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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.78KNew |
$947K - $973K
|
9.78K
$984K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 4.14% |
$944K - $969K
|
245K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.46K+ 3.28% |
$916K - $940K
|
298K
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.45K+ 8.55% |
$915K - $940K
|
120K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
9.36K+ 1.97% |
$906K - $931K
|
483K
$48.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.32K+ 198.3% |
$903K - $927K
|
14K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.1KNew |
$882K - $905K
|
9.1K
$915K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.06K+ 53305.88% |
$878K - $901K
|
9.08K
$913K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
9K+ 194.19% |
$871K - $895K
|
13.6K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 16.86% |
$858K - $881K
|
61.4K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.74K+ 259.73% |
$846K - $869K
|
12.1K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.73K+ 57.34% |
$846K - $868K
|
24K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.61K+ 1.47% |
$833K - $856K
|
595K
$59.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8.57K+ 2.11% |
$830K - $853K
|
414K
$41.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.49K+ 5.48% |
$822K - $845K
|
163K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
8.38K+ 1.96% |
$811K - $833K
|
435K
$43.7M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.33K+ 5.44% |
$807K - $829K
|
161K
$16.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
8.33KNew |
$806K - $828K
|
8.33K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
8.33KNew |
$806K - $828K
|
8.33K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.26K+ 10.0% |
$800K - $822K
|
90.9K
$9.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8.26K+ 2.05% |
$800K - $821K
|
411K
$41.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.08K+ 70.73% |
$782K - $803K
|
19.5K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 9820.73% |
$780K - $801K
|
8.14K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.05K+ 27.7% |
$779K - $800K
|
37.1K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8K+ 17.29% |
$774K - $795K
|
54.2K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.96K+ 4.13% |
$771K - $792K
|
201K
$20.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
7.82K+ 18.45% |
$757K - $777K
|
50.2K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
7.62K+ 1.78% |
$738K - $757K
|
435K
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.52KNew |
$728K - $748K
|
7.52K
$756K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.51K+ 12.26% |
$727K - $747K
|
68.7K
$6.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 1.99% |
$727K - $746K
|
385K
$38.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
7.45K+ 1655.78% |
$722K - $741K
|
7.9K
$794K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.39K+ 5.04% |
$716K - $735K
|
154K
$15.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.35K+ 3.93% |
$711K - $731K
|
194K
$19.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.25K+ 23.29% |
$702K - $721K
|
38.4K
$3.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
7.19K+ 1.46% |
$696K - $715K
|
501K
$50.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.17K+ 12.78% |
$694K - $713K
|
63.3K
$6.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.16K+ 1.81% |
$694K - $713K
|
404K
$40.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.14K+ 471.42% |
$692K - $710K
|
8.66K
$870K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.13K+ 63.37% |
$691K - $709K
|
18.4K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.06K+ 7.98% |
$684K - $703K
|
95.6K
$9.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7K+ 2.8% |
$678K - $696K
|
257K
$25.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7K+ 93.1% |
$678K - $696K
|
14.5K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92K+ 6.38% |
$670K - $688K
|
115K
$11.6M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.88KNew |
$666K - $684K
|
6.88K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.85K+ 242.34% |
$663K - $681K
|
9.68K
$973K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.83K+ 0.85% |
$661K - $679K
|
810K
$81.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
6.71KNew |
$650K - $667K
|
6.71K
$674K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
6.65K+ 3.48% |
$644K - $661K
|
198K
$19.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.57KNew |
$636K - $653K
|
6.57K
$660K
|