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 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.39K+ 6.61% |
$425K - $437K
|
70.9K
$7.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39K+ 110.61% |
$425K - $436K
|
8.36K
$840K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.38K+ 3805.22% |
$424K - $435K
|
4.49K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
4.33K+ 4.11% |
$419K - $430K
|
109K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.31K+ 71.78% |
$418K - $429K
|
10.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.27K+ 9.9% |
$413K - $425K
|
47.4K
$4.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.26K+ 7.96% |
$413K - $424K
|
57.8K
$5.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.18K+ 19.67% |
$405K - $416K
|
25.5K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.13K+ 0.6% |
$400K - $411K
|
694K
$69.8M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.11KNew |
$398K - $409K
|
4.11K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 1.03% |
$395K - $405K
|
399K
$40.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
4K+ 3.74% |
$387K - $398K
|
111K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.98K+ 72.28% |
$386K - $396K
|
9.5K
$955K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.93K+ 5.04% |
$380K - $391K
|
81.9K
$8.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.89K+ 46.02% |
$377K - $387K
|
12.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.89K+ 6.79% |
$376K - $387K
|
61.2K
$6.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.86K+ 3.51% |
$374K - $384K
|
114K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.8K+ 7.04% |
$368K - $377K
|
57.7K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.79K+ 37.21% |
$367K - $377K
|
14K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.76K+ 72.44% |
$364K - $374K
|
8.95K
$899K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.69K+ 2.89% |
$357K - $367K
|
132K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.65K+ 3.28% |
$354K - $363K
|
115K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.64K+ 64.8% |
$352K - $362K
|
9.26K
$931K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.64K+ 3.79% |
$352K - $362K
|
99.5K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
3.61K+ 5.8% |
$350K - $359K
|
65.8K
$6.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.61KNew |
$350K - $359K
|
3.61K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.6K+ 5.86% |
$349K - $358K
|
65K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.58KNew |
$347K - $356K
|
3.58K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.55K+ 58.37% |
$343K - $353K
|
9.62K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.54KNew |
$343K - $352K
|
3.54K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.51KNew |
$340K - $349K
|
3.51K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
3.48K+ 1.64% |
$337K - $346K
|
216K
$21.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.48K+ 524.89% |
$337K - $346K
|
4.14K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.46K+ 60.46% |
$335K - $344K
|
9.18K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.45K+ 7.88% |
$334K - $343K
|
47.3K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.44K+ 0.41% |
$333K - $342K
|
851K
$85.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.41K+ 8.55% |
$330K - $339K
|
43.2K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.4KNew |
$329K - $338K
|
3.4K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 5.77% |
$326K - $334K
|
61.6K
$6.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.34K+ 15.49% |
$324K - $332K
|
24.9K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 81.07% |
$321K - $329K
|
7.4K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.3K+ 2.23% |
$320K - $329K
|
152K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.3K+ 1.45% |
$319K - $328K
|
231K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.27KNew |
$317K - $326K
|
3.27K
$329K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.23KNew |
$312K - $321K
|
3.23K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.2KNew |
$310K - $318K
|
3.2K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.19K+ 1.35% |
$309K - $317K
|
239K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.16K+ 8.67% |
$306K - $314K
|
39.6K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
3.15K+ 2.04% |
$305K - $313K
|
157K
$15.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.12K+ 9.28% |
$302K - $310K
|
36.7K
$3.69M
|