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 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.48K+ 0.97% |
$628K - $645K
|
675K
$67.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
6.37K+ 3.91% |
$617K - $633K
|
169K
$17M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.35K+ 14.53% |
$614K - $631K
|
50K
$5.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.32K+ 12.69% |
$612K - $628K
|
56.1K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.3K+ 2.64% |
$610K - $627K
|
245K
$24.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.27K+ 19.34% |
$607K - $624K
|
38.7K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.17KNew |
$597K - $613K
|
6.17K
$620K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.16K+ 263.81% |
$597K - $613K
|
8.5K
$854K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
6.16K+ 13.37% |
$597K - $613K
|
52.2K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.05K+ 1.46% |
$585K - $601K
|
421K
$42.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
6.04K+ 17.76% |
$585K - $601K
|
40.1K
$4.03M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.04K+ 7.56% |
$585K - $601K
|
85.9K
$8.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.93KNew |
$574K - $589K
|
5.93K
$596K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.85K+ 10.37% |
$566K - $582K
|
62.2K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 2.39% |
$565K - $580K
|
250K
$25.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.79K+ 2.59% |
$560K - $576K
|
230K
$23.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.59K+ 1.34% |
$541K - $556K
|
423K
$42.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.48K+ 10.3% |
$531K - $545K
|
58.7K
$5.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.17KNew |
$500K - $514K
|
5.17K
$519K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.12K+ 3.33% |
$496K - $509K
|
159K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.11K+ 2.38% |
$495K - $508K
|
220K
$22.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.03KNew |
$487K - $501K
|
5.03K
$506K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.02K+ 3.93% |
$486K - $499K
|
133K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
4.99K+ 64.68% |
$484K - $497K
|
12.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.99K+ 50.46% |
$483K - $496K
|
14.9K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.96K+ 2.09% |
$481K - $494K
|
242K
$24.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.94KNew |
$478K - $491K
|
4.94K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.93K+ 3.1% |
$477K - $490K
|
164K
$16.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.93K+ 14.12% |
$477K - $490K
|
39.8K
$4M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4.92K+ 3.93% |
$476K - $489K
|
130K
$13.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.89K+ 4.46% |
$473K - $486K
|
115K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.89K+ 1.41% |
$473K - $486K
|
350K
$35.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
4.88K+ 22.1% |
$473K - $485K
|
27K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.82KNew |
$467K - $479K
|
4.82K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.8K+ 88.21% |
$465K - $477K
|
10.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
4.77KNew |
$462K - $474K
|
4.77K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.74KNew |
$459K - $472K
|
4.74K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.73K+ 134.19% |
$458K - $470K
|
8.25K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.72K+ 3.63% |
$457K - $470K
|
135K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
4.71K+ 1.76% |
$456K - $468K
|
273K
$27.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.69K+ 14.47% |
$454K - $466K
|
37.1K
$3.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.61K+ 26.17% |
$446K - $458K
|
22.2K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
4.53K+ 8.08% |
$439K - $451K
|
60.6K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.52KNew |
$438K - $450K
|
4.52K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.49KNew |
$435K - $447K
|
4.49K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.48K+ 91.82% |
$434K - $445K
|
9.35K
$940K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.47K+ 10.01% |
$433K - $444K
|
49.1K
$4.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.45K+ 33.14% |
$431K - $443K
|
17.9K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.45K+ 13.27% |
$430K - $442K
|
37.9K
$3.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.39K+ 14.03% |
$425K - $437K
|
35.7K
$3.59M
|