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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
641+ 0.86% |
$61.7K - $65.4K
|
75.3K
$7.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
621+ 2.72% |
$59.8K - $63.3K
|
23.5K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
614+ 19.95% |
$59.1K - $62.6K
|
3.69K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
603+ 2.38% |
$58K - $61.5K
|
26K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
601+ 28.55% |
$57.8K - $61.3K
|
2.71K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
581+ 3.15% |
$55.9K - $59.3K
|
19K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
567+ 9.42% |
$54.6K - $57.8K
|
6.59K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
535+ 2.6% |
$51.5K - $54.6K
|
21.1K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
514+ 2.74% |
$49.5K - $52.4K
|
19.3K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
508+ 9.11% |
$48.9K - $51.8K
|
6.08K
$594K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
502+ 8.85% |
$48.3K - $51.2K
|
6.18K
$604K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
474+ 3.75% |
$45.6K - $48.3K
|
13.1K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
447+ 2.34% |
$43K - $45.6K
|
19.6K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
423+ 1.56% |
$40.7K - $43.1K
|
27.6K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
409+ 5.98% |
$39.4K - $41.7K
|
7.25K
$708K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
397+ 5.75% |
$38.2K - $40.5K
|
7.3K
$713K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
395+ 3.15% |
$38K - $40.3K
|
12.9K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
379+ 1.9% |
$36.5K - $38.7K
|
20.3K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
377+ 5.33% |
$36.3K - $38.4K
|
7.45K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
377+ 15.21% |
$36.3K - $38.4K
|
2.86K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
375+ 4.04% |
$36.1K - $38.2K
|
9.65K
$943K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
370+ 4.21% |
$35.6K - $37.7K
|
9.15K
$894K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
369+ 7.39% |
$35.5K - $37.6K
|
5.36K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
362+ 8.89% |
$34.8K - $36.9K
|
4.43K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
358+ 0.06% |
$34.5K - $36.5K
|
565K
$55.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
355+ 16.17% |
$34.2K - $36.2K
|
2.55K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
339+ 3.3% |
$32.6K - $34.6K
|
10.6K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
330+ 4.66% |
$31.8K - $33.7K
|
7.41K
$724K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
312+ 13.27% |
$30K - $31.8K
|
2.66K
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
310+ 0.93% |
$29.8K - $31.6K
|
33.7K
$3.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
305+ 30500.0% |
$29.4K - $31.1K
|
306
$29.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
301+ 0.03% |
$29K - $30.7K
|
996K
$97.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
300+ 12.04% |
$28.9K - $30.6K
|
2.79K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
296+ 5.02% |
$28.5K - $30.2K
|
6.19K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
290+ 3.78% |
$27.9K - $29.6K
|
7.96K
$778K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
290+ 38.87% |
$27.9K - $29.6K
|
1.04K
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
270+ 12.08% |
$26K - $27.5K
|
2.51K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
268+ 110.29% |
$25.8K - $27.3K
|
511
$49.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
265+ 0.44% |
$25.5K - $27K
|
61K
$5.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
263+ 1.13% |
$25.3K - $26.8K
|
23.5K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
258+ 0.54% |
$24.8K - $26.3K
|
48.5K
$4.74M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
255+ 1020.0% |
$24.5K - $26K
|
280
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
242+ 1.18% |
$23.3K - $24.7K
|
20.7K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
240+ 0.92% |
$23.1K - $24.5K
|
26.2K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
234+ 2.1% |
$22.5K - $23.9K
|
11.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 2.09% |
$21.9K - $23.3K
|
11.2K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
225+ 11.42% |
$21.7K - $22.9K
|
2.2K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
224+ 4.69% |
$21.6K - $22.8K
|
5K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
222+ 3.23% |
$21.4K - $22.6K
|
7.09K
$693K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
221+ 0.54% |
$21.3K - $22.5K
|
41K
$4.01M
|