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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863K+ 6.02% |
$82.7M - $85.6M
|
15.2M
$1.49B
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
450K+ 13.84% |
$43.1M - $44.6M
|
3.7M
$362M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336K+ 3.26% |
$32.2M - $33.3M
|
10.6M
$1.04B
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
271K+ 2.69% |
$26M - $26.9M
|
10.3M
$1.01B
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 352.42% |
$10.8M - $11.2M
|
145K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
90.7K+ 21.52% |
$8.69M - $9M
|
512K
$50.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89.2K+ 387.91% |
$8.55M - $8.85M
|
112K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
86.7KNew |
$8.31M - $8.61M
|
86.7K
$8.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
85.6K+ 9.33% |
$8.21M - $8.5M
|
1M
$98.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
79.6K+ 49.07% |
$7.63M - $7.9M
|
242K
$23.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
75.7K+ 13.13% |
$7.26M - $7.52M
|
653K
$63.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
75.3K+ 13.25% |
$7.22M - $7.48M
|
644K
$63M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71.7K+ 15.12% |
$6.88M - $7.12M
|
546K
$53.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 2.33% |
$6.75M - $6.99M
|
3.09M
$303M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 1774.41% |
$5.88M - $6.09M
|
64.8K
$6.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50.4K+ 221.95% |
$4.84M - $5.01M
|
73.2K
$7.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43.5K+ 2.68% |
$4.17M - $4.32M
|
1.67M
$163M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
42.8K+ 3.39% |
$4.1M - $4.25M
|
1.31M
$128M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.2K+ 12.64% |
$4.05M - $4.19M
|
376K
$36.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
42K+ 39.56% |
$4.03M - $4.17M
|
148K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
41.3K+ 7.69% |
$3.96M - $4.1M
|
578K
$56.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.2K+ 14.89% |
$3.95M - $4.09M
|
318K
$31.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
38.2K+ 29.48% |
$3.66M - $3.79M
|
168K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
35K+ 24.94% |
$3.36M - $3.48M
|
175K
$17.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
34.9K+ 6.75% |
$3.34M - $3.46M
|
551K
$54M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
33.5K+ 22.12% |
$3.21M - $3.32M
|
185K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31.9K+ 132.37% |
$3.06M - $3.17M
|
56K
$5.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
31.8K+ 56.63% |
$3.05M - $3.15M
|
87.9K
$8.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.1K+ 84.69% |
$2.98M - $3.09M
|
67.8K
$6.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 10.95% |
$2.75M - $2.85M
|
291K
$28.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.9K+ 42.51% |
$2.68M - $2.77M
|
93.7K
$9.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.8K+ 24.75% |
$2.47M - $2.56M
|
130K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 14.13% |
$2.46M - $2.55M
|
208K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
25.2K+ 1.98% |
$2.41M - $2.5M
|
1.3M
$127M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
24.6K+ 3.82% |
$2.35M - $2.44M
|
668K
$65.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.5K+ 177.19% |
$2.25M - $2.33M
|
36.7K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23.3K+ 6.37% |
$2.23M - $2.31M
|
389K
$38.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
22.6K+ 1.12% |
$2.17M - $2.24M
|
2.04M
$200M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.6K+ 132841.19% |
$2.16M - $2.24M
|
22.6K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22.3K+ 3.89% |
$2.14M - $2.22M
|
597K
$58.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 46.45% |
$1.85M - $1.92M
|
61K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$1.83M - $1.9M
|
19.1K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18.2K+ 24.27% |
$1.74M - $1.81M
|
93.1K
$9.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 7.85% |
$1.7M - $1.76M
|
244K
$23.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
17.5KNew |
$1.68M - $1.74M
|
17.5K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
17.4K+ 7.69% |
$1.67M - $1.73M
|
244K
$23.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.29% |
$1.64M - $1.7M
|
289K
$28.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1K+ 93.15% |
$1.54M - $1.6M
|
33.3K
$3.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16K+ 11.82% |
$1.54M - $1.59M
|
152K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 17.03% |
$1.39M - $1.44M
|
99.8K
$9.77M
|