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 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.5K+ 14.73% |
$1.3M - $1.34M
|
105K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
13.4K+ 19.55% |
$1.28M - $1.33M
|
81.9K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13.4KNew |
$1.28M - $1.33M
|
13.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.3K+ 15.16% |
$1.27M - $1.32M
|
101K
$9.93M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13.2K+ 41.41% |
$1.27M - $1.31M
|
45.2K
$4.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12.8K+ 140.26% |
$1.23M - $1.27M
|
22K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
12.6K+ 31.59% |
$1.21M - $1.25M
|
52.6K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5K+ 8.32% |
$1.2M - $1.24M
|
163K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.24M
|
12.5K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.3K+ 29.84% |
$1.18M - $1.22M
|
53.6K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.2K+ 12.45% |
$1.17M - $1.21M
|
111K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.2K+ 8.53% |
$1.17M - $1.21M
|
155K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.1K+ 227.99% |
$1.16M - $1.2M
|
17.4K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
12K+ 464.29% |
$1.15M - $1.19M
|
14.6K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.14M - $1.18M
|
11.9K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.11M - $1.15M
|
212K
$20.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 5.09% |
$1.09M - $1.13M
|
235K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 222.6% |
$1.09M - $1.13M
|
16.4K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.3KNew |
$1.09M - $1.12M
|
11.3K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11K+ 6.93% |
$1.06M - $1.1M
|
170K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11K+ 31.15% |
$1.05M - $1.09M
|
46.2K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
10.9K+ 15.05% |
$1.05M - $1.08M
|
83.4K
$8.22M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 65.49% |
$1.02M - $1.06M
|
26.9K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.4K+ 22.69% |
$1M - $1.04M
|
56.4K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.4K+ 0.35% |
$997K - $1.03M
|
2.95M
$291M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 3.15% |
$992K - $1.03M
|
339K
$33.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.3KNew |
$983K - $1.02M
|
10.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.2K+ 203220.0% |
$974K - $1.01M
|
10.2K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 4.91% |
$970K - $1M
|
216K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 322.01% |
$964K - $998K
|
13.2K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10K+ 42.7% |
$961K - $995K
|
33.5K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
9.93K+ 9.69% |
$952K - $986K
|
112K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$936K - $969K
|
9.77K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.71K+ 9.56% |
$931K - $964K
|
111K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.6K+ 0.2% |
$920K - $953K
|
4.72M
$466M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
9.43K+ 13.23% |
$904K - $936K
|
80.7K
$7.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.42K+ 0.9% |
$903K - $935K
|
1.05M
$104M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.27K+ 14.0% |
$889K - $920K
|
75.5K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
9.2K+ 3.03% |
$882K - $913K
|
313K
$30.9M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.18K+ 4.85% |
$880K - $911K
|
198K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.13K+ 2.25% |
$875K - $906K
|
414K
$40.8M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.12K+ 9.23% |
$874K - $905K
|
108K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9KNew |
$863K - $893K
|
9K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 17.21% |
$851K - $881K
|
60.4K
$5.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.86K+ 16.93% |
$850K - $880K
|
61.2K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.65K+ 15.66% |
$829K - $858K
|
63.9K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.5K+ 100.0% |
$815K - $844K
|
17K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.43K+ 7.6% |
$808K - $837K
|
119K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
8.26K+ 271.43% |
$791K - $820K
|
11.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.23K+ 17.21% |
$789K - $817K
|
56.1K
$5.53M
|