1.48M
|
53.8K
$5.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
14.6K+ 41.14% |
$1.4M - $1.45M
|
50.3K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.5K+ 305.36% |
$1.39M - $1.44M
|
19.2K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4K+ 45.07% |
$1.38M - $1.43M
|
46.4K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 9.47% |
$1.37M - $1.42M
|
165K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
14K+ 23.8% |
$1.35M - $1.39M
|
73K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
13.7K+ 728.24% |
$1.32M - $1.36M
|
15.6K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.3M - $1.35M
|
13.6K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13.6K+ 1.98% |
$1.3M - $1.35M
|
701K
$69.2M
|