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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
4.45MNew |
$430M - $450M
|
4.45M
$433M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
800K+ 32.65% |
$77.3M - $81M
|
3.25M
$317M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
474K+ 140.82% |
$45.8M - $48M
|
811K
$79M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
400KNew |
$38.7M - $40.5M
|
400K
$39M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$33.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
340K+ 35.86% |
$32.8M - $34.4M
|
1.29M
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
263KNew |
$25.4M - $26.6M
|
263K
$25.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
231K+ 1.8% |
$22.3M - $23.4M
|
13M
$1.27B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
224K+ 9648.88% |
$21.6M - $22.7M
|
226K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
222K+ 21.34% |
$21.5M - $22.5M
|
1.26M
$123M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
196K+ 2.84% |
$19M - $19.9M
|
7.11M
$692M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
188K+ 10.26% |
$18.2M - $19M
|
2.02M
$197M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
178K+ 106.25% |
$17.2M - $18.1M
|
346K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
171K+ 4.22% |
$16.6M - $17.3M
|
4.23M
$412M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 29.66% |
$15.4M - $16.1M
|
695K
$67.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
157KNew |
$15.1M - $15.8M
|
157K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
150KNew |
$14.5M - $15.2M
|
150K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
144K+ 64.26% |
$13.9M - $14.5M
|
367K
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
141KNew |
$13.7M - $14.3M
|
141K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
129KNew |
$12.4M - $13M
|
129K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126K+ 5.92% |
$12.2M - $12.7M
|
2.25M
$219M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118K+ 7.85% |
$11.4M - $12M
|
1.62M
$158M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
118K+ 4980.36% |
$11.4M - $11.9M
|
120K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
116K+ 34.79% |
$11.2M - $11.7M
|
448K
$43.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 21.77% |
$9.93M - $10.4M
|
575K
$56M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 3104.3% |
$9.76M - $10.2M
|
104K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
100K+ 31.29% |
$9.7M - $10.2M
|
421K
$41M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
98.1K+ 65.64% |
$9.48M - $9.93M
|
247K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94K+ 27.91% |
$9.09M - $9.52M
|
431K
$42M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.9K+ 33.01% |
$8.97M - $9.4M
|
374K
$36.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
88.8KNew |
$8.58M - $8.99M
|
88.8K
$8.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 6.82% |
$8.4M - $8.8M
|
1.36M
$133M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
85.8K+ 28.67% |
$8.29M - $8.69M
|
385K
$37.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
83K+ 131.13% |
$8.02M - $8.4M
|
146K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80.6K+ 3.41% |
$7.79M - $8.16M
|
2.45M
$238M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
79.6K+ 18.08% |
$7.69M - $8.06M
|
520K
$50.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
78.5K+ 694.83% |
$7.58M - $7.94M
|
89.8K
$8.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
77.6K+ 15.81% |
$7.5M - $7.85M
|
568K
$55.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72.1K+ 13.48% |
$6.96M - $7.29M
|
606K
$59.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
70.9K+ 77.65% |
$6.85M - $7.18M
|
162K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
70.4K+ 15.78% |
$6.8M - $7.12M
|
516K
$50.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$134M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.2K+ 529.81% |
$6.49M - $6.8M
|
79.9K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67.1K+ 60.72% |
$6.49M - $6.8M
|
178K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
63.4K+ 38.31% |
$6.13M - $6.42M
|
229K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
62.5K+ 38.73% |
$6.04M - $6.33M
|
224K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
60.2KNew |
$5.81M - $6.09M
|
60.2K
$5.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
59.9KNew |
$5.78M - $6.06M
|
59.9K
$5.83M
|