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 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 19.12% |
$789K - $817K
|
51.3K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.2KNew |
$786K - $814K
|
8.2K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.11% |
$785K - $812K
|
168K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
8.07K+ 2.96% |
$774K - $801K
|
281K
$27.7M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.83K+ 6.54% |
$750K - $777K
|
127K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.65K+ 7.15% |
$733K - $759K
|
115K
$11.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.63K+ 20.68% |
$732K - $758K
|
44.5K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.59K+ 28.03% |
$728K - $753K
|
34.7K
$3.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$726K - $751K
|
7.57K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.5K+ 11.02% |
$719K - $744K
|
75.5K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.49K+ 17.63% |
$718K - $744K
|
50K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.47K+ 0.24% |
$716K - $741K
|
3.08M
$304M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.4K+ 148.0% |
$709K - $734K
|
12.4K
$1.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3K+ 3.19% |
$700K - $724K
|
236K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.07KNew |
$678K - $702K
|
7.07K
$698K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
7.07K+ 6.55% |
$678K - $702K
|
115K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.95K+ 5.29% |
$666K - $689K
|
138K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.91K+ 3.21% |
$663K - $686K
|
223K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.85K+ 14.32% |
$656K - $680K
|
54.7K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
6.66K+ 2.08% |
$638K - $661K
|
327K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.52KNew |
$625K - $647K
|
6.52K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.45K+ 25.34% |
$619K - $641K
|
31.9K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
6.43K+ 92.66% |
$617K - $639K
|
13.4K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
6.35K+ 8.19% |
$608K - $630K
|
83.8K
$8.27M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.32K+ 4.31% |
$606K - $627K
|
153K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.26K+ 104.75% |
$600K - $621K
|
12.2K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.24K+ 5.35% |
$598K - $619K
|
123K
$12.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.19K+ 14.76% |
$593K - $614K
|
48.1K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.17K+ 5.4% |
$591K - $612K
|
120K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
6.12KNew |
$587K - $607K
|
6.12K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
6.01KNew |
$576K - $597K
|
6.01K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.97K+ 167.56% |
$572K - $593K
|
9.53K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.95K+ 5.89% |
$570K - $590K
|
107K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.91K+ 1.96% |
$566K - $586K
|
307K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
5.9K+ 3.8% |
$566K - $586K
|
161K
$15.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.88K+ 153.46% |
$564K - $584K
|
9.72K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.85K+ 100.45% |
$560K - $580K
|
11.7K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.81K+ 0.26% |
$557K - $576K
|
2.26M
$223M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.76K+ 12.13% |
$552K - $571K
|
53.2K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.74K+ 3.12% |
$550K - $570K
|
190K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.71K+ 6.34% |
$548K - $567K
|
95.9K
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.7K+ 93.99% |
$546K - $565K
|
11.8K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.69KNew |
$546K - $565K
|
5.69K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.68K+ 42.42% |
$544K - $564K
|
19.1K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.67K+ 3.63% |
$544K - $563K
|
162K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.64K+ 8.2% |
$540K - $559K
|
74.3K
$7.34M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
5.5K+ 13.84% |
$527K - $546K
|
45.2K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.49KNew |
$526K - $544K
|
5.49K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.45K+ 4.47% |
$523K - $541K
|
128K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.44K+ 4.45% |
$522K - $540K
|
128K
$12.6M
|